HAL - Risk Management Tool Design Challenge

Welcome to the "HAL - Risk Management Tool Design Challenge". This challenge will focus on creating new screen designs for an existing Risk Management tool. This application will be used by engineers to calculate risk when they design a well. We are looking for a simple and creative visual design solution that will be able to accommodate all dynamic requests to create and manage the risk matrix and assessment.

Read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. Let us know if you have any questions in the challenge forum!

Round 1

Submit your initial designs for checkpoint feedback

02) Risk Matrix Editor Screen
03) Manage Risk Categories Screen
05) Risk Assessment/Register Setup Screen

• As part of your checkpoint submission, you must upload your submission to MarvelApp so we can provide direct feedback on your designs. Please include the MarvelApp URL in your notes.txt
• Make sure all pages have the correct flow. Use the proper file numbers, (1, 2, 3, etc.)

Round 2

Submit your final designs with all checkpoint feedback implemented

01) Initial Setup Matrix Screen 
02) Risk Matrix Editor Screen
03) Manage Risk Categories Screen
04) Risk Matrix Preview & Confirmation Screen
05) Risk Assessment/Register Setup Screen

• As part of your Final submission, you must replace your checkpoint submission with the final submission into MarvelApp so we can provide direct feedback on your designs. Please include the MarvelApp URL in your notes.txt
• Make sure all pages have the correct flow. Use the proper file numbers, (1, 2, 3, etc.)
• If you're not submitting in the Checkpoint/Round 1, you are not eligible to submit in the Final/Round 2

CHALLENGE OBJECTIVES

• Create screen designs for the Risk Management Tool 
• To create 5 unique screens for Desktop/Web

BACKGROUND OVERVIEW

• When designing a Well, decisions made during the planning of the Well will generate specific design risks. These are normally controlled/mitigated by changing the design parameters (change trajectory, casing points, type of casing, fluid selection, etc.)
• There are inherited risks just with deciding to drill the Well in a specific location, or choosing to target a formation above a dome salt. For example, a subsea well location might have a residual risk with locating the Wellhead at the sea level. This is because any minor earthquake at the mudline can cause the Wellhead to change its altitude. These inherited risks are known as generic risks, and they can be overcome only by taking additional precautions to mitigate their impact or probability of occurrence 
• By incorporating a Risk Register in the Well program, the engineer is making sure to pass the inherited and design specific risks to the execution team, so they know how to mitigate them when drilling the Well

PROJECT GOAL

• Create a Risk Matrix: Build a flexible risk matrix generator, customized by the user, so the component can be used by any customers. 
• Create a Risk Register at any level inside the workflow: When the user identifies a known inherited or design risk, they can access the Risk Register and add the risk as the design is built. At the end of the process, the user will be able to go to the Final Risk assessment table and add control measures to mitigate the risks before sending the design for approval. 
• Ability to create a Library of known risks (reading from an excel sheet as MVP): when the user creates a Well program, the service auto-picks the location, formation, etc. filters and adds known risks to the matrix as generic risks. (Not in scope for this challenge)
• Ability to create a Final Risk Assessment table: for each well, have a final risk assessment table that the manager can see if all identified risks have been mitigated and residual risks are acceptable according to company policy. (Not in scope for this challenge)

TARGET AUDIENCE

• Well Engineers
• Execution Team (Field personnel)

PERSONA

• Name: Donald Weasley
• Occupation: Well Engineer
• Goals: Easily create dynamic and flexible Risk Matrix and Risk Register/Assessment
• Frustrations: Creating a dynamic and flexible Risk Matrix and Risk Register/Assessment is time-consuming. Currently, calculating the risk needs to be done manually
• Wants: An easy to use application that enables him to collect and generate risk matrix and risk register/assessment, so the Well drilling can happen smoothly

DESIGN CONSIDERATIONS

• Focus on: Simple, clean, easy to understand design. Not overly complex and flashy
• Design Flexibility to accommodate different kinds of Matrix options and variables
• Must follow the design branding guidelines provided
• Use color or visual elements to highlight and compare important information
• Intuitive. The user should never be left asking "what do I do next?"
• Simplify screen views that are too crowded with content

