Reach Users App - SaaS
An internal research platform reaching 83% faster recruitment, saving 7+ hours per study
Role
Partnered with Danilo Nobre, Product Designer, we both lead the UX/UI processes, research and project’s definition and final solutions.
Goal
Translating the current processes for internal research recruiting into an easy-to-use, optimised and scalable platform that saves time, effort and overall money.
June - August 2023
Timeline
Leading low-code development software platform, Rev >$500M
Company
UX Research Ops, in collaborating with Product and UXUI Design
Team
Figma, Miro, Atlassian, User Testing, Google Workspace, internal tools
Tools
Working in a product-driven company, a great deal of our work is to perform user research.
To meet the high demand for research participants, we ensure that our users are motivated through reward programs and that their privacy and preferences are respected.
We also have a system in place to avoid over-contacting the same individuals within a short period.
How the system works
1
Jane needs to perform a user testing session so she submits a request for research participants.
2
Pete, the UX Researcher, provides a list of users based on the internal databases and availabilities.
3
Jane invites the users and runs the activities with the participants.
4
Once the activities are finished, Jane updates the participation status of each user and informs Pete.
5
Pete will proceed to handle the final ceremonies regarding the participant’s experience and possible rewards.
Main issues found
1. We have several independent pools of participants, each belonging to their group and set of management rules.
This created a dispersed system and slowed down contact work as well as checking for activity status and rewards.
2. Almost anyone can request participants from our UXRs - and there’s great demand.
Not having a focused channel for these requests means they are coming from different sources (e-mail, slack, zoom meetings, etc), and managed individually, resulting in more time-consuming manual tasks.
3. The manual work process in place lacks the potential for long-term automation and optimisation of tasks.
By crafting a unified experience for both requesters and providers (UXRs), we simplify the solution and enable future metrics analysis.
4. Each research request process takes more than a day’s work worth of time, making it too time consuming
By optimising tasks from both sides, we allow a easier and quicker turnaround of requests and overall work done.
The MVP solution
A SaaS where both requesters and researchers can do their main tasks in the same place.
For requesters, to ask for new participants; checking the users’ statuses of participation and last activities. For researchers, managing participants lists, rewards states and privacy settings.
Due to the within the platform, we focused on creating a clear and intuitive structure through careful information architecture and progressive disclosure.
By strategically revealing content in stages, we aimed to guide users step-by-step through their tasks, ensuring they could easily find what they needed without feeling overwhelmed by data.
Expanded header (top filters shown)
Collapsed header (top filters hidden)
Complex filtering and searching mechanisms made easier through progressive discloser
Different types of filters are placed in different areas:
→ Top area of the table – contains the most frequently used filters.
→ Table header – includes sorting and filtering controls for more specific filters.
→ Advanced filters panel – hidden by default and displayed when the “Advanced filters” button is clicked.
Time and effort required to complete a request for participants, before and after the redesign.
Before
After