UX Case Study of an HR Platform

Intro: A enterprise App for an HR management team.

Target Users: CEO, Manager, Employee, and HR

Their vision was to simplify the whole HR Management function by making it highly usable to everyone not just for the HR itself.

Problem Statement

The present system which is being used by different stakeholders has got numerous features and unfriendly layout, we can say the data is not presented well. We did intensive research on the present design by talking to different users and stakeholders.

Challenge

Our first task is to change the information flow where the user should be able to reach the desired screen in not more than two clicks but we should also have a detailed understanding of what the user wants.

The challenge is about taking things that are infinitely complex and making them simpler and more understandable.

User Research

As the existing product is used across different locations by different SMEs, we collected the feedback through telephonic conversations, stakeholder interviews and considered common patterns from the research. Working with already existing data helped us to avoid any guesswork. Using the information provided by the user had a better chance to keep things simple and effective.

We identified the features that are redundant which we could remove or merge into another feature.

User Research (Admin)
User Research (User)

Personas

Information Architecture

Information architecture is made from the data that’s available on the present system then we segregated the information that is redundant and not used by the users.

The system has everything, everywhere so we segregated the data into three sections to reach the right place without confusion.

  • Action
  • Report
  • Configuration
Existing, old design
IA on the present system (Old design)

After the initial review of the IA, we understood that the information available is not of much use in the respective context. We redesigned the IA from the inputs received and made it structured.

Pain Points

There’s so much of data available in the system, users are unable to find the information and even the search is not clear for them to use it and to find the relevant information.

IA in two parts as it’s super huge

Based on the enhanced IA we started sketching out the low-fi's.

We used paper and pencil to draw different ideas and iterate as and when we felt the ideas are not working out or if the user experience is not exceptional.

The aim is to keep interactions as simple as possible with a clean and highly interactive experience. The overall feedback from the Stakeholders is good but we realized there is still scope of improvement.

Low-Fi Mocks

Solutions based on Pain Points:

The admin has the control to see the necessary data but also he should be able to customise the widgets that he wishes to see which is equally important.

  • The Admin (user) can take an action right on the home screen from the requests raised by the Employee or the Manager.
  • The user has the control to switch the widgets that he wants to see in the app.
  • All the reports flow seamlessly with the information that has already been given by the different roles, Employee, Manager, CEO and then Admin,where he has to just verify and proceed to achieve the goal.

We rearranged the data for the respective user.

We the amount of data that has to be enabled to see the information is huge so we enabled all the fields and told the users to disable whichever is not necessary, which helped the user to take limited actions with speed and not overthink, just uncheck the fields which are not needed rather checking all the 25–30 fields.

In user testing we discovered, the communication feature in the app is not used or not so useful, so it’s considered as a secondary information while selling the product to the customers.

Reference: https://www.instagram.com/p/BpoJB3eBRLA/?igshid=4gkl2h3w5335
Reference: https://www.instagram.com/p/BnQUKTBBTM2/?igshid=1btwze78d9za
Reference: https://www.instagram.com/p/BmkkDOGB4w2/?igshid=34y0mdjimpw0

The biggest challenge for the users is to find the information and reach to that information quickly and easily without much effort. There are different ways to reach the information like search has functionality with universal search feature and Navigation and also as an admin, I could rearrange and see the information that’s much needed on the dashboard.

As we are integrating Machine Learning to understand the behavior patterns of the user to suggest to him the right product that helps him at the need of the hour, we have put a chat section right on the dashboard to help the user to search through and get there without pain. The chat will also push intelligent ads that can help the user and the product.

Conclusion

At the end of the project, the final design has been showcased to the actual users to analyse the reaction and the overall user experience from the previous design. To our expectation, the users were very happy that they can perform the desired action in lesser interactions and also they like the way where only the valuable information was presented on the platform.

The new users also got hands-on experience of both the designs to check which is the best feasible solution and as expected the new design’s minimal interaction saved over 60% of the time to do the same task than in the old design.

Thank you for reading through the case study, let me know your thoughts and ideas, say hello.

Designing for AI & ML @PI Exchange, Ex-Founder of HelloFello Design Studio.

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