WinTeam legacy is a 30 year old desktop software that never had a designer during it’s construction. Since it’s inception, some of our major customers have asked for features to be built, and there has been decades of tacking on features for specific clients (none of this was done with a UX designer). The goal is modernize the existing legacy software, bring it into both a web and mobile application while keeping it feeling intuitive to our existing users. A lot of funding has been put into this effort, as it is the largest undertaking that WorkWave is working on.

Before approaching design, it was important to understand the problems with the current experience. To get a strong background, I spoke with our SME’s (subject matter experts), Solutions Advisor, watched training videos and recorded interviews with customers. Then, to discover customer pain points, I had several user interviews to get customer feedback on how they use WinTeam today, particularly focusing on navigation, permissions, and schedules. Finally, to ensure a competitive solution and to make sure we were staying up to par with new, modern solutions, I conducted a market analysis of leading apps in the field service world.

Additionally, interviews with internal stakeholders from product and marketing teams revealed feature requests from clients, and absolute “must-keeps” that needed to be accommodated in the new design.

The initial phases were discovery, what are our competitors in the security and janitorial services doing that we aren’t? Next was research on how exactly our users of the legacy software actually use WT. From there we did further research on what problems we are trying to solve, taking the angle of whiteboarding our ideas before putting pen to paper. These brainstorming sessions led to creating wireframes, work flows, lo-fi mockups, further card sorting, high-fidelity mockups, prototypes, and we are currently in the middle of a user conference where our existing customers are giving feedback on our first pass. We tried to approach our design with the principal of an “opportunity solution tree”, you can read more about them here. A major focus is the scheduling of employees, as that is a primary use of WT. We focused on teaming up with Bryntum, a third party that focuses on scheduling components. Bryntum saves us time as it integrates with Angular, React and Vue or plain vanilla JS apps, and has a fully customizable library of components to use.

Schedule Summary Analytics