Industrial Enterprise Revamp

TIMELINE

January 2023 - March 2024 (launch)

PLATFORM

Web and Mobile applications

MY ROLE

User experience lead
User researcher

THE OVERVIEW

Crafting solutions with the user in mind

Monitron redefines how industrial machinery is monitored through a web and mobile application enhanced by advanced machine learning algorithms. As the UX Lead, I spearheaded a pivotal redesign, transforming user interfaces and workflows to dramatically improve user engagement and operational efficiency. My approach not only expanded Monitron's functionality but also infused cutting-edge, user-centered features that responded dynamically to stakeholder needs, showcasing an expert application of UX principles.

Anticipated to launch in Q1 2024, the new Monitron is expected to revolutionize industry standards, promising a substantial boost in both user experience and operational efficiency. This redesign marks a significant milestone, highlighting the power of strategic UX leadership to drive technological innovation and user satisfaction.

THE CHALLENGE
Our High Level Goals:
  1. Engagement and Retention - Develop a user-friendly interface for building and managing asset hierarchies, similar to familiar applications, to ensure a consistent asset review experience.
  2. Ace Up Our Sleeve - The app will demonstrate the advanced machine learning capabilities of AWS, placing Monitron users at the forefront of cloud technology innovation.
  3. Seizing the Complete Journey - Refining the user experience to surpass industry benchmarks.

Main challenges

In the Monitron redesign, I aimed to overhaul the app to meet industry standards in asset management, focusing on a holistic design process encompassing research, design, and deployment, with a core emphasis on enhancing user experience and simplifying daily tasks for our users.

Missed opportunities. Customers in the oil and gas sectors show no interest without the management of asset hierarchy.

Copy their work order systems. Users desire the new asset hierarchy to replicate their work order systems, aiming to simplify their tasks.

Lack of essential functionalities. Filtering and sorting functionalities would enable users to locate their assets with greater efficiency.

True mobile application experience. Our mobile application requires a redesign to ensure it delivers a true mobile experience, rather than merely feeling like an extension of a web application.

Users and Audience

The core users of AWS Monitron encompass Industrial maintenance managers, factory floor workers, and plant or facility managers.

My Role

As the UX designer for an asset management project, I led the design process from research to prototyping, ensuring efficient handover to development.

The Process

Trust the Process

At AWS, we adopt a design delivery method that integrates crucial phases: Discovery, Concept, Detail, and Deploy—for all our projects.

In this project we used:

  • Discovery - Understand users' needs and problems they face
  • Concept - Gather insight from the Discovery phase to further define challenges
  • Detail - Detail designs from Define-phase challenges and collaborate with a team of designers and project stakeholders
  • Deploy - Test and improve on solutions
Discovery

Good design is rooted in thorough research

At AWS, our design approach, centered on detailed research and collaborative studies, directly addresses key challenges. In collaboration with my research colleague, we engaged stakeholders for months to identify essential issues and opportunities, forming a strong basis for a successful redesign.

Goal of research. Grasp users' understanding of asset hierarchy, how they utilize it in their other systems, and the benefits they would gain from having this feature.

Qualitative research interviews. I carried out six 60-minute research sessions with Partners, Large Corporations, Small Factories, and Internal Amazon Distribution Centers.

Report the findings. I shared the research document with service leadership for the review of my findings and to discuss the next steps in my design process.

Project plan

I currently utilize Asana to craft our project plan for upcoming features. This tool ensures we stay aligned with our team and stakeholders, offering a clear roadmap for our subsequent steps.

Asana program

Asana is a project management tool that enables team collaboration by organizing tasks, assigning responsibilities, and tracking progress.

Stakeholder Interviews and Requirement Gathering

User research included crafting a moderator guide tailored for each persona, recruiting participants, and conducting several rounds of sessions with a diverse set of users.

Factory tours

I toured several factories, engaging directly with maintenance managers and factory workers to gain insight into their use of the application.

Factory tours

I visited four distinct sites, including one of our Amazon fulfillment centers, to gauge how Monitron was enhancing cost-efficiency and enriching the lives of workers.

Insights - Understanding the users pain points and opportunities

Replicate same hierarchy. Users sought to replicate their work order systems on all platforms, including Monitron, for uniformity and to avoid inefficiency.

Web and mobile experiences. Modifying asset hierarchy impacts all app features; I advocated for these changes for user and business benefits.

Searching for assets need to be easy. Updating asset hierarchy boosts searchability but still misses critical filtering and sorting features, a major user pain point.

Competitive Analysis

I worked with product managers and the business development team to analyze competitors using asset hierarchy design. This analysis revealed the need to enhance our application with a more robust asset hierarchy feature.

Concept phase

Shaping the experience step by step

Concept design deliverables. user flows including asset management, user management, and location management

Feedback always helps. Setup weekly meetings with stakeholders really provided valuable feedback that spurred more collaboration from my cross-functional teams.

