STEP 2: DESIGN DASH
Our first step in the design process was to lay out the main personas we would focus on for the design dash. Our target audience focused on those within the recruiting agency who would primarily use our dashboard as opposed to the candidate end user, although we did consider the candidate whenever relevant. We settled on five main personas who were played important roles at a typical recruiting agency: the payroll administrator, the credentialer, the salesperson, recruiter and billing specialist.
Journey Mapping:
We mapped out the user journey for each persona in Whimsical including their pain points, current tools and whether any current solutions existed. This information came from our pre-research with clients and customer service calls that the product team had conducted with personas.
Affinity Mapping:
We mapped out the pain points listed in the journey maps for 45 minutes with a different color sticky note for each persona. We also added the persona of candidate to account for their pain points which are related to those of the recruiting agency.
Key Themes:
Many of my daily processes are highly manual and repetitive
I wish I was made aware of information at the correct time
Inefficiencies in my process cause frustration to those I work with internally and externally
I’m stressed about the ramifications that are caused by all the inefficiencies
I don’t have access to information that I need
I can’t narrow down/slice data in an effective way
People don't enter data consistently
Problem Statement:
I am unable to do my job efficiently because I don't have a way to access the right data for me at the right time.
Need Statement:
I need to access the right data for me at the right time so that I am enabled to take the proper actions.
Crazy Eights:
We conducted the Crazy Eights Exercise for 2 rounds which lasted an hour. This involved having each person draw a potential solution for 2 minutes on a piece of paper folded into 4 or 8 sections and then presenting ideas for 30 seconds each.
Participants drew on each other’s idea for the second round. Again, we were designing for the two personas of the recruiter and the P/B specialist.
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Dot Voting:
After the crazy eights exercise, we asked participants to vote on their favorite ideas. The following three patterns emerged from the highly voted ideas.
1. Configuration:
Configuration instruction of “I want to see all hours worked for branch XYQ where timesheet hours > 47.5”
2. Viewing information:
Data visualizations such as this graph showing the shift in PO burn down rate over time
3. Acting on information:
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Task widget that notifies executives when PO reaches certain threshold amount so AE can ask client for extra PO if needed. User can take action or assign task to someone else
