PRO UNLIMITED

​V1 Release iPhone Enterprise app, WAND

 

Most-used features for Fortune 100 Managers to source talent on-the-go, plus some features for Workers

BACKGROUND

MVP Release of Cloud-based Inventory app for Restaurant sector

​​HotSchedules Cloud-based Inventory app provided Real-Time Data for On-Hand Inventory, Waste & Costs, Vendor Management, etc. Customers of this app were regional and large restaurant chains. End users primarily Restaurant Managers. App also included a component for Regional Managers.

HotSchedules derived its name from their original Scheduling app for Restaurant Workers. Since then, HotSchedules has strategically grown with the acquisition of various startups that had other enterprise apps serving the Restaurant sector. Thus, HotSchedules strategic goal being to offer a seamless end-to-end suite of enterprise apps for the Restaurant sector, from scheduling workers to regional managers, etc.

MVP Release was subsequently restricted Desktop/Tablet only, due to the complexity of the tables and features. Afterwards, certain features/tasks would be available on Mobile, that were conducive to a small mobile screen (i.e., Receiving Orders).

HIGH LEVEL TIMELINE
Condensed timeframe of just 4-months.
MAKE OF THE TEAM
Hands-on UX Design Manager, plus two UX Design consultants.
KEY GOAL
MVP Release of Inventory app for Restaurant sector.
MVP Release of Cloud-based Inventory app for Restaurant sector

​​HotSchedules Cloud-based Inventory app provided Real-Time Data for On-Hand Inventory, Waste & Costs, Vendor Management, etc. Customers of this app were regional and large restaurant chains. End users primarily Restaurant Managers. App also included a component for Regional Managers.

HotSchedules derived its name from their original Scheduling app for Restaurant Workers. Since then, HotSchedules has strategically grown with the acquisition of various startups that had other enterprise apps serving the Restaurant sector. Thus, HotSchedules strategic goal being to offer a seamless end-to-end suite of enterprise apps for the Restaurant sector, from scheduling workers to regional managers, etc.

MVP Release was subsequently restricted Desktop/Tablet only, due to the complexity of the tables and features. Afterwards, certain features/tasks would be available on Mobile, that were conducive to a small mobile screen (i.e., Receiving Orders).

HIGH LEVEL TIMELINE
Condensed timeframe of just 4-months.
MAKE OF THE TEAM
Hands-on UX Design Manager, plus two UX Design consultants.
KEY GOAL
MVP Release of Inventory app for Restaurant sector.

BACKGROUND

V1 Release iPhone Enterprise app, WAND
Most-used features for Fortune 100 Hiring Managers on-the-go with just their iPhone, instead of having to open their laptop
 
Some features for Workers

PRO Unlimited is a Managed Services Provider (MSP) in contingent workforce management--handling compliance, contractor classifications, and Vendor Management (VMS). Clients are typically large Fortune 100 corporations.

 

When a Hiring Manager needs a contract worker, they're going through PRO Unlimited (not HR). PRO Unlimited sources the REQ only to those vendors who specialize in that particular skill set, restricts vendors to 3-5 candidate submissions per REQ, and regularly audits vendors. Timecards for contract workers are done through PRO Unlimited, approved by the hiring manager--then relayed to the vendor who pays the contract worker.

PRO Unlimited is both a Managed Services Provider (MSP) and a Vendor Management System (VMS) for contingent workforce solutions.

HIGH LEVEL TIMELINE
Longer-term, 10-months timeframe.
MAKE OF THE TEAM
I was a Lead UX Designer/Architect serving 2 Product Managers.
Outside consulting firm initially part of the mix.
KEY GOALS
V1 Release Phone Enterprise app, WAND, for Managers and Workers.
Worked with Product in getting project back-on-track in aftermath of outside consulting firm being let-go.

MANAGER: VIEW NEW CANDIDATES SUBMITTED TO A REQ

 

When it comes to Enterprise applications--and especially on Mobile--one needs to balance a simple intuitive interface, with the complexity of detailed information being made available--so that users can make informed decisions. The way to achieve this is "Divide & Conquer"--simple interface with the ability to drill-down for detailed information.

Here the hiring manager is able to review details about a candidate--including their resume in PDF. Granted, we didn't expect many hiring managers to view a PDF resume on their iPhone. On the other hand, suppose that hiring manager is on a commuter train--it's easier to pinch/zoom on that resume to get those answers now vs. having to lug out their laptop (or wait until later).

Better to have a feature and not need it--than to need it and not have it.

MY ROLE

Lead UX Designer/Architect Consultant

Collaborated with:

  • 2 Product Managers in SF office

  • Subject Matter Experts (SMEs)

  • Discovery interviews with MSPs (onsite PRO Unlimited Reps)

  • Executive-level end-users

  • SCRUM Master, Engineering, and QA teams

  • Outside consulting firm

 

Due to complexity of project, ALL screens were given unique Alpha-Numeric Codes, in addition to their screen names. This ensured ALL Team Members were “on the same page”. SCRUM Master LOVED IT!

MANAGER: CANDIDATES

 

  • Assign

  • Reject

  • Request Information

  • Request Interview

Manager had the ability when reviewing Candidates submitted to a REQ to:

  • Assign – If candidate had rare skill set, Manager might not want to wait to schedule an interview, and instead immediately “assign” candidate to that REQ, ASAP!

