TRACY REITH USER EXPERIENCE DESIGN

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1 TRACY REITH USER EXPERIENCE DESIGN

2 ShiftWise Connect SaaS vendor management system for healthcare contingency / temporary staffing. Front end built with AngularJS, and using the Angular Material style framework. I supported up to 3 Agile teams of 5-6 developers each, providing them with annotated wireframes, mockups, and direction as they developed screens. Connect was intended to replace a legacy SaaS application; the project was canceled before all functionality was completed. Screenshot of front page

3 ShiftWise Connect Created Jobs List Hiring manager s listing of job postings, with filtering and sorting. Indicators of messages and action required. Screenshot of list page

4 ShiftWise Connect Job Details Individual job posting with applicants, with indicators of action required and messages (if any) on individual screening steps. Percentage match indicates how well each applicant fulfills requirements on individual screening steps and overall. Applicants can be advanced to the next step or rejected. Screenshot of detail page

5 ShiftWise Connect Job Details: Applicant Panel Includes an overview of requirements, indicating whether applicant meets requirements (green check), is missing documentation (yellow warning), or is missing requirement altogether (red alert). Screenshot of detail page, drill down

6 ShiftWise Connect Job Details: Applicant Screening Step Detail Selecting any screening step tile opens a detail page; if a step, such as a step designated for offer negotiation, has more activity, it is displayed here. Steps can be configured with any label the customer wishes; offer negotiation is a separate module that can be applied to any step. Rates are populated from rate sheets configured for each customer. Screenshot of step detail

7 ShiftWise Connect Task List One of the last features planned before the project was canceled. Early stage user research combined usability testing and interviewing with customers, using wireframes, and was conducted remotely. We learned that the optimal organization for tasks is by category, as well as the preferred order of categories. The biggest takeaway was that what would really be useful was aworkqueue that would allow users to proceed from task to task within each category, without having to return to a list or look for the next item to work on. However, given that we were developing under the philosophy of Minimum Viable Product, our first iteration would be be a basic task list. Wireframe for developers

8 ShiftWise Connect Task List: 2nd iteration Early feedback from the first customer when we rolled out the task list was that the simple dropdown list did not provide sufficient information. From a practical, front-end dev standpoint, I learned the green flag icon did not support the long numbers that were actually generated by task lists, and so redesigned that element to a white oval tic tac ; we also needed to show quantity of unread messages, so a ;tic tac worked for that purpose as well. We considered the concept of listing the categories for tasks and messages in the navigation panel, but I had concerns that it would push other navigation elements too far down. Which categories would be displayed depends on the user s level of permission; this wireframe shows worst case scenario. Wireframe for developers

9 ShiftWise Connect Task List: 2nd iteration In the mockup I deliberately left space to the right of the task list. My intent was to use this space to return the specific UI component for the task the user needs to complete. This gets closer to a work queue, allowing users to proceed from task to task, without leaving the page; displaying the actual task component was out of scope for this iteration. Mockup for developers

10 ShiftWise Connect Job Templates Feature planned but not completed before the project was canceled. I conducted user research that combined usability testing and interviewing with customers, using interactive wireframes. From the usability testing portion, I learned where users were more likely to click, depending on whether they were creating a new job template, editing an existing job template, or creating a new job based on a template. I learned that even when I had a button labeled Save as Template on a job order, users preferred to make a copy of a job before saving it as a template. From the interview portion I learned the preferred terminology (e.g., copy versus clone), and what job template details should be made visible available to users with different levels of permission. Interactive wireframe used for usability testing

11 ShiftWise Connect Job Templates Annotated wireframe for developers

12 Con-way Enterprise Services Business Continuity Con-way reduced the amount of paperwork needed to move freight, as part of its Paperless Dock initiative. Documentation was delivered over a computer network, through its Navigator UI. But if the network were not available, due to power outages or system failure, critical documentation must be made accessible through alternate means, in order to keep freight moving. The solution was to regularly copy freight data to cloud-based storage on a frequent basis, and make that accessible through a minimalist website interface. User activity flow

13 Con-way Enterprise Services Business Continuity Swim lanes showing flow of documentation across freight network

14 Con-way Enterprise Services Business Continuity Low-fidelity wireframes used for early usability testing Yellow stickies indicate results from testing that were incorporated into subsequent design iterations.

15 Con-way Enterprise Services Business Continuity High-fidelity prototype made with Axure (Username and password not required for prototype sign-in.)

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