Phase 1: Research and Discovery

  1. User Research:

    • Conduct interviews with R&D staff to understand their pain points with current systems (if any).

    • Observe workflows on the manufacturing floor to identify bottlenecks or repetitive tasks.

    • Gather feedback on preferred device usage (e.g., tablets in the lab, desktops in offices).

  2. Competitive Analysis:

    • Review existing equipment tracking solutions to identify strengths and weaknesses.

    • Benchmark features that cater to similar industries.

  3. Defining Personas:

    • Technician Persona: Focused on quick data entry and receiving alerts.

    • Manager Persona: Requires dashboards for oversight and analytics.

    • Compliance Officer Persona: Needs detailed logs for audits and reporting.

  4. Mapping User Journeys:

    • Create user journey maps highlighting key tasks:

      • Logging equipment usage.

      • Searching for equipment availability.

      • Setting maintenance schedules.

      • Generating compliance reports.

Phase 2: UX Design

  1. Information Architecture:

    • Define core modules: Dashboard, Equipment Log, Maintenance Planner, Reports, and Alerts.

    • Structure the navigation to ensure minimal clicks to access frequently used features.

  2. Wireframing:

    • Start with low-fidelity wireframes to conceptualize layouts.

    • Example:

      • Dashboard: Displays real-time equipment availability, recent usage logs, and critical alerts.

      • Equipment Log: Provides a search/filter interface to find specific equipment and view usage history.

      • Maintenance Planner: A calendar view with upcoming maintenance tasks.

    • Iterate wireframes based on feedback from stakeholders.

  3. Usability Testing:

    • Use prototypes to test workflows with R&D staff.

    • Focus on:

      • Ease of data entry (e.g., auto-populating fields for frequent users).

      • Intuitive search/filter options for large equipment inventories.

      • Seamless navigation between modules.

Phase 3: UI Design

  1. Visual Design Principles:

    • Consistency: Use a cohesive design system with standardized buttons, icons, and typography.

    • Clarity: Leverage white space and clear labels to reduce cognitive load.

    • Accessibility: Ensure color contrast, scalable fonts, and keyboard navigation for inclusivity.

  2. Design Components:

    • Dashboard:

      • Highlight KPIs: Total equipment usage hours, downtime percentage, upcoming maintenance tasks.

      • Use visual elements like charts, progress bars, and alerts.

    • Equipment Log:

      • Include a table layout with sortable columns (e.g., equipment ID, status, last used).

      • Provide a QR code scanner for quick equipment identification.

    • Maintenance Planner:

      • Calendar interface with color-coded maintenance statuses (e.g., pending, overdue).

    • Reports Module:

      • Export options for PDF/Excel with customizable date ranges and parameters.

  3. Style Guide:

    • Color Palette: Use distinct colors for alerts (e.g., red for overdue maintenance, green for available equipment).

    • Icons: Use recognizable icons for actions like search, edit, and delete.

    • Typography: Utilize sans-serif fonts for a modern, clean appearance.

  4. Responsive Design:

    • Design for scalability across devices:

      • Mobile: Focus on quick actions and streamlined interfaces.

      • Desktop: Provide detailed dashboards and advanced filtering options.

Phase 4: Development Handoff

  1. Prototyping Tools:

    • Use tools like Figma or Adobe XD to deliver high-fidelity prototypes.

    • Annotate designs with specifications for developers (e.g., padding, font sizes, interactions).

  2. Collaboration with Development Team:

    • Conduct design walkthroughs to explain user flows and edge cases.

    • Provide assets like icons, style guides, and component libraries.

Phase 5: Testing and Iteration

  1. Usability Testing:

    • Conduct A/B testing to compare different design approaches (e.g., layout of the dashboard).

    • Collect feedback on real-world usage scenarios during a pilot phase.

  2. Feedback Iteration:

    • Refine interfaces based on user suggestions and performance metrics (e.g., time to log equipment usage).

Phase 6: Launch and Post-Launch Enhancements

  1. User Training and Onboarding:

    • Provide tutorials, tooltips, and documentation for first-time users.

    • Host workshops for R&D staff to ensure adoption.

  2. Monitoring and Updates:

    • Analyze usage data to identify underutilized features.

    • Plan updates to incorporate advanced analytics, predictive maintenance, or integration with IoT sensors.