  • Reject – Dropdown list of reasons. NO freeform text input, due to risk of potential liability.

  • Request Information -- Freeform text input -> goes to Vendor

  • Request Interview -- Phone screen or in-person w/ scheduling options.

SCOPE

Of the 4 key user groups (Managers, Workers, MSPs, and Vendors), V1 iPhone focused only on Managers & Workers

The bulk of the features and functionality were on the Manager side, whereas Worker was simpler.

A Hiring Manager is likely using the same REQs over and over again. This V1 iPhone app would allow the Manager to Start a Draft on a REQ, reuse a previous REQ (change some info), etc. If Manager needed a REQ for a role they've never hired for before, they could use template draft for that REQ and change a few pieces of info and submit (much easier than creating new REQ from scratch). The primary goal here was to make it easier to accomplish frequent tasks on-the-go, using their iPhone.

Manager features included:

  • Authentication/Login

  • Navigation

  • Home

  • Approvals: Timecards; Expenses; Requests (Headcount, Financial, Project); Engagements (Change Orders, Threshold, and Feedback).

  • Candidates & Quotes: Candidates (View New, Profile/Details, Request Interview, Assign/Reject), Quotes (New, Details, Assign/Reject), Postings (Staffing, Direct Hire, Managed Services), Project (New, Details, Description, Supplier List, Assign/Reject, Billing, Approvals), My Workforce (Engagement Details, Job Details, Billing, Approvals), Managed Services (Details, Description, Billing, Approvals);

  • Create Request: (Create New, Create from Previous, Project Request, Rate Estimator);

  • Notifications: (Alerts, Upcoming Interviews, Engagement Starts/Ends, Settings);

  • Search: (Keyword/Name/Role, Number/Engagement, Delegate Records).

 

 

Worker features included: 

  • Home

  • Timecard (entry & submittal; edit rejected)

  • Expense (Travel & Non-Travel, entry & submittal; edit rejected)

  • Notifications

MANAGERS & WORKERS

The majority of features and complexity of the V1 Release for iPhone WAND existed on the Manager side (i.e., Create Request, Candidates & Quotes, Approvals, Notifications, etc.).

Worker features were simpler (i.e., Enter Time, Enter Expenses, etc.).

 

Visual Designs were done by a dedicated Visual Designer, based off the wireframes.

DESIGN PROCESS

The Design Process

Discovery sessions with PRO Unlimited's MSP Reps (work onsite at PRO’s large corporate clients) brought valuable insights into their roles, plus the overall MSP process.

Resident Subject Matter Experts (SMEs) provided a wealth of information on the intricacies of WAND--including regulations, legal precautions, etc.

User Task Flows helped map out processes for complex tasks, on both the Manager and Worker side.

Preliminary pencil sketches were used to brainstorm and hash-out ideas (before diving into the wireframes) as were brainstorming sessions with Product.

Wireframe screens exported to Axure for interactive prototypes for Product & Engineering.

Executive-level end users provided insights into sections of the application that they would typically use.

MANAGER: APPROVALS > HOURLY TIMECARDS

 

  • Approve All

  • Approve Some; Reject Some

  • Reject All

Indicators:

 

  • OverTime Hours – system noted by orange OT

  • DoubleTime Hours – system noted by red DT

  • Approved Time indicated by green checkmarks

  • Rejected Time indicated by red Xs

 

Features:

  • Carousel swipe – of individual days

  • Rejections – prompted text input of reason for rejection

WORKER: TRAVEL EXPENSE > EDIT REJECTED

 

If Worker submitted Travel Expenses that were Rejected by the Manager:

  • Sent back to Worker with request to edit them.

Reasons might include:

  • Perhaps the Travel Expense didn’t include the receipt?

  • Perhaps a Meal Expense exceeded allowed amounts, but was for 2 Workers?

 

Worker had the opportunity to fix rejected expenses and resubmit for Approval.

FINAL THOUGHTS

Wrap-up

In the aftermath of outside consulting firm being let-go, collaborated 1-on-1 with Product in getting project back-on-track. There was work that needed to be redone, brought-up to higher standards, plus additional work, and trying to make-up for lost time.

Fortunately, she was one of THE BEST Product Managers I’ve ever had the pleasure of working with! We were both strong personalities and straight-shooters! Therefore, when her and I worked 1-on-1 we plowed through so much and Got Stuff DONE!!!

No longer hindered by the outside consulting firm, we accomplished so much, even while under enormous pressure.

All the "heavy lifting" incurred in creating wireframes for V1 iPhone were later leveraged to create the Android version, as well as iPad.

 

Numerous updates have occurred to the WAND iPhone app since this V1 Release. However I'm extremely proud to have been a part of the iPhone V1 Release for this Global Managed Services Provider in the Contingent Workforce space.

PRO Unlimited still remains one of my all-time favorite projects for several reasons: Enterprise, Native app (iPhone), V1 Release, longer-term 10-months, plus a great group of professionals to work with!

 

CONTACT

Leopard Design, Inc.

MAILING ADDRESS

1547 Palos Verdes Mall #294

Walnut Creek, CA  94597-2228​

PHONE

(650) 259-8080

SATELLITE OFFICE

1534 Plaza Lane #111

Burlingame, CA  94010-3204​

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