Creating a unique

schedule app to save on

monthly admin costs

VMS

Schedule App

Timeline

April - August 2023

Timeline

April - August 2023

update

This case study is currently being updated to reflect recent design improvements. Some sections and visuals are in progress but still show the overall design process and outcomes.

project overview

The schedule app is combination of a daily work calendar and a billing tool. The app keeps music instructors updated on their student lesson schedules, and assists them with billing, by allowing them to record student attendance and submit monthly invoices to the school.

My role

I was responsible for research, user interviews, sketches, wireframing, prototyping, UI design, and usability testing.

Scope

The goal was to create a minimum viable product (MVP) that would replace the current Excel spreadsheet and allow the instructors to view their schedules, mark student attendance, and approve their monthly invoices.

The long term goal is to incorporate the MVP into a full schedule, booking, and billing solution.

Solution overview

A mobile app, where Instructors can see what their workday looks like, get schedule change notifications, confirm that a student attended their scheduled lesson and see that payment automatically get added to to their monthly invoice.

Impact preview

Schedule - Organizes workday events and interactive quick actions to complete required attendance tasks.

✅ Attendance - Simplified attendance marking with gentle reminders increases invoicing accuracy.

✅ Invoice - Automatically generated invoices simplify instructor's monthly billing.

Schedule - Day View Screen

Multiple calendar views

Long-press single attendance option

Schedule notifications

Schedule - Agenda View Screen

Attendance selection mode

Invoice Screen

One-click invoicing

Schedule - Day View Screen

Multiple calendar views

Long-press single attendance option

Schedule notifications

Schedule - Agenda View Screen

Attendance selection mode

System checks guarantee accurate invoice amounts

Invoice Screen

Payment transparency

One-click invoicing

problem

The Instructors are currently using an Excel spreadsheet as a schedule and timesheet solution. Instructors find it frustrating to use, plus, maintaining the spreadsheet adds an expensive monthly administrator cost for the school.

Excel Image

⭐️ challenge

To create an Instructor Schedule App where Music Instructors can view their schedules, complete student attendance, and submit monthly invoices.

exploration

So why not just use one of the existing Scheduling Apps already on the market?

Existing apps lacked the necessary features.

Existing apps lacked the necessary features.

Existing apps lacked the necessary features.

Advanced Scheduling

Tracking student attendance

Employee invoicing

After vetting several top companies and finding there wasn't one with all the functionality VMS needed, I selected 3 of those apps for a deeper analysis. Even though I wasn't overly impressed with the usability, I did find it valuable to learn what works and what doesn't with these apps.

User interviews

I conducted interviews with five VMS Music Instructors. I learned about a typical day of teaching, how they used the spreadsheets to check their schedules, submit attendance, and submit their invoices, and what parts of the process frustrated them.

User Interview

User interviews

User interviews

User interviews

Affinity Mapping

Affinity Mapping

Affinity Mapping

The Spreadsheet's Function

Combination of a schedule and timesheet: The spreadsheet shows Instructors their student lesson schedule where they're required to mark their attendance, then total up their earnings for the day and submit a daily invoice to the school.

What I learned about the users and the problem I was trying to solve?

What I learned about the users and the problem I was trying to solve?

What I learned about the users and the problem I was trying to solve?

audience

The user is the VMS Music Instructor. They feel frustrated that checking their schedule isn't easier and when they take time away from a student's lesson or spend their free time to mark student attendance or total up daily invoices.

Music Instructor

"I would like to just teach music without having to waste time on administrative tasks."

Music Instructor

"I would like to just teach music without having to waste time on administrative tasks."

