I was asked to conduct a Task Audit for the three Rocket Pro Portals: Third Party Originate, Rocket Pro Originate and Rocket Pro Insight.
The goals for the Task Audits were to:
• Look at the ‘what’ not the ‘how’
– What are users trying to accomplish?
– Where are users doing the same tasks?
I started by listing out the top tasks we ask our Pros to do. I then filled in the other things we wanted to know.
Accomplishing this required input from Subject Matter Experts (SMEs) and stakeholders. I collected the information through workshops, group and one on one meetings that gave me most of what we were looking for.
After completing the audit we couldn’t find the alignment of tasks we thought we would find. This led us to other exercises and workshops using different tools than a spread sheet to collect the information.
At the end of the task audit and the exercises it spawned, we discovered that we had a bigger project than originally thought. The audit allowed us to see the bigger picture and prescribe next steps.
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