Management Controls, inc
Tracking Management Software
Date
2020
End Client
Management Controls, inc
Role
UX Design
UX Writing
UI Design
Data Visualization
UX Research
Custom workflow for an overlooked user persona
We helped Management Controls, inc through an intensive redesign of their 20-yr-old legacy platform, Track.
How do we improve timekeepers’ workflow through a fast-paced legacy redesign?
Impact:
The mytrack platform helps over 300 oil and gas sites worldwide save over $50 billion anually in contractor spending – roughly 15% of their past spending.
Timekeepers review and process the work of 5MM+ contractors at 300+ oil and gas sites for companies like Shell and BP using the MyTrack platform globally. (This included the US, Canada, and the Mid-East.) The platform processes $60B+ in contractor spending a year and saves $6B+ for their customers annually.
Our Core contributions
- UX writing: Many of our category labels were confusing and sounded like they could mean the same thing. So I simplified them – helping people complete their tasks faster and more confidently.
- Information Architecture: We took a step back and created better IA source of truth – user flows – for each persona we were designing for so that designers and developers could better understand task flows.
- User Research via Cross-functional collaboration: There’s always a way to research, even in a fast-paced agency environment. We networked throughout the organization and found a Product Owner who served for 20 years as a timekeeper herself. We tested our solutions on her – testing on one target user is infinitely better than none at all.
- Human-centered design: The Timekeeper’s dashboard was initially a duplicate from another personas workspace, but after further discovery, we led the push for the development of a custom solution. For example, we built awareness around designing for preferred screen size per persona dashboard.
The dashboard - Our result
Our effort was to understand and uncover what data overviews are relevant for a timekeeper and create visualizations for them so that they don’t have to parse through a Coordinator’s data to find what he/she needs.
Timekeeper task quick looks
Sub-contractor usage
In order for vendors can get paid in full and on time, Timekeepers need to add sub-contractor usage on a daily basis for processing – for labor, equipment, materials, rental equipment.
Export a sub-contractor usage to processing
Deleting a sub-contractor usage report
Override request management
Most project initiatives require additional resources than the original scope. A timekeeper needs to be able to request overrides, or additional hours / equipment to be able to provide payment without a hitch.
Single equipment override request
Multiple equipment override requests
Add, View, or Edit an Activity override request (Drawers)
Varied field permissions and actions specific to task flows
View allowable charges and communicate seamlessly with MyTrack coordinators via logged comments per charge request
Rate Review settings
Timekeepers need to be able to set their alert notifications based on evolving task urgencies.
Rate Review settings
Statement: During initial onboarding and as rates change for the agreement, timekeepers needs to work with others in her organization to review and approve the rates being loaded into Track before they are committed to the contract.
See more of our work
- Case Study
- Case Study
- Case Study
- Case Study