SUMMARY

BUSINESS PROBLEM

Much of the internal information produced by HealthEdge was in three different locations viz. Sharepoint, Deki(an internal open source wiki) and Network Drives. In addition to this there is a lot of know-how trapped inside SME minds that had never been extracted and shared with rest of the organization. This was preventing the organization from being efficient and scaling.

SOLUTION

Working with Product Management leadership, it was decided that all information, i.e Documents, Standard Operating Procedures, decks, customer information etc will be migrated over a period of time, onto Atlassian Confluence wiki. The following diagram explains the plan. Central to making this transition effective and useful is the question on how will the information be organized on Confluence as well as how will employees (new and old) access it intuitively. Hence a massive effort was required to identify the key knowledge buckets and organization of most important buckets up front on Confluence space.

Open and Closed Card Sorting exercises were conducting in person and remotely with all departments to surface their key information buckets. A Survey was conducted with all new hires within the past one year to get additional data on what buckets are most sought after and needed. The survey results coupled with card sorting output was then using to define and design landing pages for each department specific space in Confluence and prioritize the information buckets.

MY ROLE

I led the effort to plan, conduct and faciliate all Card Sorting excercises. I also designed and conducted the survey. I guided the design of all landing page for each department specific space in Confluence.

Card Sorting Excercise

While I am not at the liberty of sharing complete flows at this time, the following screens capture the main use cases. A member first signs up and receives a care kit. Then the member can setup various aspects of the app and use both manual data entry, and IoT filled information.

Instance of Card Sorting Excercises: Engineering Team

Instance of Online Cart Sorting Excercises: HR Team

Central landing page on Confluence Space for all Knowledge Management