Enhancing Executive Visibility for the PC Upgrade Program

Enhancing Executive Visibility for the PC Upgrade Program

Cutting Program Costs and Boosting Visibility by 90%

Cutting Program Costs and Boosting Visibility by 90%

Cutting Program Costs and Boosting Visibility by 90%

My Contribution

User Research

Wireframes

Iteration with stakeholders

Final Designs

User Research

Wireframes

Iteration with stakeholders

Final Designs

User Research

Wireframes

Iteration with stakeholders

Final Designs

Tools

Figma

Microsoft Teams

Fig Jam

JIRA

Balsamiq

Figma

Microsoft Teams

Fig Jam

JIRA

Balsamiq

Timeline

3 Months

Problem

Executives often have zero visibility of the PC upgrade program, which leads to increased unsuccessful employee PC onboardings and high program costs. Without visibility, they cannot take proper action on actionable tasks to reduce unsuccessful onboarding.

Carrier's PC program cost 40% more for the company than it did in the previous years. (each 1% cost was 20k per every 100 employees)

Out of 15 executive in carrier only, only 10% know what is going on in the PC upgrade program

In addtion to that, executive had little to no way of messuring the outcome of the current PC upgrade program.

What is the Goal of this project?

What is the Goal of this project?

What is the Goal of this project?

Carrier aims to introduce an MVP dashboard that allows executives to monitor the program and identify potential problems it might face.

Solution

A power BI dashboard that offers executives real-time data, trends, and actionable insights so they can delegate actionable tasks to employees.

MY Role and team

Collaborating with the external and internal team of NG

I was the sole UX designer on this project. I worked cross-functionally with the project manager and a power BI engineer to deliver a solution that allowed executives to have Visibility into the program.

User Research

User Interview

As the project continued, I hit a roadblock regarding how to gain access to the executives who monitor this program. But with the help of the PM, I created a workshop with some of them. I interviewed them and asked about their pain points regarding their communication on the program.

Employee Problem

What are executives' overall thoughts about the current program?

Key Takeaways:

Time-consuming

Executives mentioned that it took them a couple of correspondent email to figure out what was happening in the program as a whole.

Time-consuming

Executives mentioned that it took them a couple of correspondent email to figure out what was happening in the program as a whole.

Time-consuming

Executives mentioned that it took them a couple of correspondent email to figure out what was happening in the program as a whole.

Lack of visibility

Excuective felt they only had some visibility for ROI success in the PC upgrade process.

Lack of visibility

Excuective felt they only had some visibility for ROI success in the PC upgrade process.

What Executive are say about the program?

"While looking at the program, I have to talk or email multiple managers to get the full picture of this program."

"While looking at the program, I have to talk or email multiple managers to get the full picture of this program."

"While looking at the program, I have to talk or email multiple managers to get the full picture of this program."

— Executive 1

"I would love to know more about this program, but sadly, there are only so many hours in the day to find out little."

"I would love to know more about this program, but sadly, there are only so many hours in the day to find out little."

"I would love to know more about this program, but sadly, there are only so many hours in the day to find out little."

— Executive 2

— Executive 2

— Executive 2

How might we framework

How Might we

Visibility

Visibility

Visibility

How might we improve visibility on the PC upgrade program?

How might we improve visibility on the PC upgrade program?

Time- Saving

Time- Saving

Time- Saving

How might we give executives a clear and time effective communication about the program?

How might we give executives a clear and time effective communication about the program?

Ideation

Low-Fidelty Wireframes and comparative usability testing

Designing a User-Centered Executive Dashboard Experience

Based on what I learned from the interview with executives, I believe that a dashboard for executives should have the following:

  • Provide a clear visualization of overall trends in the PC upgrade program.

  • Show clear visibility into the program's costs to the organization.

  • Offer clarity on how to improve and interpret employee satisfaction.

Based on what I learned from the interview with executives, I believe that a dashboard for executives should have the following:

  • Provide a clear visualization of overall trends in the PC upgrade program.

  • Show clear visibility into the program's costs to the organization.

  • Offer clarity on how to improve and interpret employee satisfaction.

After completing the wireframe, I presented it to some executives in a workshop as Iteration 1, which showed all the main metrics they wanted to see. However, they felt it was a cognitive overload, and they couldn't focus on the key aspects they wanted to know about the process as a whole.

After completing the wireframe, I presented it to some executives in a workshop as Iteration 1, which showed all the main metrics they wanted to see. However, they felt it was a cognitive overload, and they couldn't focus on the key aspects they wanted to know about the process as a whole.

Iteration 1

In round two of the workshop sessions, I presented the executives with version 2 of the dashboard, prioritizing the data they found most important to know in the PC upgrade process. I also ensured that less critical information didn’t overshadow it.


