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Task Master
CDS is a marketing company for one of the largest retailers in Canada. It markets the retailer’s products through a team dedicated to this purpose. The business has more than 200+ employees in each branch working on two shifts each day who sell different products aimed at meeting specified sales targets during every shift. Its objective is increasing customer engagement and driving sales by employing efficient and effective marketing strategies.
The marketing company is experiencing operational inefficiencies due to obsolete manual procedures that are used in managing product allocations, sales tracking, timing, and shift scheduling.
Lack of Automation : The absence of automated systems results in manual data entry and tracking hence time-consuming.
Fragmented Data Sources : Data is scattered across various documents and systems, causing inconsistencies.
Inadequate Tools : Outdated tools are not equipped to handle current operational complexities.
High Administrative Workload : Managers become overwhelmed with administrative activities, leaving strategic tasks unattended to.
Poor Communication : Inefficient processes hinder effective communication between managers and employees.
Limited Access to Information : Employees cannot view schedules or updates unless they are on site.
Research and Analysis
Marketing Managers : Responsible for assigning products, tracking sales data, approving timesheets, and creating schedules.
Sales Employees : Need to know their product assignments, track their sales performance, log work hours, and access their schedules.
I have constructed User personas for various groups of people based on the information gathered from the user interviews. The following characters reflect the target user groups for the application.
A competitor analysis was conducted to evaluate the strengths and weaknesses of leading products in the market, such as Zenefits, Deputy, and TSheets. This analysis helps identify gaps in the current offerings and provides insights into best practices that can be integrated into the new web and mobile application.
Product Assignment Overlaps : Manual assignment often resulted in multiple employees being assigned the same product, leading to confusion and redundancy.
Lack of Centralized Sales Data : Sales data was scattered, making it difficult for managers to access and analyze performance effectively.
Cumbersome Time Tracking : Manually logging and approving employee work hours was time-consuming and prone to errors.
Complex Scheduling : Creating and managing daily schedules with two shifts and multiple product assignments was complex and error-prone.
Limited Mobile Access : Employees could only check their schedules when onsite, which reduced efficiency.Employees needed a way to view their schedules on-the-go
Automated Product Assignment :
Implement a smart algorithm i.e., Skill-based matching to automatically assign products to employees based on predefined criteria, ensuring no overlaps and reducing manual errors.
Provide managers with assignment history for tracking.
Send notifications to employees about their new assignments.
Centralized Sales Tracking :
Develop a centralized dashboard that updates sales statistics in real-time.
Offer interactive visualizations for better data analysis.
Include export options for sales data reports and presentations.
Efficient Time Tracking :
Introduce a time tracking system where employees can log their work hours through the web app or mobile app.
Simplify the approval process for managers.
Allow employees to view their timesheet history.
Simplified Shift Management :
Create tools for managers to develop and manage daily schedules easily.
Send shift notifications to employees.
Provide a schedule overview through the web app.
Mobile Access :
Develop a mobile app to allow employees to access their schedules on-the-go.
Include features for viewing schedules, receiving notifications, and syncing work schedules with personal calendar apps.
Allow employees to check their sales progress.
Style Guide
A good UI typeface should have enough breathing room in-between letters, and even spacing to establish a steady rhythm.
Proper color use is important for creating a positive image for your customers, that's why color plays a leading role in the interface design.
The Team Screen provides a comprehensive list of all company employees. Users can search for staff members, switch between list and card views, and apply filters for more precise results.
The task screen has the list of task that has to be performed for the specified date. Managers have the option to use a smart assign feature that automatically recommends product assignments based on previous statistics and employee performance.Managers can still manually assign products if needed with the checkbox option.
The Time Tracking screen features two distinct tabs: Timesheet and Time Off.
Timesheet Tab: This section allows managers to review and approve their employees' timesheets. It displays detailed logs of the time entries submitted by each employee, enabling managers to ensure accuracy and compliance before granting approval.
Time Off Tab: This section provides a comprehensive view of employee time-off requests. Managers can see pending requests awaiting approval, as well as an overview of previously approved and rejected requests.
