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03mobile · iOS · Android · PLM · ERP

Notifications Management 

Organizing and managing notifications to granular level

Notifications Management 

IMPACT

At a glance

This project was a major overhaul — a rethink of a 25-year-old platform in a way that would not overwhelm long-time users. The results speak for themselves: a faster, better platform, happier users, and a system built to evolve.

38%

Fewer deadlines missed

62% → 7%

Irrelevant Notifications Reduced 

87%

Reduction in missed alerts

+6

User Satisfaction  

Role

Design Lead

Timeframe

2 Weeks

Tools

Sketchbook & Pencil, Whiteboard, Adobe XD, Miro, 

Tasks Performed

End-to-End Design, Lean UX, Design Strategy, User Research, UI Design, Component Design, User Flows, Wire-framing, Prototyping, Usability Testing, Design Handoff, Collaboration with Product, Engineering, and QA teams.

Overview

Context

The GRID is end-to-end supply chain visibility from product conception to distribution with real-time updates and analytics on sourcing, product development, production, and shipping. For companies running their supply chain on Excel sheets and point solutions, the GRID functions as the ERP and as an intuitive supply chain productivity layer. For companies that have legacy PIMs and ERPs, the GRID integrates to connect people, data, and workflows. In either role, the GRID delivers quick time to value by eliminating errors and digitizing manual processes thereby reducing OpEx and COGS and improving margins.

The Problem

Throughout the product lifecycle process there are different types of notifications received by clients and the staff handling the project — via email, push notification, or text message. Currently there is no way to manage the different types of notifications clients and staff receive, as users may or may not want to receive certain notifications  1.Users getting so many spam notifications  2.Important notifications for there job getting lost resulting into delays and missed deadlines  3.Users need only selective set of notifications which are important for their job responsibilities 

Goal

As a solution to the problem, we are providing an easy way to manage notification preferences at all levels from Product, Company, Files, Comments, Product Development phases and stages, Vendors, Billing, etc. so users can avoid unwanted notifications while still receiving those crucial to their day-to-day responsibilities of handling the product lifecycle efficiently. The goal is to give users  flexibility and control on subscribing to the notifications which are useful and important for their job. 1.     Provide different user types ability to pick and choose the notifications that they would like to receive 2.     Serve users ability to choose the notifications that they would like to receive per module and per product 3.     Allow users ability to switch on/off notifications at any point of time

Research

Product Requirement Document

After I received the PRD from the product team and getting a walkthrough of PRD from product for the kickstart the design process. Other than the pinpoints which I already knew, Product team had additional thing which was notifications template to create at entity level for all its user types. As Grid mobile app does not have all the functionalities as the web version; in this feature the ability of entity to create notification template for the user type is excluded for the mobile version. But, users can see and edit the template of the which user type they are assigned. The mobile designs will be both for Android and iOS version of the application.

User Interview

I went to 5 users for a desk interviews and asking them the set of questions; a lean sampling. I chose guerrilla, in-context research to get signal fast without derailing a fast-moving team. Everyone gets the notifications but the Main issues was the users who handle the PLM and depend on the notifications to track the process and do the next steps  'Product Development Managers' Product Managers, also the one who are the account manages has to keep tabs on the process form Sourcing, Pre production and prodcution.

User Interview Insights 

"Only few notifications are really important to me ,I should be able to control which notifications I want to see and which one I don't." -Client

"Once I missed out on an important notification and as a result the the product got delayed." -Production Manager

"Every time I have to scroll through notifications to find notifications I need to see, which is very time consuming." -Product Development Manager

"Managing more than 40 + products for a client company is pretty hectic and notifications are a mess " -Company Account Manager

Design

Mobile first Approach

I always start with designing for the mobile as it really forces you to choose and prioritize the essential and core functionality .The problem here was related to one of the heuristic principle which is 'User Control and Freedom'. Users needed an easy way to control and manage the notifications they want and should also be able to select which way they prefer to get the notifications is text or the email.

Give control to user banner
Notification hierarchy diagram showing all notifications branching into company, product development, and general notifications

Mid-Fidelity Wireframes

To validate whether the design meets user needs, solves their pain points, and is usable, I made mid-fidelity wireframes.

Reviewing designs with offshore developers and the CTO at an early stage makes it easy and saves time and effort in case something is not feasible, you might need to make many changes. I reviewed these with the mobile developers to confirm feasibility of the designs; it also makes them feel involved. Developers showed concern about the design according to them, nested pages inside the tabs.

Review with Product & Engineering Team

  • Reviewing the initial low fidelity clickable wireframes I presented them to the users to get their feedback on functionalities and the usability aspect of the design. After observing how they interact with the wireframe and getting feedback on the things which can be added I went for the second Iteration and again showed it to the users.
  • Reviewing designs with developers and CTO early stage is makes it easy and save the time and efforts in case if something is not feasible you might need to make many changes reviewed these with mobile developers to confirm feasibility of the designs also it makes them feel involved. Developers showed concern about the design, according to them nested pages inside the tabs.
  • To solve that problem I went back and changed few things. I converted tabs into 2 buttons and then again reached out to developers for their opinion the new option.
  • Developers and CTO gave me a green flag and I went ahead for the usability testing with users.

Iterated tab structure and profile-level notification controls based on developer feedback.

User Flow

Following are the three different user flows for managing notifications for different levels Company,Product and Stage.  

Testing

Usability Testing 

  • For usability testing, I recruited 5 participants to test the prototype. The objective of the test was to identify how easily users are able to subscribe and unsubscribe from a particular product, company, stage, or phase of the product lifecycle.
  • I divided functionality into 6 different tasks to check the task completion rate and time required to complete those tasks Usability test questions .
  • Usability Test Findings  
  • 1)  2 out of the 5 participants felt the need to add labels on the Detailed Sketch page. 2) 3 out of the 5 participants wanted a Save button in case they wanted to leave halfway and needed to navigate to the  another part of the application. 
    3) 3 out of the 5 participants were confused by the details drawer not opening on the Bill of Material page 4) All participants felt the design served its purpose and addressed the pain points they had.
  • Based on the test result data some changes were made to fix issues faced by the users.

Test Completion Rate: 100%

Error-free rate: 90%

Solving the problem?: Yes

Solution

Final screens mockup

Click here to watch a short video

Reflection

By design, I made sure users can fully control the notifications important to their job at different levels — Company level, Product level, and Product Lifecycle stage level. We were successful in eliminating most of the spam notifications, which led to a great reduction in missed important notifications that had resulted in missed deadlines for product delivery to clients. This was a huge plus for customer experience and helped with client retention for the company. 

Interested in more?

Interested in more? Contact me for the case studies with additional insights and artifacts.