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Redesigning engagedly’s survey experience
How did we designed employee responses into meaningful actions easier for HR leaders and executives.
Learnings and future planning
Collaboration and communication is Key and with Internal teams, Developers and support it helped me to know the constraints to build and ship the module quickly.
Not everything you designed would make it to production, and that is fine. Take all the learnings you can.
I need to make sure to have a design QA workflow to deals with bugs, issues, and other challenges before we make the build to production.
We have prioritised few other problems in future phase of releases like Recurring surveys, Public sharing, Embedding surveys, Compare responses, Scheduling reports, Sentiment analysis, Word clouds etc.
About the product
Survey is one of the core module in Engagedly’s Talent management platform and a comprehensive solution for HR leaders, managers and executives in an organisation to collect data from employees. It helps to gather opinions, Identify requirements, assess satisfaction, Evaluate proposed changes from survey results with powerful reporting and data visualisation to make effective data driven decisions..
Old module
New module
Context
Over a time, Product has introduced new features and upgrades in different modules and scaling its growth. To support the growth and scalability of the product and to make experience consistent and convenient for the customers, the organisation and product team took an initiative to refresh the entire product experience in all modules and survey module was the part of this exercise.
Problem
In current survey module, HR leaders and managers doesn’t have an effective way to collect data from the employees and analyse the findings to make informed decisions. As a part of this, we needed to design a robust solution to gather insights effectively with real time reporting and data visualisation to make data-driven decisions.
My role
Product Designer
Contribution
User research, Pitching scenarios and use cases, Conceptualisation, user flows, design and end to end delivery, evaluating execution
Project duration
9 Months
Project Status
In production
Understanding the problem and users
In order to determine the current state of the issues and get insights into the context of the problem we are attempting to solve, we thoroughly examined the current module user experience and flow by heuristic principles, testing and speaking to our internal recruiter team. We have gathered key findings from the research to design a seamless experience to the users.
Key findings
The core issues were the workflow architecture of the module, No real time reports to gather actionable Insights, which prevented the users from extracting maximum value from the module. Respondents has horrible experience in completing the survey.
Respondents
Survey creator
Usability issues
During heuristic evaluation, we analysed the user experience of old system and looked into all the workflows focusing on major issues and small one too. Some of the usability concepts we took a close look into were:
• There were many instances in which there is an action happening in the system, however the user was not informed of what has happened. For Instance if survey is active completion rates, and while filling form progress of completion.
• Some UI controls types have not been chosen for maximum usability. User need to recall the actions and think before taking actions so there is a cognitive load and amount of time taken to perform a task is more.
Goals
They are lot of element to ease the survey process for creators to collect data effectually to make a better business decisions. Survey has to be enjoyable for respondents to make it successfully complete.
So we decided to design a solution that would:
Respondents
Survey creator
Defining the journey
We defined the jobs to be done by HR's, Managers and employee in order to understand what the users wants and to help us understand the purpose and proposition behind the features we build. We prioritized the opportunities that are best by assessing the level of satisfaction and importance with users.
Survey creator
Designing the details
These holistic approach gave us a deep understanding of the problems that the users of the application are facing, as well as primed some thinking about potential solutions. With all the new ideas in our heads, we brainstormed on all possible use cases in order to avoid making the same mistakes.
SURVEY BUILDER
Create survey form quickly
Choose from our library of survey templates or create your own. Then send a survey to the whole team or to a carefully curated group.
Question builder
• Likert scale types in multiple choice question type helps to measure opinions. It save time and effort for creators to select from defined scales we provide.
• Follow-up question helps to gather more information to easily analyse the results.
• To minimise the response bias, we have added randomize choices that allows respondents to choose right choices to avoid order bias in response collection.
Build surveys using templates
It saved lot of effallows users to choose templates shared by Engagedly, the templates other managers in your organization have shared, or templates you have saved for yourself.
User can push the survey as template to make it available to whole org to reuse it.
Templates ease the survey creation process and saves lot of time and effort for creators.
Easy survey creation
One of the biggest challenges for the users in the old version of the module was the process of creating and launching a survey. We Incorporated easy wizard pattern approach to walk the user through all of the steps of survey creation to show a clear path of completion
Collect response
Easily collect data
Right survey questions to get better
results
After experiencing the question types in old system, we have grouped single and multiple choice question as one question type. We introduced Image choice question to make it more interactive and engaging.
We also incorporated small description for each question type to educate the users during creation.
One question at a time — like
a conversation
• This allows users to focus on one question at a time that keeps them engaged to make thoughtful response that leads to high completion rate.
• We have integrated progress bar to help respondents to know how far done they are. and keep them engaging to complete survey.
• Users can see how much time it requires to complete to make an effective call to start.
• We thought Autosave as an essential feature so that none of our respondents have to start again from scratch when they drop off before completion.
ANALYTICS
Analysis and insights
Participants
This allows users to manage and track participants after assigning the survey where they can view status of survey completion from each participants and take effective action like sending the reminders to the pending participants.
There are other important analytics users can review to make informed decisions.
Uncovering trends with employee data
The focus here was choosing the best possible way to visualise certain data points, enable easy data comparison and filter through big sets of data. We used statics and patterns such as bar charts, stacked charts for different purposes throughout the platform, which proved to be a good way to differentiate types of data.
The helps user to analyse the patterns and trends about respondents and responses, enabling to make informed decisions.
Analytics & Outcome
After successfully launching the redesign of the new surveys solutions to our customers, we created really positive impact to the users and the business. We also received great feedback from our customers and our internal team about how this was helping them.
Response rate
+20%
Average completion rate
98%
User engagement
+2X
Eliminated manual
assessments and Improvements areas are easily identified