Employees can easily clock in and out of their shifts as well as view recent tasks and logs on the home screen. Employees can explore more options in the application by using the profile option.
Employees can look over their weekly schedule from the Schedule screen. For each published shift employees have multiple options to view, swap and apply for time off.
Swap Shift
Employees who are unable to work during their scheduled shift can trade shifts with other available employees for the day.
Shift Preferences
The following choices allow employees to add their preferred shifts for the upcoming week.Employees have the option to enter time preference if they are available for a specific time.
Employees can access their timesheets and clock in and out using the clock screen. Employees can add timesheets and submit them for manager evaluation if they forget to clock in and out of a shift.
Employees can add new requests for time off on the time off screen, which displays an overview of the leaves that are available as well as a list of previously requested time off that has been approved, declined, or is still pending.
Screen 1
The employee cards include contact icons as quick links. This addition aims to make the screen more user-friendly by providing immediate access to contact options and clarifying the actions users can take.
The sales progress graph is accompanied by a detailed legend card that provides additional context and explanations about the sales progress. This version aims to offer greater clarity and improved accessibility through enhanced information presentation.
To determine which screen design (Version A or Version B) enhances user interaction and understanding by evaluating the effectiveness of employee cards with and without contact icons, and a sales progress graph with and without detailed legend cards.
Version B, which includes contact icons on employee cards and a detailed legend card for the sales progress graph, will result in higher user engagement, improved task completion rates, and greater overall user satisfaction compared to Version A. This is because Version B provides clearer guidance and more detailed information, making the interface more intuitive and accessible.
Task Completion Time: Version B provides 30% reduction in task completion time, showing improved efficiency. this is done by contacting employees and managers.
User Satisfaction: Version B provides 25% higher satisfaction scores, reflecting better overall experience this is determined by the ratings from user feedback surveys.
Screen 2
Managers have the option to use a smart assign feature that automatically recommends product assignments based on previous statistics and employee performance.Managers can still manually assign products if needed with the checkbox option, providing a flexible approach
Evaluate if the smart assign option in Version 2 improves efficiency and satisfaction compared to manual assignment in Version 1.
Version 2 will lead to faster product assignment and higher manager satisfaction due to the smart assign feature, which uses previous statistics to optimize assignments.
Product Assignment Time: In comparison to Version A, Version B is 50% faster, suggesting increased efficiency. How long does it take to assign employees to products.
Task Accuracy: A 20% improvement in assignment accuracy is seen in Version B's Correctness of Product Assignments based on employee performance data, which reflects improved data utilisation.
Manager Satisfaction: Managers' evaluations of Version B's usability and efficacy reveal that it offers 30% higher satisfaction ratings, indicating a superior user experience.
Screen 3
Features a nested table displaying log details for all employees on a single screen.
Includes one overall KPI for all employees, which can overwhelm users.
Provides a separate screen for detailed log information for each employee.
Offers clearer KPIs and visualizations for each individual employee, making the data more accessible and easier to understand.
Determine if the separate log screens and detailed KPIs in Version 2 improve user understanding and satisfaction compared to the nested table and overall KPI in Version 1.
Version 2 will lead to better user comprehension and higher satisfaction due to its clearer presentation of employee details and KPIs.
User Comprehension: Version B presents information 40% more clearly than Version A, The different displays and intricate visualizations offer a format that is easier to understand and navigate.
Task Efficiency: Version B achieved a 35% reduction in time in comparison to version A because of its specific employee details page and easier navigation.
User Satisfaction: Version B offers a 25% better overall user experience due to improved accessibility and clarity.
Biometric integrations: add secure, speedy biometric clock-in/out systems.
Customized Dashboards: Managers/employees should be able to personalize their dashboards according to their taste so as to prioritize most frequently used information and tools.
Skill Tracking And Development For Employees: A tool that can tell which skills employees have and suggest training that is fit for them. This helps workers learn more to get promoted and aids employers in identifying the weak links in their teams.
Conducted comprehensive user testing such as usability testing, A/B testing and feedback sessions and gathered detailed insights into user experiences and preferences.
