Veteran Appointment Request App Promotional Ad

Case Study: Veteran Appointment Scheduling App

DISCLAIMER: In compliance with my Non-Disclosure, Intellectual Property, Copyright and Social Media agreements, the information provided in this case study is limited to material that has been previously published in public forums, as approved by my customer and/or my employer. While this case study represents my work and the work of my team, I am extremely limited in what I can share on this website. Graphics in this case study are intentionally obtained from public sources. If this case study interests you, please connect with me privately for additional discussion.

Summary

VA Online Scheduling (formerly known as the Veteran Appointment Request (VAR) App) allows Veterans who are in the Department of Veterans Affairs (VA) health care system to self-schedule and request primary care appointments.[1] Our team worked with the program office responsible for this app to improve usability throughout the design, development, piloting and phased deployment.

The Challenge

This app was created by combining the features of several previous standalone apps to enable patients to enter information that had formerly been handled by VHA scheduling staff. This provided patients greater flexibility in making appointments. However, the merging of features produced a product with a potentially fragmented user experience. Our team identified this concern as part of the initial usability evaluation required to deploy VA apps. We then engaged with the program office to evaluate the app and iteratively provide feedback required to improve the overall user experience and usability of the product throughout the rollout process.

The Approach

This project evolved to address the needs and concerns of the program office as the product was developed. Our approach consisted of meeting the program office where they were in the app development process, understanding their needs for evaluation and delivering on those needs to materially improve the user experience in concert with the development team’s cycles. Consequently, our team evaluated V2.1 of the product during the initial pilot, provided recommendations for improvement and then performed a follow-up evaluation of a revised V3.0 product.

The Solution

Veteran Appointment Request App on Smartphone

Veteran Appointment Request App on Smartphone [2]

Due to project constraints, the initial V2.1 evaluation had to be conducted with a live pilot product by Veterans using their own mobile devices on test data. The study faced quite a few challenges in recruiting, participant dropout, difficult-to-analyze data, and conducting unmoderated usability testing on a wide variety of mobile device configurations. Our team maintained an attitude of continuous improvement and addressed challenges as they arose. We maintained an appropriate level of rigor and a laser focus on study objectives.

The final V2.1 evaluation consisted of a diary study to collect information surrounding the process to obtain login credentials, formative remote unmoderated usability testing of core tasks and administration of the System Usability Scale (SUS) and follow-up moderated remote interviews to collect overall feedback and ask probing questions. Ranked usability findings were used to produce actionable recommendations for improvement.

Subsequently, the program office and development team issued a new version, VAR 3.0, which addressed critical and major findings. Our team then performed a second round of usability testing on the new version. Consistent with our approach to continuous learning, our team applied lessons learned from the initial evaluation and designed a study to assess the same core tasks while alleviating study constraints.

The follow-up V3.0 evaluation consisted of moderated in-person usability testing using mobile devices consistent with those owned by the participant but running a pre-tested configuration to ensure stability during the testing. Questionnaires and administration of the SUS were also done in person, moderated using a standardized questionnaire instrument. Usability findings were identified data analysis techniques similar to those used in the V2.1 study. Identical metrics were collected for comparison and actionable recommendations were provided to the development team for additional improvements.

The Impact

Screenshot of tabular data indicating improvement of task success metrics.

The average task success rate leaped from an average of 29% to 83% between the two versions.

Many of the measures collected for both the V2.1 study and the V3.0 study indicated notable improvement between the two versions. Participant satisfaction with the app, as expressed in the System Usability Score (SUS), rose from 79.3 for VAR 2.1 to 88.5 for VAR 3.0. Additionally, while 80% of participants said they would recommend VAR 2.1 to other Veterans, 100% of VAR 3.0 participants said they would recommend the app. Most notably, the average task success rate leaped from an average of 29% to 83% between the two versions. Additionally, by including three sequential scheduling tasks of the same type in VAR 3.0, our team was able to examine the impact of learning by the participants. The majority of participants completed all three scheduling tasks and 84% felt that the app got easier to use with practice. Following these series of studies, the development team and program office continued to stay engaged with our team for continuous improvement of the user experience. This product team now values timely user research insights to drive their design decisions and alleviate program office concerns.

