UX Process Improvement

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My Role

Researcher

UX Designer​

Timeline

February - April 2019 (10 weeks)

Tasks

Tools

Problem Statement

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Challenge

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Goal

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Hypothesis

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User Interviews 
“I would hesitate to spend money on work related things because I couldn’t check how much money was left in the grants.”

Creating a discussion guide kept my questioning focused on my research goals and ensured my questions were open-ended for optimum results. 

I interviewed three professors currently working at the University of Denver, each of whom travel internationally for work at least once a year. 

 

Insights

  • HEPs main priorities were about submitting expenses quickly and efficiently.

  • They do not report all costs due to how time consuming creating expense submissions is.

  • The majority of their professional funding comes from grants, but they never know how much money was left which cause anxiety.

  • Crying out for a way to manage shared and individual grants. 

User Personas

I designed with Kelsey in mind.

Using what I learned about my users doing interviews and what I observed about their behaviors and inclinations, I designed the persona below.

 

I reference this person mostly during the user flow and UI stages. Submitting expense reports is never fun. Using Dr. Fratsen as a guiding light, I focused on making the process streamlined and eliminating redundancies while visually appealing. 

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Card Sort

Card Sorting gave me a snapshot into how my users mapped the process of submitting expenses and organized relevant information.

I created an online card sort using Optimal Workshop. Five users completed the open card sort creating groups with 30 cards on the information and task flows found on Noomus.

 

I used this information to gain insight into how users currently thought and where areas of opportunity lied in consolidating information/features. 

 

Insights

  • Four broad categories showed up, sometimes called different things - Reports/Reporting, Grants, Expenses/Reporting, and Pre-departure.

  • The card sort did not account for process flow. A better approach would have been doing a stickie note session with users doing a combination of a task flow and card sort.  

Tool

Optimal Workshop

Card Sort

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Insights

Tool

Optimal Workshop