Goal: Replace the existing performance review setup experience that took a lot of time and effort for our customers and our implementation teams.
Process: I used the platform extensively, noted flow and usability problems, and met with the PM and principal engineer to identify product goals and pain points.
I wireframed multiple solutions, presented them to internal teams, talked through problems, and joined customer calls about their performance review process. I iterated through designs based on feedback.
I problem-solved during sprints & usability tested core functionality before launch to address potential blockers.
I wireframed multiple solutions, presented them to internal teams, talked through problems, and joined customer calls about their performance review process. I iterated through designs based on feedback.
I problem-solved during sprints & usability tested core functionality before launch to address potential blockers.
Outcome: After three major iterations, the final design replaced the myriad of settings with sensible defaults and reduced the 5-step process to 3 steps. It provided content previews, thus providing instant feedback to the user, reducing confusion and effort spent creating a performance review.
When we launched the new Express Review product, internal teams embraced it immediately, mainly implementation and sales. 500 customers moved to this new platform out of 700.
