📱 Compliance Management System – iOS App Redesign

A Mobile-First Transformation for Field Assessors

🧠 Introduction

Redesigning a legacy compliance system to empower field officers with mobile-first tools. The goal: eliminate manual work, reduce errors, and improve on-site efficiency.

🎯 Project Snapshot

NoBoMo, San Diego, Remote
Role: UX Designer
Platform: iPhone & iPad
Tools: Figma, Adobe XD, Balsamiq
Year: 2021

🔍 The Challenge

Manual note-taking
No offline access
Frequent data loss
Delayed validations
Poor mobile compatibility

🧩 Goals & Objectives

Design for mobile and tablet
Enable offline recording and syncing
Auto-save to prevent data loss
Real-time alerts via SMS/iMessage
Dashboard for quick access to tasks and templates

🎯 Skills Used

Rapid Prototyping
User Research
User Personas
Journey Maps
Customer Journey Mapping
Empathy Maps
User Flows
Usability Testing
User Research Methods
Discovery Workshop
Lean UX
MVP Development
Workshop Facilitation
Process Redesign
Figma
Adobe XD
Balsamiq

👥 Stakeholder Assumptions

Assumption	Risk Level	Validation Approach
Users prefer mobile recording	High	Field interviews, analytics
SMS/iMessage is the best alert method	Medium	Survey, usage data
Offline sync is technically feasible	High	Dev partner consultation
Templates are reused across locations	Medium	Contextual inquiry
Users are tech-savvy and need minimal training	Low	Persona analysis

📊 Stakeholder Map

📊 Stakeholder Feedback Grid

✅ Works Well	⚠️ Needs to Change	❓ Questions	💡 New Ideas
On-field recording is easy and fast Manual work eliminated Templates auto-load based on location Critical incident notifications visible Frequent auto-saving	App performance is slow Notifications are unintuitive Syncing is confusing	How does communication work for non-iOS? What are the offline data limits?	SMS/iMessage-based incident alerts Gesture-based navigation Voice-based search and incident recording Dashboard with recent activities Centralized notifications tab

👤 Persona – Adam (Field & Survey Officer)

👤 Empathy Map – Adam (Field & Survey Officer)

🧭 Customer Journey Maps

As-Is Journey

Step	Does	Thinks	Feels	Needs
Travel to site, take notes	Uses pen & paper	"Hope I don't lose these notes."	Anxious, cautious	Mobile recording, auto-save
Choose template	Searches manually	"Which one fits this site?"	Confused, uncertain	Smart template suggestions
Fill out basic details	Enters manually	"This takes too long."	Frustrated	Autofill from location or history
Answer questionnaire	Scrolls through long forms	"I might miss something important."	Overwhelmed	Simplified UI, criticality alerts
Continue later	Saves and exits	"Will this sync correctly?"	Worried	Reliable offline sync, confirmation

📊 Users Hopes and Fears

To-Be Journey

Step	Does	Thinks	Feels	Gains
Travel to site	Opens app, auto-loads template	"This is fast and accurate."	Confident, focused	Location-based template suggestions
Fill out details	Autofill from GPS and history	"I'm saving so much time."	Relieved	Smart autofill, reduced manual entry
Record assessment	Uses offline mode with auto-save	"No worries about data loss."	Secure, efficient	Offline recording, auto-save
View alerts	Receives SMS/iMessage notifications	"I can act immediately."	Empowered	Real-time criticality alerts
Submit & sync	Syncs automatically when online	"Everything's backed up."	Satisfied	Seamless sync, confirmation feedback

🧱 Feature Prioritization & Design Phasing

Prioritization Grid

🗺️ Experience-Based Evolution of User Capabilities: Roadmap

To guide the redesign, we developed a staged capability roadmap grounded in field research and user feedback. This roadmap prioritized progressive empowerment for assessors—from basic mobile access to advanced interaction modes.