Mobile Tool For Service Engineers

CLIENT: Quimicalderas, a comprehensive service provider for industrial water equipment.

GOAL: To provide the company’s service engineers with an efficient way to manage equipment information from the moment they visit the clients' boiler rooms.

TEAM: Nelly Martinez, as the only in-house designer.

TOOLS: Adobe Illustrator, Adobe Photoshop, Moqups, InVision.

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Opportunity

As the communication specialist of the company, I had the chance to learn about the duties of all the personnel, and one of the big opportunities I saw was in the work process of the service engineers.

They are in charge of visiting several client's facilities to perform routine check-ups and chemical tests in a few equipment units for every client.

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At that time, the employee would carry a notebook and pen to collect the data, which he later would type into a spreadsheet in Excel.

After that, he would create a report in text format to print and send to the client.

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Proposed Solution

The proposed solution was a mobile app that would allow the service engineer to input the collected data while at the boiler room, so they would get immediate feedback if the parameters suggested corrective action.

The system would keep track of all the information of the monitored devices for every client, with statistics, notes, and the ability to send the corresponding report.

Design Process

I detailed the process of this end-to-end project in this full 64-page document. It includes:

 

Problem Scenario

 

Interviews

 

Sketching

Objective Definition

 

User Personas

 

Low Fidelity Wireframes

Conceptualization

 

Journey Map

 

Icon Design

Definition

 

Information Architecture

 

High Fidelity Wireframes

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Interactive Prototype

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