Stewardship - Daily Schedule

Business Line


Fuels & Lubes

Design Team

Design Strategy

Project Type

Web Application 
Development

Project Length

6 Months

Objectives

To design and implement a digital daily task management system that improves operational efficiency, enhances safety compliance, and reduces cognitive load for field operators in high-risk environments.

Background

This results in:

  • 18% productivity loss daily
  • 22% increase in near-miss incidents
  • 45 minutes/shift wasted on administrative tasks

Energy's upstream operations currently rely on:

  • Paper-based daily checklists prone to damage/loss
  • Verbal shift handovers leading to miscommunication
  • No real-time visibility into task progress
  • Disconnected systems for safety checks and maintenance logs

User Benefits

  • Clarity:
  • Color-coded priority tasks
  • Visual progress tracking
  • Efficiency:
  • Voice-to-text task completion
  • Auto-sync across teams
  • Accountability:
  • Digital audit trail
  • Photo evidence capture
  • Safety:
  • Critical task reminders
  • Emergency procedure quick-access

Benefits for Businesses

  • Operational:
  • 22% faster shift handovers
  • 40% reduction in missed inspections
  • Financial:
  • $1.8M annual productivity gain
  • 65% less compliance penalties
  • Risk Management:
  • Real-time safety verification
  • Predictive task analytics
  • Data:
  • Standardized operational records
  • AI-optimized scheduling

My Role

This project was a part of our UI/UX Bootcamp, and I applied all the methods of research I learned there. This was an individual project, so from UX research to UI designing everything was done by me. I really enjoyed working on this.

Design Process

The design process section is a crucial part of your UI/UX case study. It showcases your problem-solving methodology and the steps taken to arrive at the final design solution.

Emphasize

User Research User InterviewCompetitive Analysis

Define

User Persona Goal Statement Empathy Map

Ideate

Brainstorming Card SortingUser Flow

Design

Paper Wireframes Visual Design Prototype

Test

Check Usability Survey Insight Improvements

Challenge

The five sites in scope used a variety of barrier capture and stewardship tools and inconsistent nomenclature. In order to implement a single solution, the project not only had to convert to digital and better track trends, but it became essential for stakeholders to agree on the most important features. With many perspectives contributing, the forms could become overly complicated in ways that would negatively influence adoption. Based on interviews and usability testing discoveries, the project team was able to continually iterate and pivot to build the “right product.”

Problem Statement

  • Field operators waste 30% of each shift on task coordination and documentation due to:
    • Unreliable paper-based systems
    • Lack of real-time priority updates
    • No integration between safety, maintenance and operational tasks
    • Inability to capture field data for continuous improvement
  •  
  • This leads to:
    • $2.1M annual productivity loss
    • 28% preventable safety incidents
    • Poor operational data quality

Solution

We designed a custom web-based application with companion mobility (iOS and Android) for Downstream and Chemical routine maintenance, providing real-time daily work scheduling, permit communication, and job-by-job barrier capture tool. Due to its complex integration requirements, it is considered one of the first applications to move to Azure. It has already resulted in improved labor effectiveness and less disruption to operations, totaling nearly $12.5 million.

Pain Point

  • Users struggle to organize tasks by urgency/importance.
  • Lack of Time Blocking & Focus Management
  • Constant distractions disrupt workflow.
  • Hard to adjust when unexpected tasks arise.
  • Missed deadlines due to weak alert systems.
  • No location-based or smart reminders.

Features

  • AI-powered task sorting (Eisenhower Matrix, deadlines, urgency).
  • Drag-and-drop rescheduling.
  • Calendar integration for blocking work vs. meetings.
  • Quick-edit options (swipe to reschedule).
  • Real-time updates across mobile, desktop, and web.
  • Multiple notification types (pop-up, email, SMS).

Empathy Map

Think Feel

Frustrated by changing priorities

Distrustful of "another corporate system"

Anxious about missing critical steps

Hear

"The checklist doesn't match what supervisor wants"

"I already did that inspection - why am I being asked again?"

"Which tasks are actually priority today?"

See

Conflicting notes from different shifts

Coffee-stained checklists

Supervisors constantly asking for updates

Say & Do

"Just tell me what to do first"

Creates personal sticky note system

Participant Demographics

A wireframe is a rough schematic created in the early stages of digital product design to help visualize and communicate the structure of a product or website.

Users Age

Phone Type

Internet Browser

Workplace Type

Users Group

Field Operator

Maintenance Technician

Production Supervisor

HSE Manager

Persona

Name

Jake Reynolds

Occupation

Self-employed

Jake Reynolds Story

Jake Reynolds is a regional director who needs to catch flights a lot. He sometimes has to 7-8 times a month for work purposes. His company has assigned Jason to a specific region so that he travels to the same cities and stays at the same hotels for convenience.

Gain

  • Clear visual priority system
  • Digital proof of completion
  • Single source of truth

Demographic

42 years old, previously lived in Boston, Massachusetts, but moved to Chicago for a new job with the startup company. Has a high-income level. Married with three kids.

Pain Point

  • No clear task prioritization
  • Can’t prove completed work
  • Duplicate data entry

Org Activity

Tech Sevy

Social Skills

Low fidelity wireframe

User Interface

Wanna collaborate?

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Hey, thanks for checking out my work.

I’ve been fascinated with the way people interact with technology since forever. I’m particularly keen on digital products designed to make life easier for human beings.

What are you working on?

If you want to know more about my design process, or if you want to talk about a cool idea, don’t hesitate to hit me up.