Connectivity Unleashed

TIMELINE

February 2020 - May 2020

PLATFORM

Web Application

MY ROLE

Senior Product Designer

THE CHALLENGE

Designing to help users

The Honeywell Forge building software initially lacked integration capabilities with users' existing third-party work order systems, which are crucial for accurately understanding the health and status of their facilities.

My goal was to design a user experience that was simple enough for our users to easily and effectively create API connectors that would stream their third-party data into our system.

Our High Level Goals:
  1. Connection and Stickiness - Building a powerful yet easy-to-use interface will create confidence, thus keeping the user engaged when building integrations in the FORGE platform.
  2. Arrow in the Quiver - The app will further promote the FORGE platform with CXOs and executive champions---especially in cases where funding will come from the customer’s sustainability budget.
  3. Capturing the Whole Experience - Analyzing and improving the user's experience with Integrations API Solution.

Users and Audience

The primary users of the API integrations framework are highly skilled Development Global Administrators and third-party companies hired by Honeywell Forge subscribers. Providing an easy API integrations interface helps these users go through the process of adding and updating integrations so Forge systems can start to deliver data and facilitate connectivity.

Scope of Work

Artifacts: Multiple discovery-and-define stage research, conceptual, and visual models

The Process

Trust the Process

At AWS, we adopt a design delivery method that integrates crucial phases: Discovery, Concept, Detail, and Deploy—for all our projects.

In this project we used:

  • Discovery - Understand users' needs and problems they face
  • Concept - Gather insight from the Discovery phase to further define challenges
  • Detail - Detail designs from Define-phase challenges and collaborate with a team of designers and project stakeholders
  • Deploy - Test and improve on solutions
Discovery

Research holds key to good design

At Honeywell, our design process leverages a research approach for generative research and understanding and solving the problem at hand before we can create any user interfaces. Before I can begin designing, I need to better understand the user's perspective leveraging two targeted research deliverables: stakeholder interviews and competitive analysis.

Research Deliverables:
  • Whiteboarding sessions
  • Competitive Analysis

White boarding sessions

I created a working session where different team members would collaborate on ideas for the new API integrations feature. During these white boarding sessions, I would break down research findings and identify the specific items I could tackle for this MVP of work, allowing my team and me to align on specific flows that I could expand on through designs.

We conducted 3 stakeholder interviews, these interviews helped us understand our users and aided with defining our personas.

Compeititve Analysis

I worked with our research team to create a competitive analysis that would help us understand what our competitors were producing in the integration and energy optimization space. We analyzed the main functions driving this market as well as the pain points and opportunites for Honeywell to excel in the integration space.

Concept phase

Defining an experience one task at a time

Intensive research helped us determine what kind of experience this should be. What were the most informative use cases we needed to articulate and design toward? How would the experience be structured?

We concluded that multiple design version releases would best meet our engineering timelines while at the same time delivering a flexible, feedback-driven augmentation model. Thus, a first release “MVP0” would ship in early March, followed shortly thereafter by MVP1.

Concept Deliverables:
  • Service blueprint
  • Use cases and task flows
  • User Journey

Service blueprint

I created a service blueprint to help product, engineering, and sales understand the end-to-end journey of a user purchasing the new software to configuring new integrations and use of corresponding data. We focused mostly on the setup and integration process for MVP0. Still, we would connect with the sales team to guide them through the service blueprints to better inform them on how they could adjust their sales plans in the future.

Design phase

Designing for the new product

With extensive research completed and information architecture deliverables reviewed and validated, I was ready to begin developing UIs for the new Integration API Solution.

Design Deliverables:

Sketches

I began sketching ideas using the validated and reviewed task flows I created in the define phase. I enjoy the freedom hand sketching allows me to experiment with, testing different designs and quickly iterating on my ideas.

Wireframes

I developed multiple high-fidelity wireframe iterations to test against our design specifications, gather feedback, and incrementally lift the user experience.

Deliver phase

Putting it all together

Once my low-fidelity wireframes were reviewed and validated, my efforts quickly transitioned to creating the first artifacts for wider testing and iteration.

Develop Deliverables:
  • Validation Testing

Validation Testing

Initially we had planned to conduct validation testing with subscribing customers. However, due to recent unforeseen global circumstances, our testing shifted internally to different development departments within Honeywell. The research team and I created a validation testing script and tested users on how to configure the integration.

After our first testing session we were to identify useful feedback that we implemented in our next iteration of the design. We conducted another testing round with different internal developers and validated the updated designs that we used as our initial MVP0.

REFLECTION

Outcome

We achieved our design goals within the timeline and budget. Currently the MVP has been developed and is currently available to subscribing customers. We have begun planning the next phase of features and enhancements that we have documented from our research and testing.

Key Takeaways

  • Create a strategic plan to launch an MVP - This helps control out-of-scope requests that could potentially derail the project and helps deliver a quality product within the given timeline. We could have prioritized some features better by using different research activities, but we can conduct these activities in the next phase of the design.
  • User testing does not end after development - Design is a constant motion of improving experiences for the user. We will continue to find solutions for collecting feedback and improving the experience for our users.
  • Involve engineering upfront - Understanding technical limitations upfront will help inform your design strategy and reduce doing the work all over again. The development team informed us there were some apparent API limitations, helping us pivot our designs to meet the deadline for MVP.

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