SaaS

SaaS

SaaS

B2B

B2B

B2B

Product Discovery

Product Discovery

Product Discovery

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0 - 1

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Learning From Frontline Workers Without Interrupting Their Work

To keep this case study focused, I’ve highlighted the primary challenge, key decisions, and outcomes. The complete project story is available for discussion during interviews.

Context

Learning From Frontline Workers for the First Time

This was the first initiative designed to collect feedback directly from frontline workers across Retail, Hospitality, and Healthcare. It gave product teams direct access to the people using the app every day, creating a new source of insight that had not previously existed within the organization.

Visibility Seemed Like the Right Direction

Three interaction directions were tested to understand discoverability, annoyance, and disruption after login. The findings led Product to the full-screen pop-up because of its high visibility, assuming it would translate into high participation.

pop-up

Impossible to Miss

Impossible to Miss

in-feed

Easy to Overlook

Banner

Always Present

What the Test Didn’t Measure

The findings pointed Product to the pop-up because of its 100% visibility, but they didn’t fully account for its level of annoyance and disruption, or more importantly, how workers might respond when interrupted during time-sensitive tasks. Someone opening the app to clock in, review pay, or request PTO would likely dismiss the survey simply to complete their task. High visibility alone wasn’t enough to predict participation.

Visibility Alone Doesn’t Create Participation

As one of my contributions to the mobile design system, I designed and authored messaging guidelines that defined when to use different messaging patterns. Those guidelines reserved pop-ups for situations requiring immediate attention or action. While completing the survey was important for the business, it wasn’t required for workers to continue using the app, making the proposed direction inconsistent with the established principles.

Getting Feedback on Workers’ Terms

The Decision

The final experience maintained visibility without requiring workers to interact with the survey before completing the task that brought them into the app.

Final Solution

Impact

15,213 Responses

Across Retail, Hospitality, and Healthcare

10% completion rate

Over one quarter

42% Above SaaS Average

7% survey participation benchmark

Shifted Product Direction Toward a Worker-First Experience

I challenged Product’s initial approach and aligned stakeholders around a direction that balanced business goals with workers’ needs.