Search

Objective:
To enable enterprise users to easily find objects that they need to work on and filter lists without writing complicated queries.

My Role:

  • Lead UX designer for this project
  • Collaborated with the Search subject matter expert to analyzed multiple search technologies available at Oracle and design a solution which was technically feasible
  • Presented the designs and won buy-ins from key stakeholders from over 6 product families
  • Worked with usability engineer to test the design and optimized it based on user feedback

BeforeAfter_Search

Challenge:

In ERP applications users often have to search through long lists of objects or filter lists to find a subset of objects they want to go over. In the old application, users almost always had to fill multiple query fields to find the results they were looking for. Even if they had searched for something recently they would have to enter the same queries again to pull up the same results unless they had taken the efforts to save the search. If they had saved the search but wanted to change one small value, they had to run a different query. Studies had shown that not many users save their searches. Users often search for things but they tend to run similar searches multiple times. The design challenge of this project was to increase the efficiency of our end users by making the search experience seamless.

Solution:

The new solution minimized the need for the user to use the query panel and save searches. It boasts of three main features – multiple seeded saved searches which are auto suggested, storing users recent searches and recent items, easy editing of searches without using the query fields. Minimized the need for users to use querying and saved searches by using machine learning abilities to auto suggest relevant searches. Designed a simplified solution for saving searches. It was tested and was very well received by the users.

Project Highlights:

Understanding problem space and available search technologies

This was a high priority two month project where I was called upon for my design expertise. Studied the existing search pattern to understand the functional requirements and worked very closely with the Search UX architect to evaluate the various search technologies available at Oracle.

Problem Space

Ideation and Design proposals

(consider adding a  similar strip for refine dialog if content is too less)

Designed multiple proposals using each of the available technologies.  Analyzed and presented the advantages and limitations of each of those concepts to key stakeholders to set a design direction. Created a detailed design flow for the chosen option.

Ideation

Final Design

The design is a combination of a search and filters field. Clicking on the search box shows the recently visited objects and saved lists by default.

Search and Filters

Entering a keyword will search for all objects, recent searches and other saved searches which contain the keyword. This minimized the users need to enter query parameters and actively save searches.

Minimizing user efforts

The refine dialog supports the corner case scenarios where user may still want to refine their search further or use query parameters to filter their lists. User can also save and edit searches from this dialog.

Applying Filters

This design was tested and well received by the users.