Teams for Frontline

Reimagine frontline manager experience in Teams
Role:
Product Designer
Team
2 PMs, 9 ENGs
Timeline:
2024 Q1

Reimagined the Shifts app experience with a focus on journey-level user goals & context, established a UX strategy for a long-term experience improvements

Shifts is an app within the Microsoft Teams platform that helps frontline managers and workers manage their shift schedules.
In this project, I redesigned the user experience to better support users' core job-to-be-done (JTBD), create a more cohesive experience aligned with the broader Teams ecosystem, and ensure the interface scales through platform design system alignments.

Frontline managers typically spend 1–10 hours per week scheduling shifts.
They rely on the Shifts app to:

  • Create shift schedule 

    Ensure the store sufficiently staffed
  • Approve time-off requests & manage schedule 

    Team have balanced workloads
  • Track the team performance with actual working hours tracked by time clock. 

    Efficiently communicate scheduling plans to corporate

Shifts app in Teams ↗
Teams for frontline ↗

UX Pain-points

Through user feedback synthesis and heuristic evaluation, I identified key UX pain points and framed clear opportunities for design improvement.

I collaborated with my PM partner to analyze user feedback and identified common challenges, including:

  • Lack of onboarding support for new users
  • High cognitive load when creating & viewing schedules
  • Fragmented experience not aligned with Teams UX standards

Analysis & approach

I conducted a comprehensive evaluation of the user experience & categorized problems across all levels. I chose to prioritise the foundational issues to drive the most meaningful improvements.

With some simple analysis, we can see the problems are on different levels. I plan to address key problem of each level with a focus on solving the ones on foundational level.

Three key UX focus areas guided the redesign:

Design deep-dive

Scenario based design with journey map

Journey map was created to understand horizontal contextual insights into their workflows, goals, and pain points. and later used to influence planning & prioritisation

To understand the frontline experience holistically, I collaborated with a researcher and fellow designers to create journey map which revealed contextual insights into their workflows, goals, and pain points.
Below is a current-state journey map for both managers and frontline workers. Using these insights, I distilled key JTBDs that would anchor our feature requirements. Together with the PM, I defined high-level product requirements and identified priority scenarios for redesign.

Design Exploration & Scope Definition

I explored the design started from lo-fidelity flowcharts & wireframes to quickly define, align & get clarity on the design scope

I defined the scope from a few core JTBDs, and then through low-fidelity flowcharts and wireframes. These helped visualize all relevant user flows and enabled quick alignment with the PM on what to prioritize and what to backlog.

Validation & priotisation

We tested early design concepts with customers to validate assumptions & gauge initial impressions to inform our planning.

Afterwards, based on user feedback, development cost, and business impact, the triad team agreed on a roadmap for implementation.
(There was quite some design refinements during iteration phase & trade-offs once we get into the implementation process, like you would have imagined!)

Solution overview
Onboarding & Learning Experience
We introduced a onboarding experience to help user setup the app, and a learning center to help them get more efficient overtime. Feedback from new users (4/4) confirmed that it significantly reduced the learning curve for frontline managers.
USER JTBD
“I’m able to learn about shifts app and understand how it can help me & my frontline team to achieve more.”
Manage all shifts schedule easily with a better overview
A new dashboard provided clearer overviews across teams and timeframes. Schedule management panel made the management process streamlined & more efficient.
USER JTBD
“I should be able to customize the schedule to meet my requirements, such as viewing all time-offs per week to ensure they are within thresholds.”
Insights-Driven Management
Managers can now make data-informed decisions with improved visualizations of team performance and staffing trends.
USER JTBD

“I want to easily track my employee's shift hours/timesheet, and access consolidated performance data of my team to facilitate better planning for the future & reporting to corporate.”

Impact & feedback

While further design & implementation is still ongoing, feedback from users and stakeholders strongly indicated the redesign met key user and business goals:

  • New release (onboarding experience, shift creation) received positive feedback from all pilot users, highlighting a significantly faster learning curve
  • Frontline managers expressed that shift planning became “less overwhelming” and “more intuitive”
  • This work laid a strong foundation by creating design clarity, defining scope, and guiding prioritization. I've led & empowered other designers on the team for shaping the future improvements.
  • The solution sparked internal interest from partners from Teams who faces similar UX challenges

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