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Project Discussion on Merging AutoOps and Steer

Overview of the Project

  • The discussion revolves around merging functionalities of AutoOps and Steer, with initial research already conducted by team members Andre and Mola.
  • The aim is to create a seamless user experience that allows users to switch between two dashboards easily.

Proposed Features

  • A simple "switcher" feature is suggested, which could be implemented as a toggle or dropdown menu for dashboard navigation. This would enhance user accessibility.
  • Users can now log in using the same credentials for both platforms, eliminating previous login issues and facilitating smoother transitions between dashboards.

User Experience Research

  • Early UX research is encouraged to explore how the switcher could be designed, considering both dashboards' perspectives (AutoOps and Steer). Suggestions include having an overall dashboard switcher in top navigation.
  • The idea of linking related pages (e.g., abandoned bookings) across both platforms is proposed to improve user flow and efficiency.

Collaboration and Next Steps

  • Team members are advised to consult with Mola regarding past concepts developed by Andre, ensuring continuity in design efforts. A meeting with Steve will also be arranged for further guidance on project requirements.
  • Familiarization with existing designs comparing features from Google Sheets is recommended to identify what needs merging first based on priority. This will inform future development strategies.

Additional Tasks and Future Considerations

  • While focusing on this main project, other smaller tasks may arise; flexibility in workload management is emphasized. The phone system project will be handled separately by Mola while this merge takes precedence for the current team member's focus.
  • Exploration of innovative interaction methods between the two systems is encouraged, aiming for a frictionless user experience when switching contexts within the applications. Research into existing UX solutions may provide inspiration for effective design choices moving forward.