Gurock TestRail

SaaS Application Refresh
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Project Details

Company: IDERA, Inc.

My Role: Lead UX Designer

Link: GA Oct. 2019

The Product
Gurock TestRail is a widely used quality assurance tool used by business analysts, developers and QA specialist. TestRail Cloud is the SaaS edition. It is hosted online for users who do not want to install the application. Maintenance, security and updates are handled by Gurock. Users pay a monthly subscription to use the application.
The Problem
TestRail had been acquired in 2016 by the Gurock brothers. They were developers and created the application as a tool for themselves. However, the user interface had been an afterthought. As a result, users complaints increased and subscriptions dropped. Management wanted to update the UI in order to increase subscriptions.

The Solution

TestRail needed a major UX overhaul, however we didn't have the funding or the manpower to be able to implement that amount of work in a single release. So we decided to focus on fixing the top five identified critical user issues.
Specifically we needed to improve navigation, users ability to create reusable test cases or test steps, users can create generic variables when coding test scripts, users can view test session history and users can undo/redo for all tasks.
In addition to the user improvements, we needed to update the branding for white-labeling, refresh the user interface styling and create a dark theme for users who either test in the low light settings or have vision accessibility.

How I Reached My Solution

The Plan

Empathize

In order to fully understand the user pain points with TestRail, I obtained support customer complaints and product manager assumptions. Then I conduct observational study on several existing and new users.

Analyze

I gathered all my data and organized them based on a user's typical task flow and emotions while performing each task. I was able to create a user journey map outlining a user's behavior, functionality and key tasks.

Define

Working with the product team, we were able to identify user pain points during a customer journey while using TestRail. We organized the pain points into two criteria's: level of priority and time for development.

The Design Process


Ideate

I gathered the product team together and based on my research we were able to brainstorm possible solutions using XMind. When we were done, we used scoring to rate which solution we thought best solved the user pain points.


Prototype

Then I created high fidelity prototype using Sketch and InVision so we can review the new styling and redesigned UI features. I presented it to the team. We went back and forth a couple of times as I revised the prototype until we were satisfied with it.


Test

I created a test script and reviewed it with the product manager to ensure I was testing everywhere we wanted to check and validate. I set benchmarks based on task completion using my observations as a base point. Tested the prototype with several groups of 5 users. Each round I made revisions.

Results

Shorter Test Creation Time

Users were able to create tests 67% faster.

Shorter Modification Time

Users were able to modify tests 42% faster.

Successful Viewing History

93% were successful at viewing test history.

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