The Project Profile is an internal software application in which project managers communicate requirements to software developers for website and platform projects. The tool existed previously as an Excel document, but we are looking to improve the experience with a web application project managers and software developers will use to upload specifications, log notes, attach files, and send notifications for requirements and updates.
The Problem
Project managers and software developers want to communicate about projects efficiently so that requirements are understood more clearly for shorter timelines and fewer mistakes. The current procedure of sharing information in an Excel spreadsheet is cumbersome and prone to errors. The process itself needs to be reevaluated to consider updated procedures and remove irrelevant information. Additionally
Methods
- Interviews
- Workshops
- Process flows
- Wireframes
- Prototypes
Tools
- Adobe XD
Summary of Role
- Gather requirements from director
- Conduct workshops with project managers and software developers for definition and ideation
- Synthesize findings into wireframes and prototypes
- Collaborate with visual design to translate prototype to webpage
Interviews and Focus Groups
While all agreed the current method of delivering project profiles was clunky, the process itself was not quite understood agreeably by project managers and developers. The first step was to understand each role’s needs. Through individual interviews and a focus group, the process flow was developed to help both key groups understand the process and empathize with the needs of other members of the team.
Workshop and Initial Wireframes
After the initial workshop to discuss the current process, the focus group met again to discuss the requirements for a new tool and how the information would flow through each step. Groups were formed to develop initial wireframes.
Refined Wireframes
After gathering feedback from the workshop, wireframes were designed in Adobe XD for the drawn wireframes. Popular ideas from the workshop, in conjunction with the current process, were integrated.
Prototype
With additional feedback from the focus group, an interactive prototype was created and presented to demonstrate how the primary users (project managers and web developers) would interact with the application.
Next Steps
The Profile Profile application has been forwarded to visual design and is currently under development. After the application is completed and has had time in use, I expect there will be further opportunities to improve the interaction between project managers and web developers.