Digitizing

Employee

Self-Service

Overview

With disparate systems hosting relevant employee information and training, our customer needed a consolidated way to service its internal employees digitally. Using our Communities offering I helped envision a future-state portal that would provide access to everything from training to general FAQ's all in one place. 

Role & Timeframe

UI/UX Designer

Customer Discovery, Wireframing, Concept Development

2019

For NDA purposes the customers Brand has been replaced 

The Problem

Siloed internal data was detracting from employee efficiency. This not only slowed down the business but also hindered scalability over time.

- UPFRONT DISCOVERY -

Scoping Employee Needs

Acting as a hub for employees across the customer's company, it was important to take into consideration the needs of many different audiences for this design. Partnering with our sales engineers, I gathered information on the customer needs and started composing a persona who might use the site. Below you'll see takeaways from our early discussions where I started to aggregate what components and functions would be needed within the community.

Customer Quotes

"I want need some sort of guide on how to complete confusing tasks"

"I want to see how I'm being measured and where my performance can improve"

"I want to find answers to FAQ that my team members might not know"

Training

Embedded training modules through Salesforce Trailhead

Demo's

Access to internal instructional  videos for development/onboarding

Success Metrics

Want a customizable dashboard of role-specific metrics

Knowledge

Answers to internal questions, added/edited by employees

Profile

Profile user page giving access to favorited material

POV

Surface important articles and content within the industry 

Site Architecture

Once determining what sections would be included within the community I went ahead and broke down the site map. Doing this not only allowed me to better structure my workflow, but it also allowed for easier handoff to our technical team. In this case, we were going to need to set up the navigation of the community using the internal builder, then customize each page based on the design specs.

Ideation & Documentation

Wireframing this project was key in exploring how the user would navigate the page and view content. I knew the page would be the main hub for all employees and had to create multiple interfaces to find out what would be most helpful for new vs. pro users. The documentation was key for pulling various pieces together as we continued to understand the customer's must-haves and preferences within the community. 

Main - Landing
Main - Landing Alt. Navigation
Demo's - Sub Page
Profile Page

Feedback

We want just a simple overview to click around and get a glance at the community content without clicking all the way through. A look into some of the content from the home page, to view the most important information. "

Contextual Snapshot

We received the customer feedback above after a follow-up call outlining our proposed plan. Since design had gotten involved early in the sales process I was able to take the feedback above and create a home page where users would have the ability to see at a high level what each sub-navigation consisted of. By clicking along each tab, users would be presented with the most recently surfaced information and metrics, even having the option to "see more" if needed for each page.

(shown below)

- CUSTOM COMPONENTS -

Driving Community

Engagement

Smart Recommendations

Making users aware when new content became available was a key piece of the community page. People weren't going to come back unless they had new information to see. Leveraging smart recommendations allowed us to show relevant articles based on historical data and trending topics based on overall employee engagement. Here are two custom components which I worked with our engineer to build and reuse within the community. 

Trending in Banking

- OUTCOME -

Profile

For the profile page employees wanted the ability to save important content. I once again used the bucket system to allow for storage of each piece of content within the site. This meant employees could return to relevant training or knowledge articles.

Internal 

Training Lessons

Here is an example of the page hierarchy from the home page down to an individual training demo. I wanted to maintain a similar styling throughout the parent and child pages to make a more cohesive site. 

Demos Home Page

Demos List View

Individual Demo

AdobeStock_112344183.jpeg

Additional Community Pages

X

Adapting 

Outputs

We are always asked to design "the vision" for our customers, but sometimes those visions can't always be replicated. For this project, I wound up learning a lot about the limitations of our product and being required to fit within the limitations of the community. Thus, I worked with our demo engineering team to come up with a viable MVP solution.

Seattle | San Francisco

206.830.0049

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@Josh Lyman 2020

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