• The waste industry has a lot of regulation. If they forget to submit a weekly, monthly, or annual report that's required by state or local officials then the fines can rack up.
• Completing tasks were convoluted and unintuitive. Users were having to search for documents uploaded to different lists and the IA was scrambled.
• Analysts were used to viewing their tasks in a table format but with no visual cues for status and an overload of columns of unnecessary information. By reducing the info and lowering the cognitive load with colored status bubbles we were able to fit a table on both mobile and tablet to resemble what they had already grew accustom to but with some nice upgrades of visual cues.
• User and stakeholder interviews helped us reduce the info and boil it down to the most essential data. One of the findings was that the status of a task is far more important than the hierarchy. That's why the status is conveyed with color to grab analysts' attention, but because they are so closely related, keeping them next to each other in the table allows for quick referencing when deciding task order.
.jpg)
• Once analysts know what task needs to be done there are required fields, documents, and processes that need to be completed.
• This step used to be a long form of fields, searching, etc. I opted for progressive disclosure which resonated well with stakeholders and users. This allowed for power users to quickly get to where they needed to be. Reviewing an active task that's due weekly for someone who's been doing it for years is unneeded and static noise. For a newbie though, getting to a screen with a list of fields, questions, searches, etc. and it can be extremely overwhelming. This same progressive disclosure allows them to take it one bite at a time.
• Previously to attach documents you needed to search from a Sharepoint list of documents. Now you can easily click to attach with an updated backend or just take a picture of the document for records.
.jpg)
.jpg)
.png)
