Task Audit for a Comparison of related products – Rocket Mortgage
Ux Consulting
I was tasked with conducting a Task Audit for three Rocket Pro Portals: Third Party Originate, Rocket Pro Originate, and Rocket Pro Insight.
The goals for the Task Audits were to:
- Focus on the “what,” not the “how.”
- Answer key questions:
- What are users trying to accomplish?
- Where are users performing the same tasks?
I began by listing the top tasks we ask our Pros to complete, then filled in additional information we needed to understand.
To gather insights, I worked closely with Subject Matter Experts (SMEs) and stakeholders, collecting data through workshops, group sessions, and one-on-one meetings. This provided most of the information we needed.
However, after completing the audit, we didn’t find the task alignment we had expected. This led us to explore additional exercises and workshops using different tools, rather than relying solely on spreadsheets.
Ultimately, the task audit and the follow-up exercises revealed that the project was larger than we initially anticipated. The audit gave us a clearer understanding of the bigger picture and helped us define the next steps for moving forward.
This is one of the task audit spread sheets used to conduct the task audit.
To gather better input during workshops, I transferred the spreadsheet into a Lucid board as a reference point. I recreated the spreadsheet with columns and rows, allowing participants to place sticky notes with tasks and other relevant information I was seeking.
This was the first attempt to compare the three portals, which helped me identify new approaches for making comparisons and answering the questions we set out to address.
Ux & Product Design, Information Architecture, Interaction Design