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RIVER

Manage Project Lifecycle Based on Job Duties

PRODUCT

River – work channel is a communication platform that allows users to manage projects lifecycle based on job duties. It contains a complete record of all company project and a flexibility to transfer job roles without losing institutional knowledge from key employees.

ROLE

As an independent UX consultant, I conducted several stakeholder interviews to re-define product position and translated clients' abstract business ideas into practical design solution with a high-fidelity prototype. I also played a role of system analyst who produced a 200 page detailed System Requirement Specification (SRS) documentation and communicated between the development team and stakeholders.

PROJECT DETAILS

Clients: Pyramius
Independent consulting project
06/2015 – 08/2015 (3 months)
Taipei, Taiwan

SKILLS
Stakeholder Interview
Competitive Analysis
Wireframing
Prototyping
UI documentation
TOOLS
XMind
Axure
Snagit
Word

Client's Problem

My client identified a business opportunity that current project management tools lack the flexibility to adjust job role without losing institutional knowledge. He then decided to start his own business and produced an initial version of the prototype with a junior team. However, before pushing the design into the development team, they realized that there are several problems in initial design because the team didn't have enough experiences in designing a complex system. Hence, they invited me to join this project and to redesign for them.

Research

How I get there

Stakeholder Interview

The primary stakeholder is the founder of this company who responsible for envisioning the product direction and the secondary stakeholder is the partner who also invests the company and responsible for all regular operation of the company. In the first meeting, I have these goals in mind:

  • Find out the questions that clients are trying to answer
  • Why it’s important to answer them
  • Project current status and problems
  • Schedule and available resources (people's time, recruiting and incentive costs, equipment costs, travel costs)
  • 1. People’s time (including your time and the research team’s time) 2.
  • Team and contact person
Goal & Questions
  • Record the process of project or building a product. Email is hard to trace.
  • Records for employees to review their contribution within company.
  • Easy to use and low learning curves. Except for advanced users, there is no much customization.
  • Fit in organizational process and permission management
  • Solve the problems of transfering job or changing roles.

Project Plan

Initial Timeline
Initial Timeline

Design

How I design a complex system

Functional Map

Before diving into design process, I used XMind to do a functional map to break down the design requirement into 14 modules.

  • Login Management Module
  • Channel Module
  • Contacts Module
  • Calendar and Activity Module
  • Task Module
  • ...
Functional Map
A portion of the functional map

Documentation

Since report is not able to publish, I listed how I structure the report.

Table of Content

  1. ExecutiveSummary
  2. Document Revision History
  3. Glossary
  4. Project Introduction: overview, objective, document scope and system Description
  5. System
    • System Development and Interface
    • Functional Requirements
    • Non-Functional Requirements: languages, device and sysyem's compatibility, user Interface, no internet connection, timezone and future plan
  6. Details of Functional Requrement: by modules

Sample of Functional Requrement

Use Case
A portion of the use case
UC003. View All Channels
  • Use Case Description

    Use Case Description
  • Flow of Events

    • Typical Course of Events: source of content, number of content, Filters & order
    • Alternative or Exceptional Course
    Flow of Events
  • Prototype Descrition & Data Glossary

    Prototype Descrition - UI
    Highlight UI elements
    Prototype Descrition - description
    Detailed description of highlighted UI elements

Final Design

Final Design
Landing page

Reflection

What did I learn

Lessons

  • The bussiness models and domain knowledge of an enterprise software.
  • Persuasive communication for stakeholder's buy-in
  • Work as a communication bridge
  • Role transfer: communicate as a consultant, design for users, write documentations for engineers

The most surprising thing

Start as a developing project and then turn into a ux consulting project.

If I had more time, I would ...

  • Talk to end users.
  • Follow up with implementation team.

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