CHALLENGE FORUM

• If you have any doubts or questions regarding challenge requirements, please ask in our challenge forum: https://apps.topcoder.com/forums/?module=ThreadList&forumID=788644

EXPLORATION SCORE

In terms of expectations, we would like to measure the concept against the following in the one to ten scales:

• Creativity: 9
  • 1: barely new ideas
  • 10: a utopic product with features not proven to be able to be fully implemented
• Aesthetics: 8
  • 1: low-fidelity design, wireframe, or plain sketch
  • 10: top-notch finished looking visual design
• Exploration: 8
  • 1: strictly follow an existing reference or production guideline
  • 10: open to alternative workflows/features not listed here that would help the overall application
• Branding: 7
  • 1: don’t care at all about the branding just functionality
  • 10: without a properly branded product there is no success

DOCUMENTATION

• Wireframes
• Branding Guidelines Document

RISK TOOL USER

There will be 3 user types that use this Risk Management Tool: 

• Super User (our focus on this challenge)
• Normal User 
• Read-only user

SCREEN REQUIREMENTS

01) Initial Setup Matrix Screen 
Role: Super User
Wireframe page 5 & 6

• The Super User can create a Risk Analysis Matrix before they assign/share it to Normal Users and Read-only Users.
• When the Super User wants to use this feature, there should be an initial screen to welcome the Super User and guide them around Risk Matrix or Risk Register table features, before they can continue to the next step and set up the matrix criteria. (wf page 5)
• Next, the Super User will define the number and the kind of matrices that they want to create. The super user is able to create multiple matrices. The kind of matrix can be defined as any existing matrix that has been created before; a new matrix from scratch; or a new matrix from an existing matrix. (wf page 6)

02) Risk Matrix Editor Screen
Role: Super User
Wireframe page 8 & 9

• The Super User will be able to define the content details of the Risk Matrix:
  • "Matrix Name:" - risk matrix name
  • "Matrix Type:" - risk matrix type
  • "Select Matrix size:" - matrix size which will create the matrix table format 'n x n'. For example: In the wf, it will create the T1, T2, T3, and P1, P2, P3. The user will be able to create any matrix size, the one in the wireframe is only a simple matrix. In the real tool, it could be 4x3, 6x6, 9x9, etc. Please consider this flexibility on your design
  • "Select value for X axis:" - select X-axis value "Increasing Probability" and sorting capability (P1, P2, P3)
  • "Select value for Y axis:" - select Y-axis value "Increasing Impact" and sorting capability (T1, T2, T3)
  • "Indicate Criteria Columns:" - enter the number of text fields for the following form area "Choose criteria…"
  • "Choose criteria to be used in the Risk Registry and add a short text:" - create text for the parameter in the matrix - (in the wf, we create 3 text field with the following value: obj = Well objective, cost = D & W Cost, HSE = Health, Safety, Environment and Reputation)
  • "Indicate Criteria Rows:" - will create the custom criteria rows. For example: '<1%', '1 - 10%', '10 - 100%'
  • "Manage Risk Categories:" button - This button takes the user to the next screen (03) Manage Risk Categories) where they define content for the matrix table values and colors.
• Allow the layout of the matrix table to be customizable. The Super User can adjust the width and height. The content can be entered by the Super User. More details about the layout can be found on wf page 9.
• Calculate colors using X-axis and Y-axis values. The colors that appear on the matrix table (green, yellow, red) is a result of the calculation from the X-axis and Y-axis. For example: In the wf X is a probability, and Y is Impact, so X multiplied by Y. However, the type of calculation will depend on the Super User input. The calculation can be multiplication, addition, or simply combination/merge (the number of X and Y). The Super User will have the ability to enter the risk calculation formula on this screen
• For creating multiple matrices in the Initial setup, the user will need to repeat the above process until all matrices are created. (example of the multiple matrix creation is available on wf page 14 to 23)
• For this challenge, we need you to simulate the Risk Matrix screen for:
  • 3x3 matrix (wf page 8)
  • 6x6 matrix (wf page 16)
  • 6x6 matrix (wf page 22)
• Suggest you also check some other samples of Risk Matrix screen (wf page 30 to 34) to see how the Super User can create variations of a matrix as needed 

