Skye Sant - NEW FEATURE case study (Sr UX)
0 likes228 views
Skye Sant led the design of a new Risk Register feature for their company. The goal was to create a tool that was at least as functional and visually pleasing as competitors, while accommodating workflow and being coherent with the existing user interface. Sant conducted user research including stakeholder interviews and competitive reviews. They then designed visual and interaction prototypes, working with product owners and developers to refine it. After launching, Sant evaluated the feature based on usability and metrics to identify opportunities to extend and iterate on the design.
![www.SkyeSant.com
Sole Individual Contributor (IC)
Collaborating IC
Contribution by Others
Full autonomy & responsibility
Shared work & responsibility
Information or work provided by others
[Role] Leader
‣ Leader
Informal Influencer
Formal management responsibilities
Shared vision/strategy & guidance
Support, persuasion & Influence
CONTRIBUTION:
LEADERSHIP:
‣ User Research
‣ Visual/Interaction Design
‣ User Testing
‣ Project management/ organization
‣ Vision + Strategy
‣ Communication + Presentation
‣ PM + SMEs: background info (research)
‣ PO + devs: User Stories + Technical Discussions
OVERVIEW
A remote friendly company
I was located in the Denver global
headquarters
Risk Register](https://image.slidesharecdn.com/santsruxnewfeature-210125040426/85/Skye-Sant-NEW-FEATURE-case-study-Sr-UX-4-320.jpg)
Skye Sant - NEW FEATURE case study (Sr UX)
- 1. www.SkyeSant.com Case Study: New Feature Risk Register | Increasing Business Capability Skye Sant | Lead Product Design
- 2. www.SkyeSant.com New Feature: Risk Register Individual Contributor + Informal Leader Skye Sant
- 3. www.SkyeSant.com ‣At least as functional and visually pleasing as competitors (+’modern’) ‣Accommodates workflow ‣Coherent with existing UI Risk Register Create a Risk module featuring a Risk Register* (paid add-on to current offering) that’s ‘modern & usable’ while being coherent with existing UI ‣ DISCOVER ‣ SME interviews + Competitive Review ‣ DESIGN ‣ Visual + Interaction Design ‣ Interactive Prototype ‣ Completing the Mockup ‣ Working with PO & Dev ‣ In Production ‣ EVALUATE ‣ Validate ‣ Extend + Iterate + COMMUNICATION & CHANGE MANAGEMENT PROCESS Purpose GOALS * Risk Register: a tool for documenting risks (potential issues that can derail intended outcomes) and actions to manage each risk. OVERVIEW Legacy: Risk spreadsheets
- 4. www.SkyeSant.com Sole Individual Contributor (IC) Collaborating IC Contribution by Others Full autonomy & responsibility Shared work & responsibility Information or work provided by others [Role] Leader ‣ Leader Informal Influencer Formal management responsibilities Shared vision/strategy & guidance Support, persuasion & Influence CONTRIBUTION: LEADERSHIP: ‣ User Research ‣ Visual/Interaction Design ‣ User Testing ‣ Project management/ organization ‣ Vision + Strategy ‣ Communication + Presentation ‣ PM + SMEs: background info (research) ‣ PO + devs: User Stories + Technical Discussions OVERVIEW A remote friendly company I was located in the Denver global headquarters Risk Register
- 5. www.SkyeSant.com SME (subject matter expert) Interviews + Competitive Review Risk Register Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI ‣ Workflow ‣ Personas + journey maps ‣ Minimum content and functionality ‣ Relative importance of components (priorities) FINDINGS Key insight: Risk - Control = Residual Risk SME notes + sketches Risk Register Competitor attempts at visual interest Goal: At least as functional as our competitors + modern (=incorporate best practices) Interviews + content audits-> Workflow Not pictured: Personas User Journey maps Vision/ strategy decks Meetings with Execs DISCOVER
- 6. www.SkyeSant.com Visual + Interaction Design Risk Register ‣ Use master-detail pattern: table + sidepanel ‣ Include ‘dashboard’ functionality on the sidepanel DECISIONS Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI Goal: Coherent with existing UI + usable Research + hallway tests -> Table-dashboard | vertical tabs | horizontal tabs | expand/collapse panels Parallel panels A table is well suited to list | filter | sort functionality Existing UI (table + sidepanel) Not pictured: Feedback from research participants via Adobe XD interactive prototype online User stories DESIGN
