SUMMARY

The Body Parts Affected feature is embedded in the Procore Incidents tool, which captures and manages safety related issues and documents unfortunate accidents on construction job site easily and accurately.

PROBLEM

• Existing experience allowed few body part selections & tried to capture too much in a drop down.
• Reporting / Ability to Spot Trends was challenges with so few details being captured
• Existing experience limited the ability for users to stay compliant

MY ROLE

• Complete discovery and compliance research
• Design User Experience from wires to final UI for web and mobile
• Usability Testing and related analysis
• Create and document new design patterns

CHALLENGES

• Compliance documentation for OSHA and Worksafe Australia was extensive and complex
• Users were not medical experts and labels had to be in layman’s terms
• Fidelity of diagram was hotly debated

HISTORY

As Procore focused more and more on the ANZ market, this was one of the key differentiating experiences and features that would separate them from competitors in the space.

RESEARCH

The team had identified the feature need in the industry and helped identify key compliance documentation to research. There were also baselines for time on task with existing features.

APPROACH

My approach was to find the balance of the number of body parts that gave the users enough detail, while making sure they align with international and domestic compliance standards. I spent extensive time reviewing compliance standards, massaging copy from medical lingo to layman’s terms, and creating an interaction experience that could delight users.

PROCESS

Research & Requirements Gathering: I helped the Product Team nail down requirements and rounded out discovery research to refine details.

Sketches & Wireframes: I sketched and white boarded concepts and workflows with Product and other stakeholders. I presented multiple rounds of wireframes and prototypes to stakeholders until each platform was refined.

Final Designs: Designed and documented a few new design patterns and contributed them in to the component library for other platform use. Worked closely with the UI team to polish up the last details and deliver them to the dev team.

FINAL SOLUTION

SETTLING ON THE BODY PARTS / GROUPS

After finishing up discovery, I started by reviewing OSHA and Worksafe Australia compliance standards for incidents and related body parts affected classifications. It was critical that the selections could easily roll up to compliance forms domestically and internationally. After diving in to the compliance docs, I worked through the body parts list.

USABILITY TESTING & SUS TESTS

Once the list was compiled, I set up a clickable prototype for Usability Testing. I tacked on a System Usability Scale Test (SUS Test) to the research for quant data for Usability and Learnability. Then, I tweaked the list to tighten up the design.

THE BODY DIAGRAM

The picker was solid, the list was solid, but what about the diagram itself? I was challenged balancing the right level of fidelity to match the list. Also, what style should the digram be? Photo realistic? Illustrated? 3d?

FINAL DESIGNS

Once the diagram was set, I sketched out some interactions and got some feedback on workflows for web and mobile. Then I partnered up with the UI team to polish up the final designs. Lastly, I documented key workflows to review with the dev team. Video link.

OUTCOME

• Time on task was reduced almost 50% compared to the original picker
• Users were delighted to use the experience and said it was fun to use
• Was part of larger effort to gain international adoption & usage
• Improved Product-Market Fit
• Improved Reputation of a Comprehensive Solution and Market Leader

REFLECTION

This was a challenging and fun project, as the construction industry was a new space for me at the time. I enjoyed pushing the bounds of the existing component mobile and web libraries and overcoming the challenges of compliance complexity. 5 stars, would recommend!