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SHIVANI KALKERI

LinkedIn

[ 02 ]

WORKLOAD VIEW

Helps maintenance managers to optimizeresource allocation and quickly identify bottlenecks.

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Key challenge

The key challenge was how to provide a comprehensive overview of resource allocation and optimize scheduling and task assignment for increased efficiency.

My role

Lead Visual Experience Designer

Tools
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Figma

Year

2024-2025

Task at hand 

Key issues &
User painpoints

Lead visual system strategy by designing scalable components, defining interaction patterns, and ensuring consistent, high-quality experiences. 

Labor shortage
PM Compliance issues
Inccreased costs

To be able to easily assign Work Orders across the team

How to optimize resources

Gaps in efficiency and WO compilance

To tackle that, we launched

Workload View

To optimize workforce capability for sustained business growth.

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Monday.com

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Trello 

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Asana 

Simplified data visualization

Provides cutsomization

Timeline view

Competitive analysis & User Research

Studying our competitors

Identifying gaps and comparing features to better understand what needs to be improved in our design

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User research | Zoom poll

15 Users in a room

Key question: How are you currently managing your team's work assignments?

Conclusion 

Beyond spreadsheets, it was surprising to see many mid-sized companies with no formal system at all—some still relying on pen and paper. This needed to change.

Product requirements 

Streamline resource allocation to reduce downtime

Real time visibilty into work assignments and scheduled tasks

Utilize historical data and predictive
maintenance

Historical data and predictive maintenance will help users to
plan and act fast in case of corrective action

Centralized tool

facilitate collaboration by providing a single source of truth
for relevant resources or data.

Design evolution

From First Draft to
Final System Component

Design layout explorations and testing led us to our final outcome. 

1. First Draft — Layout exploration

We evaluated the tradeoffs of each approach and aligned on a hybrid model that best served guest needs while supporting varying inventory tiers.

 

I then prototyped multiple concepts and collaborated with the team to run lightweight concept testing.

2. Testing (Heat Map) —
Rethinking hierarchy

Key question: What is the most used feature by the users?

The heat map gave me an understanding of what users were

most interested in:

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Design decision & Stakeholder feedback

This hierarchy needed to be adjusted as the section, when filled with data, would push the other sections down, causing a long scroll.

3. Quick improvements — Adjusting hierarchy

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Mapping key workflows 

High fidelity designs

Collaborated closely with UX Designers and turned low-fidelity into high fidelity 

designs which were dev handoff ready

1. Monitor your team's workload at a glance

Instantly see how work is distributed across your team.Measure each technician’s workload against their capacity to identify bottlenecks and reduce unexpected overtime.

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2. Balance workload quickly
to maximize wrench time

Upon clicking the overdue card, a side panel opens, providing an overview of all overdue tasks. Which can then bedragged and dropped directly into the calendar. 

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3. Collapsed view

Collapsed view allowed the users to maximize the total capacity table 

enabling them more real estate for better view. 

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Tablet workflow

Tablet workflow enabled maintenance managers to assign, edit and manage work orders on the go. Which was a game-changer for them.

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Design system

  • 100 % adoption of Toolbelt design system

  • 10+ extended components

  • 5+ new components

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Dev handoff &
design system

Collaborated closely with developers to address any concerns or feedback to ensure smooth implementation.

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Next project...

Fiix Design system

An overview of my design system work at Fiix, from new components to system-level enhancements.

[ Year ]

2021-2024

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BIG IDEAS DESERVES
REALLY GREAT DESIGN
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