03) Manage Risk Categories Screen
Role: Super User
Wireframe page 10 & 11

• The Super User will be able to define the Categories of risk. They arrive here after clicking the "Manage Risk Categories" button from the Risk Matrix editor screen.
• Display the matrix related to the Risk Categories via "Matrix Name" so the Super User is aware of it.
• On this screen, the Super User should have the ability to: 
  • Add a new row for risk level. This could be inserted between existing levels or replace a level, depending on the risk category that needs to be set up. (Note: This does not need to be 3 categories as showing in the wf)
  • Change the colors of each level
  • Edit the column header and change the text
  • Edit Risk Level, will need to define the min and max numbers on it
  • Edit Qualitative Evaluation (text)
  • Edit Description (text)
  • Access a button/link to preview the Risk Matrix and Categories

04) Risk Matrix Preview & Confirmation Screen
Role: Super User
Wireframe page 12

• After the Super User has finished applying all the setup and configurations for the Risk Matrix and Risk Categories, they will be able to see the preview of the Risk Matrix and Risk Categories before saving the setup and configurations
• At this screen, the Super User will review the Risk Matrix and Risk Categories they have defined. If they are happy with the setup, they may click "Save & Next" to move forward to the next step. The user may either create another matrix or be finished with the setup process and continue to set the Risk Register/Assessment layout. If they are not satisfied, they may return to edit the Risk Matrix and Risk Categories

05) Risk Assessment/Register Setup Screen
Role: Super User
Wireframe page 27 to 29

• By default, this screen will show all table headers, sorting, and empty first row as shown in wf page 27 (need a better way to arrange the table appearance - feel free to adjust the look & feel)
• All columns in the table should be editable (by double-clicking the column)
• The Super User must have the ability to:
  • Show/hide the following columns: Risk Code, Risk Code 2, Event, Cause, Consequence, Initial Risk (and all child columns in it), Action, Status, Responsibility, Date Due, Comments
  • Resize the column widths
  • Arrange the position of the column by pressing on the column header and drag to rearrange the order of columns
  • Disable the buttons:  'Risk Matrix', 'Add from library', 'New Risk', 'Final Risk Score', 'Save' in this setup screen. These buttons will only available when being shared with other users
  • Edit the column settings by clicking the "Edit columns" button. The edit column will allow the user to change the settings of the column.
  • Add new columns with the "Add More Columns" button. The user can add more columns to the table and adjust the position and width of the column added. Use a max of 10 columns to be added. Create the sub-screen for adding new columns including options for label, filter, and type of row (wf page 28)
  • Delete columns, please note that only new columns added may be deleted while the default columns may only have show/hide options
  • Access a button/link to see a preview & confirmation screen for their Risk Assessment/Register table layout (wf page 29), and save their settings

BRANDING GUIDELINES

• Colors: Follow the blues and grey from the wireframe as starting colors (page 1 and 2) 
• Font: up to the designer 
• Style: up to the designer
• For layout creation, DO NOT follow the wireframes, you must come up with something creative that able to solve the visual problem we are facing right now

TARGET DEVICES

• Desktop: Width minimum 1366px, Height adjusted accordingly

SUBMISSION AND SOURCE FILES

Submission File

• Submit JPG/PNG image files based on Challenge submission requirements stated above
• MarvelApp link for review and to provide feedback
• Declaration files document contains the following information:
  • Stock Photos Name and Links from allowed sources
  • Stock Art/Icons Name and Links from allowed sources
  • Fonts Name and Links source from allowed sources

Source Files

• All source files of all graphics created in either Adobe XD, Figma, or Sketch and saved as an editable layer

 

FINAL FIXES

• As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors