Cambio Design Project Breakdown: Action Tracker

Some details in this design project breakdown and designs have been omitted or modified to remove and protect client data/intellectual property.

Project Description

The Cambio software is essential for inspecting and managing geo assets, such as dams, pipelines, railways, and highways. A crucial aspect of these inspections is making recommendations for next steps, ranging from minor mitigations to large-scale repairs. However, the previous recommendation system had several limitations, which led to inefficiencies and low adoption across different users and clients.

Key Challenges and Pain Points

Phase One of Action Tracking - The recommendations section was the phase one of a broader action tracking system. This initial phase focuses on tracking recommendations for inspections, with future iterations expanding into action tracking throughout the software.
Difficulty Searching - The recommendations were buried within specific inspection reports, making them hard to find without navigating through individual inspections.
Client-specific Limitations - The feature was initially built for one client, which made it challenging to customize for other clients and their unique geo asset workflows.
Low Adoption - The feature had low adoption because it was difficult to find recommendations, and it was not a mandatory step in the inspection process across all clients.
No Global Assignment - Recommendations were tied to individual inspection fields, with no way to assign them to a specific organization, user, or contractor, making it difficult to track recommendations across the full asset base without referencing specific inspections.

New Action Tracking Feature

The old inspection recommendation section was non-intuitive, resulting in low user adoption. The new action tracking feature enhances visibility and usability, allowing users to quickly find and manage next steps across client operations. This redesign not only improves workflow efficiency but also sets the stage for future expansions in action tracking.

Action Tracking Form

Creating a new action launches the Action Form.

Design Process and Stakeholder Collaboration

User Research and Testing - I conducted interviews with key stakeholders, including inspectors, project managers, and safety officers across clients and industries. I also facilitated user testing to gather insights into the current workflows and validate proposed solutions, ensuring that the feature addressed user pain points and needs effectively.
User Flow Mapping - I mapped out workflows for both the "Recommendations" feature and the future action tracking system, ensuring that the design and workflows would be adaptable to the unique needs across roles like inspectors, engineers, and contractors.
Wireframes and Prototyping - Using Figma, I created wireframes and prototypes to visualize and test solutions for pain points, gathering user feedback on the proposed workflows and design features to ensure the feature remained user-centric.
Product Design Roadmapping - I worked on aligning the product design roadmap with overall project goals. This included identifying key milestones and breaking the roadmap into phases, prioritizing minimum viable products (MVP) for initial launches while planning for future feature iterations. The roadmap ensured that features could evolve while delivering value at each stage.
Collaboration and Feedback - I maintained regular check-ins with stakeholders, including senior developers, engineers, product owners, and the COO. I worked closely with the product and development teams to map out future phases and features. I also provided dev handoff files to ensure smooth implementation. Additionally, I assisted developers with QA throughout the build process, continuously updating and defining the MVP as the feature evolved.

Outcome and Success Metrics

User Flow Mapping - After implementing the project management dashboard, adoption of the recommendations feature increased from 5-10% to close to 30%, with three major enterprise clients integrating it into their subscriptions.
Improved Efficiency, Productivity, and Accuracy - The dashboard replaced the manual tracking and reporting process, significantly reducing time spent compiling and updating reports. The human error inherent in manually maintained spreadsheets was minimized, leading to more reliable data and reports. This allowed organizations and contractors to focus on higher-value, chargeable hour projects.
Compliance Success - The feature allowed clients to maintain more accurate and centralized safety records, aiding compliance with industry regulations and improving audit readiness.
Positive Client Feedback - Client managers and safety managers praised the dashboard’s ability to streamline task tracking and prioritization, noting the immense time saved on reporting and the enhanced coordination across workflows.

Action Tracking Tagging System

Two major pain points with the old recommendations feature were the challenges of navigating long dropdown menus and the difficulty in managing and maintaining these dropdowns across clients and industries. Each client required the recommendations section to be tailored to their specific workflows.

To address this, I designed an autofill tagging system that allows users and clients to dynamically create and manage custom tags for action tracking. As users type, the system filters the dropdown based on existing tags, and if the tag doesn’t exist, authorized users can create new ones. These tags are then filterable in dashboards and data tables, enabling quick creation of custom views.

This tagging system provides flexibility for a wide range of unique use cases, allowing clients to customize action tracking down to individual user levels. It also simplifies maintenance for the Cambio software team, with the feature eventually rolling out across various functions, including an image tagging system.

UX Artifacts

As part of the research and design phases, we mapped out the full product design roadmap for action tracking, which included requested features like bulk action creation. This process involved creating multiple user and task flow documents to ensure the system could meet diverse client needs and scale effectively.

Future Steps

Action Tracking Expansion - The recommendations feature, now forming phase one of the action tracking system, will expand beyond inspections to manage actions across the software.
UI/UX Enhancements - As Cambio undergoes an interface upgrade, the feature will be fully integrated into the new design, ensuring a seamless user experience with a modern look.
Individual Assignments - Future iterations will include the ability to assign recommendations and actions to individual users, enhancing personalization and accountability.
Reporting and Visualizations - Expanded reporting capabilities and data visualizations will enhance project management by improving decision-making, tracking progress, and ensuring better coordination across teams.

My Role

As the lead product designer, I was responsible for the UX research and desig for the upgraded recommendations feature, transforming it into phase one of a comprehensive action tracking system. I conducted user interviews and testing to gather insights from key stakeholders, including inspectors, engineers, and safety managers, ensuring the feature addressed their pain points. I led the design process by creating wireframes, prototypes, and user flow documents, while also mapping out the product design roadmap for future iterations. Additionally, I collaborated closely with developers and stakeholders, providing design handoffs and supporting the implementation of the dashboard to ensure a smooth transition from concept to product delivery.

Tools Used

Teams - Conducted interviews, research, and coordinated with the project team for user testing.
Figma - Created wireframes, prototypes, and high-fidelity designs.
Zeplin - Developed user guides and technical specification documents.
FigJam & Miro - Used for user flows, workshops, and project planning.

Action Tracking Dashboard

The new action tracking dashboard was designed to streamline project management by consolidating recommendations and actions in a single, easy-to-navigate interface. It allows users to track progress, prioritize tasks, and filter data with custom tags, providing clear visibility into ongoing and completed actions. This dashboard enables clients to manage workflows efficiently across teams and industries, significantly improving coordination and decision-making.

Tiered Color Tokens

Cambio Action Tracker

Cambio