Varian: Salesforce Field Service Lightning.
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Deliverables
Field Service Application
Dispatch Console
Timing
8 Weeks
My Role
Due to the small team, I had a hand in most activities during this project. My main task was creating any visual components for workshops, helping with stakeholder and , performing interviews, and creating Field Service Lightning screens.
Team
• Cheryn Flanagan, Project Lead
• Pearl Koppenhaver. User Researcher
• Erin Gillespie, UI/UX Design
Situation
Varian was making a significant shift in the work tools used by their Field Service workforce as they moved from Service Max software to Salesforce.
Through this 8 week project, Varian sought to better understand:
the experience Dispatchers and Field Service Engineers would have with Salesforce Dispatch Console and Field Service Lightning Mobile
how today’s pain points could be improved
how to address global field service operations that have different needs, requirements, and processes.
How might we..
develop a Work Order process for Dispatchers and Field Service Engineers that is fast, streamlined, and performed consistently across global geos?
Process
User interviews and co-creation workshops help us connect the dots between user roles, their dependencies on each other, and work tools that link everything together.
User interviews and co-creation workshops help us connect the dots between user roles, their dependencies on each other, and work tools that link everything together.
Process
Leveraging our character brand assets and creating illustration silhouettes to showcase each character being on the journey and will be with you at any point.
Visual Concept 2
