tools – Cheryl Platz

Cloud Services, Enterprise Experiences, Leadership, Management, Research, UX and Product Design

Gates Foundation Knowledge Management

Brief -- Customers -- Phase 1: Discovery -- Phase 2: Ideation -- Phase 3: Design -- Phase 4: Evaluation + Iteration Project Brief Despite its worldwide reputation as a philanthropic leader in several fields, the Gates Foundation still loses valuable information due to lack of governance, employee turnover, and tool…

Cross-Channel Experiences, Enterprise Experiences, Leadership, Research, Service Design

Microsoft Teams Enablement

The Teams Enablement project at the Gates Foundation was a yearlong effort to support the deployment of Teams to the foundation in a manner that minimized disruption and maximized employee success, launched over a year early in response to the findings from my earlier Employee Experience discovery project. I (and eventually,…

Enterprise Experiences, Research, Touch & Tablet UI, UX and Product Design

Visitor Management System

The aging visitor management system (VMS) at the Foundation had hit end of life. Rather than just simply starting from scratch, the product team wanted to learn from the current system’s strengths and weaknesses to ensure the replacement system has parity and perhaps exceeds prior standards. However, the need to complete a…

Enterprise Experiences, Research, Service Design

Employee Experience 2019

My first challenge at the Bill & Melinda Gates Foundation was to identify the greatest areas of potential impact for the Information Technology department to invest in with regard to employee productivity and collaboration in 2019, using human centered design and research techniques over a 6 month period. By the…

Cloud Services, Enterprise Experiences, Information Architecture, Leadership, UX and Product Design

Dynamics 365 settings IA: Power platform admin center

As part of my role as the Design Lead for the launch of Microsoft's ambitious Power platform admin center, I took on several complex individual contributor projects. The largest of these projects was the migration of Dynamics app settings from the Dynamics 365 app on a legacy web client to…

Enterprise Experiences, Information Architecture, UX and Product Design

SCCM 2012: Information Architecture

My time on System Center Configuration Manager 2012 spanned four years of design and hundreds of UI surfaces. Perhaps our most important task was redefining the information architecture of the product - and to do so, we had to drive years of detailed user research and iterative design experimentation. Problem…