Shaping the experience step by step

After extensive research, I decided on a complete redesign of our app with a scalable architecture to support new features. Despite the time and effort required, the anticipated benefits in user base growth and revenue were communicated to our leadership as outweighing the investment.

Concept Deliverables:
  • User flows
  • Concept designs

The user flows detailed each step that a specific persona would go through to create and configure asset hierarchy for their specific factory.

User flows

Insights - concept design help get the vision going

Rounds of design. I created 4 rounds of designs that I got valuable feedback from my stakeholders that help me tune my designs

Testing out the bugs. I had the opportunity to run a few Concept validity tests that tested the main work flows that would be critical for a excellent user experience

Redesign proposal. My redesign proposal would have to rebuild the entire backend which would be a year long effort but I did persuaded my leadership of the benefits especially with positive feedback received from our customers.

Design phase

Enhancing Monitron design to align with industry benchmarks

Promoting to high-fidelity designs. I refined our concepts into high-fidelity prototypes with a focus on UI details such as typography and color, prioritizing user needs and feedback.

Review, Review, Review. Regular reviews and feedback ensured the design met user needs and business goals, leading to a validated design ready for development.

Design Deliverables:

Updated asset hierarchy and asset table

We updated the asset hierarchy for better location and asset visibility, enhanced the asset table with filtering and sorting for efficient search, and added more data columns to clarify asset status.

New asset page

The updates to the asset table enabled me to redesign the asset page, allowing for more data display. This redesign not only enhanced data visibility but also facilitated easier system scaling, particularly for customers with a large number of connected sensors.

Mobile application redesign

I also updated Monitron's iOS and Android applications to ensure they matched the web app's updates. By introducing a bottom tab bar, navigation became easier, and I added filtering and sorting features to enhance mobile usability.

Developer handoff

During the developer handoff, I carefully communicated the finalized designs to the development team, focusing on the clear transmission of design details and interaction nuances. Utilizing collaborative meetings and offering comprehensive documentation, I made sure my design vision was accurately implemented in development, reducing possible complications and paving the way for a smooth product build.

Insights - detail design helps complete the vision.

Incorporating Design System. Was able to incorporate AWS design language but did build out customized components to help support my use cases.

Perfecting with feedback.  Went through 2 feedback session with AWS design ambassadors to get final approvals for designs to be implemented.

Fast turnaround timeline. My design phase lasted one month, during this I created multiple design reviews with my stakeholders to ensure they were in the loop of next steps

Deliver phase

Putting it all together

Consistent collaboration. I collaborate with developers, providing guidance during implementation, and partner with our content writer to refresh documentation for our customers.

Documenting the changes. I ensured to work with my content editor to delivery of updated documentation on the time of release.

Develop Deliverables:
  • Implementation review
  • Documentation updates

Implementation review

After finishing the design implementation, I conduct a 'fit and finish' review with users and stakeholders to check workflow accuracy and identify any errors. For any issues found, I create an Excel sheet with detailed descriptions, screenshots, and solutions, aiding developers in updates, followed by a final review to confirm the effectiveness of the corrections.

Documentation update

For each feature release, I collaborate with our content team to update documentation, a vital component that provides clarity to our users. I contribute by supplying screenshots of the updated sections for AWS documentation.

I scheduled a session with my content writer to review the concepts and supply them with relevant screenshots.

Insights - detail design help get the vision going

Incorporate AWS Design language. Was able to incorporate AWS design language but did build out customized components to help support my use cases.

Multiple feedback session to get it right.  Went through 2 feedback session with AWS design ambassadors to get final approvals for designs to be implemented.

Staying connected with documentation. While implementation was underway, I worked tirelessly with our content team to update all the documentation on AWS's site.

RETROSPECTIVE

Outcome

We're wrapping up the development of the new redesign, with an internal team release slated for November. Due to concurrent feature developments, we've devised a staggered release plan to optimize resources effectively. The general availability (GA) is projected for Q1 2024.

Establish a monthly launch strategy - This curbs scope-creep that might jeopardize the project and ensures timely delivery of a high-quality product.

User testing extends beyond development - Design is an ongoing journey to enhance user experiences. We remain committed to sourcing feedback and refining our users' interactions with the product..

Engage with engineering from the start - Recognizing technical constraints early on can shape your design approach and prevent redundant efforts. Our development team highlighted certain API restrictions, enabling us to adjust our designs timely for the deadline.

Key Takeaways

  • Establish a monthly launch strategy - This curbs scope-creep that might jeopardize the project and ensures timely delivery of a high-quality product. While we could have better prioritized certain features with varied research methodologies, we'll incorporate those in the subsequent design phase.
  • User testing extends beyond development - Design is an ongoing journey to enhance user experiences. We remain committed to sourcing feedback and refining our users' interactions with the product..
  • Engage with engineering from the start - Recognizing technical constraints early on can shape your design approach and prevent redundant efforts. Our development team highlighted certain API restrictions, enabling us to adjust our designs timely for the deadline.

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