Management Dashboard

Overview

Stakeholders within the Construction area of Field Operations at Charter Communications requested a learning experience on a new Dashboard that was under development.  Operating on an agile development(2 week sprints), the ask was to develop an intensive eLearning object the moment that the product reached MVP state.


Challenge

This project raised challenges of being very fluid and building eLearnings on products that were still under development.  Not having worked on Construction projects before, I have to understand the different intervals and states that play a major factor on jobs performed in this area of the business. I also found it challenging to sit in on meetings with leadership and listen to all of the desires for the tool with such a tight deadline. 


Approach

The addition of a Dashboard in this tool that tracked project status was long overdue.  Adaptation was a struggle for users using the tool, so having a new area to adjust to had its challenges. Defining who the end users were in this project was a major factor.  Different scenarios were going to need to be developed in order for learners to quickly pick up a new tool.  The eLearn was initially a step-by-step simulation, but catering into each job role allowed for a better overall learner experience. 

As the learning was going to accommodate a quick glance by management, coming up with personas was important.  Management would use the tool for basic metrics and look at which areas of their region might need additional help.  From a management point of view, seeing the metrics is important to maintain business functionality and customer requests. 

Seeking QA access to a developer environment was important to see how the product evolves from infancy to MVP state.  Once I was able to see how the Dashboard looked and function, I was able to start creating the story and how the learner might progress.  Getting the information specific learners need can sometimes be easier in breaking up into different courses, but incorporating five job roles into one course was ultimately a better deliverable.  The five job roles were:

  1. AVP / Dir of Field Engineering
  2. Construction Manager
  3. Construction Supervisor
  4. Construction Coordinator

Solution

Each job role has different responsibilities that they may cover when it comes to construction project status.  Understanding what each person’s responsibilities are was an important piece to coming up with effective course scenarios.  Before I could construct the scenarios efficiently, I needed to best understand the Dashboard.  I broke the dashboard into three different sections for this learning deliverable: Filters, Project Intervals, and Job Summary.  A quick step-by-step overview of the Dashboard took the learner through a 3-minute overview of the main features of importance.  Giving the learner the ability to pause and go back in the training was important to provide a self-paced opportunity. 

Providing an Overview of the Dashboard meant that some key points needed to be conveyed to the learner.  Some items to take into consideration when using the Job Management Dashboard are:

  • Is this job on this task past due?
  • Tasks are a spot in time
  • Tasks can only be in one bucket, whereas Jobs can be in two buckets
  • Due date on the last task is not a total from creation, but more based on construction types
  • When jobs go on-hold, they fall off of the Dashboard
    • When a task is re-activated, it continues the clock where it left off. 

The breakdown of the differing scenarios per job role was:

  • AVP/Dir, Field Engineering:
    • 3 Scenarios
    • Intro Brief:
    • Leadership will want to spend the most time looking at high-level metrics of the Job Management Dashboard.  The coloring threshold will allow leadership to focus on areas that may be having an issue.  A red color on one of the project intervals indicates that there are many overdue tasks. 
  • Construction Managers
    • 2 Scenarios
    • Intro Brief:
      • Managers will want to start at the region level and focus mostly on the P1 bucket.  The Dashboard is laid out using reporting structure and metrics are shown based on that hierarchy.  Using breadcrumbs allows Managers to move around in their reporting structure.
  • Construction Supervisor
    • 2 Scenarios
    • Intro Brief:
      • Once inside of your management area and you have selected your manager, you’ll want to find your name.  Pre-sale Survey will be an area of focus for your role.  Specifically, Construction Supervisors will focus on S3 jobs. 
  • Construction Coordinator
    • 2 Scenarios          
    • Intro Brief:
      • As everyday users of the tool, Construction Coordinators will want to focus their time mostly on the project interval of Pre-Sales Survey.  Project State information will be displayed and activity information will be shown in relation to the coloring threshold.

Outcome

The result ended up being a much bigger eLearning course than originally thought.  Total slide count ended up being 87, however, giving the learner the ability to choose their own path helped to speed up the time needed for total completion.  With a 3-minute overview, a learner could complete this microlearning by choosing their sole job role path in about 7-8 minutes.  The straight knowledge transfer allowed for learners to easily see where their points of interest would be.

While I was involved in weekly meetings for this project for about 2 months, development of the eLearn was about half of one agile sprint.  The timeline was moved up by one week and our agreement met out original agreement with the Stakeholder.  In final, the product released late and my eLearn was still released 2 weeks prior to any product release to the field.