Project Overview
The goal for this project was to update an internal tool that tracked temporary freelance hires, as well as permanent full-time hires, transfers, promotions, etc.
- Duration:
- 3-6 months
- Location:
- New York City
- Agency:
- Geometry Global
- Tools:
- Omnigraffle, InDesign
Geometry Global was an international shopper activation agency, serving brands specializing in consumer product goods (CPG). Previously headquartered in NYC, the company is still owned by WPP and now centered in Frankfort, Germany.
Problem / Solution
The resource management team 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.
Design Examples
I initially created a workflow to map the hiring flow. During the design process, many of the wireframes showed similar-looking screens. To help aid readability, I added certain design elements to the wireframes, such as color-coding sections, alternate fonts for annotations, and a numbering system. Below are examples of different screens in the updated portal.
Approval Workflow for Full-time Hires
I created a diagram to detail the approval workflow for full-time hires. (This image is 1600x3393 and opens in a new window.)
Fulltime and Freelance Requests
The main functionality of the tool would be to manage and track requests for full-time and freelance hires.
I worked closely with members of the talent management team on what information to capture and how to handle confidential data.
Click image to view gallery.
Dashboard
The updated design featured a new dashboard, with customizable and pre-selected filters.
Click image to view gallery.
Archive & User Management
The updated archive supported improved functionality.
The user management panel allowed users to be added, removed, and assigned roles.
Archive
Click image to view gallery.
User Management
Click image to view gallery.