HR SAAS - Notifications, Analytics Plan and social clubs

This client provides IT support services in 34+ countries with 1400+ employees to companies such as Google. Employee retention is critical to their business model, and therefore employees having a sense of community, growth, and satisfaction are at the core of this product.

You can also read a full case study of a brand new feature I designed for this HR SaaS tool. This portfolio piece will highlight all of the details of my involvement, process and outcome in this project.

I led all Product Design and UX and acted as the bridge between design and development. My role went from auditing and redesigning existing designs, doing User Discovery Interviews with stakeholders to identify problems that need to be solved, designing new features from scratch, guiding the Product Manager on Private Beta best practices, and leading the user analytics tracking plan.

The project had a wide variety of features, allowing employees to explore their careers, receive training, and move up to better roles within the company at their own pace. Other features included a portal and professional feed that would provide employees relevant information based on their location and team and a professional social network allowing managers to publicly thank employees and the ability for colleagues to connect based on hobbies.

I led the product design from ideation to private beta launch in various countries within various teams.

The home page of the portal involved a professional feed with a timecard. The tricky part was to solve the chicken and egg problem of the feed, especially for the private beta pilot launch. As a result, I designed many elements to be automated posts, such as 'new hires' and 'promotions,' as well as news pieces pertaining to the company that the HR staff was already posted elsewhere. As such, a user would never come to an empty feed.

Due to the varying features within the portal, I had to solve how to integrate the features. In this example, the Career Growth feature, which was for a user to determine how to self-study to move up in their career, integrates with the social feed by allowing them to announce that they are committing to a timeline, which in turn, increases awareness of the Career Growth feature as well as social support.

This feature allowed colleagues to connect based on hobbies and locations. For the MVP, we decided to utilize what already had a high engagement, Slack. As such, users could filter various combinations of locations and hobbies and unite with each other in a Slack channel.

Engagement Notifications for SaaS

Reengagement of users was key for this product, especially throughout the private beta pilot launch. I created the strategy around this and prioritized various notification mediums, such as notifications within the desktop web app and email and iOS and Android native push notifications.

Users have different types of posting privileges based on if they are a manager and which teams they belong to.

Everything was designed mobile-first. Once the native mobile application designs for a specific feature would reach a steady iteration, I would then, in parallel, design the desktop web application designs.

Mixpanel Event Tracking for SaaS

I created the MixPanel event tracking plan to specify exactly which parameters we needed to capture to make data-driven product design decisions moving forward. The developers implemented the tracking plan, and therefore we were able to answer questions such as “Which type of post gets the most amount of engagement?”

My direct contact for the contract, the lead Product Manager, and her thoughts on my involvement.