CONTEXT

Unlike most people during the pandemic who worked from home and stayed indoors, executive recruiters actually increased their business trips to secure more deals and close projects. As a result, there is a growing demand for mobile apps among recruiters, who are frequently on the move. In response, CW aims to transition its mobile app from being solely an Applicant Tracking System (ATS) to an AI-powered sourcing app.

To achieve our goals, we’ve outlined a mobile strategy that includes several key phases. V1 and V2 will help us set the stage for AI ranking and sourcing. Our strategy is to enhance the candidate profile page first, focusing on the most intensive work upfront, followed by two lighter tasks. Today, I’m going to discuss the candidate profile.

RESULTS

USER PROBLEM

Overwhelmed by excessive information, users struggle to identify valuable details, resulting in frustration.

USER NEEDS

After several rounds of research, I discovered that users need:

A clean and neat candidate profile view.
Guidance for effortless next steps.
A unique and engaging candidate profile experience.

DESIGN STRATEGY

Stage 1

The first step was to present candidate information in a cohesive and organized manner. I categorized the information into different tabs, allowing users to easily switch between them and quickly find what they need.

Next, I identified the most important information and filtered out unnecessary details. After consulting with users, I discovered that they don't need to see all candidate information at first glance. Often, they require only specific details. For example, users typically only need to see one location, whether it’s the candidate’s preferred location, work location, or most recent location.

To display this information efficiently, I established several product rules. One of these was adding a "View All" option in the cards, enabling users to expand and see more details if needed. This approach provides flexibility and control over the amount of information displayed, making the cards more user-friendly.

Stage 2

Moving to stage 2, the focus shifts to providing users with clear guidance to help them define the next steps effortlessly. Based on user interviews, I found that users typically look for three key things when they first land on a candidate's profile:

Pending Tasks
Calendar Events
Workflow

When users view a candidate's profile, they often ask themselves: "Do I have a call scheduled with this candidate today?" or "Do I need to follow up with this candidate regarding my workflow?" Essentially, users are trying to determine what actions they need to take concerning the candidate.

By placing tasks, calendar events, and workflows at the top of the profile, we can help users quickly identify the necessary actions for each candidate at a glance.

Card Trade-Off

"In the dance of design, I paused the flow,
Where pieces once scattered, now together grow.
But time's tight grip, and projects collide,
So I wait, with vision clear, for the perfect tide." - ChatGPT

In another iteration, I deconstructed and reconstructed the card information. By putting myself in the user's shoes and considering the sourcing process, I discovered that certain pieces of information naturally group together. For example, location and location preferences were previously spread across different areas of the candidate profile, but it made more sense to combine them into a single card.

However, due to the tight project timeline and the impact of other initiatives, I identified a development and design risk in implementing new cards at this moment. As a result, I decided to pause this effort until the design team has a clear vision for the scope of the cards. This decision is a trade-off, balancing the immediate needs with long-term goals.

Stage 3

The final stage of this effort is to update the header by incorporating Clockwork branding without compromising the user experience. The focus is on enhancing the presentation of candidate profiles, which includes: