the challenge

How Might We Empower Admins for Effective Organizer Management?

How Might We Empower Admins for Effective Organizer Management?

Kawani encountered hurdles in meeting the distinct requirements of Admin users, particularly as they want to transition from using platforms like Calendly and Google Calendar.

This shift presented challenges in seamlessly coordinating volunteers and organizers, impeding the efficiency of the volunteer management process. Admins grapple with the complexity of managing organizer users within the Kawani app. Existing limitations hinder their ability to efficiently oversee organizers' activities, from inviting and suspending accounts to controlling event creation privileges. Addressing these challenges is pivotal to enhancing admin usability and optimizing organizer-centric volunteer management.

How might we equip admins with the necessary tools to seamlessly manage organizer users and streamline the volunteer management process within the Kawani app?

Insights into Admin Navigation and Feature Utilization

The research aimed to assess the app's usability from the perspective of Admin users, emphasizing key functionalities such as role selection, event management, dashboard exploration, settings, and user permissions.

Assumptions were made regarding user navigation and the potential value of summary charts for tracking event and organizer performance.

pain point 1
Lack of control and visibility over organizer users in the app

Admins lacked the necessary tools to manage organizer users effectively.

pain point 2
Calendar Synchronization

The absence of calendar synchronization posed a challenge.

the goal

Optimizing Admin Workflow for Organizer-Centric Volunteer Management

Optimizing Admin Workflow for Organizer-Centric Volunteer Management

This project sought to elevate the usability of the Kawani app for Admin users, with a focus on refining their workflow to enhance their overall experience in managing volunteers.

crafting user personas

Understanding the User Experience

Understanding the User Experience

Through meticulous user research, Maria's persona was developed to embody the needs and obstacles encountered by administrative users similar to her. Paired with her user journey map, these visual representations offer invaluable insights into Maria's interactions with the Kawani app, informing the design process to effectively address her needs and elevate her overall user experience.

This is Maria, she is the PTO President Volunteer Chair.

Maria seeks to streamline volunteer coordination efficiently. She desires intuitive tools but

Often finds complex interfaces challenging. Maria values clear navigation and straightforward processes.

Often finds complex interfaces challenging. Maria values clear navigation and straightforward processes.

Often finds complex interfaces challenging. Maria values clear navigation and straightforward processes.

user journey map
user journey map
starting the design process

paper Wireframes

paper Wireframes

In the initial stages of design, paper wireframes were utilized to conceptualize the admin user interface.

The primary objective was to seamlessly integrate it into the user flow, addressing pain points identified through user research. Emphasis was placed on enhancing the admin's user management capabilities and calendar synchronization with created events, resulting in iteratively refined wireframes for a cohesive and intuitive user experience.

paper wireframes

The need to add another user role on the onboarding to cater to admin user needs on the choose your role screen.

I like the settings where you show them a list of features. I would need to think of how I can group some features together for cohesiveness.

Though not a pain point, I did some research on how useful it would be to have reports/data for admin users on the home dashboard and want to incorporate it.

I like how you have an event summary on the top and possible action buttons below for easy access

I like the idea of presenting different interests on the onboarding process to get a feel of how the users are using the app

paper wireframes

The need to add another user role on the onboarding to cater to admin user needs on the choose your role screen.

I like the settings where you show them a list of features. I would need to think of how I can group some features together for cohesiveness.

Though not a pain point, I did some research on how useful it would be to have reports/data for admin users on the home dashboard and want to incorporate it.

I like how you have an event summary on the top and possible action buttons below for easy access

I like the idea of presenting different interests on the onboarding process to get a feel of how the users are using the app

Digital Wireframes

Digital Wireframes

Guiding Admins to Seamless Management

Guiding Admins to Seamless Management

The digital wireframes illustrate an intuitive onboarding journey for admins, facilitating essential setup tasks with clarity.

Admins first define their role—Admin, Organizer, or Volunteer—ensuring personalized access privileges. Subsequently, they establish a team name for streamlined data organization. Finally, admins securely add users through three pathways: shared link, contacts, or email, maintaining comprehensive control over team invitations.

Role selection

Users are guided to select their role—Admin, Organizer, or Volunteer—ensuring tailored access to relevant features and functionalities. This clear distinction optimizes user navigation, providing intuitive guidance for effective role fulfillment.

team name creation

The creation of a team name facilitates organized data management, enabling seamless grouping of team members. This design decision empowers admins with control over team composition, ensuring logical organization and efficient collaboration.

user addition options

To address security concerns, admins are offered three secure options for adding users: via a shared link, contacts, or email. Furthermore, admins retain control over team invitations, with three accessible options within the app. These design choices prioritize user security and accessibility, enhancing the overall user experience.

Efficient User Management

Efficient User Management

The subsequent screens showcase the robust user management capabilities tailored for admins. With intuitive interfaces, admins effortlessly oversee user roles, permissions, and access levels, ensuring streamlined collaboration and optimized organizational efficiency.

settings control

The Settings screen provides users with comprehensive control over various features, with a primary focus on accessing user permissions, enhancing customization and flexibility.

user permissions

The User Permissions screen empowers users to fine-tune settings and permissions, enabling precise control over what information organizers or volunteers can access in the app, promoting security and data integrity.

organizer profile management

On the organizer's profile page, users can seamlessly manage accounts, including deactivating them, thereby retaining control over the organizers on the app and ensuring smooth user administration.

usability study insights

Enhancing User Experience in Kawani

Enhancing User Experience in Kawani

During the usability study, participants provided valuable feedback on various aspects of the Kawani app, helping to refine its user experience.

