Sterling is a leader in background screening and identity services worldwide. I helped their product teams design provide an entirely new experience for their primary platform.
ROLE
Lead Designer
TIMELINE
July–October 2018
TOOLS
Sketch, Omnigraffle, Invision, UserTesting
PROBLEM STATEMENT
The candidate needs a simple and fast way to be screened for employment.
Understand
To initially understand the problem I performed a competitive analysis of our main competitors candidate experiences.
CHECKR
Mobile first Candidate experience.
Founded: 2014
Region: US, Canada
Mobile Traffic: 80%
STRENGTHS
- Easy to accomplish tasks.
- Data collection is simple and easy to use.
- Mobile first approach, only showing necessary information.
CHECKR
Mobile first Candidate experience.
Founded: 2014
Region: US, Canada
Mobile Traffic: 80%
STRENGTHS
Easy to accomplish tasks.
Data collection is simple and easy
to use.
Mobile first approach, only
showing necessary information.
FIRST ADVANTAGE
Founded: 2003
Region: US
Mobile Traffic: 43%
Mobile friendly candidate experience.
GOODHIRE
Founded: 2013
Region: US
Mobile Traffic: 61%
Mobile friendly candidate experience
SUCCESS CRITERIA
To reduce time to order screening services for users who manage screening of candidates for hire by 75%.
RESULTS
While many ideas were formulated during the exploration process, we saw clear patterns emerging among saving progress, mobile capability and template or preset optimization. Some ideas of note include SMS ordering and a wizard stepped approach.
IDEATION
After several rounds of fine tuning we arrived at a two step mobile approach for sending invites to candidates. Progressively, we found a way to combine both sending invites and manual orders in a single intuitive workflow. Through multiple iterations we arrived at a sketch we felt comfortable prototyping.
Some thoughts around account permissions, template functionality, and package configuration were cataloged during the process to be tested in future iterations.
PROTOTYPE
Within one day of aligning on a product solution, we were able to create a rapid interactive prototype in Axure to test our vision. With some additional feedback, we made some adjustments and signed off for the initial test of the prototype.
RESULTS
Can user easily complete a new order?
5/5 participants easily completed ordering checks for 2 candidates.
Can user efficiently add a preset to their new order?
Only 2/5 participants discovered and used the "Preset" option to efficiently complete the orders.
ROUND TWO RESULTS
With our mobile workflow proven we set out on a second test to validate our preset functionality.
RESULTS
Can user easily complete a new order?
6/6 participants easily completed orders.
Can the user easily complete a new order for multiple candidates?
6/6 participants were able to easily complete an order for multiple candidates.
What is the value of preset functionality?
6/6 participants described preset functionality to be very useful, though not all users opted to save a preset.
FINAL DESIGN
After several rounds of unmoderated testing, and a few rounds of moderated testing. We arrived at a validated design that our customers were happy with.
Adoption rates and session data:
- Active users on Client Hub: 2.3k
- This has risen 151.8% in the last 90 days
- Sessions over the last 90 days: 6.2k
- Average session duration is 7m 03s (includes dashboard)
