1. Smart Insights tool

Analytics feature redesign

Screenshot of the legacy “Lumira Zero-Click” proof of concept

Before:

Stakeholders

  • Product Expert (i.e Product Owner)

  • Engineering Lead

  • Development team

  • Customer Experience Lead

  • User Experience Lead (me) 

UX Activities  

  • Planned, coordinated and moderated a usability study with a number of internal participants

  • Delivered a brief usability report outlining improvements in the POC

  • Designed and iterated mockups and delivered final specs

  • Development support, as needed

  • UX sign-off

Key Outcomes

  • Improved Concept and Specs were drafted to address the requirements and ideas gathered during the prior research phase of the project. 

  • 6 weeks to design delivery

  • Positive review by Gartner blogger (link no longer available) from a feature demo at SAPphire 2017.

A Sample of Deliverables:

2. User assistance consolidation

Generating new ideas and amalgamating features

The existing Help menu and pop-up

Before:

Stakeholders

  • Engineering Lead

  • Support Engineers

  • Development team

  • Customer Experience Lead

  • User Experience Lead (me) 

UX activities  

  • Initial requirements gathering and UX analyses based on UCD best practices

  • Research of similar features and the possibility of bot functionality

  • Draft an initial vision

  • Deliver and iterate mockups and specs

  • Development support, as needed

  • UX sign-off

Key Outcomes

  • Target Vision Document: used for product development estimation, needed to to consolidate requirements and ideas generated during the research phase.

  • Delivered: Improvements to the Help dropdown menu, New "Ask an Expert" wizard (users could book time with an Enablement Specialist to assist with onboarding), new "Contact Support" messaging feature allowed IT users to directly communicate with Support to resolve even more technical issues.

  • Help Center Redesign: the Help dropdown changed to a dialog-menu that incorporated a search bar, frequently accessed topics and links to all resources available for knowledge and learning opportunities. The first version of the design was released and won a company-wide award for design improvements.

  • Bots: Throughout the process, I had engaged in a comprehensive investigation and analysis to explore the possibility of designing an automated bot that could provide enhanced assistance to users navigating our application. To guide this exploration, I led an in-depth Design Thinking activity, aimed at establishing a clear focus and defining the core values that we wanted our bot's personality to embody. After careful consideration, we found that this ambitious task was beyond our team's current capabilities and resources, so we decided to remove this feature.

Sample of Deliverables:

3. Error messaging enhancements

New global standards and specifications for errors

No consistent error message designs (!!!)

Before:

Stakeholders

  • Engineering Lead

  • Development Team

  • Global Support Engineers

  • User Experience Lead (me)

UX Activities  

  • Initial requirements gathering and UX analyses based on UCD best practices

  • Deliver and iterate mockups and specs

  • Facilitated a feedback session with engineers from the Support team to establish collaboration in identifying and documenting common error messages

  • Re-design of the toast elements

  • UX support, as needed

  • UX sign-off

Key Outcomes

  • Guidelines for the new standards for error messaging component 

  • Plan of action initiated for UX-Support collaboration for an improved Customer Support Experience

Sample of Deliverables: