Anglicare

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Anglicare Retirement Living
villages have provided retirement
living accomodation for older
people for over 70 years.
They are the largest village
operator in NSW.

Project Snapshot

Work Type

Kiosk design, Print design, UX Research, UI Design, UX copywrighting

Project Status

Complete

Tool Kits

Client overview

Anglicare Sydney provides retirement living, residential aged care, and community care services to people in the Greater Sydney and the Illawarra Region. With 22 retirement villages, they are one of Australia's largest Christian care organisations.

The Brief

Management at Anglicare were looking for a way to improve their handling of maintenance requests and feedback within their retirement villages. They had heard anecdotally that residents were unhappy with the way the current process, but lacked concrete data to support this. They wished to flesh out their resident's pain points and make improvements to their services.

My Role

My responsibilitiesin this project:

  • Perfom market research
  • Develop the survey to use in user research
  • Interview and synthesize research data
  • Develop the new workflow for maintena requests
  • Design of the satisfaction survey

Objectives

  • Conduct user research to explore user needs, behaviours, pain points.
  • Re-design the workflow for residents to book maintenance requests and lodge feedback to management.
  • Develop a high-level plan of how the solution could be expanded to include other services offered at Anglicare.
  • Look for opportunities to digitize
  • Develop a Communications Plan / Journey.

Project Highlights

  • Including the design of digital and non-digital touchpoints
  • Assimiliation of research from 20 one-on-one interviews and 22 survey responses

The Approach

We followed the Human-centered Design (HCD) approach to deliver this project.

ⓘ Scroll through this page, or jump to a specific project phase.

Phase I - Discover

The Problem Statement

Our team sat together with our stakeholers at Anglicare in an initial briefing to get an overview of the background of this project and understand their key concerns. Based on these conversations, we deveoped a Scoping Framework and defined the below Problem Statement to take forward and test in our research.

Anglicare Retirement Living Residents, who feel frustrated about booking maintenance and logging general feedback, want to be better informed but have limited visibility over the process.

Overall Research Approach

A variety of research methods were used to gather both quantitative and qualitative research data around the hypothesized problem statement - namely, desktop research, contextual inquiry, interviews and user research surveys.

Contextual inquiries

In order to better understand the pain points in the existing processes, our team travelled onsite to a Residential Village in Sydney to interview and observe staff in their working environment.

Four staff were interviewed in the administration office.

Desktop research

There were two key topics we focused on in our desktop research.

1) Designing for seniors

As the demographic of our users were seniors, we gathered intel on design guidelines that would resonate with this user group.

2) Competitor analysis

We analyzed existing apps and systems on the market to bring learnings into this project.

Designing for seniors - 3 Examples
Competitor Analysis - 2 Examples
Photo of the reception area at an Anglicare Residential Village

Staff

and

resident

 interviews

Our team collectively conduced 20 interviews with residents and staff members across 5 villages.

Survey

A user research questionnaire, was also developed and distributed to 40 residents. We received a total of 22 responses within the pre-defined timeframe.

Screenshot of the Google Survey Form

Phase II - Define

Synthesis for Definition

After collecting data from our various research methods, we synthesized the information into insights through affinity mapping.

In shifting our thinking from divergent to convergent, we grouped similar observations based on their natural relationships to identify trends and common themes.

Affinity Map in Miro - Example of a section

What did the research reveal?

Some of the insights and trends that emerged from our data points are listed below.

81% of residents either frequently, or occasionally interact with others in the village.

Residents are deeply connected to their village community and engage in a wide variety of independent and group activities.

95% of residents are frequent users of devices such as smartphones, tablets and computers.

Most residents use devices (i.e. iPads, phones & tablets) for reading, social connection, entertainment & basic online tasks (i.e. banking).

95% of residents are largely satisfied (rating 7-10) with the process.

Residents are generally happy with the maintenance request process itself (i.e. filling pink forms), but want to be able to understand the status of their requests.

60% of residents communicate with staff via phone call, and 45% through email.

Regular connection between village staff and residents is valued, however more could be done to kept residents informed about general updates.

Right then! Who are we designing for?

To give a face to the research data to take forward into the design phase, we summarized our discoveries into the following representations.

Archetypes

We gathered the key activities and frustrations of key staff members that are involved in the two workflows in to archetype cards.

