Starting early 2022, I worked with a PM, Customer Success, and an engineering team to redesign Movista's project scheduling solution. This project was part of comprehensive update of Movista's platforms.
The design phase of the project is complete, with an early alpha release coming to select clients early next year.
Client's had been using the previous scheduling solution for 7 years. During that time, our team had collected and learned a lot about the current solution from client interactions (interviews, meetings, field visits, etc.). Our Client Success teams and Sales teams had many insights regarding the strengths and weaknesses of the current solution.
From our interviews and experience we derived a number of ways that the scheduling portal needed to improve in order to have better product-market fit. I'll discuss two here.
We learned a lot as we designed our new scheduling UI and continued to learn and tweak the design as engineering worked on it. During this period, we did a lot of learning by testing screens with clients and our Client Success team.
This feature is still being developed, but early results are being met with positive feedback. It's much more intuitive and users love the ability to drag and drop projects onto employee's schedules. The search and filtering help the Scheduler find the most qualified and available employees to fulfill project requirements.