Product Design

cmExe Interactive Checklist

Checklist on a tablet
Client
ROLE
Product Designer
Project year
2021
TIME FRAME
1.5 Months
TOOLS
Sketch
Sketch
Sketch
ROLE
Product Designer

Brief

cmExe is a production tracking web app that integrates supply chain, fabrication, logistics & installation. Quality Assurance & Quality Control is a key step during fabrication processes that was not addressed by existing cmExe features. The team and I designed and implemented this functionality which allows the user to create and fill out interactive checklists, making cmExe the one stop shop for production tracking.

Opportunity
Project managers and QA/QC Inspectors were using paper checklists and 3rd party Apps during quality management leading to an unreliable and inefficient process.
CHALLENGE
Empower user with the ability to create and fill out interactive checklists, mimicking their current workflow and making it easier to capture reliable data from quality inspections.
SUCCESS CRITERIA
Success rate was defined as the main success criteria as it was important to guarantee a seamless transition from paper checklists to cmExe interactive checklists.
ROLE
Product Designer
Project year
2021
DEVICES
Desktop, Tablet and Mobile
Client
TIME FRAME
1.5 Months
TOOLS
Figma
Task management tool
Workshop tool
Coming Soon
No items found.

Coming Soon

Brief

cmExe is a production tracking web app that integrates supply chain, fabrication, logistics & installation. Quality Assurance & Quality Control is a key step during fabrication processes that was not addressed by existing cmExe features. The team and I designed and implemented this functionality which allows the user to create and fill out interactive checklists, making cmExe the one stop shop for production tracking.

Approach

I made sure to understand the constraints I would be facing, which were: existent design for entity page, existent in-house tool for form creation, shortage of users for usability test, and time constraint since I was also working on other features and had around 4 weeks to deliver the final product.

To kickstart the design process, we made assumptions as follows: the user would needed required checklists instead of required checklists items; if the checklist is fully answered then user would be able to advance status; and the user would be experiencing environment complexity (interruptions and breaks in workflow) while filling in checklist.

Key Findings

Required Conditions

Through the Group-based Expert Walkthrough, we realized one of the initial assumptions was inaccurate. Not just a fully answered checklist, but also no failed checklist items would be requirements to advance statues.

Quick Access for Managers

From Group-based Expert Walkthrough we identified managers would benefit from quick access to all checklists available for a specific element and history log with timestamp info for accountability.

Creation from Desktop but Answering from Tablet

From the interviews we validated our assumption: users would be creating the checklists from desktop devices but answering those mostly from mobile devices.

Checklist Templates to Streamline Process

From a 1st round of usability test, we identified that the user would benefit from customization of previously created templates, since similar checklist items were reused on different projects.

Creation Flow: 75% Achieved Success

During usability test, 3 out of 4 participants were able to complete checklist creation tasks successfully.

1 out of 4 had minor issues while creating the checklist.

Answering Flow: 100% Achieved Success

During usability test, 2 out of 2 participants were able to complete task regarding answering checklists.

Features

Solution

No items found.

What I Learned

Product Designer

Other projects