UX / UI Case Study    |    19 Sept to 7 Oct 2022

Incrementum

3-week Design Challenge (Client Project) as part of
General Assembly UX Design Immersive

  • Role

  • UI Designer, UX Researcher

  • Teammates (Captivate Design)

  • Alvita Ardisara, Reuben Yeo, Shaik Luqman

  • Tools

  • Miro, Figma, Google Forms, Canva

Overview

The Problem

People Psyence believe that a well-defined career pathing is an important element in managing talents. Hence, as a team, the main objective of this project is to identify areas that a career pathing element can be integrated with a detailed and updated organisation chart that enable both employer and employee to visualise and project individual career growth at a organisation.

Timeline

User Research

Understanding the User

In order to gain a better understanding of the users experiences of career pathing within an existing organisation, we first conducted a screener survey via Google Forms, and recruited potential users who were working in the Human Resource department as well as employees from across various industries to take part in a more in-depth interview via Zoom, Google Meets or in-person.

Affinity Mapping

From our interviews, our group synthesised our findings into 2 affinity maps (from the Employee and Employer perspectives) and concluded with our research insights.

Research Insights

Overall, communication is the key employee retention. With regards to career progression, there are also other considerations that are not made known by the Human Resource department on the selection criteria of suitable candidates. Hence, technology can only be used as a mean to ensure that the process of sieving out talents is efficient.

It is also important to note that there is no one-size fit all approach when it comes to career pathing and career progression. The solution devised would only be able to allow users to project and determined their envisioned career paths and career goals.

Define

Our Personas

Based on the user interviews and research insights, we identified two personas: (1) Theo, the newly employed who is still exploring his career goals and path and (2) Katherine, the talent developer who is taking on the role of managing employees within the organisation.

Problem Statements

From our personas, we came up with a problem statement for each persona to effectively identify the issues of our users.

"Theo needs a way to discover and work towards his career goals so that he can feel more engaged at his organisation."
"Katherine needs an effective way to better understand her employees' career goals so that she is able to arrange suitable programmes for their career development."

'How Might We'

Based on the problem statements, we focused on 2 'how might we' statements that can address the overall user experience from 2 perspectives - an employee and an employer.

"How might we help Theo feel a sense of engagement in his organisation?"
"How might we help Katherine capture and consolidate her employees' career goals easily?"
Ideate

Brainstorming Solutions

Our team set out to ideate possible solutions through Crazy '8's. Based on our brainstorming session, we evaluated, analysed and combined some of our ideas into 1 solution, which we named, Incrementum. Incrementum is a career pathing and talent development platform that is re-imagined through self-discovery and the cultivation of a supportive network.

Main Features

  1. Profiling - Allow users to identify their competencies and behavioural traits

  2. Career Pathing - Allow users to explore their career options through recommendations based on profile

  3. Mentorship Opportunities - Allow users to find mentors for self-development

  4. Organisation Chart - Allow users to view the overall hierarchy of the oreganisation and users with special access will be able to edit the chart

Prototype

User Flows & Wireframe Sketches

Our team proceeded to determine 2 user flows for our prototype.

  1. Employee User Flow

  2. Employer User Flow

For the employee, he will not only be able to see a dashboard of his traits, careers, and tasks for the day, but also to explore, learn skills and find a mentor to further gain a new skill or to further develop his current skill sets.

For the employer (focused on Talent Development, or Managerial roles where they have the authority to edit an organisation chart), she will be able to see a dashboard of each department, edit the organisation chart, as well as seeing the internal openings within an organisation and the suitability of employees for the particular role.

Prototype

First Iteration

Based on our wireframe sketches, our team came out with the first iteration of the prototype, with the key screens for both Theo and Katherine.

Test

Usability Testing

From the first iteration of our prototype, we conducted a usability test with our previous interviewees to test out the prototype that we have created. It was a remote and unmoderated usability test with the following objectives:

  1. Assess the usability and usefulness of the design solutions

  2. Validate features of Incrementum

  3. Identify undiscovered problems in the product design

  4. Identify changes required to improve user performance and satisfaction

  5. Discover any other existing user needs or pain-points

Test Results & Insights

From our usability test, participants are given a set of tasks to complete, and generally they found it easy and clear to get to the final objectives of each user flow. The users mentioned that they liked the overall UI of the web application and they felt that with more hands-on experience, they could be more well-versed in using Incrementum. However, users have also pointed out areas of improvements in 3 areas: (1) UI Elements, (2) UX Writing, and (3) Information Architecture.

Prototype

Second Iteration

Based on the usability test results, we proceeded to make improvements on our existing prototype.

Prototype

Final Prototype

Here's the link to our final prototype. Best viewed on a 1920px screen, and the links to the respective flows are below! 

Link to Theo flowLink to Katherine Flow
Design

UI Style Guide

All teammates were involved in the Design Process, with myself leading the overall UI style guide and having the overall responsibility in ensuring that there is consistency in the UI elements across all screens. Alvita was focused on prototyping the screens and ensuring that the screens were well-linked.

Here is a summary of the typeface, colour palette, button styling and icons that we used for our project.

Next Steps

Recommendations

With the implementation of Incrementum as a platform that various organisations are able to tap on for their employee's growth, as well as allowing their employees to track their own self-development. However, these recommendations are not a one-size fit all approach and they should be used in relation to the company culture as well.

Moving forward, some considerations that can be explored in the future:

  1. Companies can pair courses or skill upgrading lessons with external vendors or resources

  2. Additional information to aid career pathing for employees (i.e. salary of a particular position)

  3. Profiling insights can be transferable across organisations, such that when an employee leaves an organisation, his or her self-development progress will still be retained within the web application.

  4. Potential to extend Incrementum to be used by tertiary students

  5. Addition of a user guide to aid in the onboarding process of the web application

Thoughts & Reflections

One realisation that drove many of our decisions was that different companies would have different cultures and methods of managing their employees. Hence, for instance, mentoring opportunities might not work unless there is a culture of nurturing and openness within the organisation. With regards to promotions and change of roles internally, Incrementum only helps with gathering insights about an individual to a certain extent. Most discussions and decisions about an employee's vertical or lateral movement happen outside the platform. An employee's working relationship with peers is also not measurable through the platform itself. Hence, to a certain extent, there are limitations as to how technology can solve an organisation's Human Resource department dilemma. Last but not least, although transparency of information in a company would build trust between employees and the organisation, this i snot always the case. Transparency can also be seen as a double-edged sword and it might even create unnecessary friction that would deteriorate professional relationship at the workplace.

This being my Client project in General Assembly, has allowed me to gain more insights and realisation towards a Human Resource of an organisation. I thoroughly enjoyed the process as it was collaborative, supportive and I felt that I was learning something new about the behind-the-scenes of a Human Resource department everyday. We took into consideration some of the limitations that we might face while we were ideating for our solutions, as not all decisions can be made through the platform. Although it was difficult having to repeatedly question ourselves if the compromises we made were realistic and relevant, this was definitely an eye-opener experience as Human Resource was a scope that I would have not imagined myself to take on.

As the main UI of my team, I have also played a huge part in creating the style guide of Incrementum, and at the same time, helping my other teammates out with my previous experience of being a Project Manager. All in all, this project would never have been completed without the support and guidance of my teammates and I believe we all shone brightly throughout the course of the 3-weeks. Thank you!