Pure Connect
Tablet-optimized, pipeline inspection application for tool configuration, field operation tracking, and automatic data analysis.
Early UI flow for Done app.
Enterprise Research
Conducting comprehensive research on customer insights, value propositions, and target markets to enhance preventative maintenance solutions and services.

The Challenge

The current state of the preventative maintenance service and rental fleet market lacks clarity. There is ambiguity surrounding the day-to-day processes and pain points experienced by customers in relation to a potential digital offering.

Getting Started and Sourcing Interview Candidates

Key stakeholders from diverse business units and departments receive a concise questionnaire to gauge their familiarity with existing maintenance offerings and their access to customers, facilitating the compilation of potential research interview candidates. During a UX research kickoff, stakeholders' questionnaire responses are shared, emphasizing the importance of early engagement with potential research candidates. A high-level overview of the forthcoming research process is presented to the team to foster collaboration and establish timeline expectations.
Screen shot of shared UX research questionnaire doc.

Contextual Inquiry Doc and Customer Interviews

To prepare for research interviews, a contextual inquiry document is crafted, encompassing:

Objectives: Understanding the maintenance and repair processes of pump fleets by field technicians and dispatchers, pinpointing opportunities for digital solutions to mitigate challenges.

Interview Criteria: Targeting 12-18 initial interviews, comprising 7-10 Field Technicians, 3-5 Dispatchers, and 2-3 Ops Managers, distributed across different regions.

Interview Questions: Tailored to glean insights such as consultation practices regarding pump problems or repairs, both pre-job site and on-site.

Research interviews commence as customers become available. Stakeholders are invited as observers and notetakers to foster collaboration, witness customer feedback firsthand, and gain insights into conducting research interviews.

List of initial research interview participants according to role and region.

Debrief and Discovery Notes

Immediately after each research interview, a debrief session convenes with UX team members and attending stakeholders. Discovery notes are compiled and translated into actionable feedback, facilitated through Miro collaboration.
Discovery notes in Miro.

Affintiy Mapping

After the customer interview debriefs, notes are organized based on recurring themes and categories into an affinity map, utilizing Miro for visualization. Customer notes are color-coded to facilitate the identification of potential trends specific to different regions.
Affinty map in Miro.

Synthesis and Insight Report

After crafting the affinity map, the notes are condensed into a readily shareable report. This report comprises concise insight summaries, interview statistics, and detailed compilations of recurring trends and common customer experiences and feedback. Key stakeholders are encouraged to engage in a UX research retrospective, where the team presents a summary of discovered learnings, trends, and insights. These insights serve as a guide to refine scope and chart the course for a future proof of concept.
Screen shot from Insight Report.
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Insights

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