Key Persona

We used the Insights from residents to create a key persona. ‘Robert’ depicts the typical resident, including the demographic, behaviour profile, goals and frustrations.

Customer Journey Map

Now with Robert in the picture, we mapped out his experience with Anglicare’s current workflows.

We captured his actions, his challenges, and where improvement opportunities existed.

Phase III - Develop

Client Ideation Workshop

Now equipped with an indepth understanding of the problem and our users, it was time to begin delving into the solution. We presented all our research outcomes and facilitated ideation workshops with our stakeholders to generate ideas.

We used Crazy 8 and dot voting sessions to focus on tackling the How Might We (HMW) Statement below.

How Might We Statement

How might we keep Robert informed about the status of his maintenance and feedback requests so he knows they are being acted upon?

Remote Ideation Workshop - Screenshot

Minimum Viable Product Mapping Session

In order to sift through all the big ideas and create actionable implementation steps, it was critical for us to then hold MVP mapping discussions with our stakeholders to prioritise all the winning ideas and features. The outcome was a list of high priority features to incorporate into our solution - we were set to start designing!

Prioritised features

  • Reference number/ ticketing system to enable tracking of requests
  • Progress notifications sent to residents sent via text, email, phone call, and at kiosks
  • Dynamic status bar which residents can access to check status of requests
  • Key milestones established in the journey
  • Satisfaction ratings at the end of each completed process
MVP map in Miro

Phase IV - Deliver

Re-designing the workflows

We began to develop the new workflows in 3 stages:

  • Step 1: Worked with stakeholders to map out the ideal new workflow.
  • Step 2: Broke down this workflow in increasing increments of detail.
  • Step 3: Fine-tuned into final detailed workflow based on MVP discussions.

Communications Journey Map

At our client's request, we developed a Communications Map to complement the new workflow. This presented the various inpu and output communication channels in a summarised format.

Digital interfaces - the copy

We worked closely with Anglicare to craft the copy at each touchpoint to ensure the messaging was consistent with their overall communication strategy and tone.

Development of new workflows - Example

UI Design

Utilising Anglicare’s existing brand guide and design system, we wireframed the digital and non-digital touchpoints incrementally in Figma.

We designed the following touchpoints:

  • Kiosk / Web interfaces
  • Emails
  • SMS texts
  • Physical paper forms and notification slip

Iterate, Iterate and Iterate

In order to refine our designs, we conducted 6 User Tests with residents via Zoom, and another 7 tests using the Maze tool (with preset missions for the user to complete).

We affinity mapped the user testing results and continued to develope our designs based on feedback.

Example - Maze Remote User Testing
Example - Usability Testing Outputs
FINAL SOLUTION

Deliverables

Communications Map

A summary of the key inbound and outbound communications to facilitate the new workflows.

Process maps

A glimpse of the new processes : (Left) the workflow for a resident to make a maintenance request, and (Right) the process for a resident to lodge feedback to management.

Paper forms

The physical application forms were re-designed to align their look and feel to be consistent with the digital (kiosk/web) interface.

Email and SMS text communications

These are the Email and SMS notifications residents receive on the status of their requests.

Kiosk & Web interface

This is the design for the digital screens that would be accessible at Kiosks in the Village reception offices. Residents are able to lodge new maintenance requests, and provide feedback to staff through these kiosks. They can also check the status of any existing requests.

These screens are also accessible by residents through their smartphone, tablet or desktop devices through a link they receive through email and SMS.

What did Anglicare say?

We were thrilled to receive some of this feedback in our final presentation session.

”I’m really grateful, you guys have been an awesome team. It’s a beautifully polished package”

- CX Lead
“Very impressed with the work you’ve done and the narrative you’ve taken us through. It looks very practical for us to pick up and implement”

- GM Customer Strategy and Retirement Living
“We have really valued the effort you guys have put into this” “There’s really quality input here, thank you so much”

- Head of Customer Strategy and Innovation
“I’m just blown away at the extent of work you guys have done in such a short time, I can’t tell you how impressed I am”

- Customer Care Manager
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This site is hand-crafted, with care.
Copyright © Lilly Wang.
Illustrations courtesy of Storyset. Videos courtesy of Cottonbro, and Pexels.
Photos courtesy of Edgar Moran, and Unsplash.

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