Details of this Case Study

When  2015-2016
My Role Study Co-Lead
Our Team Nancy Wilck, John Brown, Jane Robbins
Our Methods Diary Study, Unmoderated Usability Testing, Remote Moderated Interviews, System Usability Scale (SUS), In Person Moderated Usability Testing, Interviewing
Our Tools* Userzoom, Morae, SurveyMonkey, Mr. Tappy,  Microsoft Office (Word, Excel, PowerPoint)
* Methods and tools listed are limited to those employed by our team for user research. Other tools were used by the development team for other purposes, such as user interface design and code management.

Publications About this Case Study

Information in this case study was presented as a featured article in the VHA Human Factors Quarterly Newsletter (Winter 2017) (PDF).

Veteran Appointment Scheduling App Information

Press Releases

Footnotes

[1] See the VA Online Scheduling User Manual provided by the VA for more details on the capabilities of this app.

[2] Image borrowed from The American Legion’s announcement of the VAR app deployment in May 2017.

Screenshot of Redesigned ENERGY STAR Portfolio Manager

Case Study: ENERGY STAR Portfolio Manager Upgrade

DISCLAIMER: In compliance with my Non-Disclosure, Intellectual Property, Copyright and Social Media agreements, the information provided in this case study is limited to material that has been previously published in public forums and/or approved specifically for this post, as approved by my customer and/or my employer. While this case study represents my work and the work of my team, I am extremely limited in what I can share on this website. Graphics in this case study are intentionally obtained from public sources. If this case study interests you, please connect with me privately for additional discussion.

Summary

Portfolio Manager is an interactive web-based application provided by the Environmental Protection Agency (EPA) that enables property managers to track and assess energy and water use across entire portfolios of buildings and apply for recognition from ENERGY STAR. This project overhauled the product to improve user experience, performance, and functionality.

“Tens of thousands of organizations—including school districts, retail chains, hospital systems, and local governments— use Energy Star Portfolio Manager to measure the energy performance, water use, utility costs, and greenhouse gas emissions of more than 40 percent of the nation’s commercial building space.” – EPA ENERGY STAR

The Challenge

As a flagship product of the ENERGY STAR Buildings & Plants program, Portfolio Manager was initially released in November of 2000. Over the next decade, the product grew to become a cornerstone in the management of building emissions as well as the awarding of the ENERGY STAR for buildings, for tens of thousands of organizations. As all web-based apps do, the product also aged. It needed to be overhauled, retaining all of the functionality of the legacy product and providing updates to improve functionality and usability.

“The goal of the upgrade is to scale up and meet the demands of an increasingly benchmarking-savvy industry”, says Alexandra Sullivan, technical development manager for Energy Star Commercial Buildings. – facilitiesnet

The Approach

Unfortunately, due to my agreements (see disclaimer above), I am extremely limited in what I can share publically about how we did it. What I can share is that, to this day, this project is the best example of User-Centered Design in an Agile framework that I have had the pleasure of working within.

Our team embraced true Scrum practices from the onset of the project, incorporating a true product owner from the EPA ENERGY STAR Buildings & Plants program and designing the product incrementally and iteratively using insights from the user population throughout the effort. I had the pleasure of acting as the lead UX and requirements lead for this team, organizing and executing all activities driving the design of the user experience of the redesigned product. Without divulging any competitive advantage on the details about how our team integrated Agile and UCD, the following list includes standard Agile and UCD best practices that our team adopted:

The Solution

Again, unfortunately, due to my agreements (see disclaimer above), I am extremely limited in what I can share publically about our solution. As published in press releases, the solution involved a significant shift in the approach to the design of the user interface. Prior to the redesign, product’s user interface was heavily text-based and required an in-depth knowledge and understanding of how EPA managed the buildings program.

Before & After Screenshots of EPA ENERGY STAR Portfolio Manager

Before & After Screenshots of EPA ENERGY STAR Portfolio Manager Before from LEEDuser. After from Commercial Property Executive.

The new product followed a more wizard-based approach, lowering the knowledge barrier to initial use while retaining advanced features regularly used by companies managing large portfolios of buildings. Navigation was also heavily improved with the introduction of a tab-based primary navigation system mirroring the primary categories of “jobs to be done” by the user base. Additionally, the newly redesigned product added a suite of graphical, on demand, configurable and downloadable reports. Prior to the redesign, reporting was limited and was primarily text/spreadsheet based. The new product design provided simple and immediately valuable reports for new users alongside deeply powerful reports and reporting data services for more advanced users.

