The end-end design process for Optimise®.
A resource management tool that streamlined the allocation of resources through a iBPMN service, resulting in improved efficiency and output.
Jul 2021- Ongoing
Applying Lean UX to Agile
The UX process ensures we’re building products that people actually want to use. It gives the whole team a clear vision for the product and it ensures that the end users’ needs are being considered every step of the way.
The first stage of the discovery focuses on user-centric research. You want to gain an empathic understanding of the problem you are trying to solve.
Methods used:
Investing in a superior user experience builds trust and loyalty among your customer base. Optimize every touchpoint, from your website and mobile app to your online platforms, ensuring consistency and a cohesive brand experience.
Outputs:
The design team will now produce a number of inexpensive, scaled down versions of the product (or specific features found within the product). This is an experimental phase, and the aim is to identify the best possible solution for each of the problems identified during the previous stages.
Activities:
Whether you want to know the location, amount, quality or level of any given resource, Optimise gives you that visibility, monitors what’s important and makes adjustments where needed.
Background
Atlas creates software as a service (SaaS) solutions. Increasing efficiency and opening the door to the fourth industrial revolution for businesses of any size, in any industry. Atlas is the innovation core of ATS Global, providing cutting edge solutions to the problems of the future. Their mission is to enable digital services that help businesses achieve more and map their way through digital transformation.
The Atlas Universe started as a no-code system created to make mapping business processes intelligent. Using intelligent business process management (iBPM), Atlas Play® moves beyond mapping business processes and enabling mapping processes that can learn, grow and ultimately adapt to companies’ development and future goals. This enables mapped processes to intelligently improve themselves as they’re run, highlighting areas for attention and minimising wasted time and resources.
After 4 years of development and validation of the initial offer of automated process mapping the goal for this project was to create the concept for a resource management tool that helps customers take complete control over resources from location management to supply chain management and/or people management.
Persona Definition
During the persona definition process, we delved into four key aspects to create detailed and comprehensive profiles. These aspects provided us with a holistic understanding of our target audience, enabling us to design solutions that resonate with their needs and aspirations.
Generative Brainstorm
Armed with a solid understanding of our users, we proceeded to conduct a brainstorming session using generative questions.
These questions were carefully crafted to explore various aspects of user experiences, uncover potential problems, and identify untapped opportunities. We fostered a collaborative environment that harnessed the collective intelligence of our cross-functional team.
How Might We Exploration
We then transformed our notes into actionable HMW (How Might We) questions. These questions reframed our insights into opportunities for creative problem-solving.
By aligning the identified needs and priorities of our personas with the distinct activities and functionalities within the application, we uncovered invaluable insights that steered the course of our design decisions.
Through a collaborative voting process, we determined the most critical areas for us to focus on, ensuring that our efforts were tightly aligned with our users' core requirements.
This powerful connection between personas and clustered HMW questions propelled us towards an impactful redesign that would truly resonate with our target audience.
Key Insight #1
Shifting the focus from operators to managers
Context: We need to incorporate new resource management functionality into the SaaS application.
Cause: The most voted HMW questions were associated to managers.
We realized that we needed to shift the focus from the operators of automated processes to their managers. This strategic shift acknowledged the crucial role of managers in overseeing and optimizing the performance of their employees and production resources.
By placing greater emphasis on empowering managers, we aimed to provide them with the necessary tools and functionalities to effectively monitor and drive performance within their teams.
Key Insight #2
Balancing functionality for managers and operators
Context: Managers required comprehensive and real-time insights into the performance of their employees and production resources.
Cause: Shift in focus towards managers created a radical increase in the need for management tools
We also acknowledged that empowering managers with additional features and functionalities might inadvertently overwhelm or distract operators who primarily focused on their specific tasks.
It became apparent that the application needed to strike a delicate balance, providing managers with the necessary capabilities while ensuring that operators were not burdened by an excessive amount of irrelevant features.
Through the persona-driven approach, we discovered that one of the top priorities for our users was enhanced resource management within the SaaS application. This insight led us to identify the need for incorporating new features related to resource management into the main navigation.
By redesigning the navigation to prominently showcase these new capabilities, we aimed to streamline the user experience and provide easier access to the tools and functionalities that users required for efficient resource management.
For the several use cases that emerged from the research. We began by revisiting the personas, gaining a deeper understanding of their characteristics, goals, and pain points. With this knowledge in hand, we identified the key user tasks that aligned with the insights gathered during the research phase.
Mapping out the sequence of steps, we visualized the user flows, starting from the appropriate entry points within the SaaS application. Each step was carefully crafted, taking into account the insights we had uncovered. We ensured that the flows incorporated the necessary functionalities and features to address users' needs and pain points. Additionally, we considered different user paths based on roles and permissions, accommodating various scenarios within the user flows. Through an iterative process of feedback and validation, we refined the flows to enhance clarity, simplicity, and usability.
Overall, this approach allowed us to create intuitive and purposeful user flows that directly aligned with our research insights. By outlining these flows, we provided a clear roadmap for the design and development teams, ensuring that the SaaS application would deliver a seamless and efficient user experience while addressing the specific goals and challenges of our target audience.
In this UX case study, we began by transforming the insights gathered during a brainstorming session into actionable HMW (How Might We) questions. By reframing our thinking around potential solutions, we inspired the team to approach the project with an optimistic mindset.
Once the user flows were validated, we moved on to creating initial wireframes that captured the essential layout and structure of the SaaS application. These wireframes were kept simple to prioritize overall user experience and functionality.
By clustering HMW questions, we gained a clear and actionable roadmap for our redesign efforts. This approach helped us align the needs and priorities of our personas with the activities and functionalities of the application, leading to valuable insights that guided our design decisions. Through a collaborative voting process, we determined the critical areas to focus on, ensuring alignment with our users' core requirements.
One top priority we identified through the persona-driven approach was enhanced resource management within the SaaS application. This insight led us to incorporate new features related to resource management into the main navigation, streamlining the user experience and providing easy access to the tools and functionalities needed for efficient resource management. The user flows were carefully mapped out, taking into account the personas' characteristics, goals, and pain points. We iteratively refined the wireframes, striking a balance between functionality, aesthetics, and user satisfaction.
Throughout the process, we kept the personas and research insights at the forefront of our minds, aiming to deliver an interface that resonates with users and facilitates their tasks effectively. The wireframes served as a communication tool for stakeholders and a reference for the development team. The final design concept was successful, attracting new clients and even sparking the creation of a new B2B Resource Marketplace.
Overall, this UX case study showcases how a persona-driven approach, combined with iterative wireframing and close collaboration with stakeholders, led to a successful redesign that met users' needs and brought positive outcomes to the business.
Lead Expert at URBACT | Research Coordination Lead at Boundaryless
Rodrigo is a great designer to work with, with an excellent ability to translate very complex ideas and concepts into compelling visuals and user stories. He is always ready to collaborate until the last mile of the birth, responding to new needs and changes, always keeping a good sense of humor and a smile in the process.
Diversity and Inclusion Specialist at
UN World Food Program. Shiftbalance Founder.
Rodrigo was undoubtedly an exceptional help in designing all the graphic material for TEDxBarcelonaED and TEDxBarcelonaWomen where the level of reactivity and demand was very high.
Director ejecutivo de Atípics
It was a pleasure to work with Rodrigo, I really like his design style and he has a lot of knowledge of digital platforms.You can tell he has a lot of design experience and uses tools that make collaboration and feedback easy.
Let's collaborate to harness the power of UX Research and create products that not only meet user needs but also exceed their expectations. Contact me today to explore how a UX Specialist can transform your product development process and lead to meaningful business results.
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