Mesh.ai: Goals View & Creation Experience
Overview
Mesh.ai is a performance enablement platform designed to foster employee's growth within an organisation. It facilitates goal creation, regular check-ins, goal tracking, feedback collection, and 1-on-1 interactions with managers. These tools empower managers to guide and support their teams in achieving their goals effectively.
Business Problem
Improving the goal landing page check-in & experience by providing employees with a simple and intuitive way to track progress and seamless check-in on their goals to improve top-line metrics.
User Challenges
Goal creation and check-ins require extensive training due to the product's lack of intuitiveness and ease of use. The user experience is hindered by disorganised and inconsistent content, making it challenging for users to complete tasks efficiently.
Opportunity Areas
• Re-design of the app with ease of navigation along with switching between Me, My team and Company goals.
• A clean and consistent goal landing page which is clutter free and intuitive to use, with clear intent for the user.
• Goals details page with ease of check-in and ability of navigate and modify related content.
Solution
Redesign of the goals landing and details pages to organize content effectively, aligning with user intent to perform key actions like creating and checking in on goals. Provide users with all necessary information, including historical data, and ensure filter options are visible and easy to use. Additionally, create a consistent experience across the product by implementing a comprehensive design system.
Impact
120%
Improvement in the NPS
40%
Decrease in customer tickets
6%
5 Star ratings
100%
Large customer retention
Before
After
V
S
Process:
Discover
Research Phase
Define
Synthesis Phase
Development
Ideation Phase
Deliver
Implementation Phase
Do know
should be
Don’t know
could be
Converging
Converging
Diverging
Diverging
Ideate
Evaluate 1st
ideas
Define research
areas & methods
Conduct
secondary
research
Set ideas, a
design vision
& hypothesis
Conduct
primary
research
Set ideas, a
design vision
& hypothesis
Answers,
Product,
Solutions
First ideas & vision,
Potential solutions,
Hypothetical answers
Final brief,
HMW questions,
Stategy
Unstructured
research
findings
Problem Statement
Visual Design, Test & Analyse
Learn, Iterate, Repeat
Build, Iterate, Repeat
Release
Find insights
Deduce opportunity areas
HMW
Questions,
Challenge,
Product brief
User Persona
Key Collaborators
My Role:
As the Director of Design, I led and managed the complete design overhaul, overseeing every stage from initiation to product completion. My responsibilities spanned research, interaction and visual design, design validation, and final handoff to developers and business stakeholders, ensuring a seamless execution throughout the process.
Other Collaborators:
CEO and PMs
Design Review
Developer
Customer Success and Growth Team
Customers
Research Methods
Cognitive walkthrough demos
Customer support team feedback & customer tickets
Heuristic evaluation techniques
Feedback from User walkthroughs:
Challenges with existing designs (Previous):
1
Switch for profile type
No option to switch between individual, team or organisation goals.
5
Cards not clickable
Click actions on these cards not intuitive for users to perform the actions.
6
No historical data visualization
No option to view historical data in a graph format about when user has checked-in on their goals and how did they performed over time.
8
Overall goals progress
No cumulative progress for parent goals.
2
Card filters unintuitive
Filtering goals basis categories are not intuitive.
4
Adding child goals
Discovery of adding child goals is hard.
7
Expand goals
No options to expand all goals & view hierarchy.
3
Table customization
No option to customise the columns.
9
Inconsistent column interaction
No consistency with column click interaction. Owners & Progress can be modified inline whereas click on Goal name column opens in side panel
Goal Detailed Page (Previous):
2
Inconsistent tab experience
Interaction experience of tabs at some places are content segregation and here is sectional segregation.
3
Editable content unintuitive
No distinct representation of which data is modifiable i.e. Achieved value and Status is editable and Completed value is not.
4
Lack of content segregation
No proper segregation between information required for check-in, including progress owners/ collaborators etc. and performance such as historical checkin data etc.
5
Adding comments not intuitive
Option to add comment not intuitive enough that user knows that he can add comment while check-in of goals.
1
No checkin buttons available
No call to action upfront for users to encourage check-ins
Persona: Who are we designing for?
Sibley Bourn
26 years • Female
Sibley is a young and dynamic employee & Individual
Contributor with 3 years of experience in a fast growing
organisation.
Details
Occupation :
Sales executive
Location :
New York
Education :
Master's degree in Business Administration
Goals & Responsibilities
• Needs to grow fast in the organisation.
• Easily track personal performance metrics and progress in real-time.
• Understand how individual goals contribute to the organisations success.
• Receive timely and meaningful feedback from managers and peers to enhance performance.
• Leverage the HR tech app to streamline performance tracking and growth planning.
Needs & Motivations
• Ability of process easily: Goal creation and any kind of check-ins.
• Being informed about the actions he needs to perform in the organisation.
• Visibility of how I am doing in the organisation.
Challenges
• Inconsistency of experience across product.
• Lack of visibility into personal performance metrics and progress.
• Difficulty in understanding how individual goals align with the organisations objectives.
Empathy Map: What do they say, thinks, feels and does?
Say
Sibley expresses the need for actionable insights and guidance to enhance her performance and career growth.
Thinks
Sibley wants a clear view of her performance metrics and progress to understand her strengths and areas for improvement.
