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Humanyze: Elements Administration Module Redesign
Project Overview
Challenge
The Humanyze team works within large sets of Client data and uses their Elements Administration Module to import that data into their system. As a workplace Analytics company, they take the data and process it into digestible graphs and charts in order for Clients to understand how their workplace is working and where improvements can be made.
Currently the Humanyze employees use Excel to manage this data, but need to import back into their system every time a change is made. This is a time consuming process that can be difficult to track.
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To address this problem, our team tried to understand the internal process for handling data. Our solution is to create a functional Administration Module so that the employees can spend less time changing data and more time helping their clients.
Team
Timeline
4 Designers
3 week Sprint
My Role
Project Manager, User Research, Sketching, Testing, Wireframing, Hi-fi Prototype
Tools
How might we make the data import, update, and management processes in the Admin Module more streamlined for the Humanyze team?
The Company
Humanyze is a workplace analytics companies that works with other Businesses to help them look into their own workforce and find insights on how to optimize their teams.
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They work with larger client companies to run deployment studies for a specific time periods. Within a deployment, Humanyze gathers participant communication data from workplace software to analyze and create actionable solutions to drive engagement, productivity, and adaptability.
What They Do...
Analyze Corporate communication
and demographic Data
Organizational Health and Metrics
Continuous Measurement and Analysis
Who is the Competition?
Participant Import Process
1. Receive Participant Data
Humanyze receives participant demographic data in Excel format, and it must be reworked to be inputted into system.
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Demographic Data refers to the participants team, title, gender, location, etc. All Data is kept private by using unique Alias codes that the client inputs before sending the data.
2. Import the Data
Once data is ready it is imported. The Import modul will give feedback on info from the chosen file and require an "Effective Date"
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The Effective Date is applied to all changes so the start date of the change is accounted for in the deployment. For Initial Import the Effective Date is the start of the study.
3. Fix Errors
Errors are received after import attempt through a downloadable PDF list. Users then use this list to fix the errors and reimport data.
4. Update and Manage Data
Updates need to be made in Excel, as the Admin Module is not editable. Data is then re-imported into the system. Versions of the Excel are saved in Dropbox.
**Our team did not have access to the current Elements Administration Module
This process is cumbersome, and users spend large amounts of their day in the Elements Admin Module making sure all data is correct in order to get accurate analysis of a client's Organizational Health.
Humanyze Users
Senior Solutions Architect (2 users)
Client Onboarding Process
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Scopes Client Deployment Studies
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Receives, imports, edits, and manages client data
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Works with Engineers on back-side of system
Wants
To make individual and bulk changes without Excel.
View errors within the system to fix internally.
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Senior Business Analyst (2 users)
Facilitates goals with product offerings
Receives, imports, edits, and manages client data
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Synthesizes Client into workable format
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Helps to create actionable solutions from the processed data
Wants
Less hands-on changing of the data
To save versions and see a history of changes made.
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Research
User Interviews
With our 4 users, we had to get each individual's take on the current system and what they wanted to see in a redesign. Our questions led us to some very distinct features needed.
Key Findings
Users were spending LOTS of time just making the client data workable to import into their system.
Users have to make all changes in Excel re-import into the Module. Changes are sent through email and could be things like promotions, restructuring, new hires, etc.
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Search, History, and Errors were annoying user pain points. Data needs to be comparable and editable
Current User Flows
The 4 flows represent all the workflows for the Humanyze employees to manage the client demographic data.
For Updating Info and Fixing Errors, both flows repeat the Import flow within the tasks. If there are more errors that occur, an error PDF is generated and starts the process over.
Error PDF brings you back to beginning
Repeated Import Flow
Repeated Import Flow
Error PDF brings you back to beginning
Comparative Products
Knack
Inline changes to cells
Google Sheets
Showing individual change history
Other Products
Company
User Needs-Excel Features
Editable Data
VLookup Function
Pivot Tables
Filter/Sort/Hide
Problem Statement
The Humanyze team needs a way to edit and manage data within the company system so they can save time and optimize their workflow.
Ideation
Improved User Flows
Before starting to draw, I created new flows for each of the main tasks in the Humanyze Admin Module, so we could plan what needed to be done in each reduced flow.
The Errors Flow was drastically reduced by taking out the re-import and the Error PDF process. Any new Errors would be avoided by suggesting already used values and highlighting errors as they occur.
Updating Information Flow was simplified to a basic cell change like in Excel.
Filter/Sort
Showing "count" of Group values
Sorting within Groups
Cell Changes
Highlight multiple cells with Cntrl+Click
History
Errors
Early Sketches
Our first sketches were focused around needed features and how they would exist in the system.
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We focused on Filtering, Bulk and Single Cell Changes, History, and Errors List.
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The "Effective Date" was important for all changes made to the data, and was particularly important for the Humanyze team to highlight.
Errors List with highlighted cells
Wireframes and User Testing
The first lo-fi wireframes were made to test the features we thought users needed the most.
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Test #1: 4 Users- Employees
Users were able to complete tasks without guidance, but had questions along the way.
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Take Aways:
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"Pivot Table" feature needed
How to show large batch errors and allow preview before data is imported?
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Users needed more control of filtering large amounts of data and groups.
History
Test #2: 3 Users- Employees
Users completed all tasks. We worked to fix inconsistencies within our prototype for a more fluid experience.
Errors
Filter/Sort
Sorting Options
Individual sort and filter
History
History listed by Edit Date or "Effective Date"
Individual highlighted Edits
Cell Changes
Applying "Effective Dates"
Suggested changes
Errors List
Click-through view to fix
Row, Group, and Error description
Choose Groups to compare
Breakdown of Group values
Feedback Response
We introduced the Compare feature to the final iteration. This allowed for incorporation of the "Pivot Table" feature from Excel, but focused on the particulars the Humanyze team uses.
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It allows users to see a breakdown of two or more groups when compared to each other.
For example: It would tell you how many Managers and non-managers are within each Department.
Solution
Main Screen
This page set the precedence for all the functions of the Admin Module. Users would need all tools at hand and have flexibility to see data as needed.
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Data cells were extended to the full width of the screen in order to see more info at once.
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All tools were placed in the main toolbar to show as necessary.
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External functions such as importing, exporting, and syncing were moved above the toolbar.
Errors on Import
We incoprated a preview of errors in the data before the initial import, so users could make changes in Excel before they import 20,000 data points.
History Menu
See full history of all changes made to the data in the system. Or you can see individual changes to cells when selected.
Compare Feature
Gave users flexibility to add 3+ groups to compare and see a breakdown of all the values in the data. Users then could export the data for presentations or clients.
Error List
This allowed users to see and fix errors in an organized fashion.
Cell Changes
All changes allowed you type in a separate field the changes and assign an effective date for each change.
Filter/Sort Menu
In addition to Group filters, the menu gives users a full view and control of data or groups shown/hidden.
Update Data-Flow 2
Play Video
Update Data
Single Cell Change
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Bulk Cell Change​
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Import new Group
Manage Data
Version History
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Search
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Filter/Sort
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Compare
Manage Data-Flow 3
Play Video
Next Steps
Provide Exportable Graphs for Humanyze Employees to communicate data needs to clients.
Integrate meta-data cleaning into the import process so the data would be reformatted by the system.
Give clients access to the Elements Admin Module to make their internal changes when necessary.
Client Facing Future
Redesigning the Humanyze Employee Administration Module was just the first piece in the system. The Next Step would be to make a Client Facing module, that allows clients to handle their own employee data. This would give the Humanyze employees more time to focus on their clients needs and help get new clients for studies.
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