Challenge Summary
Welcome to "Dinnaco - Counseling Matching Application Design Concepts Challenge". We need your help in planning out our new Counseling Matching application, which will become an internal portal used by our employees to connect counselor and counselees. A counselor is a more senior employee that mentors and formally represents the counsellees (more junior employee) during performance review meetings. The main purpose of this app is to create a tool that can provide the best method to facilitate introductions among people across the firm. We want you to focus on the UI/UX interactions and bringing clean and modern (creative) solutions to how this application should work. What should the user see and experience when using the application!
Round 1
Counselee Screens
01. Login Page
02. Counselee Homepage
03. Counselee Switching Opt-In Page
04. Counselor Switching Confirmation Page
05. Preferences Quiz Page
06. Counselee Profile Page
07. View and Sort Matches Page
08. Acceptance Confirmation Page
Round 2
Counselee Screens
01. Login Page
02. Counselee Homepage
03. Counselee Switching Opt-In Page
04. Counselor Switching Confirmation Page
05. Preferences Quiz Page
06. Counselee Profile Page
07. View and Sort Matches Page
08. Acceptance Confirmation Page
Counselor Screens
02. Counselor Homepage
05. Review and Accept Page
Talent Screens
01. Talent Match Approval
02. Reports and Data Feeds Export Option Page
Background Overview
As part of an internal firm initiative, the counselor effectiveness team in our company was engaged to develop a "Matching Application" to connect counselor with counselees. The team ran with the idea and began development of the concept using three principles:
- What is the best method to facilitate introductions among people across the firm?
- What makes an ideal counselor / counselee match?
- What sort of information can we gather to enable better insights into other areas of counseling?
In this challenge, we need your creative thought to create a design concepts that are able to solve these problems. Please see more details below!!
Project Goals
The outcome of this project will be a fully functioning prototype of the Counselor Match Application that has the ability to accept user profile information and later fully integrate with internal Dinnaco systems and processes including:
- Single-Sign On
- Dinnaco Internal LinkedIn Network
- Downstream Conselor/Counsellee Match Confirmation Processes
User Stories
Counselee Process
- Counselees are encouraged to switch counselors every two to three years as a way to expand their network and build new relationships
- To help assist in that change, the Counseling Match Application can be made available to help the counselee:
-- Understand the available pool of counselors
-- Navigate the switching process
-- Connect to a counselor who they may not have met otherwise via their existing network
-- Find the 'optimal' counselor match based on a select list of criteria and preferences
- Counselee portal will be made available to current employees to assist in switching counselors
- Counselee will take assessment to assist in matching making
- Counselee will select top five counselors that will assist in the matching process
Counselor Process
- The current process for a counselee to locate a counselor is very manual and works primarily off a series of email communications, followed by a series of phone calls
- To improve upon this process, the Counseling Match Application can be made available to help the counselor:
-- View / manage capacity to take on counselees
-- See what counselees are interested in you as a counselor
-- Facilitate a smooth conversation to allow for current counselees to switch counselors
-- Find the 'optimal' counselee match based on a select list of criteria and preferences
- All counselors with capacity will be required to log-in to the portal
- Counselor will take assessment to assist in the matchmaking process
- Counselor will update their personal profile that will be shared with potential matches
- Counselor will confirm / reject matches
Talent Approval Process
- Talent will receive reports and raw data of the matching process to feed their other processes
Apps Key Features
- Facilitating Introductions - The 'matching application’ will create a new way for counselors and counselees to meet a future counselor/counselee throughout the firm, which should help alleviate current issues with switching counselors
- Matching Based on Preferences - To create the optimal match, the counselor and the counselee will take a preference survey to identify similarities in communication styles, professional interests and career goals
- Gathering Counseling Insights - The Talent teams can leverage data results from the preference surveys and selected matches to gain insights into enhancements to the existing counseling process
Screen Requirements :
- For this challenge, we are looking for the below pages to be designed/considered in your concepts.
