Analytics and Data Tracking
Encouraging competition to cultivate positivity, motivate teams, and drive sales.
Summary:
As a design leader on this project, I directed the creation of an analytics feature that effectively supports team communication and task management.
Concept: By providing managers and salespeople with customizable performance analytics I sought to provide teams with the statistics they need to create what they described as “self competition“ - an ongoing process to grow professionally and increase efficiency.
Approach: I utilized pre-existing task and sales tracking stats and broke them down to an individual level to encourage competition, collaboration, and motivate individuals to achieve their professional goals. The long term aim was to provide companies with staff profiles including these stats; introducing a gamified approach to competition and data to improve productivity.
Impact: Increased manager engagement and improved CRM communications.
Company
Wingmate
Year
05/2022-09/2022
Role
UX/UI Designer
Set tasks.
Prioritizing specific tasks and their outcomes and types is flexible and customized based off the company’s personalized sales cycle and relevant team activities.
Set expectations.
Managers can pick and choose how many and how often targets should be hit by team members they add to the Score Card. Flexible goals can be personalized for every employee based on their role in the company and how they are expected to produce results.
Track expectations.
Team members with goals set can also view them at any time from the Wingmate app. Employees can review personal analytics and exceed expectations.
This tool can be used as professional compass.
Research Practices
The stat tracking system was born out of discussions with clients regarding methods of competition they believed would be the most effective.
These meetings included portions of company employees such as sales staff that would be most affected by competition features.
Key Insights
Managers and employees were both excited for a task flow that centered around employee expectations that met an end goal.
The decisions to reach those goals did not have to be in a perfect sequence but rather just had to relate to each other and adapt to the goals that managers and staff wanted to track.
Opportunity Space
Managers and salespeople had no method of tracking team success or performance analytics. Both wanted to monitor their goals and have transparency about responsibilities so that they can bring in more sales. This void presented an opportunity to motivate sales teams and build competition in order to increase sales. Given the interest in this tool we concerned ourselves with how we might make Wingmate a one-stop-shop for task management and company motivation.
Ideation & Iteration
Initially the task flow of this feature was a very sequential like filling out a form. Due to the technical constraints of this flow the resulting stats were restricted to all staff members.
Beta Testing
We tested the feature with our inside sales team and they found it wasn’t informative and intuitive. This informed the decision to find a design and user flow that more closely matched real world decision making.
Design Challenge - Matching the Real World
When the interface was just a form and not familiar to users, it added more steps and didn't have identifiable visual cues and the graph preview was misleading .
We found that a golf card was familiar to our users.
This inspired and informed the design decision to format the tracking system based off a golf card.
Solution
The scorecard was made to expand and measure company growth. The familiar format eased learnability for our clients and provided a design geared to their personal tastes.
For transparency we included a graph that staff can use to track their goals.
These solutions offered a clear system for that managers and employees could continuously use.
Outcomes
While the final score card solution provided “self competition”, staff rankings and company wide competition were not yet incorporated.
Although this was not launched due to time constraints, these designs offer a glimpse of how we intended to translate scorecard analytics to an overarching framework. This included trophies and profiles that mimic baseball trading cards:
Results and Impact
The Score Card feature brought in new opportunities for our clients to work with their staff and the subsequent uptake of the feature proved that Wingmate could be a one-stop shop for staffing and employee needs. These solutions provided an accessible option for teams that did not originally have a goal management system. In fact, our internal sales team used this feature and found it extremely useful in holding themselves accountable for their work.
Companies new to the concept saw an opening for competition that had not previously existed and started using the feature. Other companies with previous competition experience were not as fast to take on the Score Card feature.
Project Lessons
While this feature was shipped and discussed with clients, had there been more opportunity to run a cognitive walkthrough with them and do more external testing our clientele would have been more excited upon launch. Feature uptake could have been increased and sales teams could have had more time to strategize their use of the Score Card.
Next time I work on a competition based feature I would like to spend more time reviewing what our competition offers and how they engage their user base.