Actions Rebuild Project

FiscalNote supports organizations to monitor, manage, and act on the issues that are important to them by combining policy and stakeholder data with AI technology and expert analysis.

This project transformed how government affairs professionals track, analyze, and report on their impact

Role

Lead Product Designer

Projected Business Impact

Increase ARR by 47%

Project Overview

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Problem & Technical Challenges

  • Actions UI was built on old technology (Ember), causing friction for feature improvements.
  • Actions UI scored poorly in our all-platform usability study:
    • Only 50% of users were able to successfully create an action.
    • Third longest task to complete.
    • Contained the most errors in completing the task.
    • Hesitation at 83%.
  • Qualitative interview data from users stated that Actions did not meet their needs:
    • Workflow was not intuitive and slow.
    • Data did not match their work and lacked flexibility.
    • Significantly slowed down their work by manually recording tasks.
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Business Goals

  • Increase ARR for legacy FN platform and improve user satisfaction.
  • Improve user retention and increase revenue.
  • Given the value of the Actions UI is directly correlated to how often users input them – it should be one of the quickest tasks.
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Solutions

  • Migrating and creating new components in Rails allows for quicker updates and usability improvements.
  • Improve workflow to include best practices for form flows.
  • Work with data science to pre-populate fields (early AI work).
  • Add flexible actions – ability for users to create custom actions.
  • Add additional data fields for better reporting.

Projected Business Impact and Results

Three key clients experiencing these pain points represented $850K in ARR. Post-implementation, user satisfaction was expected to increase dramatically, leading to contract renewals and expansion opportunities. and resulting in a 47% ARR increase from improved retention.

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47%

Increase in ARR

Key clients to report significant ROI improvements in their workflow.

schedule

65%

Time Saved

Reduction in manual tracking and task completion for users.

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89%

User Satisfaction

Improvement in usability scores.

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$2.3M

Revenue Impact

Attribute to improved user retention.

Process

1

Research and Analysis

Conducted user interviews with 15+ government affairs officials to understand workflow pain points and inefficiencies.

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2

User Journey Mapping

Mapped existing workflows and identified key friction points in action tracking and reporting processes.

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3

Interface Design

Created intuitive design flows with clear visual hierarchy, making complex data accessible and actionable.

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4

Implementation and Design

Iterative rollout with user feedback integration, resulting in 89% satisfaction rate among beta users.

Assets

Research & Analysis

Existing UI flow Audit to take inventory of what existed and how we can improve.

Existing UI flow Audit to take inventory of what existed and how we can improve.

Listing out all fields and functionality

Listing out all fields and functionality

User research summary from usability study

User research summary from usability study

Timeline of assets and resources for visibility and organization.

Timeline of assets and resources for visibility and organization.

Listing out solutions mapped to pain points and grouping features together for epics.

Listing out solutions mapped to pain points and grouping features together for epics.

Tracking all features and fixes.

Tracking all features and fixes.

Card sort activity to prioritize features and improvements.

Card sort activity to prioritize features and improvements.

Mapping existing fields to pain points and exploring possible solutions

Mapping existing fields to pain points and exploring possible solutions

Journey Map

Interface Design

Streamlined workflow for logging government affairs tasks and activities such as communications with important stakeholders and smart categorization and improved metrics for faster reporting and decision-making.

Flexible actions - allowing admin users to create an actions form field from scratch by choosing the field type and creating labels.

Flexible actions - allowing admin users to create an actions form field from scratch by choosing the field type and creating labels.

Flexible actions - allowing admin users to create their own action type for better reporting.

Flexible actions - allowing admin users to create their own action type for better reporting.

Flexible actions - allowing admin users flexibility to build form fields from existing and saved field widgets.

Flexible actions - allowing admin users flexibility to build form fields from existing and saved field widgets.

Prototype of new actions flow - I designed the form field to be placed in a drawer to allow users to copy and paste information they were reviewing while creating an action and filling out the fields. I incorporated functionality to auto-populate fie

Prototype of new actions flow - I designed the form field to be placed in a drawer to allow users to copy and paste information they were reviewing while creating an action and filling out the fields. I incorporated functionality to auto-populate fields and worked with data science to allow for auto smart suggestions and auto - tagging.

Project Outcome & Estimated Impact

Flexible actions - allowing admin users to create an actions form field from scratch by choosing the field type and creating labels.

$2.3M

Total projected revenue impact attributed to user experience improvements.