Findings in User Acceptance Testing of Customer Relationships Managers mimicking

their High-Volume HRs in VISANOW Beta

Sections of Beta:

action items billing

case creation comm. center

document library

forms and letters job library

notifications visa organizer questionnaire

Testing Scenarios

Our testing evolved as we conducted it, but overall there were 35 viable scenarios with an average of 3 scenarios per section

Areas with most trouble

Our most confusing features

• questionnaire • visa organizer • document library

• custom action items - .5 • exporting files (in vo) - 1.5 • review progress (in q) - 2.75

with observers ranking level of difficulty finding and completing the task between 1-5

• VO - rethink layout of filters, wording, make views be similar

• AI - have orange titles in action items be links to review progress in Q and

F+T / upload document prompts upload, etc

• CC - ‘unread messages actionable’ filters to show first, more distinction

between private/unread/new/public messages.

• Q - navigation more clear - consider using timelines for micro-navigations

• F+T - general cleanup (buttons and transparent buttons), make review

the progress more organized and clear

Main Highlights

More detailed list available on UAT in Onedrive

Tim clean up action items list: large clients might have a long, difficult to read list. make succinct. if there are more than a certain amount, just show number, not the list. 

Ken in document library, have the document stay light lighted for longer to see the (…) menu

Burt make the email notifications in the settings more customizable

Ben suggests consistency in hover states (filters, i tags, etc)

Natalie N Didn't like attachment wording on questionnaire. Should have a different wording to indicate you are pulling from your document library Want to be able to upload documents for prospective employees. Be able to upload documents to communication center messages.

Allie marking things as urgent in the comm center.

Zach Transparency and trust when a certain party is working on a case. “Attorney is working on your case” make it very clean and bold, so HR and employee know to wait. Need a way to mark messages as urgent, have them stand out from other messages

Michael Have orange header text (questionnaire, upload document, forms and letters) in action items be actionable (further: lead this to progress pages)

Deniz a concise and clear list in the review of f+t to see whats been approved or complete.

Natalie E delegate and assign and review (wording needs to be clear)

Top Suggestions by CRMs

Questions?

Thanks!