Performance and Training Advisor - Alerts and Notifications

Ensure users have the flexibility to customize their data notifications with the analytics most relevant to their roles.

My Role: Lead UX Designer, UX advocate, Mentor

Client: Boeing Training Solutions Stakeholders

Users: Fleet Leads, Heads of Training, Program Admins, most PTA application users

Client’s Goals: Create a system that allowed users to receive notifications when critical data changes occurred, empowering them to stay informed and make timely decisions.

Challenges: Determining the data used for notifications and striking a balance between functionality and user-friendliness.

Key Takeaways: Close collaboration with our data science team to ensure that the selected fields for notifications made logical sense and flowed seamlessly, ultimately enhancing the user experience.

The Process

1. Project Scoping

Defining the boundaries, objectives, and deliverables of the project to ensure clear understanding and successful execution.

2. Product Strategy & Solutioning

Collaborating with diverse team members to define the problems are users are facing and that aligns with business need to create the best product solutions possible

3. Feature Prioritization

Determining key application features based on user needs and data source integration complexities.

4. Wireframes & Prototype

Fine-tuning the initial designs into detailed, user-friendly interfaces that align with the product strategy and user feedback.

5. Stakeholder Review

Met with various stakeholders and initiators of this project to validate our designs and get feedback we are headed in the right direction.

6. Usability Tests & Functional Specification

Fine-tuning the initial designs into detailed, user-friendly interfaces that align with the product strategy and user feedback.

7. Development and Design QA

Building and reviewing the feature developed and providing feedback to ensure the product is pixel perfect.

8. Launch and Feedback

Deploying the feature, and celebrating a job well done and analyzing collected feedback.

Problem Statement

The current system lacks a robust alert and notification feature, leaving users without timely insights into critical pilot performance metrics, specifically when performance reaches predefined thresholds or when significant disparities emerge within specific groups’ performance based on training data, thereby hindering proactive decision-making and performance improvement efforts.

1. Project Scoping

Streamlined Project Scoping: The project initially faced ambiguity with no defined requirements or use cases. To address this challenge efficiently, we adopted a focused approach.

Historical Insights: We delved into the project’s historical context, engaging key stakeholders who possessed valuable insights into its evolution.

Identifying User Needs: Through these discussions, we pinpointed various user groups representing the project’s ultimate audience, which was instrumental in understanding diverse perspectives and needs.

Defining Use Cases: Collaboratively, we worked with stakeholders to unearth potential use cases, ensuring a comprehensive set of scenarios to guide the project.

Engaging End Users: Simultaneously, we directly engaged with the intended end users, refining our understanding of the project’s scope and its potential impact.

2. Project Strategy and Solutioning

Budget-Constrained Research: Due to budget limitations, we focused on stakeholder engagement and existing user feedback as primary research sources.

Requirements and Innovation: We organized working sessions to understand project requirements and initiated lightning-round ideation for innovative solutions.

Affinity Mapping & Alignment: Using affinity mapping, we refined insights, and collaborated with our portfolio manager to align the project with organizational goals, and prioritization.

3. Feature Prioritization

Prioritization and Review: After ideation, we used a perception graph to identify MVP features and those for subsequent releases. We then reviewed this feature list with our product team, including the portfolio manager, to refine our roadmap.

4. Wireframes and Prototyping

Design Evolution and Enhancement: Starting with existing wireframes, we migrated them to Figma, retaining some design elements while modernizing the overall look and feel.

Iterative Wireframing: Through an iterative process, we progressed from low-fidelity to high-fidelity wireframes. We meticulously reviewed the design using our checklist, identifying both happy and unhappy user journeys.

Responsive and Scalable Design: Considering various screen sizes and UI behaviors, we ensured our design would scale effectively, delivering a seamless user experience across different devices and scenarios.

5. Stakeholder Review

During a stakeholder review, we presented our low-fi and high-fi wireframes for additional buy-in and validation, ensuring that our wireframes would closely align with stakeholder expectations and project objectives, streamlining the design process.

6. Usability Tests & Functional Specification

Usability Testing and Iterative Improvement: In this project, we conducted moderated usability testing, requiring us to create a comprehensive research plan and obtain participant consent through our PM while adhering to Boeing’s global privacy protocols to enable test recording.

Synthesis and Refinement: Following the tests, we meticulously synthesized the findings, validating and addressing issues. We then applied these insights to enhance our prototype.

Functional Specification Development: With an improved prototype, we authored functional specifications, detailing how our solution would interact, ensuring clarity and alignment with our objectives.

7. Development and Design QA

Seamless Development: We first held a developer Kick-Off meeting to demo our design and answer any questions while they broke our design out into user stories. Our developers utilized our design to bring the tool to life, ensuring a user-friendly experience.

Polishing the Design: Through pixel-perfect Design QA, we meticulously fine-tuned every detail. Though development is currently on hold, we’re eagerly enriching the tool with new features for future users to enjoy.

8. Launch and Feedback

Project Launch to Internal Groups: We initiated the project by launching it within specific internal groups, marking the beginning of its implementation.

Feedback Collection Through In-App Surveys: Currently, we’re actively collecting feedback through in-app survey invitations, fostering a continuous feedback loop for ongoing refinement.

Future Feature Development: Looking ahead, we have plans to further enrich the design by incorporating additional features based on user input and evolving requirements, ensuring the project’s continuous evolution.