SEF-MG Workspace Research

User research with the teams who resolve tickets at SEF-MG, the Minas Gerais Finance Department, turning their feedback on the ServiceNow workspace into a backlog of improvements the dev team then built.

Client
SEF-MG
Sector
Public sector · Finance
Platform
ServiceNow · Workspace
Role
UX/UI Designer

The challenge

A workspace the resolvers had to fight.

SEF-MG teams resolve taxpayer tickets in a ServiceNow workspace every day. Small friction in that screen adds up fast, and the people using it had not been heard.

Too much scrolling

The ticket screen showed fields nobody used, and the request itself sat at the bottom of the page.

Save far from status

Status, resolution and the save button were far apart, so closing a ticket took extra steps.

Deadlines out of sight

SLA and due dates were hard to find, which made it hard to tell which ticket to handle first.

The process

Listen to every team first.

  1. Plan the sessions

    Three sessions with resolvers and coordinators: two in person and one remote, each with its own agenda.

  2. Hear every team

    Groups of 11, 15 and 17 people walked through how they handle tickets and where the workspace gets in the way.

  3. Sort the findings

    Each report went on a sticky note and was grouped into process, UI, data and naming issues.

  4. Prioritize by impact

    An impact and effort matrix ranked the issues, so the team could see what to fix first.

The solution

From sticky notes to a backlog.

The research did not produce screens. It produced a list of improvements, each one tied to what resolvers reported, ready for the dev team to build.

The outcome

Their words became the backlog.

Every team heard

All resolver teams took part, so the list reflects the whole service desk and not one group’s view.

A ranked backlog

Improvements were ordered by impact and effort, which gave the dev team a clear place to start.

Built by the dev team

The suggested improvements went into the backlog and the development team implemented them.

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