Inbox Redesign
Data Feed to Workflow
Transforming the inbox from a simple news feed into a workflow for monitoring regulation changes and assessing their impact on the business
Table of Contents
Background
Concept
This project concerns the user’s inbox. The project aims to transform the “news feed” into a workflow dashboard.
My Role
The “Inbox Redesign” was my initiative. It took its shape from our analysis of different customer input streams. The analysis was supported by changing KPI trends, and recurring user requests. The design direction was inspired by concept wireframes created by our design team – David and Celia.
My role was to map the workflow, define the user experience, select the design direction, and work with the design and development teams to implement the solution.
Research and Analysis
The Target User
Compliance Monitor
The compliance monitor keeps track of new and changed standards and regulations for a given set of products and markets. The monitor assesses the impact of these regulator changes on the business.
Research Objectives
It may often take more than one company objective to prioritize a project. This redesign project was promoted through a unique convergence of business priorities and UX/Design Insights.
Analysis and Data Trends
We looked at the KPI data and user input and noticed data trends that mapped to overlapping features. These features were “the user inbox” and the “manager assessment reports”.
The inbox users (the monitor persona) were asking for more insight into “assessment work” and “reporting capabilities”. The management reports users (the manager persona) were requesting more insight into the work and progress of the individual team members.
Strategy - Challenges, Assumptions, Risks
This project attempted to accommodate a behavioral change that we noticed in our users. As part of the implementation, we introduced new concepts to the user inbox. Such changes often involve some measure of risk.
Follow Ups and Next Steps
Followups
This project attempted to accommodate a behavioral change in our users. Where previously the users were content to passively consume alerts, we now noticed an increased engagement with an “assessment workflow” based on the alerts. To meet this need, we introduced new concepts, behaviors, and interfaces to the user’s inbox. Such changes often involve a measure of risk and require close monitoring of KPIs to see how the users are “taking to” the changes.
Next Steps
The “User Inbox” and the “Manager Assessment Reports” exist in separate areas of the application.
My insight that the Inbox assessments and the “Manager Assessment Reports” are converging guided this project.
The next step might be to look deeper into this connection and perhaps find a way to merge these Assessment views into one.