Music Instructor

"I would like to just teach music without having to waste time on administrative tasks."

star image

I just want an easy way to check my schedule on my phone

Music Instructor

star image

I just want an easy way to check my schedule on my phone

Music Instructor

Problems Instructors were having with the previous solution

Hard to use on a mobile device

Hard to complete spreadsheet tasks without a tablet or desktop

Hard to use on a mobile device

Hard to complete spreadsheet tasks without a tablet or desktop

Hard to use on a mobile device

Hard to complete spreadsheet tasks without a tablet or desktop

Attendance and invoice tasks

Daily tasks took time from student lessons or personal time

Attendance and invoice tasks

Daily tasks took time from student lessons or personal time

Attendance and invoice tasks

Daily tasks took time from student lessons or personal time

No schedule change notifications

Emailed changes were missed through email

No schedule change notifications

Emailed changes were missed through email

No schedule change notifications

Emailed changes were missed through email

USER goals

Following my conversations with the VMS owner and music instructors, I understood how the spreadsheet was being used, the frustrations and needs of the instructors, and the problem that needed to be solved.

Instructors needed an accurate schedule with important lesson change updates. In order to receive a correct paycheck, the Instructors needed a way to send attendance and invoices to VMS, but in a way that didn't disrupt their day.

What does the User need?

Schedule

Access to my teaching schedule & change notifications

Schedule

Access to my teaching schedule & change notifications

Schedule

Access to my teaching schedule & change notifications

Attendance

Verify the student was present so I can invoice the school

Attendance

Verify the student was present so I can invoice the school

Attendance

Verify the student was present so I can invoice the school

Invoice

I need to bill VMS for my hours so I get paid every month

Invoice

I need to bill VMS for my hours so I get paid every month

Invoice

I need to bill VMS for my hours so I get paid every month

brainstorming solution ideas

To create a simple user experience, I brainstormed ways for Instructors to mark student attendance straight from the calendar and create automatic monthly invoicing.

Feature ideas

Attendance

  • Mark attendance from any Calendar view

  • Mark attendance individually or in bulk at the end of the day

Attendance

  • Mark attendance from any Calendar view

  • Mark attendance individually or in bulk at the end of the day

Invoice

  • Move from daily to monthly invoicing

  • End of month reminders

  • Automatic invoice totals

Invoice

  • Move from daily to monthly invoicing

  • End of month reminders

  • Automatic invoice totals

Schedule

  • Lesson Card: Name, Instrument, Changes, Remote or Office

  • Calendar Views: Agenda, Day, Week, Month

Schedule

  • Lesson Card: Name, Instrument, Changes, Remote or Office

  • Calendar Views: Agenda, Day, Week, Month

Attendance

  • Mark attendance from any Calendar view

  • Mark attendance individually or in bulk at the end of the day

Attendance

  • Mark attendance from any Calendar view

  • Mark attendance individually or in bulk at the end of the day

Invoice

  • Move from daily to monthly invoicing

  • End of month reminders

  • Automatic invoice totals

Invoice

  • Move from daily to monthly invoicing

  • End of month reminders

  • Automatic invoice totals

Working the problem

Sketches
Iterations

solution

A mobile app, where Instructors can see what their workday looks like, get schedule change notifications, confirm that a student attended their scheduled lesson and see that payment automatically get added to to their monthly invoice.

Impact preview

Schedule - Organizes workday events and interactive quick actions to complete required attendance tasks.

✅ Attendance - Simplified attendance marking with gentle reminders increases invoicing accuracy.

✅ Invoice - Automatically generated invoices simplify instructor's monthly billing.

Schedule - Day View Screen

Multiple calendar views

Long-press single attendance option

Schedule notifications

Schedule - Agenda View Screen

Attendance selection mode

System checks guarantee accurate invoice amounts

Invoice Screen

Payment transparency

One-click invoicing

Now, only taking moments, Instructors can view their lesson schedules, mark student attendance, and send their monthly invoices.

Now, only taking moments, Instructors can view their lesson schedules, mark student attendance, and send their monthly invoices.

Takeaways

Working for a small company with no other designers gave me a lot of flexibility on design decisions. It also has it's downsides. I didn't have other designers to talk through issues, however the owner was extremely involved and knowledgeable, offering great feedback and business insight throughout the project.

Next steps

The goal is to round out this app into a full Instructor App, adding an additional availability workflow. This will allow Instructors to control their own work schedules by setting the days and times they are available to work.

Next Steps
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