Designing a new feature to optimize workflow for IT Professionals

UX Case Study

A new feature allowing users to save their table preferences in order to optimize their workflow for increased efficiency.

Role: UX Product Designer

Duration: 5 weeks

Tool: Figma, FigJam

Company: Top EdTech company

OVERVIEW

Life and responsibilities of a school IT Administrator

Imagine that you’re one of two IT administrators for a tech-savvy middle school of 500 students and about 30 teachers. It is your responsibility to keep the school’s tech running smoothly and support the teachers every day, so efficiency is crucial.

Each teacher uses multiple devices in their classrooms to enhance their students’ learning experiences, including a device for each student.

You’ve been at this school for several years, so by now you’ve perfected your morning routine of checking the following:

  • Verifying the statuses
  • Identifying potential issues
  • Checking settings configured for specific devices
  • Checking for updates, etc.

In some cases, you may only need to view specific features or a combination of them. Fortunately, the tool that provides this table of information can be tailored to your needs by allowing you to customize filters, sort columns, and adjust column visibility in any given situation.

Empathize

Problem & Opportunities

(Disclaimer: At the start of this project, there was no website. I did not work directly with the company because they were already working with a designer, but I wanted to support it by designing a website for a cause I care about. During my project, they released a new website and updated the branding. However, my project is entirely separate from their designer’s work.)

Problem

However, here's the problem...

After setting these specific filters and hiding/showing relevant columns, if you try to leave and go to a new page, all the preferences you've set will suddenly be lost.

So, what if there was a way to save customized views of a table, tailored to your specific needs and preferences?

Several of our users were facing this problem and brought it to the attention of our support team. Implementing this feature would greatly enhance convenience and significantly streamline their workflow.

RESEARCH

How do competitors address this issue, and how can we bridge the gaps?

Before diving into how to implement this new feature, I wanted to observe how it was being done already in the real world. By studying five competitors, I compared the methods and functionalities they provided for users to save their preferences.

The findings revealed that users could save various aspects such as filters, column sorting, and column visibility. These saved views were also managed in specific ways, offering users flexibility in organizing their preferences.

Some competitors offered multiple options for saving views, including custom privacy settings and efficient search capabilities. On the other hand, simpler solutions were presented by certain competitors, allowing users to delete, rename, and duplicate their saved views.

Though Health in Her HUE is working hard to bridge the gap between black women/WOC and proper healthcare, still not many people are aware of the platform. My research aimed to understand black women and WOC’s preferences and experiences regarding their health and overall wellbeing and how this platform can better serve them.

Understanding the User

I was also curious to hear from black women and women of color, so I surveyed and interviewed 11 (combined) women, and here’s what stood out the most:

They value their friend's/family’s opinions and insight for finding providers
They feel safer with providers of color or a specific gender who also have experience with patients of a similar demographic
71% of people have felt this way
Have left a doctor’s visit unsatisfied with the care they received (due to lack of communication and empathy)
View survey and interview questions here!

These insights allowed me to identify the user's goals, motivations and frustrations to design the website that would be the most beneficial to them.

Goals
  • Improve her health and well being
  • Receive care from diverse professionals
  • Feel comfortable and heard during doctor’s visits
Motivations
  • Convenient locations, price, and accepted insurance
  • Recommendations from friends/family
Frustrations
  • Doctors who lack empathy and comfort
  • Being ignored and not taken seriously

The best thing Health in Her HUE can do is provide a safe space for black women and women of color to easily find health care providers and content to feel more empowered taking care of their bodies.

HMW: How might we assist black women and women of color in taking care of their health/wellness by providing information, a sense of community, and a directory of diverse health care professionals?

IDEATE & DESIGN

Exploring ways for IT Admins to customize their tables to meet their needs

TABLE BEFORE:

Mockup of the table before the changes for the new feature were made

These were the design explorations that didn't make the cut for various reasons...

EXPLORATION 1:

The first exploration of this new feature where I used a pattern similar to what users are already familiar with.

EXPLORATION 2:

Design exploration that wasn't used because the actions menu felt too separate from the view menu and required extra clicks

EXPLORATION 3:

Another design exploration that wasn't used because the UI looked too cluttered and the tertiary button in the modal was not an existing pattern.

Solution

In the initial explorations, several elements cluttered the UI, lacked intuitiveness, and disrupted the existing user experience. After presenting these designs to the team and obtaining valuable feedback from developers regarding feasibility, they highlighted other crucial factors that demanded consideration. Through a series of iterations, I progressively refined the designs, ultimately arriving at the optimal solution.

The solution solves the users problem of enhanced efficiency
The solution uses existing elements in the design system for a familiar experience
The solution uses simple ui that doesn't interrupt the current experiences
The solution is accessible
The table with the new feature The modals that are used in creating a new view and managing existing views

FLOW: Saving a view as default

This allows a user to maintain the view even after signing out or going to a new page on the website.

A sample flow of how a user can set a view as default
  1. Searching for a new healthcare provider
  2. Looking up relevant health/wellness-related information
A diagram showing the flow of tasks the user takes to accomplish their goal on the website

1. Directory of professionals

It was important for the main CTA to be finding health care providers because it is one of the main issues women have when it relates to their health.

During interviews, participants made it clear the two most important factors they considered when searching for new doctors were health insurance and location. Many also said that depending on the specialty, gender, and sometimes race influenced their decision to see them as well.

The homepage needed to display the information and value users would get in a simple, yet informative way. I showed a preview of what they could expect by highlighting featured doctors, recent content, and popular forum topics.

View Prototype

Next Steps

Due to reprioritization, I couldn't hand these designs off to the developers as planned. However, the next course of action would have involved presenting the feature once again to the design team for their feedback. Subsequently, I would have informed the broader teams about the upcoming feature. The next crucial step would be to create comprehensive documentation covering happy paths, edge cases, and desired behaviors, ensuring a smooth handoff to the developers.

After successfully releasing the feature, I would also actively seek feedback from both the support teams and users to identify potential areas for further enhancing the overall user experience. Based on user feedback, some future features could include:

1. Directory of professionals

It was important for the main CTA to be finding health care providers because it is one of the main issues women have when it relates to their health.

During interviews, participants made it clear the two most important factors they considered when searching for new doctors were health insurance and location. Many also said that depending on the specialty, gender, and sometimes race influenced their decision to see them as well.

The homepage needed to display the information and value users would get in a simple, yet informative way. I showed a preview of what they could expect by highlighting featured doctors, recent content, and popular forum topics.

Thank you for your time! 👋