Engagement v2
Time: 4 weeks
Scope: UX/UI, Research, Content
Problem
Our b2b product, Teamwork Pro has an employee engagement feature. Team members receive weekly surveys and managers receive an analysis and recommendations from our personality scientists.
After building an MVP of this feature and having internal teams using it for a few weeks we identified that we were having some problems with messaging and clarity around how this feature works. We also identified that scheduling controls were greatly desired and I think this would have reduced cognitive load greatly. Due to engineering constraints I was unable to design scheduling controls in this iteration.
MVP
The focus of the MVP was mostly on the data visualization and delivering on time! As a result, the first time user experience suffered. The Survey Setup page was word-heavy and did not clearly message two key points:
Managers would not be receiving the survey as their results alter data accuracy
Results would be available in one week from the time that the feature was turned on
Process
As the first page was proving to be an information overload, I started mobile first to clear the clutter and get to the bare necessities.
Usability Testing
A clickable mobile prototype was tested on 5 people.
Key insights from testing:
Grouping of content and the hierarchy were not completely clear
Copy needed simplification. Plain english was requested by some users.
Solution
The original "Survey Setup" page was scrapped. The new version combines the information on the original page with a blank state of the overview page. The aim is to give users an illustrated taste of the kind of data they will receive when turning on this feature.
The use of a pertinent headline catches attention and reduces first-time confusion and the overload of text on the original page.
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