Team Management Feature

UX / UI Design

The Admin Portal is where User Admins set up new employee accounts, manage existing employees, generate and run reports for management.

Issue

When an Admin user navigates to the Employee screen in the Admin Portal, there’s a lot of scrolling to do to find an employee they’re looking for and the team that employee is assigned to.

When a user does find the employee they’re looking for and clicks on it, they see to the right the employee’s name they clicked and a list of teams. It shows the teams that’s tagged to the employee selected, as well as the teams they’re not associated to. 

The Challenge

  • Provide a better experience for long list of Employees names.
  • Come up with a better way to display an employee assigned to a team.

My Approach

  • Research
    • User Interviews
    • User Personas
  • Visioning
    • User Flow
    • Sketching
  • Design
    • Wireframes
    • Testing
    • Mockups
  • Handoff

Research

User Interviews

By interviewing existing users, I was able to understand their needs and context of use. They all have used the system for more than a year.

They not only pointed out the problems in existing application, but also provided insightful feedback for a more efficient and interactive feature.

There should be a list of Unassigned Employees that includes all employees that haven’t been assigned to a team.
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I would like to click a team and see employees that have been tagged to that team.
User Feedback

User Persona

Missy

27 / Female / Married / User Administrator / Denver
“I spend far too much time doing basic tasks. How can I effectively manage teams?”
Bio

Missy must establish accounts for her company and manage a team of users who perform a variety of tasks on behalf of the company. She also complete other administrative activities.

Technology

Considered “moderate” in her technical ability. She uses a desktop and iPad often for a variety of tasks, and uses several productivity tools at work. Sometimes older applications confuse her because they aren’t intuitive.

Goals
  • Assign roles to users
  • Manage teams
  • Generate reports
  • Wears many hats and likes to get work done efficiently
Frustrations
  • System is confusing and hard to navigate
  • Inconsistent interface
  • Lack of basic functionalities
  • Too many clicks and scrolling to find information that he needs
Scenario

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Sam

34 / Male / Single / Administrator / Denver
“I can work more efficiently if this has got some basic functionalities and shortcuts.”
Bio

Sam is a Back End Developer and works on several systems for the company. He helps out with administrative tasks due to shortage of qualified staff on their team. Sometimes Sam is asked to fill in and manage accounts when needed.

Goals
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Frustrations
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Scenario

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Visioning

User Flow

Based on the frustrations that users were experiencing, I saw an issue with the current flow and recommended that they take a different route to assign users to a team. Adding a “Teams” tab to the layout would be best to manage users. This also eliminated a step in the flow.

Team Flow

Sketching

After concluding research, I worked with the team to whiteboard some of the information architecture. After we agreed on how the screen was going to be structured, I moved on to making some wireframes.

Wireframes

After concluding research, I worked with the team to whiteboard some of the information architecture. After we agreed on how the screen was going to be structured, I moved on to making some wireframes.

Mockup

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