Project Summary
The Storm Daily Time Report system is a digital solution designed to replace the manual, paper-based process currently used by storm response crews and Florida Power & Light (FPL) representatives. The goal is to improve efficiency, reduce errors, and provide real-time visibility into time tracking, labor costs, and expense management for contractors and employees working on storm recovery efforts.
Led the user experience for the Storm Daily Time Report, a critical application for tracking labor costs during storm response. This innovative digital workflow replaced a manual process, significantly improving efficiency and accuracy for FPL’s storm response teams. The design’s focus on user needs resulted in an intuitive and effective solution, leading to a US Innovation Design Patent.
UX/UI Design Application Screens
Project Summary
Led the user experience for the Storm Daily Time Report, a critical application for tracking labor costs during storm response. This innovative digital workflow replaced a manual process, significantly improving efficiency and accuracy for FPL’s storm response teams. The design’s focus on user needs resulted in an intuitive and effective solution, leading to a US Innovation Design Patent.
UX/UI Case Study: Storm Daily Time Report
Objective: Design a user-friendly, time-entry integration system to streamline approval workflows, track time, and manage labor costs across multiple storm response teams.
Project Overview
The Storm Daily Time Report system is a digital solution designed to replace the manual, paper-based process currently used by storm response crews and Florida Power & Light (FPL) representatives. The goal is to improve efficiency, reduce errors, and provide real-time visibility into time tracking, labor costs, and expense management for contractors and employees working on storm recovery efforts.
Target Users
- FPL Representatives (Approvers):
- Need to verify and approve hours, expenses, and equipment usage daily.
- Require a clear overview of submissions and team activities.
- Foremen (Submitters):
- Responsible for submitting daily time and expense reports for their teams.
- Need a simple, intuitive interface to log hours and expenses quickly.
- Contractors/Employees:
- Individuals logging their own hours and expenses.
- Admin/Finance Teams:
- Use data for payroll, invoicing, and cost tracking.
Key Features
- Calendar with Color-Coded Legend:
- Displays report statuses:
- Approved (Green)
- Submitted (Orange)
- Rejected (Red)
- Created (Blue)
- Allows users to filter by date and status.
- Displays report statuses:
- Create New Expense Report:
- Option to initiate a new report for time, labor, or expenses.
- Time Report:
- Team Bulk Hours:
- Input fields for Team Name, Standard Hours, Overtime Hours, and Double Time Hours.
- Contractor Individual Hours:
- Tracks individual employee hours with fields for Start, Stop, and Total Hours.
- Team Bulk Hours:
- Expenses:
- Categories: Meals, Lodging, Fuel, Equipment, Other.
- Fields for Expense Reason and Expense Amount.
- Receipt upload option (Y/N toggle).
- Additional Fields:
- Roster Info: Employee Name, Classification, and ID#.
- Staging Site: Work Location.
- Traveling (Yes/No): Indicates Mob/DeMob status.
- Production Lead: Name of the PL overseeing the team.
- Report Status: Tracks the approval workflow.
UX Design Process
1. User Research
- Pain Points Identified:
- Manual paperwork is time-consuming and prone to errors.
- Lack of real-time visibility into report statuses.
- Difficulty tracking expenses and receipts across multiple teams.
- Approval delays due to physical handoffs between foremen and FPL reps.
- User Needs:
- Quick and easy data entry.
- Real-time status updates.
- Mobile accessibility for fieldwork.
- Centralized data for reporting and payroll.
2. User Personas
- Persona 1: FPL Representative
- Role: Approver | Tech Comfort: Moderate
- Goals: Efficiently approve reports, reduce errors, and ensure compliance.
- Persona 2: Foreman
- Role: Submitter | Tech Comfort: High
- Goals: Submit accurate reports quickly, manage team hours, and track expenses.
3. Information Architecture
- Home Dashboard:
- Calendar View
- Quick Actions (Create Report, View Submitted Reports)
- Time Report Module:
- Team Bulk Hours
- Individual Contractor Hours
- Expense Module:
- Expense Entry Form
- Receipt Upload
- Approval Workflow:
- Submission → Review → Approve/Reject
- Settings:
- Roster Management
- Staging Site Updates
UI Design
High-Fidelity Mockups
Home Dashboard:
- A calendar grid with color-coded dots on each day.
- Buttons for “Create New Report” and “View Reports”
- Summary cards showing pending/rejected reports.
Time Report Form:
- Clean table layout for team and individual hours.
- Dropdowns for classifications and toggle switches for Y/N fields (e.g., Mob/DeMob).
- “Submit” button at the bottom (Orange until approved).
Expense Entry:
- Form with dropdowns for expense type, text fields for reason/amount, and an upload button for receipts.
Usability Testing
- Test Scenarios:
- Foreman submits a team report with 5 employees and 2 expenses.
- FPL rep reviews and approves a submitted report.
- Findings:
- Users appreciated the color-coded calendar for quick status checks.
- Foremen requested a “Save Draft” option for incomplete reports.
- FPL reps wanted bulk approval for multiple reports.
Iterations:
- Added “Save Draft” functionality.
- Implemented a checkbox system for bulk approvals.
Technical Considerations
- Platform: Web-based with mobile responsiveness (foremen often work in the field).
- Integrations:
- Payroll systems for labor cost tracking.
- Cloud storage (e.g., AWS) for receipt uploads.
- Security:
- Role-based access (FPL reps vs. foremen).
- Data encryption for sensitive info (e.g., employee IDs).
Success Metrics
- Efficiency:
- Reduce report submission time by 50% compared to paper forms.
- Accuracy:
- Decrease error rate in hours/expenses by 30%.
- Approval Speed:
- Average approval time reduced to under 24 hours.
Conclusion
The Storm Daily Time Report system transforms a cumbersome manual process into an intuitive, efficient digital workflow. By prioritizing user needs—such as quick entry, real-time tracking, and seamless approvals—the design enhances productivity for storm response teams while ensuring accurate cost management for FPL.
