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Objective

Our desired outcome will be a low-fidelity prototype of the operational dashboard to demonstrate key features and functions. It will act as an artifact for customers to react to so that we can better ascertain the desirability of combinations of interactions, features, and experience.

I split the team into two groups and designated two individuals to co-facilitate. Each team consisted of 4+ developers, 1+ Product Manager, 1+ CSM, 1+ Account Manager, and 1+ designer.

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Each co-facilitator set the stage.

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I organized the team that consisted of 1 associate UX Researcher, 1 Level II UX Researcher, 1 Senior UX Designer, and a Principal Research Strategist for guidance and expertise.

When we began our research, I moderated each observational study while another researcher or designer would also observe each session. The sessions were remote while covid levels remained a threat to the public. This brought on unique challenges as we would typically run these sessions in their natural environment in the past. While we can observe the participant and their actions through the screen, we had to make assumptions and followup with additional time consuming questioning to mitigate our assumptions and biases that occur when observing remotely. Ideally, in person observational studies are more efficient at risk mitigation amongst many other reasons.

After concluding our generative research, we held sense-making sessions to develop a behavioral impact persona, proto-persona, and impact map that we’ll be able to anchor our hypothesis’s to when its time to ideate. We then held ideation sessions with internal SME's (Subject Matter Experts), developers, and product managers where we formulated hypothesis and crafted artifacts.

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The final outcome can be found in the Claims Management Dashboard Case Study