ShiftNote

Web App

ShiftNote is an employee scheduling software and manager’s logbook with over 75,000 users including clients like California Pizza Kitchen, Landry’s, and Red Robin.

Challenge

The ShiftNote platform has worked for their clients over the years but with new competitors on the market they sought to improve their platform by adding and improving features while better addressing the needs of their users. There were also several access roles to consider.

My Role

After re-designing the ShiftNote mobile app, I was brought on to design the UI for a few pages in the web app. As my work branched out into other features it became clear that a holistic consideration for the user experience of the web app was needed. I worked closely with the CEO, engineer, and stakeholders to improve the UX throughout the app and designed new features for managing tasks and reporting. I also designed individual experiences for three different types of ShiftNote users.

When

Jun 2018 - Dec. 2018

What Did I Do?

Information Architecture
Card Sorting
Competitive Analysis
Wireframes
Data Visualization
High Fidelity Mockups
Prototype

Tools

Sketch
Invision

Users

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.

Employees need to manage their schedules, communicate with coworkers, and find out what tasks need to be completed.
Managers need to create a weekly schedule, create and assign tasks, manage requests for time off, and log notes about a shift for other decision makers to be aware of.
Admins may have multiple locations within their company and need a way to keep track of how their business is doing.

Information Architecture

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.

Navigation

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.

Reports

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 began by consulting with the engineer to find out what data was available and sketching data visualizations. The data was originally intended to live on the dashboard but because the data had become so robust we decided to dedicate a page to it. This allowed us to add the capability to filter.

Reports are accessible to Admins and Managers. Reports uses data collected in other features like the Daily Log, Scheduler, Tasks, ShiftChat to help Admins and Managers find areas in need of improvement and to see how their day to day decisions impact the business.

Dashboard

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.

Other Features

Daily Log

The Daily Log is used by Managers to communicate with other Managers and Admins. Use of the Daily Log is encouraged to keep the team up-to-date on cash counts, guest feedback, personnel issues, tasks, etc.

Scheduler

Managers use the Scheduler to set the weekly employee schedule. Shift and employee cards can be dragged and dropped into the schedule. Real-time costs and statistics are generated as the schedule is made.

Tasks

Tasks and Checklists help Managers and Employees keep track of what needs to be done everyday. Status updates, open tasks, and task assignments keep the team accountable and encourages taking initiative to complete tasks.

Tiffany Nami Wong