BluePrint Scheduler

A design system component for scheduling

BluePrint is a portfolio of tools used both internally and externally by client firms for financial services. I was responsible for creating design system components to streamline development and improve user experience. Scheduling, a situation that takes place across tools, was an opportunity to create this type of impact.

Context

  1. Deliver the breadth of schedule configurations and business day logic that is meaningful to our user-base

  2. Represent the variety of complex options intuitively to promote user success

  3. Provide appropriate feedback for clarity of user selection

  4. Fit within the current scope for report scheduling context and be reusable across the platform in features planned for the future

Problems to solve

Radio button drill down

I used radio buttons for single select across the set of high level frequency options. This enabled the user to see all frequency options. Further configuration options for each frequency appear to the right in response to the chosen frequency. This format enables the user to inspect all options quickly and drill into the necessary details.

Multi-selection and visual clutter reduction

Our user base needed a way to select multiple days of the week at one time. I chose to use radio cards over other multi-select options to reduce visual clutter. This enabled users to toggle days “on” or “off” according to their desired schedule.

In-context description

Business logic needed to be incorporated into each type of frequency. I handled this by exposing business day selection within the context of each frequency, rather than a global control. This enabled users to understand exactly how their scheduled task will be affected by their chosen logic, since business calendars are handled differently at each frequency, leaving little room for ambiguity.

Impact

Users reported that the new scheduling component made it much easier to schedule their items. Support requests about scheduling decreased since business day logic was no longer unclear.

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