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1 Month Redesign for Investor Buy-In

Research-Led Rapid Redesign

Lifesaver Scheduling is a workforce management SaaS designed to solve workforce management and scheduling in the aquatic recreation field.

GOAL: Create assets to help sell the Lifesaver Scheduling Concept

My Role

I was one in a 2 UX Designer team to crystalize a prototype into an investment ready form. The discovery research was already complete when we began planning the project scope.

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Discovery Phase

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Kickoff Meeting and Project Plan

We wanted to know the current status of the project so we met with the CEO Kirsten to receive all of the research materials and understand the existing work.
After reviewing the existing generative research, we had a clear picture of the problem space. This would allow us to verify the provided prototype.

Affinity Mapping

To better understand the problem space and understand the users we affinity mapped the key takeaways from the interviews. This allowed us to verify what we were working with.  

User Testing: Red Routes

We wanted to verify our understanding of the current prototype so we did some guerilla usability testing.
Admin:

  • Create a schedule, keeping in mind seniority and hours

  • Check if there are Open Shifts, and fill them

  • Approve Pending Credentials

Staff:

  • Staff availability setup & Setting days off

  • Request to drop a scheduled shift & Day view of schedule 

  • Requesting to fill an open shift

We confirmed there was need for usability enhancements and WCAG 2.0 updates.

Define Phase

User Needs

These were the key challenges and  jobs to be done: 

  • Error reduction

  • Single solution - replace existing multi-product solutions

    • Scheduling

    • Shift swapping

  • Availability and holidays etc.

  • Customizable rules

  • Credential tracking

  • Union Seniority tracking

  • Payroll integration

  • 50-200+ employee management

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Meeting The Goal: Since the goal was investment, the UX focus was on the admin challenges. We focused on visuals enhancement for the staff.

Prioritization

Now that we had a clear picture of what, we prioritized our work to maximize the sales pitch. 

Develop Phase

Redesign: Phase I

I set about examining how the screens were designed and how we could enhance them for a usability study. We had 3 key routes from the admin side, which then informed how to rework the staff side.

Red Route User Flows

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I created user flows so we could see what we needed to have to answer our primary problems. We had three admins routes to refine for the pitch.

  • Scheduling based on seniority

  • Credential/certification management

  • Shift swapping

Ideation: Lighting Demos and Sketching

Deliver Phase

Final Prototype

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