Lupinacci says the tool will be faster and easier for new and non-technical users to understand. So many new users are coming to Portfolio Manager now for the first time, and the goal is to make the process as streamlined as possible so they don’t get frustrated. “We’re enhancing the wizards and the graphics,” she says. “We made it so it’s not a chore getting data in, so that users can spend their time managing their data.” – facilitiesnet

The Impact

The EPA, working with our team, debuted the upgraded Portfolio Manager in July of 2013 to glowing reviews from the energy benchmarking industry (see below for press releases). The product provided more efficient workflows (confirmed by usability testing metrics), improved features and updated aesthetics. The user base for this product continues to grow and the development team continues to employ the Agile UX methodology and processes put in place during this redesign effort.

Details of this Case Study

When September 2010 – July 2013
My Role User Experience Lead, Lead Requirements Engineer
My Team Lia King, Desire Turner, Melissa Booth, Alexandra Sullivan, Justin Kent, David Tatum, Nate Conroy, Anselm Griffiths, Asha Kalburgi, Sandip Kalburgi, Catalin Frasineau, Alex Saify, Narin Ratana, Mahmood Omari, Kun Yue, countless other stakeholders
Our Methods* Story Mapping, Persona Development, Agile UX, Scenario Development, Story Writing and Management, Interviewing, Surveys, Usability Testing, Online Focus Groups
Our Tools* Atlassian Suite (Jira with Greenhopper, Confluence), Balsamiq, MS Excel, MS PowerPoint, WebEx, Skype, BitStrips, Adobe Acrobat, Adobe Photoshop
* Methods and tools listed are limited to those employed by our team for user experience design and development. Other tools were used by our team for other purposes, such as code management and continuous integration.

Publications About this Case Study

Portfolio Manager Information from EPA

2013 Press Releases About this Redesign

  • Sain Engineering Associates: EPA Debuts Upgraded Energy Star Portfolio Manager Benchmarking Tool (Released: 6/24/2013)
    • “The new Energy Star Portfolio Manager delivers a more user-friendly interface, enhanced data sharing capabilities, better reporting, and for the first time, the ability to manage buildings across their lifecycle, from design through occupancy.”
  • Building Green: EPA to Release Next Generation of Portfolio Manager (Released: 6/27/2013)
    • “…an updated interface and easier report generation will likely come as welcome changes…”
  • US Environmental Protection Agency (EPA):  EPA Debuts Upgraded Energy Star Portfolio Manager Benchmarking Tool (Released: 07/18/2013)
    • “The new ‘turbo-charged’ Portfolio Manager makes it easier than ever for building owners and managers to make strategic business decisions that are good for the environment and good for the bottom line. Consistent with President Obama’s Climate Action Plan, this tool helps businesses cut wasted energy, reduce harmful carbon pollution, and save money.” – Janet McCabe, principal deputy assistant administrator for the Office of Air and Radiation
  • National Small Business Association (NSBA): Energy Star Program Improvements for Small Business (Released: 7/24/2013)
    • “After two years of user interviews, testing and redesign, Portfolio Manager users will enjoy simpler, more streamlined functionality, easier-to-generate colorful and graphical reports, as well as improved sharing features.”
  • TRC Engineering Solutions: ENERGY STAR Portfolio Manager®: What you need to know about the new system (Released: 8/20/2013)
    • “This free online energy and water consumption benchmarking and tracking tool has been publicly available since the early 2000s. And its contribution to the ENERGY STAR brand can be seen on certified energy-efficient buildings across the nation. Its recent upgrade and facelift has modernized the system and positioned it well for future growth.”
  • Institute for Market Transformation (IMT): The Changing Face of Portfolio Manager  (Released: 12/12/2013)
    • ” The revamped tool flaunts a modernized user interface and a redesigned data entry section, providing a faster and cleaner experience for users.”
  • facilitiesnet (Home of Building Operating Management & Facility Maintenance Decisions Magazines): As Energy-Use Benchmarking Increases, Energy Star Upgrades Portfolio Manager (Released: 7/8/2013)
    • “In Summary, says Sullivan, “It’s simply a lot easier to get data in and out of the tool through new interfaces and wizards, and reporting will be easier and more robust.””
  • treehugger: EPA Portfolio Manager gets major upgrade for better tracking of building water and energy use (Released: 7/17/2013)
    • “Improved Design. Entering information is easier than ever, with enhanced graphics, wizards and prompts.”