SITE MAP

The primary goal was to organize the menu structure into logical task-based groupings. The secondary goal was to flatten the menu structure as much as possible.

LANGUAGE

During the evaluation phase of the project, I often found myself asking the client "what is 'x'?" and they would reply "oh that's actually 'y' but we call it 'x'".

Eliminating as much jargon and proprietary language as possible removed an additional layer of learning previously required of the user.

MENU RESTRUCTURING

• A. DASHBOARD
• B. USER
• B1 Search Users (formerly “User List”)
• B2 Add User
• B3 Import Users
• B4 Passwords (new parent page to all password related views)
• B4a Change my Password (formerly “Change Password”)
• B4b Change Another User’s Passwords (formerly “Change Other User’s Password)
• B4c Reset Another User’s Password (formerly “Reset Password”)
• B4d Bulk Password Change
• B5 User Jobs (formerly “Create Job”)
• B6 User Notifications (formerly “Notfication Matrix”)
• REMOVING > My Account (duplicated in the top right menu bar)
• REMOVING > Change History (unused & resource intensive)
• C. PROGRAM
• C1 Create Program
• C2 Create Program Groups
• C3 Create Roles
• C4 Assign Roles to Users (formerly “Add roles to Users”)
• C5 Assign Users to Groups (formerly “Add Groups to Users”)
• REMOVING > Add targets to Forms (unused & unecessary)
• D. FORMS ADMINISTRATION (formerly “Call Monitoring > Forms”) Administration)
• D1 Data Fields
• D2 Business Intelligence (formerly “BI questions”)
• D3 Feedback (formerly “Feedback Options”)
• D4 Create a form
• D5 Import a form (formerly “Upload a Form”)
• D6 List & Link Forms (formerly “List Forms” and “Link Forms”)
• E. EVALUATION
• E1 Evaluation (formerly “Call Monitoring > Evaluation”)
• E2 Search Transactions (formerly “ Monitoring > Search Transactions > All Search Options”)
• F. CALIBRATION
• F1 Create Calibration Session (formerly “Gathering”)
• F2 Calibration Types
• F3 Calibrator Groups
• REMOVING “Create Session”(being incorporated into F1)
• F4 Calibration Sessions
• G. REPORTS
• H. SEARCH (formerly “ Monitoring > Search Transactions > All Search Options)
• REMOVING “Search by Invalids”
• REMOVING “Search by Agent”
• REMOVING “Search by Program”

TABBED PANELS

Now with task-based menu groupings, I opted for a menu flattening tabbed panel for each root menu item. This choice created an interface that allows the user to see the options available and switch rapidly between them when performing multi-step tasks.

USER-INITIATED MODALS

While modals are not best-practice in a mobile context, Reveal CX is a B2B desktop-only application, so I proposed pushing data forms into modals that would only show when called on by the user. From a visual standpoint this cleaned up the interface considerably and tucked action items into clearly marked locations.

USER FLOW

The existing user experience was choppy, user paths through the application were almost non-existent. The next task was to evaluate the different types of users and develop task-based flows that streamlined and daisy-chained each user types tasks in the application.

UI PROTOTYPES

Adding Likert evaluations to the application required developing an interface and process for building weighted surveys who's functionality was best communicated with animations built in Principle.

CSS/HTML REDESIGN

With the existing logo and brand colors as the one tent pole the client insisted upon, my goal was to increase clarity, readability, white-space, and create a more modern sophisticated look. I achieved this by using Google's Source Sans Pro and increasing the base font size by 33%. Large headers, (previously mislabeled or non-existent) were added for user orientation

DASHBOARD DESIGN

This was the "greenfield" part of the project as the previous dashboard only had user notifications. The goal was to give each of the five user types an "at-a-glance" status report and let them know what, if anything, needed their attention.

REPORTING MODULE DESIGN

The client had a directive from their customers to incorporate Likert style surveys as an option into the quality control process in the program.