Employee Onboarding Experience Inquiry & Evolution Strategy Design

Project Summary

Role
  • Design Research Director
  • BX/EX/UX Sr. Design Research Lead
  • Sr. Lead Strategic Experience Designer

Ambition & Scope

The User Experience team within EY's global End User Technology Experience organization, brought new staff onboard from different countries and regions. A unique opportunity was available to assess the new hire onboarding experience from the perspective of five independent experts that had just joined the firm - looking at all new staff touchpoints. The findings would be shared with EY's global HR/Talent organization to inform future experience enhancement strategy.



Result

Findings were used by the Talent organization to kick-off several large enhancement projects.

Grounded with initial research, I began a strategic investigation on evolving the holistic employee experience in a transformational way that would transend general HR/Talent touchpoints and expand into daily ways of working. My strategy was socialized with EY's Global Enterprise Solution Architects for feasibility analysis. Immediate value of the experience vision was recognized after technical review.

Approach

To achieve success, a mixed-method design research approach was followed, capturing qualitative data that was quantified. Workflow included investigate, document, analyze, verify, and evolve.

Design Research Process
Design research approach graphic


General Project Overview
Project flow


Staff Identified. Journeys documented. Data analyzed, Findings shared.

Experience Mapping

The Work

A project kickoff meeting occured and the collective team discussed the request, approach, and method.

After a research plan was formed, each team member began their review. Any system, platform, process, or information touchpoint was to be identified and documented. No additional requirement was placed upon a reviewer other than ground their assessment in professionally accepted heuristic design principles.

A general journey map framework was utilized by each reviewer to meticulously assess and document each step of their personal new hire experience. Positive and negative aspects of the individual journey were listed below key event milestones that each participant identified. Supporting artifacts were included as available, and sensitive personal information was obscured, E.g. personal compensation.



Employee Mapped Journey
Example journey map


Personal Contribution & Deliverables
  • Research Strategy
  • Personal journey documentation
  • Supporting artifacts collected


Reviewer journey maps were analyzed. 25 key events were identified.



Key Events Identified
Key events graphic


  • Reviewed individual journey maps & identified key touchpoints


Journey Map Data Composite
Qualitative Analysis & Quantification
Personal Contribution & Deliverables
  • Data analysis strategy
  • Data framework, aggregation, & analysis
  • Key journey moment identification
  • Quantification of qualitative data
  • Country-level journey variance analysis
  • Stage sentiment theming
Quantification & Data Visualization

Note: It is acknowledged the data are not statistically relevant due to the small sample size, and follow-up research was required.



Journey map qualitative data, quantification.

Data were moved to Excel for summation and visualization.


Personal Contribution & Deliverables
  • Data Analysis
  • Data Visualization


Net Employee Experience Journey Signature
Net employee experience journey signature.
Personal Contribution & Deliverables
  • Data analysis and employee journey summation signature creation
  • Collective data visualization
Employee Journey Heatmap Visualization
Net employee experience journey signature.
Personal Contribution & Deliverables
  • Data analysis and employee journey summation signature
  • Key event identification
Participant Comment Sums
Net employee experience journey signature.
Country Level Experience Sentiment Sums & Juxtaposition
Net employee experience journey signature.
Country Level Experience SentimentVariance & Juxtaposition
Net employee experience journey signature.

Theme Identification

Affinity exercise performed based on 25 Key Events informed 6 general themes.

  1. Communications
  2. Systems
  3. Processes
  4. Hardware
  5. Support
  6. Orientation


Theme Affinity
Personal Contribution & Deliverables
  • Affinity workshop lead
  • Key event identification

Sharing Research Findings

Based on the data analysis and review findgings affinty work, a presentation outline was created to present the design research findings and recommendations.

Presentation Outline


Members from the team met and collaboratively aligned on a presentation outline.

Presentation

A formal presentation with all findings and recommendations was created and shared. Specific artifacts and additional content was aggregated and included in the presntation appendix.

Recommended Next-Steps
  • Acquire broader new hire feedback via Qualtrics, interviews, etc. – Establish a baseline of employee delight for onboarding
  • Acquire and review 6 month new hire survey data
  • Leverage People Insights dashboard data
  • Develop Talent representative and hiring manager journeys
  • Perform thorough expert review/experience audit of identified areas of measurable detractors
  • Concept generation and design proposals to test with employees
  • Measure improvement (A/B testing) and rollout successful changes or requirements change documentation hand-off to executing stakeholder for execution and development
  • Progress to next area of opportunity while monitoring EX enhancements


  • Informed Evolution Strategy

    Based on the inquiry findings and recommendations, various projects were initiated to enhance the overall employee talent experience - beginning with onboarding and moving towards a overhaul of the talent service delivery ecosystem.

    Looking longer term through a strategic lens, I began vision design exploration for a transformational employee experience that transcended HR/Talent - expanding into platforms, hardware, and physical office spaces as a converged experience. The effort embodied collective pain points confirmed through peripherial research efforts.

    Experience vision design sketch shared with global Enterprise Technology Solution Architects.

    High-Level Solution Architecture
    Meetings strategy next-generation emloyee experience


    Personal Contribution & Deliverables
    • Strategic vision design sketch

    Let's Connect

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