Survey tool platform migration and redesign project to support better customer consulting engagements, standardize platforms, and cut expenses.

Qualtrics EngagePath to EED

A large part of Deloitte’s consulting practice involves deep client facing engagements which often employ the administration of surveys as a primary heuristic. These surveys are a part of an important discovery process that allows consulting engagements to have data on which to build successful client interactions. Once such group was the EngagePath Team who were relying on an expensive external and somewhat limited survey platform built and maintained by Qualtrics. Deloitte had a desire to replace this Qualtrics survey with an in house experience built on the Deloitte platform known as the Employee Experience Dashboard (EED). This would involve working closely with the EngagePath and EED teams to build parody where needed and add enhancements to the platform when opportunities arose to improve the survey product.
My role was Design Lead on the EED/EngagePath product. I worked directly with the product owner as well as the EngagePath group, and a small engineering team to accomplish the desired outcome.

Employee Experience Dashbaord Vin diagram illustration

The Munging of EngagePath with EED

The existing EED was a platform designed by Spyder Trap and was the legacy environment we needed to migrate the EngagePath experience into. This posed a few unique challenges;

  • We had to maintain all the current functionality of the EED platform while extending the required custom question features of the EngagePath platform
  • The EngagePath platform was designed to support several question types but not as many as would be necessary for full application support after migration. Custom question support (both for take and reporting needed to be designed)
  • The new survey take experience offered an opportunity to modernize the design from the Qualitrics platform. The Qualtrics experience wasn’t mobile friendly or built to be fully responsive.
  • From design perspective I was constrained by the general framework of the EED platform.

Rewiring the admin to support new question types

One of the more important tasks of this project was finding the right input affordance to allow a user to add the new EngagePath survey. The solution wasn’t pretty but the rewiring of a legacy application often requires quick and dirty solutions without disrupting exisiting UI. After analyzing the application I found the most appropriate hook in the admin portal which utilized the same survey selection method for the EED 'Exit' and 'New Hire' surveys.

Survey take and reporting

After the low hanging fruit surrounding the administrative functions werre complete the project was broken up into two distinct design phases. There would be a redesign (refresh) of the survey take experience as well as a new design for the survey reporting side. For the survey take experience the team desperately wanted an improved user experience with fully a responsive mobile friendly web app.

Using InVision as I often do, I began with extensive mood boarding to understand what elements were consistent with a modern survey take experince. After settling on a direction. I designed a sleeker UI and gave the team the option of light and dark themes as well as custom backgrounds. This would allow for maximum flexibility on the client side to make these surveys as generic or unique as needed.

Since EngagePath had the capability to thread in custom questions (aside from the standard likert scale) there was a need to design a number of custom question styles. The reporting side would include an improved dashboard reporting experience which would be built within the general framework of the EED.

These custom styles included single and multi select, yes/no, date question, likert (standard), multi and single text, keyword and ranking questions. This was a bit of a compromised solution as the development team didn’t want a complete ground up rebuild of site.

The reporting overview included the basic metric as attributes score that I designed to be viewable as either a table or a bar chart using a simple toggle affordance. The custom questions reporting side again partially reutilized the existing frameworks. Improving the color palettes and standardizing some of the controls helped update the EED while supporting the new EngagePath features. Actual reporting color pallettes were immutable per the EngagePath team so they were again used in the new experience.

EngagePath Reporting

To complete this solution I designed within the limitations of the EED framework while trying to extend and refine the UI as much as possible. The solution was implemented in a short time frame (three dev sprints) allowing Deloitte to cancel the Qualtrics contract befoere an auto contract renewal.

Comparison screen spec.

Other EngagePath EED Experiences

The EngagePath to EED merging was fundamentally a design and reflow exercise which consumed the majority of the project timeline. However this was not the only work that needed to be considered. During the phase that this project was ongoing arose a new requirement which was a Deloitte decree to support multi factor authentication. This meant working with our dev opps team to design a flow that met the requirements of Deloitte MFA.

The prior EngagePath application used a very simple and unsophisticated email notification system to send to users about their engagement survey invitations and other correspondence. These new mails needed a refacing with the correct branding and legal language to come into compliance with Deloitte standards.