BE Automation Tool Re-design

Old vs New

Before

After

Problem Statement

The existing tool was inefficient, difficult to navigate, and failed to provide actionable insights for Portfolio Managers, Sub-Segment Heads, and Business Analysts here at Siemens FT. Stakeholders needed a user-friendly solution to collect performance data, analyze trends, and make informed decisions.

Objective

To redesign the web application with an intuitive interface, efficient data collection forms, and powerful analytics capabilities, tailored to the unique needs of each user group.

Deliverables

• Usability Testing Report
• Simplified data collection forms
• Interactive analytics module with data visualizations
• Personalized user onboarding experience

Research Phase

Stakeholder Interviews:

Conducted interviews with Portfolio Managers, Sub-Segment Heads, and Business Analysts to understand their goals, challenges, and workflows.

Key Insight: Stakeholders needed tailored visualizations and smoother navigation for entering and analyzing data.

Usability Testing of Version 1:

Identified pain points such as poor navigation, overwhelming data input forms, and lack of visual feedback.

Surveys:

• Collected quantitative data to prioritize features.
• Survey Form shared with total 152 users at Siemens
• 34 total responses
• 9 interviews conducted

Usability Testing Report

Usability Issues:

• Difficulty for some users, especially first-time users.
• Issues with viewing historic data and understanding help tips.
• Concerns about data continuity and flexibility.

Feature Requests:

• Delegation and additional forms creation.
• Auto-population of fields from other tools.
• Integration with IPMS/Salesforce and enhanced reporting features.

Performance Problems:

No significant performance issues reported.

Data Visualization:

Limited insights and confusion due to mixed internal/external data.

Data Input:

Primary need for data entry with challenges in flexibility and ease.

User Persona

User Journey Map

UX Design

Outcome & Impact

Efficiency:

Reduced data entry time by 70-90% through pre-filled fields and logical grouping. (Internally Tested)

Actionable Insights:

Delivered tailored dashboards with charts for quick decision-making.

Adoption:

Increased tool adoption across user groups due to improved usability and targeted features.

Key Takeaways

Balancing Usability and Functionality:

Simplified workflows without compromising on data depth.

Iterative Design and Testing:

Validated every design decision with real users to ensure alignment with needs.

Scalability and Flexibility:

Designed the tool to adapt to future requirements, such as adding new user groups or KPIs.