A “whiteprinted” project management application that could be reskinned to suit different industries while keeping the underlying information architecture and coding intact. To meet these business and technical requirements I identified the most common tasks and features users expect and need for project management and made them the core of the app design, allowing for “unique” situations to be added to menus and interfaces.
Research / Assumptions
Many project management software systems work as advertised. I believe there is a large gap between field personnel and realities and the planning and supervision personnel. This is where I put my focus, to identify what that gap is made up of and how to connect the loose ends between client, senior staff and field personnel to present a more real time snapshot of the project at any given moment. With these abilities in place, companies can be more efficient, informed and communicate more clearly from all sides of the project.
Field Interviews – Information Gathering
I interviewed more than a dozen people across different job functions in the commercial and residential construction vertical market. I was aiming for two specific criteria – Roles in the business and User experiences within those roles. I met with:
The interviews yielded some interesting facts:
Observation: I was able to break the users into two groups from the interviews. Office and Field. Field prefers and needs spot information, Office needs detail and context.
Observation: The app modules that are used by field personnel must be efficient, fast and easy to use in a short amount of time. Consider using drag and drop or sliders whenever possible.
Observation: Create tiered classes within the app UI that can be adjusted based on role. so hours only are routed to payroll, job roll up to stakeholder and all to Project Managers (in a tiered fashion).
Research
In the course of my research into the field I discovered there are two systems at work with two very distinct types of user groups
Field Personnel – Hands free
This group spends their day doing. If they are on their phone or using a laptop its usually in response to change or communications. The ideal amount of time spent using technology for business is less then 10% of their day.
Management
This group is responsible for keeping the business running, managing communications, estimating, tracking and planning. They spend most of their day making sure what’s been envisioned gets done by the field personnel.
How to serve both groups
After spending time discovering what was most important and essential to each group of stakeholders, I began to develop an initial concept for the app to provide a lighter weight solution for small and mid-sized businesses. Something office and field personnel could use. As I investigated further, I realized that this would not serve both groups best.
Pivot
The best solution for both groups would be to allow office personnel to use the project management software they are using and incorporate data from the field app through XML. This would allow each group to capture and track information in a way that suits their individual requirements.
UX UI IA VD
TitleProject Management AppClientProjexDescriptionA “whiteprinted” project management application that could be reskinned to suit different industries while keeping the underlying information architecture and coding intact. To meet these business and technical requirements I identified the most common tasks and features users expect and need for project management and made them the core of the app design, allowing for “unique” situations to be added to menus and interfaces. SoftwareInvision, Sketch, Illustrator, Photoshop, After Effects