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Project Management with LinkedIn in PM

LinkedIn PM – project management native mobile app for iPad

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General Assembly UXDi course, Fall 2013 by Kara Bressie and Shivangi Jain Mehra

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Page 1: LinkedIn PM – project management native mobile app for iPad

Project Management with LinkedIn

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Page 2: LinkedIn PM – project management native mobile app for iPad

PRODUCT DESCRIPTIONinPM

PRODUCT DESCRIPTION

LinkedInPM is a

Project Management tool for

office professionals –project leads, team members,

clients and vendors, who need to

collaborate remotely and onlinewith teams on various projects.

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CHALLENGES

Our challenge was to create a light-weight native iPad application that will integrate with a web-based version, that will allow the users to collaborate on projects quickly and effectively.

Competing products include: •Asana•Basecamp•Do•MS Project•Chatter•Google docs•Yammer•Blimp... and others

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COMPETITOR ANALYSIS - SAMPLE

Where should I go? Where do I find the discussion about that particular task?

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...MET WITH SOLUTIONS

The LinkedInPM application will allow users to collaborate with a team to:

• initiate projects and add team members

• structure tasks clearly and enable managers to locate the right talent for each task

•allow project leads to toggle quickly between macro and micro views of each project using simple graphic visualization tools such as the progress “gauge page” and calendars

•address potential problems early on by a more involved approach

•manage task dependencies and highlight the most urgent tasks

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STRATEGY

LinkedInPM leverages the fact that a great majority of working professionals already have LinkedIn Profiles and aims to meet them where they already are, online, on social media sites.

LinkedIn can develop and deploy its project management tool via a mobile app for the iPad. With what is learned from users of the mobile app, LinkedIn PM can be improved and refined and eventually incorporated into the full website, increasing daily logins and overal page views in support of business goals.

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CORE SCREENS

HOME SCREEN DASHBOARD CALENDAR

TEAM SINGLE TASK ADD TEAM MEMBER

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v2.0 http://share.axure.com/Y1NU2P (Clickable: Built in Axure)v1.0 http://youtu.be/einY0HScQwo (Video walkthrough: Built in Keynote)

LOOK AT IT!

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PLANNING

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DESIGN RESEARCH

MethodWe spoke to 15 people, and conducted an online survey with 60 participants asking about how they manage their personal or professional projects and which, if any tools, they use. We also asked about their time spent on LinkedIn.

FindingsWe found 97% of the people we spoke with have a LinkedIn account, but few are daily users. Most people we talked to use it to stay connected, search for jobs, and recruit job candidates. Many people simply use free services to collaborate, or prefer to do it in person/phone/e-mail, as they find it simpler than signing up for a new profile and trying to learn new collaborative tools.

Opportunities IdentifiedProvide a simple collaboration tool available to all those with LinkedIn accounts – one with a low learning curve, building on existing profiles and networks, thus encouraging people to use LinkedIn more often, furthering the business goals.

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PERSONAS

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PERSONAS

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SCENARIO

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DESIGN ITERATION | DESIGN HYPOTHESIS

Method • We worked on various user flow iterations individually,

researched competitors, and brainstormed as a group.

Findings• There is a need for both macro and micro views of projects

within the same application.

• We identified elements in competing tools like Basecamp, Asana, Blimp etc., to figure what works and what doesn’t. In Blimp, we found a tool that was actually a pleasure to use for certain tasks. What if managing a project with a tablet app could actually be enjoyable?

Opportunities Identified• Simpler, more visual representations would be helpful in

adding value and delight to a mundane process.

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DESIGN ITERATION | RAPID PROTOTYPE

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DESIGN ITERATION | DIGITAL PROTOTYPE

Iterations and PrototypesWe began by building out wireframes in Axure and OmniGraffle. We tested user “micro-flows” to make quick and dirty decisions on UI elements, terminology and transitions. Before completing a single full prototype, we developed a habit of frequent “micro-testing” with anyone nearby, iterating on small nuggets of functionality, which made it

• easier to depart with novel ideas that didn’t actually work

• less likely that we would get hung up on details, losing sight of the big picture

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USER TESTING

First iteration

After assembling a flow of screens, but before our prototype

incorporated a full set of clickable, functional links, we took the

opportunity to let some people view our screens, think out loud,

and peck and swipe at the monitor with the end of a pencil as

though they were using our app on an iPad. This immediately

revealed some usability issues.