Study Type:

Unmoderated and Moderated Usability Study

Participants:

3 School staff, 2 Volunteer advocates

Age:

25 - 65 years old

Length:

Each session will last 5 to 10 minutes, based on a list of prompts and tasks

Tools:

Typeform, Notion

80%

80%

Wanted to manage event organizers and volunteers

Wanted to manage event organizers and volunteers

Wanted to manage event organizers and volunteers

On inviting new users

4.75

out of 5 for ease of use

Permission Management

were satisfied

90%

Round 1 findings
  • Role Expectations and Goals: 80% wanted to manage event organizers and volunteers.

  • Inviting New Users: Rated 4.75/5 for ease.

  • Permission Management: Mixed responses.

  • Usability Satisfaction: 90% were satisfied.

Round 2 findings

Dashboard and Analytics: Suggestions for color differentiation and event-specific metrics.

Insights on Dashboard Reporting

While dashboard reporting was not initially considered a pain point, insights from Databox highlighted its importance.

"75% of respondents said that they think dashboards are very important tools for their businesses."

"75% of respondents said that they think dashboards are very important tools for their businesses."

source: databox, aug 2023

In addition to the usability study findings, insights from a survey conducted by Databox shed light on the significance of dashboard reporting in businesses.

According to the survey, dashboard reporting is considered a crucial tool by 75% of respondents, contributing to increased efficiency, improved communication, saved time, and enhanced productivity. These insights reinforce the importance of integrating comprehensive dashboard functionalities into the Kawani app, ensuring admins have access to valuable metrics and reporting tools to optimize event management processes.

refining the design

High-fidelity mockups

High-fidelity mockups

Following insightful usability study findings, I transitioned from low-fidelity prototypes to high-fidelity mockups, infusing color and interactivity into the design. This phase involved refining user interactions and visual aesthetics while maintaining consistency with the user flow, ensuring seamless navigation from organizer to volunteer roles.

Adding New Users

Robust user management capabilities were tailored for admins, ensuring streamlined collaboration and organizational efficiency.

adding users by email

Effortlessly enter email addresses and send invitations with ease, streamlining the process of adding new users.

Effortlessly enter email addresses and send invitations with ease, streamlining the process of adding new users.

adding users by shared link

Selecting the 'share a link' option initiates a screen slide-up (for iOS users), presenting intuitive sharing options for effortless invitation dissemination.

Selecting the 'share a link' option initiates a screen slide-up (for iOS users), presenting intuitive sharing options for effortless invitation dissemination.

adding users by through contact list

After permission approval, users can intuitively select contacts for invitation, simplifying the process through checkbox selection.

After permission approval, users can intuitively select contacts for invitation, simplifying the process through checkbox selection.

user addition options

The screen displays three primary methods for user addition: sharing a link, adding via contact list, or through email invitations.

Enter your team or organization name

9:41

Continue

Enter your team or organization name

9:41

Continue

Prototype in Action

Prototype showcasing the process of adding a user via the contact list feature.

User Management and Access Controls

Strategic redesign ensured clarity, efficiency, and ease of use for administrators.

Before

Initial feedback highlighted a mixed response among users regarding the clarity and usability of the feature grouping, suggesting room for improvement.

Manage your account preferences and app settings here.

Preferences

Account Settings

Privacy and Visibility

Messages

Notifications

Integration

Themes

Accessibility

Calendar Sync

Sync events to your device calendar

Manage Accounts

User Permissions

Notifications

9:41

Settings

Settings

Customize the access and permissions for different user roles within your organization.

Admin

Invite Organizers

Manage Organizers

View Events

Manage Volunteers

Sync with Calendar

Organizer

Create Events

Edit Events

Manage Volunteers

Sync with Calendar

Volunteer

Invite Only

Edit Events

Receive Event Notifications

Sync with Calendar

9:41

User Permissions

Permissions
user permissions
After

Redesign provided more intuitive organization for admin users.

updated settings screen
updated permissions screen
updated permissions screen and label

Dashboard Design

Dashboard Design

Initial dashboard interfaces provided a clear overview of event summaries, organizer performance, and volunteer engagement.

Although initially this was not identified as a pain point, further research and feedback revealed the usefulness of adding dashboard analytics. One user mentioned, "This information will be useful to see volunteer turnout for specific events." - Participant A.

After the round 2 usability study, some users suggested using different colors for volunteer engagement metrics, which offered valuable insights for further improvement.

event summary
organizer performance
volunteer engagement
Ensuring Inclusive User Experiences

Designing for Accessibility

Designing for Accessibility

In the development of the Kawani app's admin user interface, accessibility was a paramount consideration.

Careful attention was paid to elements such as color contrast and font readability to enhance the experience for users with visual impairments. Additionally, thorough testing was conducted to ensure screen reader compatibility, enabling seamless interaction for all users, regardless of their abilities.

high-fidelity mockups of kawani screens for admin user role
high-fidelity mockups of kawani screens for admin user role
key takeaways

impact

Achievements and pathways forward

Achievements and pathways forward

The design efforts resulted in a significant positive impact on the school community administrators, receiving overwhelmingly positive feedback. Users appreciated the new admin features for revolutionizing their event management process.

Key Metrics:

  • User Satisfaction: 5 out of 7 users rated very satisfied (5/5), and 2 users rated satisfied (4/5).

"The new admin features will revolutionize our event management process."

Participant A

"Very Satisfied. Can’t Wait To Try It Out!"

Participant C

Lessons Learned

This project presented numerous learning opportunities, particularly in navigating unfamiliar territory and integrating new design elements seamlessly into the existing user flow. Ensuring accessibility compliance was a key focus, with thorough testing conducted to meet WCAG standards and ensure readability for all users.

Next Steps

Moving forward, the journey continues with further iterations and refinements. The next phase will prioritize enhancements to the dashboard analytics, alongside additional usability studies to validate design choices and ensure optimal user experience.