Project Context
US Renal Care is the largest kidney care provider in the US, with more than 2000 branches and dialysis centers throughout America and, more than 15,000 workers. Being so sizable and experiencing constant growth, the company naturally needed to extensively revise its personnel management system.
Salesforce was chosen from several CRM platforms used by the company to replace “good old” paperwork and Excel. Gantt became the company’s main tool in personnel management and, had to be customized to the needs and requirements of the client, practically from scratch.
ROLE
Product Designer
METHODS
Research, Competitive Analysis, Usability Studies
TOOLS
Figma, Illustrator, Miro
PRACTICES
UX, UI, Prototyping, User Testing, QA
Pain Points and Solutions
Special Accessibility
Based on our user research, the rate of male dispatchers in Renal Care is over 65%. Since color blindness is much more common in men than in women, one of the key tasks was to take into account the needs of people with color blindness. Also, when developing the design, I paid special attention to the contrast between elements, as well as the sizes and styles of fonts according to WCAG 2.1.
Calendar Navigation
In the established system of clinic dispatchers, the shift schedule is planned 35 days (5 weeks) in advance. Displaying Roster Gantt as a standard monthly calendar did not solve this problem. Considering this, our team decided to develop a 5-week grid display, while the reference to months was conditional and only played the role of second-degree informativeness. The date picker also works in display state for 5 weeks.
Shift Coding
Each clinic had its own shift coding, which made the personnel management system less flexible. The staff or freelancer moving from one clinic to another often had to re-learn the shift coding, wasting valuable time and causing much confusion. After the user research, the team and I developed a unified coding of shifts, containing 8 basic colors and 10 types of letter codes.
Print Matters!
An important part of the day-to-day work and communication between the dispatcher and the staff is the opportunity to get a Roster Gantt in printed form. In order to do so, we had to create the guidelines for the print mode in a way that would fit on one A4 sheet, but at the same time would not lose the content and display all the important information.
Keep it Out of the Box!
The roster Gantt is built on the Salesforce platform, so it was important to maintain UI and UX consistency with LDS (Salesforce Design System). This functionality in Salesforce is called Out of the Box. To significantly reduce the volume of work of the DEV and Product departments as well as lower costs on the part of the client, I worked laboriously to unify UI and UX components and flows in keeping with this standard.
Application Map
The Gantt main screen
Custom Calendar Navigation and the Date Picker
Vibrant and accessible shift color system
Printout page
Auto Assign TM’s flow using Out Of The Box functionality
icons
Because the entire technical part of the project is built on the architecture of the Salesforce system, I took the design components and tokens from the LDS (Salesforce design system).
Despite the versatility of LDS, the project implementation required drawing additional icons that would meet the needs of the client and at the same time look coherent with the rest of the design elements.
