Compliance Management Revamp
Duration
Toolset
Platform
Team Size
7 Months
Jira and Confluence, Miro, Zoom, Figma
Web
23 Members
I worked as a Product designer and was responsible for conducting an end-to-end design process, collaborating with the product manager and director to prioritize and plan design deliverables, and giving design support to ongoing and developed features.
It’s a proprietary compliance management platform and designed to meet any immediate or future needs during the audit journey.
It allows organizations to conduct audits more easily and creates a compliance model that will minimize the efforts of conducting multiple audits and lower the operational expenses.
The Problems 🚨
Usability
Users were facing many usability issues and because of that, they were not able to complete their tasks and achieve goals on time which impacts their productivity.
Empathizing Users
Workflows added into the system were not matching with the actual user's process and also had unwanted additional steps to complete tasks (Eg. approving requests for every parameter like locations and criteria).
Challenges 🧗🏻
Prioritization
Prioritizing redesign modules was key to balancing user value and development effort. A prioritization grid helped identify the most valuable modules, guiding an efficient plan.
Design and Dev Collaboration
Early collaboration with developers in the empathize and define phases helped identify potential issues, ensuring a more efficient and aligned design process.
Handling Multiple Deliverables
I had to manage my workload to simultaneously support published features, work on ongoing development, and design new features, ensuring everything progressed smoothly.
User Interviews 🗣️
The first thing we wanted to do is to focus on the users and not on solutions. We decided to conduct user interviews to gain more understanding of the user's expectations, motivations, goals, and pain points.
In the planning phase, we did set up interview objectives to be more specific on what we want to achieve, defined a timeline to keep ourselves focus, and shortlisted the right users (we also had criteria in the user shortlisting process). Rest was just like a normal user interview process (Shortlisting questions, validating with the entire team, sending out invites, having a dry run, etc...)
After the interviews, we were clear on, what are the user's problems are? how do their processes look like? what are their expectations? and suggestions.
Users’ Need, Problem, and Insights ✍🏼
Organized research data, crafted user-centered problem statements, and collaborated with the team to align user needs and process improvements.
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Organized research data from user interviews into themes.
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Included user observations discussed during interviews.
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Crafted user-centered problem statements based on the data.
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Identified areas for process improvement based on users' actual processes.
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Collaborated with the team to review and refine problem statements.
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Ensured the entire team had a clear understanding of the users' needs.
Ideating Solutions 🤔
With a clear understanding of pain points and user processes, we developed and explored multiple solutions to address the challenges effectively.
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Gained a clear understanding of pain points, user processes, and their significance.
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Explored multiple solutions to problem statements, balancing simplicity and development constraints.
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Generated and refined ideas, focusing on addressing user needs effectively.
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Created user flows to guide users toward their goals.
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Developed task flows to map user interactions with the system.
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Designed information architecture to organize data into meaningful categories.
Prototyping 🛠️
In this phase, we explored the solutions ideated earlier by creating small prototypes to test their effectiveness in addressing user problems. We conducted two rounds of design reviews—first with the product team to ensure the designs aligned with business goals, and then with the development team to ensure feasibility. After making necessary iterations based on team feedback, we proceeded to test the prototypes with users to gather further insights and refine the design.
Usability Testings 🔬
Usability Testing to Validate Prototypes:
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Planned and conducted usability tests to validate prototypes and gather feedback on user interactions.
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Focused on understanding if the solutions addressed user problems and identifying areas for improvement.
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Conducted 5 tests for each module with different users, ensuring comprehensive feedback.
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Users appreciated the solutions and found them easy to interact with; workflows were well covered.
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Feedback from testing led to refinements and improvements for future iterations.
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Testing also helped refine problem statements and better understand user behavior, thoughts, and emotions.
Style-guide & UI Library 📖
The product did not have any guidelines set. In the end, what the user sees and interacts with is the developed product. So development hands-off is one of the important steps in the process I feel. And to make that close to perfect we worked Style guide and UI Library for the developers which has: Typography, Colors, Elevation, Buttons, Tabs, Form elements, Icons, and other UI elements used in the designs.
Another intention to have a Style guide and UI library were whenever there is a need to accommodate a new screen, developers simply can follow the standards defined around the elements and styles used.
Outcomes & Lessons 🏆
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Spent time in the initial phase understanding the domain and system, which helped in maintaining effective communication.
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Empathized with users during the design process to minimize risks and improve solutions.
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Conducted user interviews, which provided valuable insights and encouraged stakeholders to continue user research for future modules.
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Addressed time zone challenges by utilizing collaborative tools like Figma and Miro to gather feedback efficiently.