Findings• nomenclature (words, and what we think they mean and do)

• visual hierarchy, color and weight

• location and layout

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USER TESTING

Changes to be made in the next interation• Need to re-look at affordances of certain elements

• Visual cues to be adjusted/merged on selected pages to combine

buttons with the same function.

• Functionalities could be combined on dashboard for task details

and progress gauge.

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DESIGN SPECIFICATIONS

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USER ROLES – SITEMAP

Project Manager/adMin

initiates the project, adds team members,

assigns tasks,adds client,

manages strategy and supervises work progress

teaM MeMbers

work on the assigned task,update manager on progress

client

sees project progress and provides timely feedback

Admin, Team and Client

Admin, Team

Admin ONLY

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FLOW 1: LOG IN & ADD A NEW PROJECT

LOGIN SCREENUser name and password text fields drop down from behind “Sign In” only after tapping on the button.

ALL PROJECTS Swipe through existing projects in cover flow view or scroll through projects in the list at the bottom of the screen. Tap the ‘+’ button in the upper right corner to go to the project creation screen.

PROJECT CREATION PAGE FOR ADMIN

Enter and edit project name and description and add tasks for that project.

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CALENDAR (ALL)The current day is highlighted in blue. Information shown here can be filtered to show events for all team members or just the logged in user.

FILTERED CALENDAR (ME)Information shown here is for the logged in user only.

DAILY VIEW SCREENAfter tapping on a specific day on the calendar, this slide-in view shows all tasks for the logged in user for that selected day.

FLOW 2: VIEW CALENDAR & SINGLE TASK

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FLOW 3: ADD TEAM MEMBER

TEAM SCREEN - ADMINSwipe through all current project team members in cover flow view. The Admin/project creator has the ability to add new team members. To add a new team member, tap on the ‘+’ button in the upper right corner.

ADD A TEAM MEMBER:SEARCH FOR A PERSON

An overview of the Admin’s connections slides in from the right over the Team screen. Filter results by “in my connections,” “in my company” or “all of LinkedIn” and scroll through the results. To add a team member, click the ‘+’ next to their name, and that person’s profile animates in an arc as it is “deposited” into the Team tab in the top navigation bar. The team member will then be visible in the Team cover flow view.

ADD A TEAM MEMBER:SEARCH FOR A SKILL

Enter a specific skill in the text field and select the desired filter (e.g. “in my company”). Returned results show profiles, listing relevant skills for each person along with the number of endorsements for those skills in blue, pulled from their individual LinkedIn profiles. When entering a more general term such as “animation,” results will show various skills related to animation such as various animation software programs.

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inPM PROJECT DASHBOARD &

UNIVERSAL NAVIGATION

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3 4

5 678

1

234

5678

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Home button - Takes you to the project folder view page, where you can browse through projects by swiping in cover view or scrolling through the project list.

Tab bar at the top of the screen - The three main sections of the app are Dashboard (main project overview screen), Calendar, and Team.

Search text field - Search for projects, people, tasks and files across the entire app.

Communications nav buttons - Tap on Notifications, Chat or Mail to expand these views, which slide in from the right, in a preview mode. Tap on an individual mail message in preview mode to expand to full view across the screen, which slides in from the right.

Project title and description - The option to edit this information is only available to the admin or project manager.

Project team - Tap to expand and view all team members on that projects.

Task progress snapshot - Tap to expand and reveal an overview of individual tasks by title, an estimated progress pie chart, and team members assigned to that task. Within the snapshot accordian pane, tap on ‘view’ to see all details of the task in full screen mode.

Tasks for today - Shows task next due at the top of the hopper.

Relevant news - Tap to expand and reveal current articles that are relevant to the project.

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CALENDAR

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Calendar tab - Tapping here reveals the “zoomed out view” project calendar overview where all task timelines can be viewed.

Filter calendar view by “Me” or “All.”

Tap on a day to “zoom in” to a full detailed view of tasks for that day. This expanded view slides in from the right over the top of the calendar, and slides out when you swipe it back to the right.

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1

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FUTURE?

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GUEST SIGN-INS HELP A TEAM MEMBER FOR A TASK

Need help?

VERSION 2.1

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THANK YOU!

Kara BressieShivangi Jain Mehra

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