Notify - Production Monitoring System

A connected B2B application that monitors customer’s overall machine performance and production output.

Notify is a Netzsch connected app that connects directly to their machine gateway and monitors the machine’s health and production output. Customers who purchase Netzsch’s machine can perform remote monitoring anytime, anywhere. There are 2 different apps - Customer App and a Service App. The service app is for Netzsch to manage customer features and machine configurations. Netzsch's desire to scale up the MVP app and improve on the user experience to increase user adoption.

Also see Production Monitoring System UI Redesign.

Project date: May 2021

MY CHALLENGE

  • Improve on the navigation to help with UI scaling of the MVP app
  • Unify the overall look and branding of the app
  • Propose potential business features for the app to enhance user experience and overall value add to the customers
  • Add new features to the app
  • Organise and improve on current design systems library
  • Design marketing collaterals

My Approach

  • Organise and draft a thorough site map of both application to determine navigation hierarchy.
  • Break down features into individual user stories and re-evaluate current layout and inconsistencies to a better user experience.
  • Collate all UI elements and build a systematic UI library that encompasses the company’s brand.
  • Conduct end-user interview to gather new feature requirements and survey interest.

DATA OWNERSHIP STRUCTURE

One customer can own multiple milling machines with different production (Eg. 2 machines mill red paint, while 3 other machines mill white paint depending on the demand). Each machine is then hooked up to a gateway that sends machine data to the app. The customer can then manage and monitor the production output, the machines’ health, and production frequency via the app.

  • 1 customer can have multiple gateways
  • 1 gateway can have multiple machines (max. 3)
  • 1 machine can only be linked to one gateway

Resolving Navigation

Making navigation intuitive is a must-have for any SaaS application as this greatly impacts the user experience. Here, my first step to improving the app was to resolve navigation issues and rearrange the features base on the information hierarchy. After mapping the initial customer app, I realised that there was an overuse of tabs to divide different states - which seemed unnecessary. It also posed navigation problems when trying to scale-up the app because secondary features were competing for real-estate with primary ones. To solve this, I created a 3-tiered system where one could see the full overview of features based on their relationship with each other for the ease of navigating through the application.

Original Site Map  (customer app)
Improved Site Map (customer app)

The service app is an internal app for Netzsch’s service engineers to manage feature permissions, customer accounts and configuration of machines and gateways. Within the app, each machine is linked to a gateway, which is owned by a customer. The engineers can remotely manage configuration settings of the machines from the app. As all 3 types of content are interlinked and will show similar information regardless of which type the user chose to view, it is better to group them all together in a single dashboard and provide the user a choice to view by type. This allows the app to scale easily when adding new features such as “support ticket management” or “data-analytics”, making it a feature rich one-stop-shop application for feature management.

Based on the site map, I identified multiple areas of redundancy and decided to consolidate the features into a single set. This reduces confusion and allows the user to focus solely on what’s required: configuration.

Original Site Map  (Service app)
Proposed Site Map  (Service app)

Refining the flow of the User’s journey

In the initial app, content state are separated into 2 different tabs. The creation flow (adding user), it was utilising a full screen with very few entry fields. Using a full screen that locks the user in, can be disorientating for users since it’s a completely different styled page that requires very minimal action.

Original Screen flow Sample images (customer app)

The proposed screen was essentially taking the as-is screens and improvising it to flow better- Such as combining state types in a single table view that displays all types of information allow user to monitor and have a better overview. Another proposed option was to have a collapsible table row that will expand to reveal more information about the user such as permission types and production line that they are assigned to. This solution only applies if the user information is limited and can be all displayed in a single row.

The other improvement was to make the add-user flow a modal. With minimal entries required, the user needn’t re-route to a whole new page.

Proposed Screen flow Sample images (customer app)

New Feature

Customers were requesting for a feature that allows them to set specific notification parameters to monitor their production batches. I quickly sketched out a simple storyboard to demonstrate how this feature would play out in reality.

Currently, production operators have to stay by the machine and wait to take a sample of a batch to ensure everything is running smoothly. However, this is not very productive. With the notification set with specific parameters in place, the user can go about running other tasks.

Storyboard

In the exploration phase, I hypothesise 3 different feature readiness with different set of sub-features and user stories to go with it. I also conducted customer surveys to gather what would be a value add to them base on the drafted ideas. I then presented these ideas to Netzsch for their input.

EXPLORATION & IDEATION PHASE
MVP User Story (Basic Customer’s Needs/ Request)
User’s Pain Points:

I would like to be notified when it is time to take samples in between milling, in order to confirm the batch is done and proceed with the discharge without waiting by the machine.

Goal:

The MVP feature aims to meet the basic needs alerting the customer for taking quality samples ONLY. It functions as a basic reminder feature for the customer.

Feature:
  • Type of Alert Selection
  • Number of alert selection
  • Preset alert intervals
  • Custom alert timing
Good-to-have User Story (Enhanced User Experience)
User’s Pain Points:

I would like to have a an analysis of all batches to give me insights on how to optimise my milling processes and improve consistency in the  product quality.

