Manage:Compliance Dashboard solution validation

What's this issue all about? (Background and context)

Based off our initial research and interviews with clients and stakeholders, we would like to validate the dashboard solution we have created.

What are the overarching goals for the research?

What hypotheses and/or assumptions do you have?

We believe that this prototype meets the basic needs of users which are working in compliance environments.

What research questions are you trying to answer?

  • Is this solution helpful to get answers to questions around auditing/compliance easily.
  • Does this dashboard reduce pain points in your workflow.
  • What is missing or could be improved.

What persona, persona segment, or customer type experiences the problem most acutely?

Defining the persona(s) for Compliance

What business decisions will be made based on this information?

What, if any, relevant prior research already exists?

@mattgonzales and @dmoraBerlin have already conducted stakeholder interviews and requirements gathering with clients.

Who will be leading the research?

What timescales do you have in mind for the research?

Relevant links (script, prototype, notes, etc.)

Prototype: https://daniel260625.invisionapp.com/overview/Compliance-Dashboard-Prototype-v10-ck7dldkmu0kwi016v5h8zs1x8/screens?v=Ffi72YhgecS%2FsFOW%2FpPD7Q%3D%3D&linkshare=urlcopied

  • Product Designer: Create a prototype.
  • Product Designer: Create the screening survey in Qualtrics.
  • Product Designer: Open a Recruiting request issue. Assign it to the relevant Research Coordinator.
  • Product Designer: Draft the usability testing script.
  • Product Design Manager: Review the usability testing script and provide feedback.
  • Product Designer: Invite the UX Research calendar and any other interested parties to the usability testing sessions.
  • Product Designer: Conduct one usability testing session. Amend script if necessary.
  • Product Designer: Conduct remaining usability testing sessions.
  • Product Designer: Open an Incentives request. Assign it to the relevant Research Coordinator.
  • Research Coordinator: Pay users.
  • Product Manager and Product Designer: Synthesize the data and identify trends, resulting in findings.
  • Product Design Manager: Review findings and provide feedback, if needed.
  • Product Designer: Create issues in the UXR_Insights project documenting the findings.
  • Product Design Manager: Sense check the documented findings.
  • Product Design Manager: Update the Solution validation research issue. Link to findings in the UXR_Insights project. Unmark as confidential if applicable. Close issue.
Edited by Katherine Okpara