Workforce Management Platform

The Project

Previous onboarding processes for production crews were inefficient and high-touch, with a growing number and complexity of onboarding requests. Our goal was to create an easy-to-use, scalable workforce management platform.

My Role

I led all design on this initiative and was responsible for:

  • User Research

  • User Flows and Wireframes

  • Visual and Interaction Design

  • Prototyping and User Testing

My Approach

I conducted shadow sessions and user interviews to understand how things were currently done (and why); I discovered pain points, must-haves, and nice-to-haves. This helped me build context and understand my primary user, the Production Coordinator.

  • Manage all production content access requests

  • Onboard and offboard users to productions

  • Set up and manage all production details

The User

Will, Production Coordinator

Needs:

After user research, I started to ideate with sketches, distilling learnings and forming initial ideas for the UI/UX.

I transitioned to mapping out key user flows for the platform experience.

After sharing my design direction with user flows, I moved into wireframes with feedback and buy-in from stakeholders.

I shared this initial version above and received feedback to make the "user onboarding" call to action and the "search" feature more prominent. So I iterated…

This second version above addressed the feedback and I got buy-in to move forward to visual design.

Changing the way people work was a big challenge. We focused on taking things slowly and listening to their concerns, as well as providing plenty of training and documentation to help with the transition. It also helped to give people a lot of time to play with the platform without the risk of making critical mistakes.

User adoption was slow at first, then steadily increased month after month. By the end of the first quarter after launch, user adoption metrics and feedback steadily increased month over month.