Category /
selected work
Workspaces Dashboard
Actionable dashboard for recruiting agencies to manage daily workload
Timeline:
3 months
Tags:
Desktop / High-fidelity / Design dash
Role:
Design owner / Co-facilitator
Impact:
Built rapport amongst 12 stakeholders over 2 day in-person design dash
step 1:
context
Why a design dash?
I helped facilitate a 2-day design dash with two other designers on my team. We brought together 12 stakeholders from product management to engineering who all worked on different missions to discover cross-persona issues and create solutions that work holistically across all product areas.
Our Redesign Goals:
Design Dash Process:
step 2:
design dash
Design Dash Process
Our first step in the design process was to lay out the main personas we would focus on for the design dash. Our target audience focused on those within the recruiting agency who would primarily use our dashboard as opposed to the candidate end user, although we did consider the candidate whenever relevant. We settled on five main personas who were played important roles at a typical recruiting agency: the payroll administrator, the credentialer, the salesperson, recruiter and billing specialist.
Persona Verification
Journey Mapping
We mapped out the user journey for each persona in Whimsical including their pain points, current tools and whether any current solutions existed. This information came from our pre-research with clients and customer service calls that the product team had conducted with personas.
Affinity Mapping
We mapped out the pain points listed in the journey maps for 45 minutes with a different color sticky note for each persona. We also added the persona of candidate to account for their pain points which are related to those of the recruiting agency.
Problem Statement:
I am unable to do my job efficiently because I don't have a way to access the right data for me at the right time.
Need Statement:
I need to access the right data for me at the right time so that I am enabled to take the proper actions.
Key Themes
Many of my daily processes are highly manual and repetitive
I wish I was made aware of information at the correct time
Inefficiencies in my process cause frustration to those I work with internally and externally
I’m stressed about the ramifications that are caused by all the inefficiencies
I don’t have access to information that I need
I can’t narrow down/slice data in an effective way
People don't enter data consistently
After looking all the workflows and pain points, we decided to focus on two personas to start our design. We chose to focus on the recruiter and the pay/bill specialist because they had the most pressing concerns as shown through the affinity mapping exercise.
Crazy Eights
We conducted the Crazy Eights Exercise for 2 rounds which lasted an hour. This involved having each person draw a potential solution for 2 minutes on a piece of paper folded into 4 or 8 sections and then presenting ideas for 30 seconds each.
Participants drew on each other’s idea for the second round. Again, we were designing for the two personas of the recruiter and the P/B specialist.
Dot Voting
After the crazy eights exercise, we asked participants to vote on their favorite ideas. The following three patterns emerged from the highly voted ideas.
1. Configuration
Configuration instruction of “I want to see all hours worked for branch XYQ where timesheet hours > 47.5”
Viewing information
Data visualizations such as this graph showing the shift in PO burn down rate over time
Upon clicking a task widget, user can take action or assign task to someone
step 3:
Prototyping
Prototyping Flows
Based on the most popular ideas, the design team and I created a clickable prototype for both Alberta the Recruiter and Roberta the Pay/Bill Specialist, both flows of which you can view below.
Alberta the Recruiter
Roberta the Pay/Bill Specialist
Alberta the Recruiter
As a recruiter, I need to place candidates so that I can ensure my clients have employees.
It's Wednesday and Alberta is working on:
Conducting a phone interview with a candidate and capturing important information from the call
Sourcing candidates for ‘hottest jobs’
Knowing current ‘spread’ between what agency is paying candidates and billing clients to ensure she is above the threshold
Review candidates with placements ending soon so she can assign them to their next placements
Roberta the Pay/Bill Specialist:
As a pay/bill specialist, I need to ensure that my clients are billed correctly and my candidates are paid correctly so that I can ensure that contracts are fulfilled correctly and there are no lawsuits.
It's Monday and Roberta is working on:
Tracking unapproved expenses and timesheet adjustments
Seeing which payable charges are ready and not ready to pay to take appropriate actions
Following up with candidates who have completed payroll onboarding
step 4:
reflection
Reflection
Although this project was shelved for the future, it was wonderful to engage with internal stakeholders in person and make time to engage deeply on a product that would affect multiple personas across the entire recruiting agency.
