Vendor Offboarding Dashboard

Venminder

My Role:
  • Primary Designer
  • Research
  • Wireframes
  • High Fidelity Design
  • Prototyping
  • User Testing
Tools:
  • Balsamiq
  • Visual Studio
  • Zoom
Team:
  • Designer
  • Product Manager
  • 3 Back-end Devs
  • 1 Front end Dev
  • 1 QA person

Challenge:

Managing the offboarding progress of vendors, within the Venminder app, while keeping them separate from active and onboarding counterparts was a time-consuming and difficult endeavor.
Establishing an efficient mechanism for tracking offboarding vendors is crucial for seamlessly continuing the assessment and oversight process during a potentially prolonged transition, influenced by contractual terms, physical asset retrieval, and digital data management.

Solution:

Created a Vendor Offboarding dashboard visible to ALL client users.

Additional permission based abilities:

  • Start the vendor offboarding process.
  • Automate task using Advanced Workflows.
  • Assign / reassign, edit, work on task.
  • Approve or deny task.
  • Cancel offboarding of vendor.
  • Approve or deny the completed offboarding vendor request.

Process Summary:

  • Discovery
    • Discuss vision and direction with product manager
    • Stakeholder interviews
    • Identify personas
    • Evaluation of existing product and processes
    • Gather and review feedback from customers
    • Story mapping
  • Ideation
    • Sketch ideas on paper
    • Low fidelity wireframes in Balsamiq
    • Internal Reviews, design iterations
    • High fidelity mockups using HTML prototype
    • External reviews with select CAB (client advisory board) members
    • Internal user stories, Size project
  • Validation
    • User testing with internal teams
    • Pilot testing with select CAB members
    • Post launch interviews with CAB members

Discovery:

Stakeholder interviews

Screenshot

Ideation:

Prototype: HTML / Javascript

Below: As part of Vendor Lifecycle Management, the Offboarding Dashboard provides a easy way for a user to track the progress of each vendor during the offboarding process.

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Below: The Quick View Panel gives the users a little more insight into the offboarding progress, without going to the "Work Page," and provides short cuts to various offboarding task.

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Below: The Vendor Offboarding work page, where the work is done, in this example workflows is NOT active.

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