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summary

Enbridge Energy is an oil and Gas pipeline company that supplies energy to various parts of North America. The company has a very large workforce of pipeline specialists that maintain the various aspects of the oil pipelines. For decades the planning and scheduling team, managers and pipeline specialist have used the same processes to schedule jobs and work items. Enbridge, like other companies have invested considerable resources into technologies that can streamline processes to create greater efficiency and reduce errors. My team was tasked with creating a solution that could solve some of the problems related to scheduling jobs for pipeline specialists.

Empathize

Several requirements meetings were held where myself and the Business Analyst queried the Product Manager for product specifications and further clarification of features found in vision documents. The product manager was a functional Pipeline Specialist Manager pulled from the field. He helped us to gain an empathetic understanding of the users needs by explaining daily processes of field workers, managers, and the planning and scheduling specialists.  

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Define

Information provided by the Product Manager who was himself a pipeline specialist in the field before being promoted as a manager, combined with the vision documents, helped me to define the core problems of the pipeline scheduling process. At the time the scheduling team created schedules for pipeline specialists with a very manual process where the schedules were automatically generated by an SAP program and then downloaded as an excel spreadsheet, which was in turn transmitted to managers via email. Managers subsequently disseminated schedules to the pipeline specialists physically in morning huddle meetings. Communication between the three parties was very inefficient. If there was a schedule change from the planning and scheduling team it had to be emailed to the manager, and vice versa, or if there was a change that a pipeline specialist needed to make to his/her schedule it had to be communicated verbally to the manager. Also, a common daily practice involved pipeline specialists deviating from their schedules and working on items that were deemed high priority emergency work items. These occurrences had to be documented on paper at the end of the day with a full explanation for the reason of the deviation. Overall the process was very inefficient, costly, error prone, disjointed, and communication itself was very fragmented between the pipeline specialists, managers, and the scheduling team.

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Ideate & Prototype

The idea that the team settled on was to create set of applications that could utilize the same database to make scheduling data available between the various job roles and consequently make communication more efficient. The solution consisted of three applications.

  • A  web application for the planning and scheduling team so that they could create and update schedules at a high level. 

  • A mobile app for the field workers so that they could view schedules in the field and send messaged to managers in real time.

  • A solution that would aggregate the data from the other two applications so that KPI metrics could be tracked.

Very low fidelity wireframes were created and shared with the team over a course of several meetings to finalize the ideas.

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Testing

At the start of the project several pipeline specialists had been designated for user user experience testing and user acceptance testing. After every few sprints I performed proctored user testing where I asked users to perform certain actions within an interactive prototype. SUS scores were also generated. 

TEAM

Product Manager (Previous Medical Doctor), UX Designer (me), 2 Engineers, Business Analyst, Implementation Architect, Functionality Tester, Testing Narrative Writer, Scrum Master, 2 Urologists.

tools

Sketch

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Invision

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Workflow Methodology: Agile

Features were broken down into user stories. User Stories were divided up into 10 day Sprints. Each Sprint consisted of a Sprint/Capacity Planning meeting,

Sprint Retrospective, 

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