As a result, the executives unanimously chose to move forward with Iteration 2.

In round two of the workshop sessions, I presented the executives with version 2 of the dashboard, prioritizing the data they found most important to know in the PC upgrade process. I also ensured that less critical information didn’t overshadow it.


As a result, the executives unanimously chose to move forward with Iteration 2.

Iteration 2

Design

High-Fidelty prototype

Introducing the PC refresh dashboard

After the comparative usability testing, I started working on the high-fidelity prototype, which showed the main focus of what the executives wanted from the dashboard.

After the comparative usability testing, I started working on the high-fidelity prototype, which showed the main focus of what the executives wanted from the dashboard.

  1. Overview Profile:

    The overview profile gives executives a quick breakdown of the program's progress, allowing them to understand the wave status at a glance.

  1. Overview Profile:

    The overview profile gives executives a quick breakdown of the program's progress, allowing them to understand the wave status at a glance.

  1. Overview Profile:

    The overview profile gives executives a quick breakdown of the program's progress, allowing them to understand the wave status at a glance.

  1. Support Tickets Profiles:

    The support ticket profiles allow executives to assess the number of tickets created and closed, providing a clear understanding of the program's effectiveness and identifying necessary actions if more tickets are created than resolved.

  1. Support Tickets Profiles:

    The support ticket profiles allow executives to assess the number of tickets created and closed, providing a clear understanding of the program's effectiveness and identifying necessary actions if more tickets are created than resolved.

  1. Support Tickets Profiles:

    The support ticket profiles allow executives to assess the number of tickets created and closed, providing a clear understanding of the program's effectiveness and identifying necessary actions if more tickets are created than resolved.

  1. Customer Satisfaction / Invitation Profiles:

    This allowed executives to assess the overall impact of the PC upgrade process on the employees and the number of employees joining the wave each month. 

  1. Customer Satisfaction / Invitation Profiles:

    This allowed executives to assess the overall impact of the PC upgrade process on the employees and the number of employees joining the wave each month. 

  1. Customer Satisfaction / Invitation Profiles:

    This allowed executives to assess the overall impact of the PC upgrade process on the employees and the number of employees joining the wave each month. 

  1. Cost Target / Employee Logisctics profile:

    It was vital for the executives to understand how the program's budget and employee Logistics impacted the company's overall budget. This profile explains how the company allocated and distributed the budget for each process and how employee logistics can change the overall budget.

  1. Cost Target / Employee Logisctics profile:

    It was vital for the executives to understand how the program's budget and employee Logistics impacted the company's overall budget. This profile explains how the company allocated and distributed the budget for each process and how employee logistics can change the overall budget.

  1. Cost Target / Employee Logisctics profile:

    It was vital for the executives to understand how the program's budget and employee Logistics impacted the company's overall budget. This profile explains how the company allocated and distributed the budget for each process and how employee logistics can change the overall budget.

Impact

After rolling out the first two months, executives saw a positive outcome for the dashboard.

After passing my design solution to the developer, we launched the initial MVP version. We observed their weekly meetings for the employee-facing product dashboards. Based on the observation and metrics we later got from the MVP dashboard, here are the metrics we found out —

After passing my design solution to the developer, we launched the initial MVP version. We observed their weekly meetings for the employee-facing product dashboards. Based on the observation and metrics we later got from the MVP dashboard, here are the metrics we found out —

90% visibility for executives on the PC upgrade program

30% increase in cost saving

25% increase in successful Employee PC onboarding

Reflections

This was the first time I had to work with executives. I initially needed to learn how to effectively make executives understand why my design proposed value to them. However, I talked with my colleagues and manager about effectively communicating executives' value propositions. As a result of that coaching, I could present my design solution to carrier executives, which improved their user experience.

Next Steps

We planned to improve the MVP dashboard experience for the executives continuously.

Interested in working together?

b.a.iadegboye@gmail.com

Interested in working together?

b.a.iadegboye@gmail.com

Interested in working together?

b.a.iadegboye@gmail.com

Impact

After rolling out the first two months, executives saw a positive outcome for the dashboard.

After passing my design solution to the developer, we launched the initial MVP version. We observed their weekly meetings for the employee-facing product dashboards. Based on the observation and metrics we later got from the MVP dashboard, here are the metrics we found out —

After passing my design solution to the developer, we launched the initial MVP version. We observed their weekly meetings for the employee-facing product dashboards. Based on the observation and metrics we later got from the MVP dashboard, here are the metrics we found out —

90% visibility for executives on the PC upgrade program

30% increase in cost saving

25% increase in successful Employee PC onboarding