PROJECT SUMMARY

Designer Role
Product Designer

Project Name & Client

Shift-Handover | EXXON

Project Type

The project involved both enterprise-level UX design and the development of a web application. Power Apps Canvas was the platform of choice.

Project Overview

The application manages the transfer of responsibilities and tasks from one individual to another. It is one of the best-known types of safety—critical communication in oil and gas, and it is a procedure used to reduce the risk of safety incidents.

“It is the process of transferring responsibility and authority for a shift from one worker to another. It is common in manufacturing plants and other operations where workers work on an assigned shift.”

“Shift handover should be regarded as a high-risk process because it cannot be automated and relies on human behavior. The goal of the handover process is to maintain continuity…”

Methodology

• Discovery: Defined the problem, conducted stakeholder and SME interviews, and analyzed user artifacts. 

• Ideate/Design: Analyze all the information collected to establish hierarchy and navigation and develop a site map and the first series of wireframes.

• Evaluation: Implemented iterative design based on findings from Participatory Design sessions with SMEs and stakeholders’ feedback. Created interactive high-fidelity prototypes and performed Usability Testing.

• Implementation: Created a final report for the stakeholders. Crafted an Excel file specs document and style guide for developers. Brainstorm sessions with the developers and the software architects. Before deployment perform UT a second time.

Business Goals

• Digitalize the shift handover process

• Design a product that can be implemented globally

• Design it to be built on Power Apps Canvas

• Reduce risk and minimize errors

• Process standardization

User Goals

• A design that mimics the old process and artifacts

• Capability to transfer data between forms

• PI data automation

• Reduce risk and minimize errors

Pain Points

• The process lacks accountability and is susceptible to errors.

• The existing solution relied on isolated silos determined by asset discretion rather than aligning with business requirements.

• Absence of consistency and standardization.

• Challenges Hindering User Adoption.

Key Solutions

• Minimize risk by reducing errors while performing the process.

• Flexible IA solution that allows space for scalability and fast adoption by other locations with minimum changes.

• Process standardization through the adoption of business standards and requirements.

• Improve user acceptance by mimicking the process and artifacts used by the operator at the time.

Metrics

Reduced Error Rate: Implementation of the new system resulted in a significant reduction in errors during the shift handover process, enhancing operational safety

Consistency and Standardization: The new process introduced consistency and standardization, eliminating previous discrepancies and ensuring uniformity in operations.

Cost and Time Savings: The optimized user flow and improved processes resulted in significant time and cost savings for the organization.

Enhanced Accountability: The new system introduced greater accountability into the shift handover process, reducing the likelihood of oversight or mistakes.

Increased Data Integrity: The capability to transfer data between forms improved data integrity, ensuring accurate information exchange during handovers.

Compliance and Risk Mitigation: The digitized process contributed to improved compliance with safety standards, reducing risks associated with manual handover procedures.