Fannie Mae | Planview E1
Planview Enterprise One is a program and portfolio management tool introduced by EPMO (Enterprise Program Management Office) in October of 2018 to replace a tool called EPPM. This tool was chosen because it is considered and industry leader based on a review by Gartner, which is the world's leading research and advisory company.
My team and I were tasked with identifying pain points and goals of stakeholders and users and then providing recommendations that would improve the overall usability and adoption of the tool.
Deliverables:
UI/UX Update
Standards for report naming conventions
Guidelines for report hover test descriptions
The Challenge
The EPMO team replaced a legacy tool with Planview E1 as a way to streamline program and portfolio management. There was only one problem: the stakeholders identified that the tool was not being adopted by its users due to issues relating to usability.
Reports created in E1 that were shared with us when we first started discovery:
“…you have to go to a couple of layers deep in order to get to where you want to go…”
— E1 User
The Goals
My team and I conducted extensive customer research to learn about stakeholders pain points when it came to using E1.
We learned that our stakeholders wanted:
User Interviews
My team and I then conducted user interviews to learn about their pain points.
We learned that the users of E1 had the following painpoints:
“…they (E1) went down the rabbit hole and included every single functionality…”
— E1 User
BUT, WAIT.
BUT, WAIT.
My team and I had to pivot from our efforts in this design process after the EPMO team reprioritized and adjusted their goals for this project.
The New Goal
Improve the visual design of reports in E1.
We strategized for our new goal with the following four steps:
“Accessibility is not a requirement. If you don’t give us the colors we want, we will just pick some ourselves.”
— E1 Stakeholder
The Deliverables
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1. General Standards for visual design.
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2. Standards for report naming conventions
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3. Guidelines for report hover text descriptions
The Outcome
My team and I took our stakeholders’ new goals into account and applied our guidelines and recommendations to their selected reports. We will continue to engage with them to measure adoption of the tool and to see if our recommendations helped in improving the experience of the users.
