Ux Engineer

Derrick Rea

Case Study (Journey Mapping)

Journey Mapping

This mapping session was used to capture notes from a whiteboarding session with users to capture current state of task flows in a platform that will be migrated into a new solution

Lead on UI and UX
Tools: Figma, Miro

EMPATHIZE (Objective)

During the discovery phase I sat in a 2 day whiteboarding session with stakeholders to capture requirements and confirm current state work flows and task flows. This allows UX to begin to ask questions and understand the day to day life of the users and how they currently work .

Mapping session

The Problem

We are migrating to a new third party platform that offers several pre-fabricated task flows that may answer the needs or requirements we need to solve for. However, we cannot solve for that until we have a firm understanding of current state and current "pain points" that need to be taking into consideration

1st Observation
There is alot of overlap with current systems and considerable duplicative work
No "benchmark" on current state flow because there was no task flow.

2nd Observation
Roles and responsibilities have not been hashed out completly as well. This well be very important when we try to decide admin/permission rights. Who has the ability to enter/delete edit new and existing leads in the system.

DEFINE

After gathering information from research and sitting in the whiteboarding session, I will know go back and listen to the video and take more additional notes and capture in our map

This task flow will help me understand the current task flow and where the areas of opportunities are.

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