Workopti 2.0
Team: Chime Dolker, Eve Elie, Xochitl Parada
Time: 3 weeks
Workopti is a B2B SaaS product serving business leaders to effectively execute business strategies through an agile workflow management platform
Problem: Business Executives are spending a lot of time in meetings rather than creating and leading overall business strategies.
Solutions:
Create an Executive Dashboard for our primary users where they can easily access high level insights (Business Executives)
Build a way for secondary users (Business operators) to easily aggregate data to build the executive dashboard view for the primary user
Responsibilities
UX Designer & Strategist
Roadmapping
Market Research
User Personas
Experience Maps
Information Architecture
Sketches, Wireframes, and Prototypes
How might we?
How can we reframe our challenges into problem solving questions?
How might we ensure users have a framework to effectively organize, manage, and report on their strategic plan?
How might we make it easier for users to determine measures of success in their department as it relates to the business?
How might we create a dashboard for our users that communicates the impact of the employees who are executing the work?
Key terms
Some key terms to know
Business Executive
A senior professional who is commonly responsible for setting company vision and making key decisions on the work to get there.
Business Operator
The primary force driving a team working towards fulfillment of a business outcome.
Business Strategy
An integrated set of choices of guiding principles, areas of focus, and long-term goals that guide the vision of success.
Strategic Plan
A document that shares how a team will decide to bring the company's vision of success to life with aligned goals and actions.
Problem Statements
Business Operators need to effectively input relevant data for business "goals" to measure impact of their team's work in real-time so that they feel confident in communicating the status of outcomes.
Business Executives need high-level insights of department outcomes so that they can feel assured that their team's work aligns with the business strategy.
What challenges do our users have?
of nearly 800 executives reported that their strategic planning processes failed to track the execution of strategic initiatives.
-Clearpoint Strategy
Business Market Research
Where is the gap in the market?
Summary
When business operators can successfully track the execution of strategic initiatives, organizations are able to execute new growth strategies that increase their profits.
Organizations made big changes relating to remote work and cloud based business activities in response to the pandemic- and there’s no going back.
77%
Organizations that are able to successfully unlock the capacity to execute new growth strategies increase their profitability by
-Clearpoint Strategy
64%
of organizations shifted to more cloud-based business activities.
-IBM Institute for Business Value
45%
Feature Inventory l Competitive Analysis
What do our competitors offer?
Workfront, Cascade, & Achieveit all extend their IT support services to include 24/7 live support, webinars, tutorials, & training options
Cascade has the most features for strategic planning like: snapshot reports, risk management tools, & cascade planning charts
Asana lacks the high-level information executives look for, but it has the most integrated apps (up to 25)
Summary
User Interviews
“I need to make sure senior executives see not only quantitative results on the dashboard, but qualitative as well.”
“I want to gather and report on what success looks like in real time, any risks, and peoples sentiments during the kickoff phase of a strategic plan.”
“I use WORKOPTI to track individual performance, not for strategic planning.”
How do current users of Workopti feel?
“I need assistance with the onboarding process so that I can build out a dashboard specific to our company needs.”
User Personas
Who are our primary users?
Added notes widget to write down important reminders
Added shortcut widgets for high level insights
Changed dark mode to toggle and moved to nav bar so that help icon is more obvious
Changed insights icon to lightbulb and created a collapsable menu for text
Design Iterations
What key iterations did we make based on user feedback?
Usability Test Results
Were users able to get through the tasks without issue?
Round 1
Round 2
Task 1
View the company’s strategy and find help
Task 2
Review insights dashboard and notify team
Final Prototype
User 1
"It is very intuitive, user friendly, aesthetically pleasing, and well thought out."
User 2
“It has some features of Salesforce and Asana but the difference here is the focus on strategic planning and the progress of those plans."
User Feedback l Final Design
What feedback did users have after using our final design?
Next Steps
What reccomendations would we make to continue the design process?
Produce Demo Videos
A/B Testing
Business Consulting
Produce a playlist of demo videos showing users how to build and aggregate data on each page of WORKOPTI. These videos will allow users to seamlessly integrate their work into the platform without confusion or need for 1-on-1 help.
The world of business strategy encompasses various terms and mental models for individuals. A/B testing the most interchangeable business terms could make or break how users function in WORKOPTI.
Work with business consultants to determine the most common measures of success for business functions like finance, operations, sales, marketing, etc. to allow users to have customizable and accurate insights.