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HRSOFT - LTI Management

Released Product Vertical - 2024

Company

HRSoft

Role

Sr. Product Designer

Tools

Figma

Miro

Deliverables

UX Design

&

UI Design

&

Design Documentation

Wireframes

&

Prototypes

&

User Flows

User Stories

&

Requirements

Who

What

Why

Who are our Users?

The LTI platform serves three key user groups: employees seeking clarity on their awards, HR administrators managing accurate distributions, and executives extracting data for approvals and strategy. Our design ensures transparency, efficiency, and seamless reporting for all stakeholders.

Who

What

Why

Who are our Users?

The LTI platform serves three key user groups: employees seeking clarity on their awards, HR administrators managing accurate distributions, and executives extracting data for approvals and strategy. Our design ensures transparency, efficiency, and seamless reporting for all stakeholders.

Research & Discovery

When defining the LTI platform’s strategy.
I led a SWOT analysis to evaluate HRSoft’s competitive position in the market

Strength

HRSoft had a strong compensation management foundation, making LTI a natural extension.

Strength

HRSoft had a strong compensation management foundation, making LTI a natural extension.

Strength

HRSoft had a strong compensation management foundation, making LTI a natural extension.

Weaknesses

No existing solution for multi-year grant tracking and vesting automation.

Weaknesses

No existing solution for multi-year grant tracking and vesting automation.

Weaknesses

No existing solution for multi-year grant tracking and vesting automation.

Opportunities

Competitors like Workday and Oracle HCM had started offering LTI solutions, but none had an intuitive, user-friendly approach.

Opportunities

Competitors like Workday and Oracle HCM had started offering LTI solutions, but none had an intuitive, user-friendly approach.

Opportunities

Competitors like Workday and Oracle HCM had started offering LTI solutions, but none had an intuitive, user-friendly approach.

Threats

Without an LTI module, HRSoft risked losing enterprise clients who needed fully integrated total rewards solutions.

Threats

Without an LTI module, HRSoft risked losing enterprise clients who needed fully integrated total rewards solutions.

Threats

Without an LTI module, HRSoft risked losing enterprise clients who needed fully integrated total rewards solutions.

Who are our Users?

Through user interviews with HR leaders,
I identified the following key pain points:

HR teams

Needed automation to prevent errors in grant allocations.

HR teams

Needed automation to prevent errors in grant allocations.

HR teams

Needed automation to prevent errors in grant allocations.

Employees

Needed clear dashboards to understand their LTI benefits.

Employees

Needed clear dashboards to understand their LTI benefits.

Employees

Needed clear dashboards to understand their LTI benefits.

Finance Teams

needed reliable reporting tools for compliance and tax regulations.

Finance Teams

needed reliable reporting tools for compliance and tax regulations.

Finance Teams

needed reliable reporting tools for compliance and tax regulations.

Prioritizing User Stories & Flows

I worked closely with the product owner, to define key user stories, ensuring that the platform addressed:

Grant Allocation

HR professionals could assign LTI grants based on performance metrics and role.

Grant Allocation

HR professionals could assign LTI grants based on performance metrics and role.

Grant Allocation

HR professionals could assign LTI grants based on performance metrics and role.

Vesting Schedules

Automated timelines based on company-defined rules.

Vesting Schedules

Automated timelines based on company-defined rules.

Vesting Schedules

Automated timelines based on company-defined rules.

Employee View

A transparent interface to track vested/unvested shares.

Employee View

A transparent interface to track vested/unvested shares.

Employee View

A transparent interface to track vested/unvested shares.

Compliance & Auditing

Built-in reporting tools to ensure accurate record-keeping and system data extracts.

Compliance & Auditing

Built-in reporting tools to ensure accurate record-keeping and system data extracts.

Compliance & Auditing

Built-in reporting tools to ensure accurate record-keeping and system data extracts.

Wireframing, Prototyping & Story Writing

I created wireframes and interactive prototypes so that the team could see how:

  • The LTI grant allocation flow, allowing HR professionals to set up multi-year schedules.

  • Employee-facing interfaces, making LTI packages easy to understand.

