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User centric approach in next generation concepts

Visitor Management is a desktop web app which was designed to manage the flow of visitors in high volume commercial buildings. The stakeholders requested a redesign of the product due to changing user requirements. For example, creating more streamlined workflows, efficient user experiences, and making the product available for use on tablet devices. The original product wasn’t built around quantitative approaches, so the absence of web analytics made correlating data very laborious. When we began conducting user research our approach was more on the qualitative side, to gather all the customer feedback, orchestrate on-site interviews with the security guards, and further refine results with SQL searches. This assisted in informing our research direction when ideating early proof of concepts. I facilitated several workshops to bring cross-functional stakeholders together. The result of these findings defined product requirements, effectively reconciled the differences of stakeholders, and became the initial blueprint for the product concept. Part of my role was to estimate design tasks, collaborate closely with the customer experience, account management, sales, and business teams. I led a team of designers to define opportunities and prioritize work for each sprint. We also worked closely with the developers to ensure that the implementation of the design was possible within the timeline.

I facilitated several workshops to bring cross-functional stakeholders together. The result of these findings defined product requirements, effectively reconciled the differences of stakeholders, and became the initial blueprint for the product concept. Part of my role was to estimate design tasks, collaborate closely with the customer experience, account management, sales, and business teams. I led a team of designers to define opportunities and prioritize work for each sprint. We also worked closely with the developers to ensure that the implementation of the design was possible within the timeline.

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Organizing Ideas

Affinity Maps discovering current Visitor Security usages and persona observations: we discovered various themes, and the need for a quick visitor search for easy check-in.

 
 
 
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Journey Mapping to Visualize Data

This artifact is a user journey map of the security guard derived from the user research.

“A journey map is a visualization of the process that a person goes through in order to

 

Focussing on Two Use Cases: Search and Expected Visitors

From three of the workshops and the interview outcomes, we discovered that a robust search was needed. This inspired us to implement a predictive-like typeahead that would allow building security to quickly discover whether someone was an occupant, tenant, or visitor. Also, the security guards needed more filtered views like an aggregated expected visitor list which saved time, which was located in the tab bar navigation. Below are some sketch explorations made with the UX designers.

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Prototypes were created using profile images and meeting information. We also worked with the visual designer to explore icons.

 
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As we developed the prototypes, we collaborated with the stakeholders and leads to determine the initial sitemap and organization of features.

 
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After incorporating the user(s) and team feedback, we created a high fidelity prototype for sales and executive feedback.

 
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Conclusion

The visitor management concepts were very well received by the stakeholders. The overall feedback was extremely positive. The stakeholders were especially happy with the search design because they hadn’t seen this type of functionality in commercial real estate products. The features included: capturing the profile image in the typeahead, and categorizing the profile of an individual (visitor, occupant, tenant) to streamline the check-in process. One of my favourite moments in a design project is uncovering user needs through research and distilling the findings to explore potential design solutions. The new version of the software is such a departure from the original it has inspired its users, opening their eyes to what research based UI is able to accomplish.