Pauline Parikh
UX Designer
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Johnson Controls

Research, design, and testing of employee performance tracking web application for globally dispersed High Performance Teams.

 
 

Overview

Johnson Controls needed a solution to allow for employees at their factories to track, measure, and report on performance. I designed a MVP solution for Johnson Controls that allows High Performance Teams (HPTs) at their factories to set and track goals, problem solve to create action items, and log weekly meeting notes to help team's discuss their progress.

I worked with stakeholders from 4 countries to create a unified solution. Before creating this solution, each region had their own tracking system and varying formulas which made for an inconsistent experience in comparing HPTs globally. I led workshops with the client to gather user experience needs, designed wireframes, and conducted user testing with employees at Johnson Controls to validate my designs for this internal web application. I was able to win a second round of work with Johnson Controls for ICF Olson based on the following MVP designs. 

See interactive wireframes herehttp://vuae0r.axshare.com/

Tools

Realtime Board, Axure, Trello (Project Management)

Techniques and Skills

User Research, Persona Creation, Wireframing, Prototyping, Client Management, Moderated Remote User Testing, Agile


Understand the Users and Use Case Model 

We met with our clients for a discovery workshop to understand more about our users, how they intended on using this application and what they felt was lacking in their current system of tracking performance (manual Excel spreadsheet data entry). We used Realtime Board to capture their comments and organized it to understand each role/user of the application. It was important to define what "success" meant to each type of user, current pain points and the types of devices they currently interacted with.

In total, we identified 10 distinct roles and felt it would be quite a challenge to create a unique experience for each type of user. Upon further research we found that, although there were 10 roles, many had overlapping goals and priorities which would help guide us in creating a fewer number of design solutions that would meet the needs of many:

We also created a use case model so all parties were in alignment about how users would use the application (flow and details about each step in the process) and what they were trying to accomplish:

Prioritization and Design

We completed a ranking exercise with our client to prioritize features for our MVP solution. We used this exercise to inform our decision about which designs to work on each sprint. I used Axure to create wireframes because it was important that the interactions in the prototype were as close to the final product as possible for testing purposes. Many of our users had limited interaction with web interfaces so if there were certain interactions that were not intuitive for the user, it was important to catch those issues during testing. A sample of my wireframes and color composites (made by the visual design team) are below.

See full set of interactive wireframes herehttp://vuae0r.axshare.com/

Desktop Dashboard Wireframe - After understanding the goals of each type of user, we created a dashboard they could quickly reference to gather the most important and relevant information to them. 

Desktop Dashboard Color Composite

Scorecard Wireframe - It was important for HPTs to be able to quickly reference their scorecard during meetings to form action items based on their weekly performance. This scorecard allows for team members to see their total score across all categories at a glance and see a more detailed breakdown of each category if they choose to do so.  

Scorecard Color Composite


Takeaways

I enjoyed this project because it challenged me to uncover motivations and success factors for each type of user to make informed design decisions. The clients/users had been used to logging all of the data in spreadsheets and felt comfortable with that type of experience out of habit. We had to be mindful in leading them away from focusing solely on the interface and instead having them focus on the overall goal of creating this system. Taking a step back to think about strategy was instrumental in helping our clients create a solution that they were satisfied with.