SHORT-TERM PROJECTS

Short design and research projects

SALESFORCE Staffing TOOL REDESIGN

GOAL

Improve the UI of the internal staffing tool used to match employees to contract opportunities. The tool was built on salesforce and fully functional, but coded with little thought to the organization or usability. The goal was to make the tool adhere to more design principles to make it easier to skim, edit and reference during internal staffing calls.

RESULTS

  • Designed two potential options for a more organized and consolidated view of contract opportunities, slated employees to be staffed, and meeting notes from the cross company discussions

  • The new experience emphasized clearer content groupings, distinct text hierarchy, color coding for filtering, and redesigned tables for clearer data representation

APPROACH

  • Conduct brief user interviews, and observe a staffing call to understand how the tool’s is currently used

  • Redesign landing page from wireframes to high-fidelity screens, testing each new feature with users and incorporating feedback into designs

  • Worked primarily with a salesforce developer, and a non-technical project manager to ensure the designs were technically feasible and aligned with business goals

Option 1

Final Mockup

Merchant Technology Payment Provider

GOAL

Conduct discovery work to update client’s menu management application. This application was slated to become a mobile native application and would allow for easier menu management for restaurant kiosk managers.

RESULTS

  • Conducted stakeholder interviews to uncover pain points, understand the current usage of site features, and recommend immediate and future design recommendations

  • Confirmed most pressing design changes and new functions needed to support kiosk manager activity

  • Began designing updates for the native-mobile application to support on-the-floor fast casual restaurant needs

APPROACH

  • Conduct stakeholder interviews with users from different restaurant branches and levels of management

  • Create research report highlighting findings from stakeholder interviews to inform design decisions and sprint scope

Consumer Insights STUDY

GOAL

Conduct a large scale national survey to gauge consumer behavior and sentiments after COVID restrictions ended and new buying trends emerged in 2022.

RESULTS

  • Company article written on findings

  • Survey report used for senior level executives to inform business decisions and used for selling services to clients and promotional material

  • Compelling survey findings examined by demographic angles, and larger overarching trends

Sample of Interesting Survey Results

  • 74% of consumers are likely or somewhat likely  to purchase from a company invested in innovation.

  • Consumers rate a company’s commitment to social and ethical responsibility as a top factor in purchasing decisions 

  • 54% of survey respondents have used live chat in the past six months. 60% believe live chat makes a company more accessible. 38% prefer to utilize live chat over calling a company. 78% of Gen Zers believe live chat makes a company more accessible, higher than any other age group 

  • Gen Z is more likely to utilize chat, AR, and VR and are more likely to be motivated by product recommendations from social media influencers or word of mouth recommendations

APPROACH

We went through an extensive process of crafting survey questions with senior leadership on related to spending priorities, new technologies, overall economic sentiments, recent technology usage, and buying factors related to consumer behavior. We worked with Dynata to distribute this survey to a national representative US sample, and looked for statistically significant results when slicing questions by various factors to look for trends.