Employee Engagement Platform
INTRODUCTION
An analytics platform for reporting employee engagement for one of the big 4s. This platform helps managers to understand, monitor, assess and increase employee engagement within an organisation by measuring metrics such as sentiments, stress, work culture and pattern. The data was captured through surveys, which were built using a branching product.
MY ROLE AND TEAM
I led product design for this project, working on the UX and UI for multiple iterations of this project for over 3 years. I was responsible for coordinating with stakeholders (client side Head of Product), a team of 12 developers and an engineering manager throughout the lifecycle of this project from design to development and later on supporting the team for various additional features and enhancements.
PROJECT OBJECTIVE
Redesign the data visualisation driven reporting platform that managers in big organisations can use to understand the employee’s performance and sentiments across the business and then take appropriate actions to improve the teams and different functional groups based on the reporting data.
RESPONSIBILITIES
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Secondary research
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Gathering & Understanding Requirements
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Defining User Experience & Creating Wireframes
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Defining Visual Language and Design System
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Crafting Visual Designs
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Collaboration with Engineering Team and Stakeholders
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Usability Testing
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Leading Designs for Branching Products
PRODUCT TYPE
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B2B
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Web App
CHALLENGES AND OPPORTUNITIES
Current platform was Desktop-only and wasn’t scalable. New client request were difficult to fulfil
No self support. Clients had to reach out to PwC for onboarding new users or creating new reports and dashboards
Limited reports were available. More reports/features/filters were added on ad hoc client-to-client request bases
There was a lack of proper user management experience for permissions, reports and filter access
Limited Data Visualisations, with pop-up style filter experience which was not scalable with increasing requirements
Onboarding new clients was a big challenge with market competitors having feature rich products
DESIGN PROCESS
While the process was divided into different stages, it wasn’t a linear one.
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Understanding requirements
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Meetings with product managers and stakeholders
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Conducting follow-up meetings to gather insights and share findings from secondary research
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User flows
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Ideation sketches
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Paper wireframes
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Ideas and design validations
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Prioritising workflows
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Wireframes
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Defining colours
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Iconography
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Visual design
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Style guide
DESIGNS
Dashboard
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The dashboard displays the data processed from the surveys based on groups. The important scores and insights grab the users’ attention on every slide of the dashboard which helps managers in making decisions.
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These data visualisations help managers who wish to see how they can invest in the growth of their team and what opportunities they can explore by providing them a bird’s eye view of their team.
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The modules of this application were designed to represent the enormous amount of data that is gathered from the surveys and it’s insights. It was important to make sure that users don’t feel overwhelmed with data.
Dashboard Configuration - Customisation
Admins can customise and create different dashboards for different user groups. This gives them more flexibility with reporting data access and user permissions. Configuration feathers like these enabled the product to be self-reliant and self supported.
Filters
The application shows a vast majority of data. It was important to create an optimal filtering experience so that managers can narrow down the results to the ground level using 4 primary categories.
Detailed Report View - Demographic distribution
Demographic distribution shows a deep analysis of survey results with data being sliced and distributed across demographics and hierarchy groups, while simultaneously being drilled down up to 2 levels. This helps managers identify focus areas by demographics and/or the sub-groups.
Report View - All results
All results present a survey report along with scores and a quick trend analysis compared to previous surveys. This functions as an overview screen where users can dive into details and study each aspect of the organisation’s pulse.
Driver Matrix
Driver matrix is another data representation module that provides insights by putting items into 3 categories. This helps managers quickly identify which areas are of the highest priority and require attention and which areas are doing well and need to be preserved.
Action Planning
Action Planning helps managers to “Create Action Plan” for their team and track the progress of the existing ones. These plans help in improving the team's lacking aspects based on the data analysis of survey results.
