Resource Tracking Software

Resource Tracking Software

Resource Tracking Software

Client

Management Controls

work impact

Custom workflow for an overlooked user persona

Client

Management Controls

work impact

Custom workflow for an overlooked user persona

Client

Management Controls

work impact

Custom workflow for an overlooked user persona

Mission: Streamline the 'Timekeeper's' workflow through a fast-paced legacy redesign and help them help 300 oil and gas sites worldwide save over $50 billion annually in contractor spending.

Mission: Streamline the 'Timekeeper's' workflow through a fast-paced legacy redesign and help them help 300 oil and gas sites worldwide save over $50 billion annually in contractor spending.

Mission: Streamline the 'Timekeeper's' workflow through a fast-paced legacy redesign and help them help 300 oil and gas sites worldwide save over $50 billion annually in contractor spending.

LABOR, EQUIPMENT, AND MATERIALS TRACKING MANAGEMENT SOFTWARE

Timekeepers review and process the work of 5MM+ contractors at 300+ oil and gas sites for companies like Shell and BP using the MyTrack platform globally. (This included the US, Canada, and the Mid-East.) The platform processes $60B+ in contractor spending a year and saves $6B+ for their customers annually.

The mytrack platform helps over 300 oil and gas sites worldwide save over $50 billion anually in contractor spending - roughly 15% of their past spending.

Disciplines applied:
Project Lead | UX Design | UI Design | UX Writing

My Core contributions:

  • UX writing: Many of our category labels were confusing and sounded like they could mean the same thing. So, I simplified them - helping people complete their tasks faster and more confidently.

  • Information Architecture: I took a step back and created a better IA source of truth - user flows - for each persona so that designers and developers could better understand task flows.

  • User Research via Cross-functional Collaboration: There's always a way to research, even in a fast-paced agency environment. I networked throughout the organization and found a Product Owner who served for 20 years as a timekeeper and tested our solutions on her. Testing a design solution on one target user is infinitely better than none.

  • Human-centered design: The Timekeeper's dashboard was initially a duplicate of another persona workspace, but after further discovery, I led the push to develop a custom solution. For example, we built awareness around designing for preferred screen size per persona dashboard.

The Dashboard - our result:

Our effort was to understand and uncover what data overviews are relevant for a timekeeper and create visualizations so they don’t have to parse through a Coordinator’s data to find what they need.

Timekeeper task quick looks:

Sub-contractor usage

In order for vendors can get paid in full and on time, Timekeepers need to add sub-contractor usage on a daily basis for processing - for labor, equipment, materials, rental equipment.

Export a sub-contractor usage to processing

Deleting a sub-contractor usage report

Override request management:

Most project initiatives require additional resources than the original scope. A timekeeper needs to be able to request overrides, or additional hours / equipment to be able to provide payment without a hitch.

Single equipment override request

Multiple equipment override requests

Add, View, or Edit an ACitivity override request (Drawers)
Varied field permissions and actions specific to task flows

View allowable charges and communicate seamlessly with MyTrack coordinators via logged comments per charge reqeuest

Rate Review settings:

Timekeepers need to be able to set their alert notifications based on evolving task urgencies.

Rate Review settings:

Statement: During initial onboarding and as rates change for the agreement, timekeepers needs to work with others in her organization to review and approve the rates being loaded into Track before they are committed to the contract.

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