Our approach to quickly identify areas of suboptimal user experience on paylocity.com and design improved UX solutions.
Thanks for the Opportunity
IRON will assist Paylocity with a UX audit and strategy for improvements to paylocity.com and recommendations for UX personalization in its move to AEM.
Paylocity have expressed that they would like paylocity.com to become a 24/7 sales engine and more effectively drive prospects to engage in the sales process. To achieve this, we will need to identify current gaps in UX flows and how to address them for specific customer profiles.
Iron will engage with the Paylocity team in a series of workshops and exercises to identify specific customer personas and how paylocity.com can best address them with personalized content and UX approaches.
We will deliver a comprehensive UX strategy, site wireframes and an actionable plan for implementing a new site design on AEM.
Process and Deliverables:
The Discovery Phase includes all the strategic planning and scheduling for the project. Within this phase, we identify the communications, UX and business requirements and set the project schedule outlining key milestones and delivery dates.
Deliverables
Project ‘Kickoff’ Meeting
Project Brief
Project Schedule
Collaborative Working Sessions
Throughout the project we will conduct several collaborative working sessions with various stakeholders from the Paylocity team. These interactive sessions will help to inform various elements of the UX strategy. Through discussion, exercises, brainstorming and data analysis we will define the customer journey for key customer segments.
Paylocity customers deep-dive:
In this session we will analyze the customer journey through the lens of key customer personas to define how we can most effectively engage them and what action we want them to take. What is the main problem they’re trying to solve, and why? How will the UX lead them to the best resources we have to solve that problem?
Paylocity content deep-dive:
In this session we will analyze the site content to make sure it is addressing the needs of our key customers and driving them to engage and take action. In this session we will also discuss competitors and benchmark best practices in their content and UX approaches.
Paylocity analytics deep-dive:
In this session we will analyze the current site analytics to discover what they can tell us about gaps in the current customer journeys. We will also analyze traffic sources, time on site, search keywords and page views to get a holistic view of the customer journey and where there are currently gaps.
The outcome of these working sessions will be a report summarizing the outcomes of the exercises and a set of strategic recommendations for the UX design of the site.
Deleverables
Collaborative working sessions Agendas
Collaborative working sessions
Summary containing customer personas, analytics review, competitive analysis, content and UX Strategy
UX Design
During this phase the user experience is fully planned out. User flows, sitemaps and wireframes will be created based on the specific customer segments identified in the UX strategy. The UX design will ensure ease-of-use, accessibility, and a continuity of content flow and messaging to guide users to engage and take action. The UX will be informed by the UX strategy to deliver an experience that fulfills both user needs and business goals.
Deliverables
User flows based on specific customer personas
Sitemaps based on specific customer personas
Wireframes based on specific customer personas
Implementation Roadmap
Once the UX design is established we will develop an actionable plan for executing the UX vision through a prioritized series of initiatives across multiple work streams including content development, UI Design and AEM implementation. This plan will include considerations for both short-term and long-term priorities.
Deliverables
Project Plan
Project Schedule
Work Samples
LS&Co.
We created an new site for Levi Strauss & Co driven by a narative based user experience. Each primary section is designed to directly address key principles important to the organization. These ideas are supported by strong visuals and storytelling embedded into each section’s supernav.
Purcell Murray
Purcell Murray’s primary site catered to each of its many audiences, with sub-sites speaking more specifically to each target.
Fitbit In-store App
Our goal was to provide a compelling and intuitive user experience that motivated customers to engage with and buy Fitbit products. We used a simple linear narrative to encourage users down a path built from a library of photos, animated type, iconography, and video.
EY Assist
Working with the EY Digital Innovation Team, we helped to develop an “Analyst in Your Pocket” digital App, built from the ground up. Fast, iterative sprint cycles enabled us to contribute in real-time over a 6-month period.
Thank you
If you find this proposal satisfactory and wish to proceed with the project, we would be happy to arrange a meeting to discuss further details and address any questions or concerns you may have. Together, we can create a dynamic online platform that accurately engages the specific customer segments Paylocity is targeting.
Thank you for considering our proposal. We look forward to the opportunity to work with the Paylocity team and contribute to the company’s online presence and customer engagement.