  • Vesting tracking dashboards, showing real-time updates on budgets and analysis.

In parallel, I helped our story writing process with use cases, and micro animations emphasizing good team communication and ensuring that the LTI workflow was clearly defined in product documentation.

UI Design & Testing Focus

I conducted usability testing with HR professionals and finance teams, refining workflows based on their feedback.

Data Visualization

Clear graphs and tables to display grant values, vesting percentages, and payout schedules.

Data Visualization

Clear graphs and tables to display grant values, vesting percentages, and payout schedules.

Data Visualization

Clear graphs and tables to display grant values, vesting percentages, and payout schedules.

Scalability

Components built for both small and large enterprises.

Scalability

Components built for both small and large enterprises.

Scalability

Components built for both small and large enterprises.

Mobile Accessibility

Enabling employees to check their LTI status on the go.

Mobile Accessibility

Enabling employees to check their LTI status on the go.

Mobile Accessibility

Enabling employees to check their LTI status on the go.

Developer Handoff & Implementation Support

I created detailed design documentation and worked closely with the development team to ensure:

Accuracy on Implementation

Following LTI Grant to Plan Logic

Accuracy on Implementation

Following LTI Grant to Plan Logic

Accuracy on Implementation

Following LTI Grant to Plan Logic

Smooth User Experience

Ensuring quality delivery for all users, in both HR Admin and Employee Dashboards

Smooth User Experience

Ensuring quality delivery for all users, in both HR Admin and Employee Dashboards

Smooth User Experience

Ensuring quality delivery for all users, in both HR Admin and Employee Dashboards

Compliance

Following SEC, SOC 2 compliance and international compensation laws.

Compliance

Following SEC, SOC 2 compliance and international compensation laws.

Compliance

Following SEC, SOC 2 compliance and international compensation laws.

Project Library With
Annotated Wireframes

Let’s Talk!

jvfmf@hotmail.com

Linkedin

Let’s Talk!

jvfmf@hotmail.com

Linkedin

Let’s Talk!

jvfmf@hotmail.com

Linkedin

Beyond KPI's and Metrics…

…Success stories which include:

User Adoption & Engagement

  • 80%+ of employees actively checking LTI status within the first 3 months

  • 50% reduction in HR inquiries about vesting schedules and grants

  • High task success rates (90%+) in usability testing for core workflows

User Adoption & Engagement

  • 80%+ of employees actively checking LTI status within the first 3 months

  • 50% reduction in HR inquiries about vesting schedules and grants

  • High task success rates (90%+) in usability testing for core workflows

User Adoption & Engagement

  • 80%+ of employees actively checking LTI status within the first 3 months

  • 50% reduction in HR inquiries about vesting schedules and grants

  • High task success rates (90%+) in usability testing for core workflows

Operational Efficiency

  • 40% reduction in manual data entry time for HR teams

  • 60% faster reporting for executive compensation planning

  • Improved accuracy, reducing grant distribution errors by 30%

Operational Efficiency

  • 40% reduction in manual data entry time for HR teams

  • 60% faster reporting for executive compensation planning

  • Improved accuracy, reducing grant distribution errors by 30%

Operational Efficiency

  • 40% reduction in manual data entry time for HR teams

  • 60% faster reporting for executive compensation planning

  • Improved accuracy, reducing grant distribution errors by 30%

Business Impact & Revenue Growth

  • Increased sales pipeline conversion, with prototypes driving early client buy-in

  • Accelerated ROI, improving revenue.

  • Higher client retention, as enterprise customers adopted the LTI tool for long-term compensation management

Business Impact & Revenue Growth

  • Increased sales pipeline conversion, with prototypes driving early client buy-in

  • Accelerated ROI, improving revenue.

  • Higher client retention, as enterprise customers adopted the LTI tool for long-term compensation management

Business Impact & Revenue Growth

  • Increased sales pipeline conversion, with prototypes driving early client buy-in

  • Accelerated ROI, improving revenue.

  • Higher client retention, as enterprise customers adopted the LTI tool for long-term compensation management