ETA TA Event Planner

A productivity improving tool thats been used to facilitate over 200 events and counting.

CASE STUDY IN PROGRESS

Year

2022-2023

Client

U.S. DOL, Safal Partners

Project Type

Web Design, Mobile Design

Role

Product Designer, Project Manager

Overview

An event planning tool thats scalable and future-proof

When the previous contractor left the US DOL TAU team without a scheduling tool, we we're tasked to build a product that not only fulfilled the need, but did that with budget and extreme time constraints in mind. An MVP was planned and quickly iterated on in order to build a product that was scalable, and immediately usable.

Problem

The previous scheduling tool used for DOL events was owned by the previous contract holding agency. Upon transitioning, the planning tool rights were revoked. The DOL saw this as an opportunity for a much needed upgrade.

Solution

A new and improved, feature rich, government event planning and scheduling product to meet the diverse needs of the DOLs audience. The tool had to meet government level compliance and accessibility standards while maintaining a competitive level of design in both form and function, and also be scalable and future-proof for ongoing sprints and additional needs as they may arise.

View Final Solution
Team

1 Designer
1 Project Manager
2 Product Owners
3 Developers

Duration

3 months to deliver MVP

My Contributions

- Led the design process from wire-framing to high-fidelity designs and assembling a clickable prototype.
- Worked with dev to analyze the prior tool utilized by the TAU team to facilitate events scheduling, and conducted a competitive audit of the product.
- Project management across requirements planning, presenting and proposing to stakeholders, and coordinating with development.
- Conducted 5 user interviews.
- Conducted testing with subject experts and the internal team responsible for events, in order to identify the prior user flow/events booking process from the user request, to the approval and event coordination process. I then mapped that process as well as the newly proposed and improved flow for documentation and planning.

My Role/Responsibilities

Product Design, Project Management

Process
Results

Planning

Defining our goals, needs, and establishing a roadmap and process

After conducting user interviews, all the participants responses were synthesized to identify themes, opportunities, and features that MuSchool could focus and improve upon.

Product planning, presenting, and LOE

A substantial amount of time was put into scoping out the extent of the product, roadmaps, roles and responsibilities, MVP, and overall level of effort to be presented to leadership for sign off.

Requirements planning

After establishing our business case and level of effort, our north star goal, requirements, and roadmap were planned.

Define

Meeting government compliance without sacrificing design

Designing a custom scheduling tool for the federal government came with its challenges. Not only did the tool have to meet strict accessibility and compliance standards, but also had to look and feel like a usable and modern product. All while maintaining a strictly allocated budget and even more strict timeline.

Event Requests

A modern and highly usable event request flow was created to balance the lengthy process and requirements needed to conduct a TAU event.

Additionally the choice of a wizard meant we could provide important contextual information and FAQs as it pertains to each step so the user could consciously engage with the requested info on each step. This contributed to the decreased number of support tickets and need for assistance, thus freeing up time for support staff.

Understanding the need for simplifying, and tactility

I opted for a step-based wizard to make the experience feel more digestible, focused, tactile and interactive rather than exhaustively reading walls of text and inputs from an endless list.

"I'm not sure anything happened?"

In the back-end, submitting a request took a few moments to process. The lack of feedback and abrupt redirect to the users dashboard ultimately gave a feeling of distrust on whether the request submission was successful. I worked with our engineering team to implement a deliberate loading delay and processing modal to convey a more explicit change affordance.

Making the admin and approval process quicker, easier, and more connected.

Each event request was required to go through a series of approvals at different levels of the DOLs TAU unit. This required extensive logic planning sessions and an iterative process to identify all necessary features, security steps, supporting doc exchange, and notifications for all parties. We're still iterating on these features, and support staff is engaging with us to fine tune their process. Advanced search, sort, and filter features have been a major process improvement for staff, making their ability to track revisions, edit, and address event requests considerable easier.

Additional Materials

Design system, mapping, email design, and more

By nature of the client, The ETA TA Event Planner required meticulous documentation and organization. From a detailed design system to copy writing, flow mapping, and more.

Design System, additional template designs

Showing a selection of the ETA TA Event planner design system as well as additional email template designs

Mapping

Mapping was done in order to identify areas of improvement, manual processes that could be automated, and unnecessary friction that could be alleviated by an improved UX.

More Case Studies