Does
Sibley actively seeks resources and opportunities for professional development and skill enhancement.
Feels
Sibley hears feedback from managers and peers about her performance, which impacts her motivation and sense of accomplishment.
Competitive Evaluation: How we are different from others? What they do better, we don’t.
Attributes
Visibility of important informations and actions
Actions such create and update goals upfront shown.
Actions such create and update goals not visible upfront.
Option to create goals and child goals available.
Goals progress
No cumulative goal progress; shows goal progress for each goal.
Shows cumulative goal progress.
Shows progress for each parent goal.
Department level filters
Users can filter between goals for individuals, team, depart and org. level in the same page.
Users can switch between goals for individuals, team, depart and org. level in different pages.
Hard to filter or switch between filters for individual, team, department and organization.
Views & Filters
Comprehensive filters options available
Comprehensive filters options available
No filters available
Mind Map: How do they understand the universe
Visual Design
A library of reusable elements, are crucial for design teams as they ensure consistency, streamline workflows, and facilitate collaboration
UI Kit & Components
Design Tokens
Design token variables are crucial for design teams as they facilitate consistency, efficiency, and scalability in design systems.
New Goals Landing Page
New landing page helps users navigate and perform actions with much ease.
1
Visibility of filters upfront
Comprehensive filter options upfront to filter goals, timelines or layout types.
5
Historical data
Users can view historical checkins and progress with goal distribution.
4
Intent based navigation
Intent based page help users perform the task (manage goals, create goals, checkin goals, edit goals etc.) without a lot of training
3
Persona based navigation
Persona based navigation and content for each user type i.e. IC just sees his goals and company wide goals where as Admin sees goals for himself, team and entire company.
7
Options to add parent & child goals
Option to add parent & child goals upfront
8
Progress for parent goals
Cumulative progress with status, progress %, count, start & end values
6
Metrics cards as filters
Metric cards with distinction of what is clickable & what’s not.
2
Level 1 navigation
New navigation flow helps users navigate the through flows better.
List of the intent which users could act on
Intents for the goal module
Intent for the users based of the actions such as Manage, Create, Update, Analyze, Configure settings etc. he wishes to achieve.
Interactions for landing page
Filters
Apart from the meta filters, user can also apply column level filters
Filters
Showing column level filters view
Add new parent goal
Add Goals
User can add inline patent goals
Add child goals
User can add inline child goals
Checkin goals
Users can inline checkin goals wherein goals status, progress & comments can be modified.
Goal Details Page
Basis the tight timelines, we did an immediate release with introduction of left nav and creating a design system to make the design and experience consistent.
Previous Goal Panel
4
Inconsistent tab experience
Interaction experience of tabs at some places are content segregation and here is sectional segregation
5
Data modification call to action not visible
No distinct representation of which data is modifiable i.e. Achieved value and Status is editable and Completed value is not
6
Content not structured as per workflow
No proper segregation between information required for check-in, including progress owners/ collaborators etc. and performance such as historical checkin data etc.
3
Add comments as part of checkin
Its hard to understand that add comment is part of checkin process thus making it unintuitive for users.
2
No call to actions for checkin
No call to actions upfront for
users to encourage check-in
1
Pop over on a side panel
All actions on the overflow happens over a pop-up which blocks the view as well as not recommended as good experience.
New Goal Panel
1
New tab experience
Added left nav to differentiate the tab experience with left nav. Left nav remains sticky on the left and user can navigate across the panel or quickly move to the desired section.
3
Checkin section introduced
Check-in card at the top so that user can easily perform the desired check-in action which is why user would land on the detailed page most of the times.
4
Improved input experience
Introduced the input component for pre-filled content state (dashed line) so that user can identify what is editable what is not.
2
Clarity of hierarchies
Different sections for parent and child alignments so that user can differentiate between the parent goals and child goals and make modification if needed.
Interactions for detailed page page
History of the goal
2nd card of the goals detail page helps users with the historic goals distribution graph data which helps uses to understand the previous check-ins and overall goals progress.
Goals details
User views goal detail and modify them if required.
Parent goals alignment
Helps users understand the goals parent alignment and hierarchy.
Child goals alignment
Helps users understand the goals child alignment and which are the child goals he has to work upon.
Initiatives
Shows all the tasks user has to perform to achieve the goal
Goals Extended Panel
The extended goals panel page which is used widely for the reference of sub-flows across the extended panel. Here users can modify the content of their goals name to make them more actionable the define the metrics easy to understand.
Observations from Cognitive Walkthroughs
Will user achieve the right result? Will user notice actions
Likes
The overall look and feel looks much better and cool.
Liked the introduction of left navigation which makes it easier to switch between Org. level.
The product looks a lot more consistent.
The graph gives more clarity of the past check-ins.
Meta and column level filters on the Goal landing page makes them more discoverable and relevant.
Content more organised in the Goal detail page with Comment and Check-in button upfront.
Liked activities section design and segregation between user’s and other member’s comments.
Dislikes
Two level filters at top seems too much of action. Lets have meta and column level filters separately.
Timeline selection seems lost within all the filter options at the top.
No option to filter out or navigate all comments for a single day day.
Metrics & Business Impact
120%
Improvement in the NPS
40%
Decrease in customer tickets
6%
5 Star ratings
100%
Large customer retention