Improving Apploi's Application Stage Manager
Responsive Website | B2B SaaS
Overview
Apploi is a high-volume recruitment platform helping healthcare organizations make their application to hire workflow be more efficient. The Application Stage Manager is a one stop shop for setting the stages the applicants go through in the hiring pipeline and setting workflows to automate tedious, but crucial tasks throughout the process. Phase 1 of this feature is in production with an Alpha group that isn't using it and generally feeling a negative sentiment towards the experience.
A considerable constraint was the Product team's emphasis on ensuring the solution requires minimal backend development effort. The project resulted in a solution that will enable Managers to customize their team's workflow and enable Recruiters to move applicants through the "Application" to "Hire" pipeline efficiently.
My Responsibilities
Lead product design direction from end to end
Lead & conduct user research
Design UX/UI updates
Build Figma prototype for research
Methods & Tools
Competitive analysis
Moderated user testing using Figma prototype & Zoom
Unmoderated user testing using Usertesting.com
User test results synthesis using Notion
Understanding the Problem
Initial Discovery
I did some initial discovery by gathering relevant customer feedback from the Customer Success team, aligning on vision with internal stakeholders, and doing light competitive research on other ATS platforms with a similar feature.
Who is this feature for?
One of Apploi's core personas is Management Mandy, who's typically a Recruitment Supervisor or HR Manager that oversees admin and sometimes fulfills recruiting responsibilities. Mandy owns the hiring strategy and establishes workflows for her team to follow from application to hire.
Usability Testing on the Alpha Version (In Production)
I conducted remote usability testing using Zoom and a Figma prototype on the Alpha version of the feature with 4 Apploi users who haven't never used it before, which uncovered some of the main issues users were having with the feature in production.
What is the Problem?
Management Mandy needs to easily adjust her team’s pipeline and build automated tasks so that she and her team can get applicants through the application to hire pipeline more quickly.
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How might we make Mandy’s team’s workflow digital?
How might we reduce the current version’s cognitive load?
How might we help Mandy automate the most tedious tasks for her team?
Designing the Solution
Mapping the Most Common Use Cases
Since building a workflow was the most unsuccessful task, we also synthesized what the most common use cases were for automated actions on the platform.
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Send a follow up message after leaving a voicemail
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Send an interview reminder
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Automatically archive an applicant when they’re not qualified
Redesigning the User's Experience
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Improved small but crucial user interactions like editing/saving a stage and editing/saving a status
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Redesigned the workflow builder by making it a modal experience featuring pre-set workflow templates that help reduce the cognitive load for the user​
Validation & Understanding Next Steps
I tested the new experience with 2 Apploi users and 2 non-Apploi users from Usertesting.com to validate the new experience and understand next steps.
User testing results synthesis on Notion
Key Insights
Next Steps
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Continue iterating on this feature using insights from the last round of user testing
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Test the next iteration with non-Apploi users to gather baseline usability insights