National Grid

National Grid

Optimizing field force operations to produce maximum efficiency

Optimizing field force operations to produce maximum efficiency

Unifying the digital experience for Field Force crew members into an easy-to-use, intuitive product for quick & easy access to the features they need most.

Unifying the digital experience for Field Force crew members into an easy-to-use, intuitive product for quick & easy access to the features they need most.

Product Designer

Product Designer

End-to-end design

UX Research

UI Design

Design Systems

Project overview

National Grid services more than 20 million people throughout the northeastern United States. I was tasked with designing a mobile application that unifies the experience for its Field Force crew members into an easy-to-use and intuitive product for easy and fast access to the things they use most.

National Grid services more than 20 million people throughout the northeastern United States. I was tasked with designing a mobile application that unifies the experience for its Field Force crew members into an easy-to-use and intuitive product for easy and fast access to the things they use most.

Problem statement

National Grid crew members are spending too much time driving to job sites, only to arrive and find another crew has already begun progress on the work. Users are frustrated because they feel like they are wasting their time and the data they are using to make decisions is often inaccurate and/or incomplete.

Primary cause

Data inaccuracies & tech unreliability

Hospital overcrowding and ER backlogs have caused staggering financial losses and disrupted patient care. Solutions are needed outside of hospitals that prevent medical emergencies and reduce patient demand

Business goals

1

Increase task completion by 50% and minimize time spent on task by 20%

Increase task completion by 50% and minimize time spent on task by 20%

2

Establish trust and credibility through reliable performance, excellent experiences, and enhanced usability

Establish trust and credibility through reliable performance, excellent experiences, and enhanced usability

3

Eliminate the unnecessary use of paper and other supplies via company-provided iPads

Eliminate the unnecessary use of paper and other supplies via company-provided iPads

4

Reduce errors by 10% and minimize the work required for users to accomplish tasks

Reduce errors by 10% and minimize the work required for users to accomplish tasks

5

Increase usage among areas with low adoption by 5%

Increase usage among areas with low adoption by 5%

Design process overview

Strategy & Research

How do we define the ultimate vision for the product(s)?

User Interviews

Contextual Inquiries

Stakeholder Interviews

Define

Is this something we can solve for with a digital product?

Do users want a digital product?

Research Synthesis

Pen & Paper

Ideate + Prototype

Throw a bunch of ideas out and collaboratively determine ideal path forward

Lo-fi prototypes

Mid-fi Prototypes

Usability Testing

Understand how well we understand the problem and how our designs meet the need

Wireframes

Prototyping

Iterate + Refine

Collect feedback and improve concepts

Hi-fidelity designs

Prototyping

Development

Current Experience

When I first joined the project, I performed the typical tasks that users complete and took note of the current experience, noting strengths and identifying areas that could be improved:

1

Visual hierarchy could be improved to help users be guided to the most important elements

Visual hierarchy could be improved to help users be guided to the most important elements

2

Map area is cluttered, potentially impairing usability, task completion, and content findability

Map area is cluttered, potentially impairing usability, task completion, and content findability

3

Current experience may not match users’ mental model about how digital products function

Current experience may not match users’ mental model about how digital products function

4

The data that is displayed may not be the most relevant to encourage task completion

The data that is displayed may not be the most relevant to encourage task completion

5

Some simple refinements and application of principles of visual design may increase usability, diminish frustration, and decrease cognitive load

Some simple refinements and application of principles of visual design may increase usability, diminish frustration, and decrease cognitive load

In-Person Research Methods

Our team was fortunate to have regular interviews, prototype presentations, discovery sessions, and more on Microsoft Teams with our users. I made a trip from Los Angeles to Boston to visit our users in the field, ride along in a utility truck on a service call, and observe first hand how our app was being used.

User Interviews

1-on-1 interviews, ride alongs, group interviews

Concept Testing

Rapidly testing prototypes

Contextual Inquiries

Full work days spent with crew members on the job

Research Goals

When I first joined the project, I performed the typical tasks that users complete and took note of the current experience, noting strengths and identifying areas that could be improved:

1

What are the challenges or barriers with app use & adoption?

What are the challenges or barriers with app use & adoption?

2

What’s important for a great app experience?

What’s important for a great app experience?

3

Which needs are being met for our crew members and which ones are not?

Which needs are being met for our crew members and which ones are not?

4

How are our crews currently interacting with technology at work?

How are our crews currently interacting with technology at work?

5

Lo-fi and mid-fi prototype feedback

Lo-fi and mid-fi prototype feedback

Key Takeaways

Visual planning

Crews may be on the road for an entire day without returning to the ‘barn’, and the ability to select tasks geographically to plan their route is imperative.

Teamwork to drive efficiency

Some of the crew member’s core frustrations emerged from arriving at locations that are unable to be serviced because of inaccurate data. Leaving notes for fellow crew members is a valuable tool for communication and efficiency.

Energy investment

Some users are resistant to change and actively avoid new processes. It was important to us that we provide an experience that matched the conventions our users expect in their day-to-day operations.

Accuracy is key

The crew’s main goal is selecting jobs and submitting that work for completion, but all too often the information presented is inaccurate. Browsing jobs can be time consuming, and providing accurate and relevant data is important to service these core crew needs.

Back To the Lab

Following our research, we synthesized our findings together back at the office and created flow maps and personas to more deeply understand our users and their behaviors, attitudes, needs, and goals. These tools kept our process grounded in the needs of our users and provided a solid foundation that ultimately informed feature ideation and prioritization.

Home Screen

Maximize the real estate on the screen and eliminating visual clutter reduces cognitive load for the user and prioritizes what’s most important – finding jobs.

Simple

Our crews don’t need any fancy bells and whistles, they just need accurate information that allows them to make a decision.

List View

Research yielded overwhelming results that called for an alternative to the traditional map view, which ultimately became a table-like view containing information users declared was the most important to know.

Filter

Without a map view to plan a day’s route — a filter feature became an important app function for crews to view only certain types of jobs if they had a particular objective.

Revamp

Crews frequently get pulled away from the job to deal with urgent or emergency calls. An organized view of jobs in progress help users prioritze where to go first.

Filter

Without a map view to plan a day’s route — a filter feature became an important app function for crews to view only certain types of jobs if they had a particular objective.

Crews

Because of this project, we realized the importance of usability testing early and often. Usability testing allowed our team to identify problems that had slipped under the radar, discover new opportunities to improve our current designs, and learn about the behaviors and preferences of our target users. Lack of access to users early on was difficult for the team to gauge whether or not our designs were serving our users, and ultimately could have remedied minor challenges early on.

Boots on the ground

Meeting users face to face and observing them use the app was an invaluable experience for our product team. Witnessing the behavior of our users in a group setting added to the success and cohesion we experienced as a team and afforded us an opportunity to show crew members that we genuinely care about their needs.

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