Portfolio Project ManagMent
Skire | 2012
One of my favorite projects at Skire was the Product Portfolio Management (PPM) module.
Goal: The project's goal was to create a planning tool that allowed users to select, evaluate, and execute decisions that optimally benefit an organization. To do this, the tool needed to roll up time management, cost management, and resource management all under the umbrella of portfolio level management. My goal was to make the product transparent to those without knowledge of portfolio management..
Role: I was hired as the UX lead of the project from the initial concept of the product to post-production. I created a pixel perfect spec and worked with the product manager on creating user stories. I also worked with other product managers to integrate their products with our PMM solution (i.e. how Unifier's Cash Flow module gets PPM data). Even after the release, I continued to work with the team on improving both the design and performance.
Methodology: I began by meeting with customers such as Xcel Energy and Intel to discern their existing portfolio planning needs. At the same time, I researched a number of analysis techniques and familiarized myself with breakthroughs being made in modern project management.
I created hand drawn paper prototypes from these sessions and developed preliminary mockups which served as sources of discussion for the team. I continued seeking user feedback by performing onsite and remote testing with our customers, allowing iterations towards more intuitive designs.
I developed a testing checklist through the process and also improved my ability to critically evaluate my designs. I learned to lead design walkthroughs and how to better work with a demanding engineering team. The whole process taught me to test both early and often.
A short time later Oracle Primavera purchased Skire. One of the major reasons for this acquisition was the Portfolio tool that we developed. Screen shots of the tool can be seen on Oracle's Website.
Check out the full high fidelity spec (PDF 8.9 MB)