Internal Tools, product design

NYC

Redesign of a Resource Management Portal

Helping internal teams in HR, Operations Management, and Resource Management keep track of hiring activity.

decorative image for geometry portal

Project Overview

Company/Agency:
Geometry Global
Title:
UX Architect
Timeline:
About 3-6 months
Design Tools:
Omnigraffle, InDesign

Problem / Solution

Geometry Global’s marketing services focused on shopper activation. They served brands specializing in consumer product goods (CPG). As a part of regular business operations, they needed to keep track of hiring, freelancers, and internal transfers but their existing tool couldn’t keep up. This could lead to an unfortunate mismatch between resource needs and a client’s budget.

The solution was to update the internal portal used for resource requests. The update would improve automation and reporting capabilities, as well as get everyone using the same tools again.

Role

I created wireframes in Omnigraffle and the annotations in InDesign, and worked with stakeholders to document and understand their needs. I spent a good amount of time on the form: good data in means good data out. I also worked closely with members of the talent management team on what information to capture and how to handle confidential data.

Outcomes & Takeaways

It was not an ordinary project as it grew organically from watercooler conversations. But I really enjoyed this project! There was a lot of collaboration with QA, engineering, resource management, and other teams. The stakeholders were invested in building the product, which helped a lot with buy-in.

Example 1: Resource request form (fulltime)

Example 2: Resource request dashboard

Example 3: Filters for the dashboard

Example 4: Template for automatic emails

Example 5: Approval workflow for full-time hires. View extra large 1600x3393