Ventia - User Research on Equipment

Company: Ventia / Broadspectrum
Output: Research & Recommendation report
My Role: Project Lead while at Bilue, full responsibility.
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Ventia / Broadspectrum – Research & Recommendation report

Problem statement

This engagement was pure research to understand the complexities of tracking, approving & invoicing of equipment at various sites across Australia and NZ. Understand key user flows and the specific requirements for different locations and types of equipment.
To then propose a solution which integrates into existing SAP systems on various worksites across Australia & NZ.

The Process

Step 1 – Align

Review documentation, existing solutions.
Research prep – identify knowledge gaps, discussion guides, candidate screeners.
Kick off workshop to develop a clear definition of the problem and our measurements of success agree on the outcomes.

Step 2 – Immerse

8 user Interviews with three user types. Individual, Crew Lead, Manager.
Validate hypothesis and identify needs, themes & opportunities.
Synthesis & sensemaking of behaviors, patterns and current state.
Playback workshop to present draft findings.

Step 3 – Create

Create 3 key task flows to determine the steps to achieve common goals.
Lead a workshop to validate the task flows with the client.
Technical consultation inventory and identify any gaps or risks.
Playback workshop -present draft solutions and workings.

Step 4 – Deliver

Wireframes covering off key flows and difficult scenarios.
Technical documentation gaps in in more detail / develop plans.
Showcase -present current state pain points overlaid with solutions. Documentation, executive summary and UX artifacts.

Outcomes & Success metrics

Recommendations

The equipment logging solution should be automated and accurate, this is not possible with a paper system. It makes sense to use a digital solution and integrate with e-timesheets.
Mandatory equipment logging by the field worker is a requirement of submitting time-sheets.
Equipment ID numbers must be linked to both the job (work order) and all the employees (employee numbers) on that job so multiple users can use equip on one day.
Incorporate required validation for work permits/license and vehicle safety checks and assign activity codes.
Add a status to equipment module (e.g. awaiting delivery/damaged/being repaired) for increased transparency of equipment.
Add daily hour limits for each piece of equipment to assist in multiple daily users. Notifications of teams equip usage.
Ability for crew/supervisor to search the asset register for missing or unknown pieces of equipment.
Check equipment in/out for multiple users to increase transparency across all user equipment usage.
Add photo of new or updated permit/license attach to employee number.