Main goals of the tool

Speed up the process of producing the PTP reports.
Consistency along the process of assessing the PTP partners.

In the future it should work as an end-to-end workflow process (guidance) tool.

The process

The first step was to identify the main phases or modules of the assessing process, their individual requirements and steps and final requirements or deliveries.

Once I got to fully understand the Consultancy process, I figured that there were four main steps:

• Readiness evaluation, to understand how prepared was the company to start the consultancy process
• Assessment: to identify all the gaps and weaknesses of the partners
• Recommendation reports, as the solution delivery from the consultancy team.
• Tracking the evolution and progress after the assessment and recommendations delivery.

User Journey

Getting to know the final user
The final users were the consultants, who I was very lucky to have around. This gave me the right perspective and insight to understand all their needs and requirements and translate them into different steps and actions along the journey

The journey
The journey had to be consistent along the different steps. Because of this it was important to identify common needs and elements among the different modules.

I created a first diagram to understand the progress along the journey. As it was a one direction journey (the first steps unlocked the upcoming ones and so on), it had to be as well clear for the user not only the starting point but also the final goal, what they should achieve (Recommendations and 100 day plan module) and the steps needed to get there (Readiness and Assessment module).

A perfect user journey

Once the minimum basic elements required to progress along the journey were identified, it was to time to spot the «nice to have» to enhance and fully optimise the user experience.

The look and feel

Keeping in mind that the main goal was to speed up and simplify a very complex process I decided to opt for the classic «less is more»:

• I avoided introducing new elements unknown for an inexperience user. Buttons, icons and tables were clearly recognisable for any type of user.
• Screen structured most of the times as a full view and non scrollable, to avoid missing information.
•  Quick access to a full view of the process and its progression at all times.
• Quick tooltips and hints focused on advising about the process and not about the tool itself.