WalkMe Workstation redesign

WalkMe Workstation

A single hub for all employee needs.  With Workstation, employees can quickly initiate workflows, automate tasks, find information, and stay engaged – directly from the desktop or mobile. I was responsible for the design of the iOS and Android apps.

Role

Product Designer

Tasks

Research, sketching, UI design, prototyping, user testing

Platforms

iOS, Android, Desktop

Timeline

Dec 2021 - Current

Two types of users

Employees with access to a computer in their daily work.
Deskless workers, Employees with no access to a computer in their daily work, such as delivery persons.

Process

My first step was to identify the business goal and potential customers. 
Then, I did internal research inside the company regarding their usage on the current Workstation, desktop, and mobile. 
After gathering some feedback, along with my day-to-day design tasks, I started working on a solution for issues that came up from users taking an account the product roadmap.

USER RESEARCH

Information Architecture -
Open Card Sorting

To find significant issues with the current design, I ran an open card sorting with nine people from different backgrounds using Google Sheets.
I chose this method since I wanted to understand where users expect to see different features and options of the app. I’ve created a short video that explains how to use the template and gather all results

Notable revelations

Very inconsistent groupings
Some users created an entire group for one item

Conclusion

Editable workspace

Survey and an open slack channel for feedback

I also conducted a user survey regarding current users' satisfaction and requests for future features.
This helped me understand pain points and what are the repeating requests.
Dozens of people responded. there

Notable revelations:

Search is the most used feature
There are a lot of performance issues (Crashes and slow initialization
Salesforce integration was the number 1 request (Ticket statuses & more actions)

The old design

ISSUE 1

Hidden items and data due to real-estate misusage

User needs to scroll down to see more options and features.

ISSUE 2

Not scaleable, the expectancy of 6 additional integrations per Quarter

Every integration should be added to the home screen, worsening the problem.

ISSUE 3

No personalized workspace options

Every user has different needs and usage.
In the old design, there was no option for changing the workspace.

The Old homescreen design

Based on the findings, I approached my redesign in three steps: Information architecture, Core features, and Visual design.

Sketches and idea validation

I sought feedback by creating many sketches, wireframes and running quick usability tests with random users. 
From these sessions, the users drove my design to an immaculate and flexible layout.

PERSONALIZE WORKSPACE

Solution

Every user might have a different Workflow.
Therefore I’ve created Homepage edit options so users can choose the order of widgets and whether to see it or not.

AREA FOR HIGHLIGHTS

Solution

Displaying the user relevant information based on urgency, timing, and user preference

OVERVIEW IN A GLIMPS

Solution

Each widget shows the number of items inside of it. This leads to better space usage and gives the user an idea of what is needed to be done without entering each widget.

Selected screens

Homepage

Internal page

Employee onboarding

Article

Sign-in

Reflections

EARLY FEEDBACKS

It is important to seek feedback frequently.
Luckily, I frequently met with stakeholders to discuss sketches, ideas, low fidelity mockups, and high-fidelity mockups and kept them with me in the process.

INTERNAL USERS

We are still getting feedback from internal users, and soon this product will go public.
It’ll be interesting to see how users from different roles and companies would use this app and the future improvements to come.