- 7. www.SkyeSant.com Interactive Prototype Risk Register Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI ‣ Extendable sidepanel ‣ Prioritized functionality over ecosystem visibility ‣ Bonus: accessable color palette DECISIONS Technical opportunities + ‘Wizard of Oz’ user tests -> Goal: Visually pleasing + modern (= white space + movement) Not pictured: Change management efforts with Sales/Marketing, to bring them up to speed Plan for user testing DESIGN Sidepanel
- 8. www.SkyeSant.com Completing the Mockups (1/2) Risk Register DESIGN Risk Register v26 2 1 Complete the sidepanel tabs Complete the actions + workflow CTA on the sidepanel header Complete the actions + workflow CTA (when a table item is selected) Complete the main CTA + more actions + column selector on the table header (unselected)
- 9. www.SkyeSant.com Risk Register DESIGN Sidepanel 2 1 Completing the Mockups (2/2) Risk Register v26 Sidepanel: Details tab Sidepanel: Risk tab A A B B C D C D
- 10. www.SkyeSant.com Working with PO + Devs (1/3): From UX Risk Register DESIGN Notes re: state changes 1 2 3 Adaptive/responsive dashboard design Color palette (colorblind safe)
- 11. www.SkyeSant.com Working with PO + Devs (2/3): Working with teams Risk Register DESIGN User Stories Process: story/feature creation Good communication means keeping track of dev teams, roles, and time zones 1 2 3 UX Acceptance Criteria (on each user story) to assist QA
- 12. www.SkyeSant.com Working with PO + Devs (3/3): Organizational efficiency Risk Register DESIGN Sidepanel UX Standards (in TargetProcess) UX Dept kanban (in TargetProcess) UX Dept cadence (2 week sprints) 2 3 1
- 13. www.SkyeSant.com MVP in Production Risk Register Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI
- 14. www.SkyeSant.com Quantitative + qualitative measurements: Qualitative: At least as functional and visually pleasing as competitors Qualitative: Most SMEs + beta users rate as ‘cool’* “Cool!” 88% Quantitative: Accommodates workflow + coherent with existing UI Quantitative: users can accomplish top 3 tasks in 2 minutes or less** * 5/6 SMEs + 4/6 Beta users said ‘This is cool!’ (or ‘clean’ or ‘neat’ or ‘slick’) when asked “So what do you think of this?’ ** 88% Tasks done in <2 minutes (14/16) Validate Risk Register EVALUATE Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI
- 15. www.SkyeSant.com Validate Risk Register Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI Goals: OUTCOMES Usability testing + survey -> Designed, developed and in production; new functionality released in 4 months This is a video of a user clicking through to a risk, changing settings, and adding a control in 30 seconds EVALUATE At least as functional and visually pleasing as competitors Accommodates workflow Coherent with existing UI
- 16. www.SkyeSant.com Extend + Iterate Risk Register Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI ‣ More dashboard widgets ‣ More Settings pages ‣ Ecosystem visibility: pages for component parts added (controls, vulnerabilities) ‣ Connect Risks etc (clone, relationships) EXTEND Workflow Risk Settings Page: Scale tab Risk dashboard Existing platform + Risk Register -> Not pictured: Updates to Pattern Library UX Standards EVALUATE
- 17. www.SkyeSant.com New Feature: Risk Register Individual Contributor + Informal Leader Q&A
- 18. www.SkyeSant.com Thank you Work with people doing their best work, striving toward the user-centered goal of creating meaningful and useful products for customers and colleagues THE DREAM:
- 19. www.SkyeSant.com Q & A Website: www.SkyeSant.com LinkedIn: www.linkedin.com/in/skyesant/ Twitter: twitter.com/Skye_sant
- 21. www.SkyeSant.com Appendix Creating Digital Tools UX Design (processes and questions answered) UX Sprint Schedule Teaching and Speaking Table of Contents
- 22. www.SkyeSant.com Creating Digital Tools Discover Design & Build Evaluate + Extend & Iterate Communication Change Management + ‣ ROLE: A trusted user-centered design lead who evangelizes and applies UX best practices to the 3 core aspects of product design (system design, process design, and interface design) in order to make usable, enjoyable digital products
- 24. www.SkyeSant.com UX Sprint Schedule START 2 wk dev sprint UX processes for each sprint n+2 ahead (2-6 weeks ahead) Initial comps due to the PO/ PM for sprint n+2 ahead (4 weeks ahead) Grooming + Story Time Planning 2 WEEK SPRINT Demo + Retro Assist PM/ business with research activities n+4 sprints ahead (6+ weeks ahead)
- 25. www.SkyeSant.com Teaching and Speaking DigitalSummit (guide, speaker) Denver UX Bookclub Design Leaders meetup Speaking: Creative Mornings (NYC) Speaking: UX Meetup (Boulder) Speaking: SheSays (women’s leadership meetup)
- 26. www.SkyeSant.com