- Feel free to Add or Modify the screen requirements to match with your design concept ideas.
Counselee Screens
01. Login Page
- There should be an area to Welcome the user and provides brief context of the apps purpose. The brief context might have a lot of information, so it might need to be split (split content using carousel, or else?)
- Login process will use client SSO for their active employees
- If SSO not working, there should be alternative ways to log in to the apps via ordinary login form
02. Counselee Homepage
- Dashboard view of the potential counselee to navigate the web portal
- Provides snap-shots of information based on the counseling preferences/assessment quiz if user already taken assessment quiz:
- Provides a navigation opportunity to update the counselee profile
- Provides a navigation opportunity to view the assigned counselor's profile (if user already have counselor)
- Provides navigation to initiate the counselor switching process
- Provides Getting started section contains of the following menus:
-- Take Counseling Preferences Quiz
-- View and Sort Matches (should be greyed out if user not have opted into counselor switching)
-- Edit My profile
-- Initiate Counselor Switching
03. Counselee Switching Opt-In Page
- User can reach this page by accessing menu "Initiate Counselor Switching" from homepage
- This Page should provide content that explaining the importance of counselor switching and allowing the counselee to opt-in to the switching process
- The opt-in will enable the counselee to access the matching process
04. Counselor Switching Confirmation Page
- Once user accept the Switching Opt-In, they will be redirected to this page.
- This page will provide step by step process for the user to switching the counselors
- There are 3 steps that they needs to be done in this process, which are :
-- Take Preference Quiz
-- Edit Profile
-- Match with Counselors
- Once opted-in to the counselor switching process the counselee will be directed towards the appropriate resources
05. Preferences Quiz Page
- User will start the Switching process by taking the assessment quiz first.
- There are twenty question test to be taken by the counselee to determine the primary matching criteria
- Questions will be worded as an agree / disagree statement to avoid polarizing items (answer options will be Strongly Disagree/Disagree/Agree/Strongly Agree)
- Final set of questions will be populated based on the feedback from the counselor effectiveness focus groups
- Needs to provide steps progress indicator (questions x from xx).
- Wizards style form? etc? what is the best way for user to have interaction in this screen?
06. Counselee Profile Page
- Counselee will set-up a profile that can be edited throughout the year
- Basic information will be auto-populated from the client internal LinkedIn type network.
- These profiles will be visible to counselors once a request has been submitted from the matching process
- Some of content that needs to be shown :
-- Years with the firm
-- Level
-- Industry
-- Current Project
-- Location
-- About Me
-- Hometown
-- Hobbies
-- Birthday
-- Favourites
-- Etc
07. View and Sort Matches Page
- Based on the counseling preferences/assessment test; all available counselor matches will appear and be made available for placement into a large list that includes all available counselors based on the "preferences" identified by the counselee AND the "rules" identified by the HR team as to who and who cannot be paired as options
- The counselee's preference to view the list can be changed (i.e. the counselor can determine that they want to only see 5 of 20 matches on their screen at once, so a filter criteria should be applied on how many can be seen at once)
- Show the available counselor profiles in 2 views, as a list or thumbnail view
- The user will have the ability to search counselor profiles and select the top preference for their counselor at the time (this can be changed in the future or may not be approved, so may have to change in the future)
- There is no guarantee that the top selection will be the final matched counselor due to capacity constraints or counselor selection, but this is an iterative process that the counselee will have to go through again if the counselor selected cannot be their counselor
08. Acceptance Confirmation Page
- Counselee is notified that they have been matched with a new counselor upon log in
- Provides a navigation opportunity to return home
- Provides a navigation opportunity to send an email to the newly assigned Counselor
- Could potentially leverage this page for "Next Steps with my New Counselor"
- Provides a navigation opportunity to view the assigned counselor's profile
Counselor Screens
01. Login Page (Out of Scope)
- Same screen display like Counselee
02. Counselor Homepage
- Dashboard view of the counselor to navigate the web portal
- Provides the list of action items to finalize the profile for matching
- Shows the available capacity of the counselor (for ex, counselor can take 3 counselee from 4 available slot capacity)
- Provides navigation opportunity to review counselee requests
- Provide getting started section that contains the following menus :
-- Take Counseling Preferences Quiz
-- Edit My Profile
-- Review Counselee Requests
03. Preferences Quiz Page (Out of Scope)
- Same screen like counselee with differents questions set
04. Profile Page (Out of Scope)
- Same screen content like counselee profile page.
