user research . IA redesign. REsponsive web

Intranet Reimagined: Designing a One-Stop Experience for Employees

Problem

RiverStone Group LLC is a service company managing run-off insurance and reinsurance businesses with over 400 professionals operating across the U.S.

Previously, the outdated and disjointed experience made the intranet frustrating to use. With 42 digital tools and countless resources on SharePoint On-premises, employees couldn’t find relevant and timely information. This digital experience reduced employee productivity levels. As a result, Riverstone Group needed to refresh its intranet to improve employees productivity and cultivate company culture through improved broadcasting news and social engagement.

Project Context

Aug 2020 - Oct 2020 (6 Design sprints)

User research, interaction design, visual design and prototyping

6 developers, 1 project manager and a product manager overseeing the project

Goals

The goal is to create an action-oriented and easy-to-navigate intranet where the company can post announcements and employees can socialize with peers and manage everyday tasks. The intranet will be a one-stop shop that helps employees make the most of their day.

My Role

  • My roles involved running card sorting exercises and redesigning the IA.
  • I interviewed 14 employees to discover user needs and pain points to create a better digital experience.
  • With an employee-centric approach, I led wire-framing, testing, and iterating the product in partnership with employees and key stakeholders.

Project Context

User research,
Interaction design, prototyping, visual design

Aug 2020 - Oct 2020
(3 Design sprints)

4 developers, 1 project manager and a product manager overseeing the project

Problem

RiverStone Group LLC is a service company managing run-off insurance and reinsurance businesses with over 400 professionals operating across the U.S.

Currently, the outdated and disjointed experience made the intranet frustrating to use. With 42 digital tools and countless resources on SharePoint On-premises, employees can't find relevant and timely information. This digital experience reduces employees' productivity levels. As a result, the company felt the urge to refresh the intranet to keep employees productive and make their daily lives easier.

Goals

The goal is to create an action-oriented and easy-to-navigate intranet where the company can post announcements and employees can socialize with peers and manage everyday tasks. The intranet will be a one-stop shop that helps employees make the most of their day.

My role

  • My roles involved running card sorting exercises and redesigning the IA.
  • I interviewed 14 employees to discover user needs and pain points to create a better digital experience.
  • With an employee-centric approach, I was lead in wire-framing, testing, and iterating the product in partnership with employees and key stakeholders.

Outcome

Company view Vs. my view

The new role based design allows employees to access information with different lenses based on the roles and levels. Now employees can customize how they consume information and manage workload.

quick access to micro apps

Employees can now customize micro apps on the intranet to make frequently used applications more accessible to improve employee efficiency further.

My view

Employees can now track the schedules and company events, planning weekly tasks and future assignments. The new "My View" creates a one-stop-shop for everything work-related.

search improvement

A hybrid approach, leveraging the SharePoint Query API, provides a comprehensive search experience that significantly improves research result accuracy, previously a critical pain point of employees.

Org-Chart

The new Org-chart provides a clear visual for employees to gain information on the organizational reporting structure as well as serves as a key tool to amplify collaboration.

Project Timeline

Qualitative User Interviews

We created a research plan that included a questionnaire and two prototype concepts. After synthesizing 12 stakeholders feedback, it revealed the current pain points and what people envision the future state could look like. Here are 5 common themes the employees addressed:

I think the intranet can help people to find information quickly, to get live discussion quickly, to know upcoming deadlines. I want it to be a one stop shop for everyone.

-- Paul Ziska
VP insurance service

The intranet can be a main space for the associates to start their day. A place that we can truly be productive, not just communication or access documents.

-- Silvia Albert
Internal audit team

"I would like the content to be more open and dynamic for me to access. We have a lot of trainings and documents for department specific on Rivernet."

-- Pill Woods
Process Improvement consultant

User Research Insights

Quick Access

Employees want quick access to apps and resources they needed.

Team Status

Employees want to know team members' availability.

Role-Based Views

Employees want to access information with different views depending on the tasks.

Simplified IA

Need a simplified IA and a user friendly navigation.

Build-In Workflow

The intranet needs to be part of employee's daily workflow.

Design Principles

1.

Smart Notification

2.

Role-Based View

3.

Team Status

To take interview insights and user pain points as design opportunities, we came up with design principles to keep the design team focus on critical issues. We ensured every design decision addresses at least one design principle.

4.

Access Resources

5.

Content Relevancy

6.

Habit-Forming

Design Principles

Taking interview insights as design opportunities, we created design principles to guide our design decisions. We ensured that every feature and interaction we brought addresses at least one design principle.

Design Explorations

Wireframes

I started wireframing the design components and establishing the components hierarchy leveraging the design principles. I then employed a view switching concept where information is presented in two levels to users. For example, depending on their roles and contributor levels, a “manager” profile level would want to know what is happening companywide if compared to an “individual Contributor” profile level.

Branding

We explored multiple visual directions to provide a fresh and on-brand look that will be a part of the company's digital ecosystem.

Navigation

We reduced 7 primary , 91 secondary, and 82 tertiary menus down to 5 primary, 10 secondary and 64 tertiary menus. I also explored various interactions and UIs, and tested on 6 users to finalize the navigation design.

Hi-Fidelity

I refined and optimized the design by introducing a 10 team-member status bar, company events calendar and more footer links to further polish the final features of the intranet and employee’s experience.

Wireframes

The team explored and diverged on many design concepts. Leveraging the design principles, I wanted to further determine the modules and the view would help users to maximize their productivity. Here are two examples: one is a page with configurable modules and the other is a view based module.

Wireframes
I started wireframing the design components and establishing the components hierarchy leveraging the design principles. I then employed a view switching concept where information is presented in two levels to users. For example, depending on their roles and contributor levels, a “manager” profile level would want to know what is happening companywide if compared to an “individual Contributor” profile level.

Branding
We explored multiple visual directions to provide a fresh and on-brand look that will be a part of the company's digital ecosystem.

NavigationWe reduced 7 primary , 91 secondary, and 82 tertiary menus down to 5 primary, 10 secondary and 64 tertiary menus. I also explored various interactions and UIs, and tested on 6 users to finalize the navigation design.

Explore in Hi-Fidelity
I refined and optimized the design by introducing a 10 team-member status bar, company events calendar and more footer links to further polish the final features of the intranet and employee’s experience.

Outcome

This redesign now provides employees with a view-based dashboard that promotes productivity and reduces disjointed experiences.An improvement to the old practice of opening multiple tabs to access different applications, employees can now view everything in one centralized dashboard, which integrates SSO to project management, calendar, learning, expense, time-off, and IT support apps.

Impact and Takeaway

Consolidating a company's digital tools on one single platform was challenging at first. It took many research sessions to get to the root causes of employees' frustration with the outdated and fragmented digital experience. Our research revealed that content standardization, an employee-centric design approach, and a simple and frictionless digital experience are keys to improving productivity and building a reputation for intranet.

As a user's advocate, I see employees create bookmarks, folders, and notes to organize their workflow outside of the digital tools. To convince people to adopt a new tool, we had to engage key department stakeholders from ICs to VPs to bring employees to a design thinking process, test prototypes, and broadcast efforts to get people excited about the digital hub. We successfully work with the employees and the company to reimagine their intranet as streamlined and efficient intranet experience.