{"id":400,"date":"2021-03-03T05:01:26","date_gmt":"2021-03-03T05:01:26","guid":{"rendered":"https:\/\/portfolio.cherylplatz.com\/?p=400"},"modified":"2021-05-18T22:48:25","modified_gmt":"2021-05-18T22:48:25","slug":"visitor-management-system","status":"publish","type":"post","link":"https:\/\/portfolio.cherylplatz.com\/?p=400","title":{"rendered":"Visitor Management System"},"content":{"rendered":"\n<p>The aging&nbsp;visitor management system&nbsp;(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\u2019s strengths and weaknesses to ensure the replacement system has parity and perhaps exceeds prior standards. However, the need to complete a requirements document for the vendor was urgent due to continuing issues with the current system.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Project Team<\/h2>\n\n\n\n<p>I was the sole user experience design resource on this project, and I was only allocated on a temporary basis. I engaged deeply during the discovery phase (3-4 weeks), intermittently during business requirements, and part time during the evaluation phase (8 weeks). My primary partner was the program manager for the project, and I also worked closely with the in-house developer working on the integration with the vendor code. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 1: Discovery<\/h2>\n\n\n\n<p>The discovery phase was under an intense time constraint, as there were existing vendor kickoff and delivery dates we had to influence. Any interviewing and reporting had to be completed within a few weeks&#8217; time.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Step 1: Project team engagement (1 week)<\/h4>\n\n\n\n<p>I attended a few kickoff sessions with the system vendor and the project team.&nbsp;HCD&nbsp;participation in these discussions informed interview questions, raised new questions for the vendor, and set the scope for our future engagement. I was able to move directly into the interview stage because my product team partners had already identified the key customers we should speak with during interviews and gained their buy-in.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Step 2: Interviews &amp; Observation (1.5 weeks)<\/h4>\n\n\n\n<p>Over the course of a week and a half, I conducted 5 interview sessions and informal job shadows where I watched customers interact with the existing VMS. Each interview was audio recorded and transcribed for analysis.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/vms-old.png?ssl=1\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"403\" data-permalink=\"https:\/\/portfolio.cherylplatz.com\/?attachment_id=403\" data-orig-file=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/vms-old.png?fit=960%2C556&amp;ssl=1\" data-orig-size=\"960,556\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"vms-old\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/vms-old.png?fit=300%2C174&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/vms-old.png?fit=840%2C487&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/vms-old.png?resize=480%2C278&#038;ssl=1\" alt=\"\" class=\"wp-image-403\" width=\"480\" height=\"278\" srcset=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/vms-old.png?w=960&amp;ssl=1 960w, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/vms-old.png?resize=300%2C174&amp;ssl=1 300w, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/vms-old.png?resize=768%2C445&amp;ssl=1 768w, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/vms-old.png?resize=720%2C417&amp;ssl=1 720w, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/vms-old.png?resize=560%2C324&amp;ssl=1 560w\" sizes=\"auto, (max-width: 480px) 100vw, 480px\" \/><\/a><figcaption>The original VMS user experience, as seen in one of the first interviews.<\/figcaption><\/figure><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Step 3: Analysis and Findings (1 week)<\/h4>\n\n\n\n<p>I reviewed the content of the 5 interviews, paying particular attention to the customer goals as they used the software. What were they trying to achieve, and what else is going on that might influence their situation? This analysis of customer goals led me to three sets of insights:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Key pain points observed or reported in the existing VMS<\/li><li>A set of user roles: patterns of user goals and responsibilities<\/li><li>Jobs to be done: for each role, the specific \u201creal-world\u201d tasks for which they might need VMS<\/li><\/ul>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile\"><figure class=\"wp-block-media-text__media\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"469\" data-attachment-id=\"404\" data-permalink=\"https:\/\/portfolio.cherylplatz.com\/?attachment_id=404\" data-orig-file=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/VMS-findings.png?fit=1619%2C905&amp;ssl=1\" data-orig-size=\"1619,905\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"VMS-findings\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/VMS-findings.png?fit=300%2C168&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/VMS-findings.png?fit=840%2C469&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/VMS-findings.png?resize=840%2C469&#038;ssl=1\" alt=\"\" class=\"wp-image-404 size-full\" srcset=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/VMS-findings.png?resize=1024%2C572&amp;ssl=1 1024w, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/VMS-findings.png?resize=300%2C168&amp;ssl=1 300w, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/VMS-findings.png?resize=768%2C429&amp;ssl=1 768w, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/VMS-findings.png?resize=1536%2C859&amp;ssl=1 1536w, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/VMS-findings.png?resize=720%2C402&amp;ssl=1 720w, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/VMS-findings.png?resize=560%2C313&amp;ssl=1 560w, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/VMS-findings.png?w=1619&amp;ssl=1 1619w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<div class=\"wp-block-file\"><a href=\"https:\/\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/VMS-HCD-ResearchReport_v4.pdf\">Visitor Management System &#8211;  Discovery Report<\/a><\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:51px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 2: Inform Business Requirements<\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Co-design workshop with stakeholders<\/h4>\n\n\n\n<p>HCD joined a working session between the project team, the third party partner, and some power users of VMS. We used the user roles and jobs to be done as a shared lens through which we could evaluate proposed requirements in-session.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Participation in business requirement reviews<\/h4>\n\n\n\n<p>I then participated in the lengthy review process for the business requirements themselves, ensuring that the needs of customers as revealed through the discovery process were represented accurately.