VIP Portal: International Event Scheduling & Management
May 1, 2023
Research, CMS, Data Visualization, Accessibility, Design Systems
5-10 users from 5+ roles contribute to each appraisal event, so we tuned into their needs.
Organization Admins & Coordinators
ISACA Coordinators
Appraisal Team Leads
Appraisal Team Members
How do we make a smooth, international schedule that connects the most qualified candidates to collaborate and stay in sync?
A simplified breakdown of existing physical & digital touchpoints and a potential new task flow, transforming 15+ steps and 3 modes of communication to 11 steps with 2 modes and automatic updates.
International Scaling: Let people handle the conversations, and computers handle the pain points.
As the program scaled to collaborate with more organizations, hours of scheduling time would soon delay the process. Our team of 6 researched user stories and pain points, iterated, and scheduled out the development of a secure in-app scheduling tool.
This allowed for continued data privacy throughout the scheduling process and kept all documents in one place. It prevented incorrect scheduling or incomplete competency spreads in teams.
We conducted interviews, outlined functionality and implementation steps, and refined them.
Here's a sample of questions we explored; some findings removed entire steps, while others created new task flows.
How many people need to approve project plans? How many people can apply after approval? What information is visible to all, and what details are shared after confirmation?
How do we rank collaborators for "best fit"? Which categories are weighted for more effective expertise matching?
How do our users communicate most quickly to keep approval processes moving?
Discussing with the team, we distilled findings into meaningful features, discussed scope, and dove into mockups.
A scrapped full-page pattern for the Appraisal List, users needed a truncated event list next to the calendar to better match availability.
