Enterprise Tools: Migrating to the 21st Century 

  • Legacy enterprise tool needed updates to eliminate ambiguity for new users by improving labels
  • Emphasize shortcuts and speed for expert users
  • Organize the workflow to support easy scanning

 

Understand the Business Drivers

Everyone on the development team understood that the transition to a Web-based system would be easier for the company to support and deploy, but that it may not be as fast as the old GUI system. Efficiency and accuracy could not be sacrificed for beauty. Keystrokes counted.

I collaborated with business analysts, technologists and customers to better understand the overall functions of the software. I also worked closely with those groups to understand their specific goals, needs and challenges with the system.

I looked for opportunities to consolidate features, clarify terminology (labels and names), eliminate redundancy and streamline processes to support expert users and reduce training time for new users.

Aim for Efficiency

I developed sketches that incorporated clear labels, more obvious grouping and included embedded and contextual help for novice users of the system. Supporting novice users helped reduce some training costs and allowed new users of the system to work more effectively with less training time. Simplifying, clarifying and streamlining the system helped to reduce barriers for use.

Test and Refine

The final wireframes were tested in unmoderated usability studies and data was analyzed for time on task, success and overall satisfaction. I analyzed results, made refinements and provided the development team with detailed specifications that supported the final coded product.