Equipment Management

Overview

Before this work, users had to bounce between multiple different screens and modals if they wanted to replace one piece of equipment in a pair with another. The goal for this project was to take all possible actions needed for managing equipment pairs and put it in one convenient tool.

Research

We started by interviewing and shadowing users to learn how they navigated their current legacy system, FM2. This gave us insights on what kind of issues they ran into, and a more comprehensive look at the equipment management process, since not all functionality for it had been modernized yet.

Solutioning

This project had many twists and turns, so we had to be flexible and conduct many smaller workshops to adjust when the business requirements changed. This project was definitely a lesson on staying on my toes during solutioning. I also got to practice advocacy for UX when the product team argued for directions that went against UX principles.

The Solution

This solution took a lot of collaboration and dedication to UX principles to arrive at. I spent a lot of time having difficult conversations with the product team to avoid stacking modals in this workflow. In the end though I was able to get buy-in and start the workflow in a sidebar rather than a modal to avoid stacking. Altogether, we ended up with a compact, convenient tool that scored well in user testing and checked the boxes for the business.