GOALS APP BY DOMO

The DOMO Goals app records and tracks data driven OKRs within a company / enterprise to provide company - goal achievement transparency in real time.

Goals App monitors and records objectives set at a personal, team, or company wide level. Each objective is measured by key results that are either updated manually by the user or, once linked to a data-powered card from Domo, the key result is automatically updated in real time.

MY FOCUS

• Optimize key result potential for the user to specifically categorize a range of commonly used metric and key result types.
• Increase incentive for users to consistently return to the app while strengthening the communication and accountability between managers, co workers, overall business organization, and self.
• Refine UI architecture while strictly using Domo styleguide assets.

PROBLEM

Users want to be able to specify a manual key result type (when not linked to a card with live data) which the app was lacking at the time. Before, the only way to manually update the progress of a key result was with a slider bar that would indicate the percentage of progress accomplished. While the mass majority of users enjoyed the simplicity and aesthetic of the progress slider, there needed to be more specific key result types to cater to most enterprise users.

The beloved key result slider

SOLUTION

Provide common metric options within a key result such as :

• Numerical count
  
• Percentage
  
• Currency tracking

The best way to accomplish this addition was to apply a third alternative to a key result type. When before, the two options to create a key result were "Link a card" and "Update progress manually", I created a third option "Manually record and update data". This helped enhance the flow of key result creation as well as provide Domo the opportunity to create cards and other visualized data stories based off what was logged in the goals app under "Manually record and update data" (which wasn't MVP at the time). 

DEFINING THE KEY RESULT METRIC

Considering that users might want the overall target value to be greater than, less than, or equal to (etc.) the desired goal of the key result, I designed this page so that the user would directly associate the comparison with the target value.

By tapping the black dot, with the equal sign, a CPC sheet appears from the bottom to provide more options for the user whether they want the target to be equal to, less than, or greater than (etc.) the user provided value.

Because the app is focused on enterprises globally, if needed, the user can tap the dollar sign button to change the currency type of the key result.

KEY RESULTS DETAILS PAGES

ADD NEW MANUAL KEY RESULT FLOW

PROBLEM

The connections between users / co workers  and company was lacking as well as an opportunity to provide more specific data driven results. 

SOLUTION

• Tags
  
• Check in process
• Provide more opportunity for qualitative data

TAGS

By implementing a tagging system, the goals app would enhance the scope and achievement transparency of a company, further connecting each user / co-worker by their similar objectives and / or key results.

An objective and a key result can each have their own tags. The tag base is implemented by a user - generated API so user's can use and create diverse tags freely.

I designed the tag system so that the user could view the details and report of the category / tag at a large scope. To reach the details and report, you click on the tag that is either on the objective / key result details OR you can search tags as well.

One issue that I had to resolve was the Search page. There was a list of categories to search by within the segmented control bar: people, objectives, key results, tags, and teams. Instead of doing a horizontal scroll I went with a "more" category which would trigger a cpc sheet with all category options to select from.

TAG DETAILS PAGE

The tag details page allows the user to see all objectives and key results that is linked to the tag.

If the user would like to see an over all report and status of how the tag is generally doing throughout the company, they can tap "Report" in the top right corner.

TAG REPORT

Data will show the overall status of the the tag in the report section. It organizes the status of the tag throughout a company by objectives and key results while sub organizing to show the amount of tags that either are on track, need attention, or are at risk.

Tag report overview

Objectives on track selected

Key results that need attention selected

ENABLING QUANTITATIVE DATA

While adding manual key results allowed the user to provide more data, the app needed a place for the user to explain the results of the data and provide more of a story. This was also a great opportunity to bring user's together via conversation.

UPDATING THE PROGRESS WITH A COMMENT

Previously, the user updated the status of an objective or progress of the key result  on the details page. I designed the process to go from a button to a modal where the user can update the status along with leaving a comment with each update. 

This created the opportunity to provide each update with a time stamp to log that data and visually inform the progress history for the user.

A COMMENTS SECTION

The app provides the history of each update in the comments section as a comment itself in both, objectives and key results. When a user provides a comment along with the update, the user's comment is attached to the update that the app provides in the comments section. Then other users can add their own comments accordingly.

One thing that I would change in the product is how the segmented control on this page is more Material and other segmented controls are iOS styleguide. I would change them to be cohesive across the product.

IMPLEMENTING A CHECK IN PROCESS

Goals app needed to improve in two ways -

• Increase user's incentive to consistently return to the app to update the status of their objectives and key results.
• Connect managers with their teams to stay updated on the progress of their goals

I designed the interface and process so that a user can easily access, and quickly fulfill their check in process. I added a new tab in the footer nav for checking in. Before it was a "Teams" tag that I consolidated with what was the "Personal" tab to make the "OKRs" tab. This was apropriate according to the hierarchy of the use of checking in so the user could have a list of items that needed the progress updated as often as their admin or manager has set the reminding timeframe.

KEY RESULT PROGESS UPDATE

Once tapped on a key result tile, it would open up to provide the progress updater and a comment field directly.

OBJECTIVE STATUS UPDATE

Instead of the objective status always being the same static status until changed, the user will have to update it even if it is the same status it had been at previously. This will help the user be on top of the list of different objectives that they are working on.