This SaaS product focused on helping managers in the field as they navigate job sites with
tablets in hand. Distraction, interruption, and focus are all at play. Critical was to show the right data without unnecessary features or content. Since Sage had previously developed desktop software for this audience, this was a new play (an iPad) and data delivered via the Cloud.
The challenge was to help Sage de-risk the release. With weeks to launch, the best approach was to conduct a comprehensive expert review to uncover known UI issues, and problem areas that blocked support of user tasks. Was the data supporting user goals?; Would displays work within the context of a (construction) job site?
For project managers who were using the product in the field, it needed to be simple, intuitive and convenient for their needs. This meant focusing on notifications, navigation and reports – all things that needed to be easy to access and simple to use.
Users needed the tablet data to be glanceable and available “on the go”. This meant that any distracting icons or information not relevant to the problem they were solving on that screen needed to go.
Our goal was to help the Sage team gain an outside, user-focused perspective. We were able to present findings and recommendations based on best practices, industry experience and user behavior. This helped to guide the Sage development team as the built out the next release of the product.
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