Enhanced
guidance drawers

Effective guidance, and learning for manager evaluation process.

Role

Product designer

Team

Product manager,
program manager,
enablement, comms

Duration

5 weeks

Tools

Figma, HTML, CSS, WalkMe

TL;DR

TL;DR

Our people manager’s were experiencing a challenge to recollect training material while evaluating employee performance. Leading to frustrations and low adoption to our Workday system and business process. This led to the development of a series of drawers, aimed to house relevant training materials that heavily influenced the manager’s in making the correct evaluation that ultimately influenced the increase of our eSAT score.

The challenge

Training material and guidance were housed in disparate systems or only through virtual instructor led training.

The challenges managers experienced were they needed to shuffle between systems, personal notes, and recollection of training to confidently evaluate performance in the Workday tool.

This frustrating experience led to lower than expected eSAT scores and adoption rate of the tool and process.

Research

We began by carrying out a series of competitive analysis to shape our drawer design. Observed common design patterns for managing extensive supplemental information.

In addition, analysis of usability test data showed particular stages in the process where managers struggled the most. These insights were noted and influenced where we surfaced our drawers with the relevant contextual information.

Plan & Ideate

Low-fidelity wireframes were put together to facilitate discussions and alignment with our enablement team. Specifically, our partnership with the enablement team to re-structure relevant guidance materials into our drawers.

Further into our planning stage we carried out a UI audit of the Workday tool, aimed to leverage insights gathered during th research stage to find appropriate placements of the buttons that would trigger our drawers.

Design

Once the content was defined, card and accordion components were appropriately leveraged for each contextual information drawer.

Lastly, prototypes were developed and validated via usability tests ran by our research team. Since this was an innovative developed component for our WalkMe platform. I led a majority of the development within WalkMe, where I contributed from a front-end engineering standpoint writing the HTML and CSS.

Impact

Our goal with the shipped project was aimed to influence the increase of our eSAT score and increase business process knowledge. Our leadership believe that we exceeded expectations by influencing the increase of our eSAT score by 4pts raising our eSAT score to 81%.

In addition, usage rate of our drawers were measured at 15%, which was a 10% increase compared to our legacy solution.

15%

of manager adopted this new feature

+4pt

eSAT increase relative to previous cycle

5

positive anecdotal mentions

Let's connect

Let's connect