As a management tool in the service industry, ShiftNote had three distinct types of users, each with varying access to certain features. To design a better experience for each type of user I started by trying to understand their motivations.
I created user journey maps for common tasks by different users and found that navigating the site was the root cause for several issues.
Through site mapping I was able to show the team that a lot of pain points for Admins and Managers were a result of not being able to find what they needed. The site map also revealed Employees didn't have a lot of features to engage with. As a result I conducted a card sort with the team to inform the new site map and advocated for a better Employee experience.
I proposed getting to everywhere you needed to go with just two clicks. After a few explorations we landed on hamburger menu and drawers to get to secondary pages. I also added links to related pages which helped to make other features and settings more discoverable.
Toward the end of the project we found that the data users were generating might be interesting to Admins and Managers so the CEO tasked me with designing a reporting feature.
I designed a dashboard for each type of user through my understanding of their motivations. For every user the information displayed was customized to be of most interest to them and help them catchup on what they missed since they last logged in.