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Brand: Paycom Payroll LLC
Crafting the foundation for the ultimate Report builder utilizing customizability, intuitive field management, and approachable workflows.
Crafting the foundation for the ultimate Report builder utilizing customizability, intuitive field management, and approachable workflows.
Generative AI
LLM Implementation
UX Research & Ideation
User Interface Design
Project Summary
The Report Center product has become incredibly dated and hard to utilize to its full potential. We needed to create the foundation for the future of report creation and management.
Team
Kale Atterberry (Lead Design)
Matthew Dowell (Lead PM)
Greg Hite (Lead Dev)
Personal Contribution
User Research
Concept Development
Product Growth Strategy
Solution Delivery
Problem Statement
Create an experience that allows users to customize, manage, share and generate reports that builds the foundation for the future of Report Center.
Create an experience that allows users to customize, manage, share and generate reports that builds the foundation for the future of the product.
The Paycom Report Center product was incredibly dated, hard to navigate, and offered very little context of information, formatting or customization options when it came to generating reports.
You miss 100% of the shots you don't take.
Despite being Paycom's third largest revenue producing product, the Report Center has quickly become outdated, hard to use and lacking in functionality compared to it's competitive counterparts. Clients were complaining, executives were becoming uneasy, and we soon found a handful of clients that stopped paying for or using Report Center altogether in preference of another tool.
When I became the head designer for the product, I was quick to call out at what an opportunity this was for us to really wow our users and provide a much more robust report builder and manager. But, knowing how things worked at Paycom and how hard it was to get something this big really rolling at once, I started working on concepts on my own time to develop what I coined "Operation AllSpark".
After 4 months of research and designing, I started feeling confident in my concepts. I pitched them to the Product Champion in charge of Report Center, who loved every single one of my pitches. We took the concepts and findings to our executive meeting and the CEO Chad Richison became very excited for the redesigned experience. This launched a 6 month project for Phase I of AllSpark.
Research Insights
Partnering with the PSD and Research team, we compiled tests with our clients to see where the biggest gaps were in client experience. We then grouped and organized the feedback into categories of focus and what we wanted to tackle in our Phase I of development.
In Summary
In Scope for Phase I
Framework for Sharing Reports
Ability to Favorite Reports with Custom Filtering
More Intuitive Report Builder
Easier to Approach Report Building
Better Navigation & Hierarchy
Suppressed Fields Rework
Miscellaneous Format & Field Additions
Future Considerations
Live visual report builder capability
AI suggestions for filtering and configuration
Ability to Customize Canned Reports
Ability to Save Reports as Templates
Field Selection Experience Options
Research Insights
Partnering with the PSD and Research team, we compiled tests with our clients to see where the biggest gaps were in client experience. We then grouped and organized the feedback into categories of focus and what we wanted to tackle in our Phase I of development.
In Summary
In Scope Phase I
Framework for Sharing Reports
Ability to Favorite Reports with Custom Filtering
More Intuitive Report Builder
Easier to Approach Report Building
Better Navigation & Hierarchy
Suppressed Fields Rework
Miscellaneous Format & Field Additions
Future Considerations
Live visual report builder capability
AI suggestions for filtering and configuration
Ability to Customize Canned Reports
Ability to Save Reports as Templates
Field Selection Experience Options
The Build
When starting the foundation for this massive product, I focused heavily on the Landing/Create Report experiences to be modular, approachable, insightful, and configurable.
When starting the foundation for this massive product, I focused heavily on the Landing/Create Report experiences to be modular, approachable, insightful, and configurable.
Objectives Met
Easily approachable and clear organization.
Sharing options easy to configure.
More robust action options from the dashboard.
Suggestions based on client and user history.
Field and filter selection much more simplified.
Able to preview reports as you build them.
Cons
Separates the generated reports and new report options.
Data-heavy and hard to find filters or fields without knowing location.
Leans heavily into filter and searching to navigate.
No tag or custom group capability.
No field management space.
We continued to iterate and ideate until we fealt we achieved the most of our objectives with the first build.
We continued to iterate and ideate until we fealt we achieved the most of our objectives with the first build.
Delivered Solutions
Phase I gave Paycom the foundation of which to continue to build a robust report generation tool that could share and preview any user-made data quickly.
Phase I gave Paycom the foundation of which to continue to build a robust report generation tool that could share and preview any user-made data quickly.