MANTO GROUP OVERVIEW
The Challenge
Manto was an AI system in the field of people analytics. With Manto, managers and HR professionals can better understand employees engagement level and attrition risk. It offers reasoning and tips toward resignation prevention and help managing the employees' retention process. Being able to analysis and predict sectorial employees' groups as well as manage individual employees’ retention gives a huge value to an organization.
Objectives
1 | Bottom to top approach - increasing system’s scope of capabilities and insights
2 | Continuity - Adding features to an existing flow
2 | Holistic approach - To develop a design based on existing patterns, later to become a design system
3 | Tight schedule
Timeline
1.5 month
Team
Product Manager
Marketing Manager
Full stack Developer
Product Designer - myself
My role
Research analysis
Concept - UX & UI
UI design
Behavior Definition
Design System
The Process
STEP 1 | RESEARCH
We presented the clients with the group-based insights (sheets of raw data). It made a lot of sense to them and clarified the value they can get from group-based tool:
A group level analysis enables inclusive solutions for many employees at a time
No need for extra technologies and processes that focused on the employee level
STEP 2 | PERSONAS
We conducted a half-day sprint workshop to set up Personas and user journeys and tune in to a design concept:
Here is a further look at the two main personas:
Liz | R&D Group Manager
In charge of the employees professional level and their personal progress
Doesn’t have time to investigate issues herself; relays on the Human Resource Business Partner (HRPB) for help
Want to be notified of key employees in high attrition risk, so can focus retention efforts on them
Tech Level: Medium to high
Karen | Head of People Analytics
Leading the company’s talent management strategies for the medium and long term
Strives to ensure that the company is equipped with the right personnel to fulfill present and future business goals.
Identifying trends and ensuring the retention key groups of employees within the company
Tech Level: High
Both Personas:
To get a better control of the company’s retention issue
To develop the most suitable and effective retention method
STEP 3 | USERS’ JOURNEYS
We clustered the different user journeys and created a main flow:
STEP 4 | USERS’ FLOWS
The diagram above can be summarized to three questions and their:
1 | Is there a problem in the group?
High level perspective, an overview
2 | Where is the problem?
Demographics, Characteristics
A specific employee
3 | Why there is a problem?
Insights and explainability
Nice to have - How can we retain the group’s members?
Actions - retention management
The key to the concept was the understanding that the organization as a whole is a group too.
So, the operation of the system should be dynamic and adaptive.
It should adapt to various groups’ sizes and should work well in both top level and zoom-in/out modes.
STEP 4 | UX CONCEPT
I searched for a structures that includes a filter and a dynamic visual data area, that can be isolated and enlarged.
Those concept were tested with real data:
1 | Dashboard with dynamic cards display
2 | Horizontal master/detail grid
3 | Gallery display & enlargement state
Concepts: 1 - Dashboard with dynamic cards display 2 - Horizontal master/detail 3 - Gallery display & enlargement
The Dashboard Layout (concept 1) was the best fit for us: intuitive, flexible and allows for future content matching.
The detailed design included:
Filtering tool
Group profile - Concise data with links for further investigation
Data visualization - Comparisons to benchmarks and configuration capabilities
Group’s members’ list - this is actually the attrition risk table we designed in earlier stages of the system
Specific employee zoom-in screen - Data and actions
Export/Download features
The Outcome
Manto is a complex system, based on AI and machine learning technologies.
Yet, the users are not always tech-savvy.
To solve this conflict, I used those principles in the UI design:
The design should be solid and functional with emphasize on usability impact
The design should be empathetic and delightful, to match its human subjec
Aligned the product design with the Brand’s minimal aesthetic and the subtle use of color
Strong focus on information (typeface and charts)
Choice of light UI to reduce the overwhelming affect the huge amount of data might have
Colors, fonts and visualizations that appear best both on online and off-line platforms
Overview Tab
Overview Tab | Enlarged Card - Overlap layer over the dashboard
Members Tab | List of the employees in the group. Enables filtering by various parameters. Clicking on a row expand it for a more detailed view of the particular employee
Employee zoom-in section | Drill down analysis and management of the employee retention
DETAILS | THE FILTER
We dedicated another sprint meeting for finding the right filter tool.
We chose the Filter Tree option because:
Both parameters and values are presented and the user can figure out their context
One-step selection
Auto-complete is presenting the selection route, so the orientation is intuitive
Chips Easy editing options
Easy saving options through “Saved Groups” tab that also enable marking of favorites
Filter Tree | New Group - Revealing parameters & values, making a choice shows route, adds chip to top area
Auto-Complete | Sectioned by parameters
DETAILS | ICONS SYSTEM
I created an icon system that differentiate the system and contributes to its uniqueness. The icons are simple and generic in context yet styled to match a consistent order.
The icon system is managed with Invision DSM.
TAKE OUTS
Finding the right concept was a challenge, with many sketching and scribbling. Each team member brought his/hers knowledge, experience & methodologies to the table, and the chosen concept was a combination of all.
Looking back, I appreciate even more the importance of empathy in a team.
Unfortunately, Manto did not survive the Covid-19 era, and by the end of 2020 we parted ways.
When Covid-19 struck, and the swinging employment market, the timing was problematic for Manto. Yet, I consider this as a personal success - I was the leading designer of a complex digital product and defined an end-to-end solution.