05. Review and Accept Page
- Counselor can view Counselee requests and select whether to accept or reject those requests
- Display these information in the counselee list:
-- Counselee name,
-- Match percentage,
-- View profile button,
-- options to accept/reject the counselee.
- Provides a navigation opportunity to view the counselee profile
- Matching %'s are shown as a result of the matching process
- Show Counselee list in two different format list and thumbnail.
06. Acceptance Confirmation Screen (Out of Scope)
- Counselor is notified that their acceptance is confirmed
- Provides a navigation opportunity to return home
- Provides a navigation opportunity to view the assigned counselee's profile
- This screen have same similarity with Counselee confirmation screen
Talent Screens
01. Talent Match Approval
- Talent will have access to an overview dashboard, where they can make any necessary changes from an administrator level for any matching possibility.
- The dashboard will provide filter and sort options to ease the task of identifying possible matches and / or conflicts among existing relationships
-The talent dashboard will allow for the talent user to select a service line to conduct approvals in order to segregate the volume
-- View 1 of 3 service offerings
- Provide Option for exporting relationship data to a spreadsheet (next slide)
- Filter menu content :
-- View Matches (15,783)
-- View Available (125)
-- View Outstanding (97)
-- View Pending (9)
- Show information in the list of possible matches with at least the minimum content :
-- Counselor and Counselee
-- Buttons to accept/reject the matching list
-- Percentages of the matching
-- Compare button?
-- Notes?
02. Reports and Data Feeds Export Option Page
- Talent will receive the raw data of the matching criteria and other information to feed downstream talent processes
IMPORTANT
- Keep things consistent. This means all graphic styles should work together.
- All of the graphics should have a similar feel and general aesthetic appearance.
Design Considerations:
- The interface needs to be clean, modern, easy and intuitive to navigate.
- Ideally the focus should be a fluid user experience starting from the dashboard screen to acceptance of a new counsellor / counselee.
- Focus on the design being a great user experience, think simple but effective solutions!
- Give importance to the overall layout and think on how a user would interact with the content on the page.
- Show all the screens and provide a user flow/click-path and navigation, so we can see how the interactions fit together in the application
- The feel of the app should be similar to a Tinder, Hinge, Bumble and Match.
- How quickly could you find information?
Create it as responsive design :
Desktop will be the primary target device, but please consider this app will be responsive in the future and design elements should be easily translate to working on different device sizes (i.e. mobile) in the future.
- Desktop : 1280px width with height adjusting accordingly
Branding Guidelines :
- Please follow the Dinnaco Branding guidelines: https://projects.invisionapp.com/boards/3N1FFO2T5K42Z/
Documentation :
- No wireframes are being provided for this challenge. We want to see your creative takes on solving the problem at hand!
Target Audience
- Counselor
- Counselee
- Talent/Administrator
Judging Criteria
- The overall functionality of your concepts - how well do your ideas work as a matching apps. We are looking for an app that is easy-to-use
- Your ideas and concepts!
- How well does your design align with the objectives of the challenge
- Cleanliness of your graphics and design.
- Overall Design and User Experience.
Submission & Source Files
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
Submit JPG/PNG for your submission files.
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as layered PSD file, or Adobe Illustrator as a layered AI file.
Final Fixes
As part of the final fixes phase you will be asked to update the style tile to reflect any new elements that you have added to the design. You may also be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.