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Fortune 500 Oil & Gas Company
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Eyes in the Field

Workshop Facilitator & UX Design Lead

Custom Mobile/Web App

Oil & Gas

3 Years

Project Goal

Create a custom-built application to standardize workflows in the field across multiple worldwide asset locations. We used analytics to drive event notifications to both field and in-office staff allowing users to manage priority events through visually integrated reports and dashboards. The event data being populated needed to be accurate, relevant, and accessible on both desktop and tablet devices. ​

 

Technology & Skills

Design Thinking Workshops, Wireframing & Rapid Prototyping in Sketch & InVision, User Interviews, Personas, User Journeys, and Visual Design

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Project Requirements

Create a custom-built application to standardize workflows in the field across multiple worldwide asset locations. We used analytics to drive event notifications to both field and in-office staff allowing users to manage priority events through visually integrated reports and dashboards. The event data being populated needed to be accurate, relevant, and accessible on both desktop and tablet devices. ​

Design Thinking Workshops

In-Person

3-Full-Day Workshops 
20 Participants

and 1 Co-Facilitator

Defined

4 Personas

& Current State Journeys

Generated

Paper Prototypes

for initial concept of application

Design & Deliverables Process

  • Detailed 4 persona profiles during the design thinking workshop, defining user journeys for each individual role on whiteboards in small groups.

  • Each participant in the workshop was given blank screens to create a visual representation of what they thought the application should incorporate. Paper prototypes were tested with potential users during the workshop sessions. 

  • Wireframe designs were created rapidly, often driven by collaborative whiteboarding sessions.

  • Low-fidelity wireframes in Sketch were vetted with stakeholders in weekly user testing sessions as a click-through prototype in InVision conducted on-site in the field.

  • The project POC started as a solution for one field asset location. After successful implementation, it was scaled to handle an additional 3 asset locations globally. 

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The Outcome

The application was created as a way for company employees to have knowledge and access to accurate data about the well sites in the field. It was ultimately deployed to four different assets across both the United States and Canada with the intention of increasing safety and decreasing the number of field operators driving routes unnecessarily. With accurate data and analytic-driven events about each well site, the stakeholders were better able to analyze where they were needed in the field and the locations that required their attention.

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Learnings & Challenges

  1. I was challenged during early design reviews to educate the client about the use of placeholder content including text and images. This was essential to set the stage that this was not the final product and avoid the unnecessary derailing conversations about 'lorem ipsum'. 

  2. Creating high-fidelity clickable prototypes in InVision, allowed the product owners, stakeholders, and user groups as well as the technical design team and development team to fully understand and critique all functionality in the application.

  3. ​The detail is in the design which often requires annotations for development. It was important to maintain accurate documentation to take any guesswork out for developers. ​

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Testimonials

Erin is a great team leader who is eager to jump in and help.  She worked with the team daily, organized work, and helped build out a new client solution that successfully went live. I would gladly have Erin work on any of my projects again.  She is an extremely valuable team member.

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Z.A, Project Manager

 As the UI/UX Design Lead, her skills, attention to detail, and ability to consider the client acceptance and end users in her designs have all been stellar.

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I.C, Business Analyst

Erin produce high fidelity wire frames faster than I have ever seen. She used visuals to guide discussions in presentations allowing us to see the possibilities in our solution. She was a pleasure to work with and I would be happy to have her on future projects with us. 

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M.P, Client Executive

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