Streamlining Internal Cooperate Comms, Reporting & Analytics
Epoch, a San Francisco based tech company that builds software for companies to manage employee team building experiences. As part of my General Assembly Client Project, my partner and I were asked create two key features that streamlined Epoch’s admin console user experience, focusing on presenting and surfacing relevant data and analytics reports while creating “events” and “challenges” workflows for employees.
The Why:
Team Building activities are
Difficult to organize
Require too much effort for busy employees
Expensive and hard to measure
“Challenges” feature will provide an easy way for employees to get involved with minimal effort.
“Metrics dashboard” feature will give admins access to insights in real time, ensuring the success of team building challenges and events.
The Ask
Design a MVP in three weeks that can be leveraged by developers, demonstrating two key features.
Feature #1
“Challenges'' provides admins the ability to create and assign various challenges and tasks for employees to complete. This feature is also to be supported by an “announcement” like function that will prompt users to complete tasks throughout a given challenge.
Feature #2
Create a way for admins to have the ability to run analytics on their own time from within the app. Using data visualization to incorporate existing data points from a third party platform into the current look and feel of the platform.
Problem Statement
CHALLENGES
Currently the functionality is limited to creating events which are promoted via a feature called “Announcements”. Announcements deliver notifications and communications that drive participation in various “Events” via Slack.
METRICS DASHBOARD
At present Epoch is gathering metrics and analytics via a third party platform (Mode). The data is manually compiled in a PDF and is sent to the Admins via email and or slack. This is not a long term nor scalable option as it provides the user with a less than ideal user experience.
Hypothesis
By streamlining the admin console experience by eliminating third party platforms, [something about making setting up a challenge easier and more automated], and [something about having real-time data visible and customizable reports], customers will be able to enhance company culture through meaningful challenges and events.
SOLUTION
Make it easy…for employees to get involved.
Leveraging existing platforms (Slack)
No downloading of additional apps
No need to learn new tools
Help drive adoption
Keep it simple.
Consolidate steps and Limit inputs
Benefits for Admins:
Complete tasks quicker
More control over the data
Key metrics are highlighted
More digestible and scannable
APPROACH
ROLES
UX Project Manager
Product Manager
UX Designer
THREE PHASES
Each lasting one week
Research and Insights
Hypothesis
Rapid Prototyping and Validation
01
Business Analysis
02
Competitive Review
03
Application Audit
04
Iterative Prototyping
05
Recommendations
Process
DISCOVERY & DEFINITION
Stakeholder Interviews, User Interviews, Feature 1 and 2 Definition
Key outputs: Research insights and feature definition
PHASE 02: CONCEPT DESIGN
High level User flow, Prioritizing characteristics of Feature 1 and Feature 2, Sketches and wireframes, Client Review, Lo fidelity prototype
Key outputs: Lo fidelity prototype
PHASE 03: DESIGN DEVELOPMENT & HANDOFF
Usability Testing, Client Review, Hi fidelity prototype, Client review, User Acceptance testing
Key outputs: Final assets, detail wires with annotations, functional specifications (as necessary), click-through hi fidelity prototype, presentation, usability testing results, competitive analysis, usability report
OUTPUT
Challenges:
Key Features & Interactions
3 steps total to create a challenge from scratch
Incremental task creation
Pre-populated Slack messages
Task reminders
Metrics Dashboard:
Key Features & Interactions
3 steps total to create a challenge from scratch
Incremental task creation
Pre-populated Slack messages
Task reminders
