PLAYBOOKS

I was tasked with designing an experience that would allow security awareness professionals to quickly set up a year-long program of training scenarios for their organizations. Generating manual scenarios is a time-consuming process, involving (at minimum) 6 steps:

1. Browse through a collection of 700+ simulation templates

2. Name the simulation

3. Identify the recipients

4. Edit the content of the simulation

5. Edit the content of the education

6. Schedule the scenario

Even for highly practiced internal service providers (responsible for managing the programs of certain customers), it could take up to 3 hours to set up a year-long program. Over the course of several months, I worked closely with a product manager and a team of dedicated UI developers to: review requirements, identify user flows, create a high-fidelity Axure prototype, coordinated usability testing and consulted on UX issues as feature was developed.

This was a project of many firsts. In addition to being the first major project of an internal initiative to build in more automation for our operators, it was the first ever implementation of a new internal design system: a passion project and collaboration between myself and the UI developers. It was also the first new feature to be tested for usability prior to release—via remote sessions I coordinated with our internal service providers.

Playbooks has been extremely well-received, both internally and with customers. In all, the time required to create a year-long program of monthly automated scenarios was cut down by 92% and the number of screens was reduced from 120 to 10. 

Skills: UX Design, UI Design, Prototyping, Usability testing

Tools: Axure