PI Worldwide delivers human capital analytics (the Predictive Index) that help organizations make science-based decisions about their ultimate competitive advantage — their people.

I had worked with PI Worldwide on a variety of different initiatives over the years, and received a request that was more of a pitch than a project: Help PI consider an online strategic direction by “re-imagining” several of their products into one unified system — and prototype a future vision of what that unified system might look like.

The goals:

  • Convince PI to move away from a fragmented product portfolio
  • Unify technology platforms into one UX
  • Clarify the company’s branding and core value proposition
  • Change how consumers perceive PI
  • Incentivize engagement across all audience segments

A brief overview of existing PI systems:

accessPI

accessPI is a resource system that allows users to manage PI Worldwide’s Predictive Index tool, typically used by Human Resources departments to improve employee performance and productivity at all company levels. Administrators can sort, search, view, compare and organize all of their company’s PI information, giving them valuable new insights into their organization.

PI Campus

With PI Campus, users can gather virtually and continually introduce new ways to leverage their investment in PI. New users can learn how to administer and apply the Predictive Index, and seasoned users can refresh their skills and add new techniques to their PI repertoire.

The findings: 

The existing accessPI system had become dated and was extremely clunky to use. There was also an awkward lack of human imagery — after all, if this was a system designed to better understand people, it would only make sense to see photos of people.

I started by reviewing the existing system with my own HR Manager, who was using the service almost daily. We discussed what she liked and didn’t like about the system, and reviewed the functions she wished the system offered.

I then sketched some ideas of what a new system could look like, and what it could deliver to users. The team then translated those ideas into prototype development using Axure.

Dropdowns and Dashboards:
One of the first new features we introduced was the ability to access surveys, people and/or teams via dropdowns, a far more efficient option than PI’s old tree-based navigation. In this new framework, the ability to quickly administer a survey became a primary header element.

I also recommended implementing a personal dashboard for each user once they’ve logged in, as illustrated here. This would be the access point for viewing recent surveys, workspaces, news, events, and other PI community activities. And the introduction of photography would help users identify one another within the system.

Profile Pages:
In the proposed updated version of the system, as shown in the prototype below, each individual would have a profile page — none had existed before — which users could access, and where a deeper dive could be executed.

Recommended Profile Page concepts and features:

  • Adding a resume
  • Discussions that HR managers can share and review with staff
  • Notes
  • A view of associated workspaces
  • Tagging to help users quickly spot keywords
  • The ability to view similar PI patterns

Workspaces:
The concept of a workspace was introduced, giving analysts a drag-and-drop interface for browsing multiple PIs, and ultimately comparing, sharing, and reporting on them.

Community & Collaboration:
This category would live within the PI Campus ecosystem, a dated but useful resource for certified PI analysts, that could benefit from a fresh user experience.

Recommended Community features included:

  • Featured case studies
  • Discussions
  • Member profiles
  • PI member search
  • Activity points, where the most engaged members would amass points, with the biggest point-holders presented as experts
  • Research and insights

Unfortunately, PI Worldwide decision-makers opted to make minimal changes. The PI platforms remain in separate silos, lacking the unified interface I believe could bring enhanced interactivity and efficiency to the PI Worldwide online experience.