Goal:

This collective feature aims to go beyond the basic reminder and functions as a targeted historical record keeping for all quality samples for customers to monitor, track and make tweaks all within the notify app.

Feature:
  • Create alerts by threshold type
    (eg. Temperature, cycle, power, sensor, pressure, energy consumption... etc )
  • Quality sample Dashboard/ table
    (historical records of all quality sample taken)
  • Ability to input “notes” / variables for each reminder that can potentially be stored a data for future analysis
    (eg. of potential variables that can contribute to the quality:
  • Ingredients brand
  • Room temperature/ weather
  • Certain ingredients that fair better during certain seasonal harvest...etc)
  • Search & Filter by specific variables
Nice-to-have User Story (Ideal User Experience with Optimal Value Add)
User’s Pain Points:

I would like to have a historical record of past samples or data of each batch to help trace quality issues of the product.

Goal:

This bonus feature aims to give customers insights and analysis of each quality sample taken and provide a more predictive model that can help improve future milling processes base on environmental contributors/ seasonal/ specific brand ingredients etc.

Feature:
  • Progress record of an ongoing quality sample process
  • Batch progress
  • Input batch goals- (eg. Ideal viscosity / grain finest)
  • Analysis table/ graph of all the quality samples taken
  • Summary/ Insight card of all the quality samples taken
  • Adding notes to graphs
User Feedback

During a call with both customer success and onsite service engineers who service customers, we gathered direct feedback from end-users by presenting them the list of features and the concept user journey flow. This is to gauge their interests and to get a better all-rounded understanding of their needs. After presenting the 3 ideas, the feedback that we got was that operators needed to set up notification for all sorts. If the product can cater to a more generalised purpose, it would have a broader use case that would be more useful for workers on the ground than only taking quality samples (which doesn’t occur too frequently in comparison to other needs for a notification/ reminder).

Other insights also included:

ITERATION PHASE
MVP User Story (Basic Customer’s Needs/ Request)
MVP User Story (Preset variables and custom settings)
User’s Pain Points:

I would like to set custom notifications during a production cycle to help me manage multiple tasks efficiently.

Feature:
  • Selection of type of notification/ reminder
  • Custom notification/ reminder
  • Type of alert selection
  • Sharing of notification/ reminder with other users
  • Selection of repeated notification
Enhance User Experience With Automated Potential
User’s Pain Points:

I would like to produce a new product. However, I will need to experiment for a bit in order to obtain the right controls for optimal product quality.

Feature:
  • Input batch control
  • Input alert by multiple thresholds
SCREEN DESIGN (MVP)

Netzsch has 2 types of machine-IRIS and standard machines. Each machine type has a different configuration requirement.

Features include:

  • Toggle/ Selection option to receive and display notifications from the HMI (setup is on the HMI)
  • Notification Screen
Standard machines notification setup

Features include:

  • Take quality sample notification set up flow
  • User to indicate the start time of the process
  • Default 2 alerts
  • Alert threshold - time
  • Alert time interval to be set from the start point
  • Notification Screen
  • Create Quick Alerts (using same input values with an existing notification to minimise time to create)
  • Adding users to notification
  • Allows user to set acknowledgement requirement

Unifying the look

As I joined the project midway after the launch of the MVP app, I was tasked to help with cleaning up of the design and match the company brand. I evaluated the old screens to make consistent improvements to them- setting UI display rules and case scenarios to help the frontend and backend engineers when they decide to do a full application reskin. Below are some sample screens of the initial MVP along with notes of design improvements that the application could use without too much code overhaul. I also took into consideration of utilisiting the material library that they have implemented to refine those designs accordingly.

Diagnosis
  • Margin could be wider for better focal area especially for larger screens.
  • Too many use of unconventional colours for warning statuses.
  • No uniform indication of interaction element
  • Widgets are too similar in design to cards
  • Create flow that holds minimal information uses a full page instead of a modal
  • Inconsistent UI colours (some white, some in black and some in green)
  • Inconsistent font sizes and weight
  • Notification Screen
  • Create Quick Alerts (using same input values with an existing notification to minimise time to create)
  • Inappropriate use of tabs and primary hamburger navigation
  • Lack of page directory
  • Too many usage of back button icon within different page levels
DESIGN EXPLORATION

I started sampling the company’s website and the UI from the IRIS HMI screens and put together the best possible colour palette that is still recognisable to the original brand.

I played around with colour matching and designed options for both primary and secondary navigation bars.

DESIGN EXPLORATION

After a few more explorations and discussion with the Netzsch team, it has been decided to adopt a smiliar look to the IRIS machine’s HMI for relatability. Other areas of exploration are the interaction behaviour of UIs on various screen sizes as well.

Service App Design
Customer App Design
Conclusion

As I joined the project midway after the launch of the MVP app, I was tasked to help with cleaning up of the design and match the company brand. I evaluated the old screens to make consistent improvements to them- setting UI display rules and case scenarios to help the frontend and backend engineers when they decide to do a full application reskin. Below are some sample screens of the initial MVP along with notes of design improvements that the application could use without too much code overhaul. I also took into consideration of utilisiting the material library that they have implemented to refine those designs accordingly.