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Key features inspired by discovery insights:<\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Notification of an unescorted visitor<\/li><li>Ability to add more than one contract ID in a single visit<\/li><li>Ability to specify an alternate host to support Program Assistants arranging but not greeting visitors<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 3: Evaluation (8 weeks, part time)<\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Heuristic Review<\/h4>\n\n\n\n<p>Walked through initial design proposals (in Adobe XD) from the vendor company, providing feedback based on industry best practices and informed by our earlier discovery into BMGF&#8217;s specific customer needs and roles<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Usability study<\/h4>\n\n\n\n<p>Once a functional version of the site was live, I designed and ran a usability study with representatives from key employee groups and delivered the resulting insights back to the VMS team on a tight timeline. This was actually two usability studies &#8211; one with end users of the actual portal for entry of visitors, and one specifically for the front desk users. The front desk testing uncovered SIGNIFICANT blocking issues that ended up pushing back our launch date.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Customer outreach mentoring<\/h4>\n\n\n\n<p>As my time to re-engage was limited due to my involvement on the Teams Enablement project, I sought to empower our product management partners to open up an effective long-term communication channel with their customers. I provided coaching on HCD interviewing techniques and helped set up a beta program for the new VMS, providing tasks for them to complete during the program.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Functional evaluation<\/h4>\n\n\n\n<p>Direct HCD evaluation of the functional VMS build as it evolved. Submission of bugs and change requests drawn from industry best practice, customer feedback, and deviations from original requirements.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Impacts and outcomes<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>The user roles and &#8220;jobs to be done&#8221; helped us ensure that our evaluations of business requirements were always targeted to specific customer needs.<\/li><li>Pain points led to new requirements: for example, the report from our China office that batch import did not support double-byte characters leading to significant time loss.<\/li><li>Usability testing and expert reviews uncovered significant issues in early vendor deliveries that helped us make informed decisions about launch timelines, preventing any disruption to the foundation&#8217;s daily operations.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-jetpack-image-compare\"><div class=\"juxtapose\" data-mode=\"horizontal\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" id=\"401\" src=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/before.png?resize=400%2C214&#038;ssl=1\" alt=\"\" width=\"400\" height=\"214\" class=\"image-compare__image-before\"\/><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" id=\"402\" src=\"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/after.png?resize=400%2C269&#038;ssl=1\" alt=\"\" width=\"400\" height=\"269\" class=\"image-compare__image-after\"\/><\/div><figcaption>Before\/after of the Visitor Management System visit entry U<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>The aging&nbsp;visitor management system&nbsp;(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\u2019s strengths and weaknesses to ensure the replacement system has parity and perhaps exceeds prior standards. However, the need to complete a requirements document for the vendor [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":403,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[16,61,79,24],"tags":[70,64,62,67,68,65,23,31,69],"class_list":["post-400","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-enterprise-products","category-research","category-touch-tablet-ui","category-product-design","tag-enterprise","tag-ethnography","tag-gates-foundation","tag-interviews","tag-jobs-to-be-done","tag-productivity","tag-research","tag-tools","tag-usability-studies"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/vms-old.png?fit=960%2C556&ssl=1","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p92M1g-6s","jetpack_likes_enabled":true,"jetpack-related-posts":[{"id":694,"url":"https:\/\/portfolio.cherylplatz.com\/?p=694","url_meta":{"origin":400,"position":0},"title":"Gates Foundation Knowledge Management","author":"cplatz","date":"October 30, 2021","format":false,"excerpt":"How might we create a single front door through which Gates Foundation employees can search and browse information from at least 5 different data sources by product-agnostic concepts like person, partner, and topic?","rel":"","context":"In &quot;Cloud Services&quot;","block_context":{"text":"Cloud Services","link":"https:\/\/portfolio.cherylplatz.com\/?cat=83"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2022\/07\/GrantmakingJourney_Poster.png?fit=1200%2C1137&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2022\/07\/GrantmakingJourney_Poster.png?fit=1200%2C1137&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2022\/07\/GrantmakingJourney_Poster.png?fit=1200%2C1137&ssl=1&resize=525%2C300 1.5x, 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Experiences","link":"https:\/\/portfolio.cherylplatz.com\/?cat=87"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/TeamsReadyRooms-HeroImage-scaled.jpg?fit=1200%2C771&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/TeamsReadyRooms-HeroImage-scaled.jpg?fit=1200%2C771&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/TeamsReadyRooms-HeroImage-scaled.jpg?fit=1200%2C771&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/TeamsReadyRooms-HeroImage-scaled.jpg?fit=1200%2C771&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/TeamsReadyRooms-HeroImage-scaled.jpg?fit=1200%2C771&ssl=1&resize=1050%2C600 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By the\u2026","rel":"","context":"In &quot;Enterprise Experiences&quot;","block_context":{"text":"Enterprise Experiences","link":"https:\/\/portfolio.cherylplatz.com\/?cat=16"},"img":{"alt_text":"A journey map of the onboarding experience at the Gates Foundation.","src":"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/thumb-journey-onboarding.png?fit=810%2C848&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/thumb-journey-onboarding.png?fit=810%2C848&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/thumb-journey-onboarding.png?fit=810%2C848&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/portfolio.cherylplatz.com\/wp-content\/uploads\/2021\/03\/thumb-journey-onboarding.png?fit=810%2C848&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":77,"url":"https:\/\/portfolio.cherylplatz.com\/?p=77","url_meta":{"origin":400,"position":3},"title":"Echo Look (Product and VUI Design)","author":"cplatz","date":"June 4, 2018","format":false,"excerpt":"I was hired to help a fledgling product team transform their initial concept lab pitch into a production-worthy multimodal design for an entirely new hardware product category at Amazon. 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