Focused specifically on projects with tagged equipment,
DocBoss improves vendor document management
Strategy: Improving usability by analizing data from analytics, running user tests, and quick iteration.
Methodology: Product Development & User Experience Design under waterfall development
Tools: AdobeXD, Illustrator, Proofme and Trello
Understanding the problem
Information about the product
How screens looked and worked before working on its user experience
Understanding user’s pains
Before starting redesigning the app, DocBoss did a lot of legwork to understand users. In 2016, DocBoss published the study “Supplier vs EPC, Why is document controlling so painful?”. On it participated of 106 organizations, 45 supplier organizations, and 61 EPC organizations. The study focused on document controllers, project manager and inside sales representatives.
Large volumes of manual work,
Complex (or unclear) expectations and procedures.
Time-consuming rework, frustrating both parties.
Payment holdbacks related to documentation. In other words, no docs, no money.
Frustration (and extra cost) when a minor mistake causes a document rejection.
Document management skills are not appreciated or rewarded.
Top EPC pain points related to documentation
- Dealing with supplier is messy and iterative
- Lack of attention to timelines
- Receiving poor quality document scans, documents not usable.
In our research, we discovered two personas. Daryl a document controller from a small supplier company. And John a project manager working at an EPC company. We represent them as cartoons, to add some fun to a serious and dry engineering problem.
Daryl is always paying attention to the smallest details. He never forgets a birthday and his deep sense of humanity makes them one of the most trusted guys at the office. His methodical approach to life ensures that nothing is left to chance. He sometimes is responsible of solving problems that he cannot control. He wants to show everyone how good is he at his work, but nobody pays attention until things go wrong. He has a bit of college education, but it is not related to his current job.
Project Manager / EPC
He is responsive, accurate, and provides constructive feedback on a regular basis. He is passionate, determined and assertive.It is important for him to ear the respect of his peers and accomplishes his goals. He does not feel at ease until all details are double checked and the situation is under control. Sometimes he can come out as a control freak, and strain some relationships because of it. He has several project management certifications and a degree in Engineering.
Let’s talk about design, shall we?
In November of 2015, we started working on a complete redesign of the whole enterprise application. DocBoss as a product had captured the attention of many potential customers but usability problems usually got in the way for closing sales. Also, current users had several issues working with the interface, requiring a long learning curve, and relying on customer support on regular basis to do routinary work.
Assigning files from the incoming document dashboard
Every document coming in from outside the system needs to be placed in the right container, commonly called document card. We had three different kinds of sources for those documents, files from a vendor, from internal or from a customer.
See how the assigned files to a card from the Incoming Documents Dashboard works now.
About this client:
DocBoss minimizes the manual work required to deliver project documentation. With a unique solution which creates and links the document register to the order data, DocBoss systematically creates document metadata (including document speciﬁc tag lists).
Learn more about DocBoss