Challenge: how might we help business users discover automation that are relevant to their current workflow?
At UiPath, myself and a product manager worked together on a solution to this challenge that started out as an internal hackathon project. RPA developers were creating useful automations for the business users at their companies but adoption rates remained low because people weren't aware that automations that could be useful to them existed. We set out to:
1) Give context-based automation suggestions
2) Give those suggestions at the very moment they'd be useful
Disclaimer: the designs and prototype on this page include screenshots of the SAP Concur web interface. Due to the nature of our products at UiPath, I choose to show them in a real world scenario, but I have no affiliation with SAP or Concur.
My Role: interaction design, visual design, prototyping lead.
Starting with our Apollo design system as a base, I looked for current patterns in our 'business user-based' products that users would be familiar with and then adapted them to fit inside a browser widget (Chrome extension). Two things I paid close attention to were glanceability and transparency.
Goal: a high-fidelity prototype at the end of the hackathon and then a more polished version to present to company leadership.
The prototype below was used by my partner in crime (a product manager) and I to showcase how we might augment an employee's experience conducting common tasks on online platforms, such as booking business travel and filing expense reports by building a widget that presented them with useful company-specific automations AT JUST THE RIGHT MOMENT.
Furthermore, it showcases the importance of following the user's workflow across apps (Concur and email, for example) to make sure the solution is a wholistic one that holds the user's hand the entire way.
Results: This presentation of UiPath's automation tools was projected to dramatically increase both discovery and adoption rates of automations built by RPA developers at companies using our platform.
Regretfully, we weren't able to deploy Augment and measure actual increases in discovery and adoption, as this project was rolled into the development of UiPath AutoPilot, which had additional features that contributed to both discovery and adoption rates.
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