Our Goal

Support the Eaton community by improving data access, simplifying information handling, and streamlining operations.

Overview

iPad Splash screen with logo

Each year, students pursuing the Master of Human-Computer Interaction (MHCI) degree at Carnegie Mellon University complete a sponsored capstone project. In 2013, Team Arc worked with Eaton Corporation to streamline procedures for Managers, Coordinators, Field Service Representatives, and more in the Electrical Services & Systems division. Over seven months, we travelled to seven Eaton locations across the nation to interview employees, learn about how the EESS works as a company, and test our designs. Our project culminated with the design of FieldSight, a vision for a new suite of software and a tablet application for Field Service Representatives that helps speed up portions of their job and share information quickly with other employees.

Research

Kiran Testing

User Research


We gained a holistic view of the EESS by interviewing employees in multiple locations and across various positions. Our methods consisted of site tours, focus groups, and contextual interviews, in which we sat down with our participants as they went about their work. Through contextual interviews, we were able to observe nuanced aspects of our users' work that may otherwise have gone unnoticed. We sampled a total of 21 participants with varying expertise from beginners to 20-year veterans and discovered that DOCs are diverse in personality, the way they approach processes, and the software they use to get the job done.

Testing in the breaker room

Synthesis


Our research generated tons of data. In order to make sense of it all, we spent a month synthesizing and modeling our notes. We constructed three affinity diagrams to reveal common patterns between Managers, Coordinators, and Field Service Representatives. We also made flow models to visualize the complex exchange of information between Eaton personnel and sequence models to isolate the steps in work tasks.

Findings

We gained a holistic view of the EESS by interviewing employees in multiple locations and across various positions. We sampled a total of 21 participants including Zone Managers, DOC Managers, DOC Coordinators, and Field Service Representatives with varying expertise from beginners to 20-year veterans. We discovered that DOCs are diverse in personality, the way they approach processes, and the software they use to get the job done. Our methods consisted of site tours, focus groups, and contextual interviews, in which we sat down with our participants as they went about their work. Through contextual interviews, we were able to observe nuanced aspects of our users' work that may otherwise have gone unnoticed.

Design Page 1 / Page 2

Kiran Testing

Process


We began with dozens of ideas and storyboards and eventually narrowed them to a plan for a platform that supports the range of personnel in the EESS and a tablet app for Field Service Representatives. Our prototype went through five major iterations. We began with two rounds of paper prototyping and moved into an interactive Axure interface. In our fourth round, we made use of Briefs, software that made it easy to create mockups in Adobe Illustrator and put them together in what looked and felt like a real app. Finally, we implemented an iPad application for our last test and eventual product demonstration.

Testing in the breaker room

User Testing


We travelled to four DOCs and tested our prototype with Field Service Representatives, DOC Managers, interns, and other Eaton employees with field experience. We sought to validate the features in our app against the real needs of our users as well as find out whether the interface was easy to understand. We also did card sorting exercises to help us organize the app in addition to distributing two surveys that helped us measure work habits and gauge overall satisfaction with the product.

Design Page 1 / Page 2

iPad Splash screen with logo

FieldSight Service



FieldSight Service is a mobile, realtime information-gathering tool. It is a tablet application that follows Field Service Representatives’ existing workflow by highlighting job information, safety procedures, on site work such as testing, and wrap up activities such as time reporting and customer sign-off. FieldSight Service aims to unify the service process by supporting information sharing across other FieldSight products. The app helps Field staff engage with customers and get the job done more quickly by cutting down on redundant data entry and transcription.

FieldSight Suite



The value of FieldSight Service extends beyond job sites. Using the data collected on the job, Managers, Coordinators, Sales personnel, and Customers can all benefit from increased transparency and unified information using a web interface. We created several mockups to illustrate what FieldSight could look like as it continues to develop.

Team

Kiran Lokhande


project manager

Kiran studied Engineering Psychology and Computer Science at Tufts University. After graduation, she worked as a human factors researcher at MIT Lincoln Laboratory. When not working, she likes to spend time learning and performing various Indian dance forms.



Ian Todhunter


product manager

Ian holds a B.A. in Philosophy from Fordham University and was Web Manager for Pittsburgh Public Schools for four years. He can usually be found at the Craig Street Starbucks or running around Shadyside.

Dave Luetger


user experience lead

While pursuing Sociology at the University of Illinois, Dave researched the digital divide and spent two years teaching technology skills to the elderly. He plays the xylophone.




Sebon Koo


development lead

Sebon studied Computer Science at Carnegie Mellon University. He is passionate about developing user centered software. His personal motto is “A developer cannot pretend to be a user,” and he loves dogs.

About Eaton

iPad Splash screen with logo

Each year, students pursuing the Master of Human-Computer Interaction (MHCI) degree at Carnegie Mellon University complete a sponsored capstone project. In 2013, Team Arc worked with Eaton Corporation to streamline procedures for Managers, Coordinators, Field Service Representatives, and more in the Electrical Services & Systems division. Over seven months, we travelled to seven Eaton locations across the nation to interview employees, learn about how the EESS works as a company, and test our designs. Our project culminated with the design of FieldSight, a vision for a new suite of software and a tablet application for Field Service Representatives that helps speed up portions of their job and share information quickly with other employees.

About the MHCI

The Carnegie Mellon Human-Computer Interaction Institute is an interdisciplinary community of students and faculty dedicated to research and education in topics related to computer technology in support of human activity and society. The master's program is a rigorous 12-month curriculum in which students complete coursework in programming, design, psychology, HCI methods, and electives that allow them to personalize their educational experience. During their second and third semesters, the students participate in a substantial Capstone Project with an industry sponsor.

The Capstone Project course curriculum is structured to cover the end-to-end process of a research and development product cycle, while working closely with an industry sponsor on new ideas that may work with their existing human-to-machine technology. The goal of this 32-week course is to give each student the opportunity for a "real-life" industry project, similar to an actual experience in a research / design / development setting.

Company sponsors benefit from the innovative ideas produced by the students, to fix existing systems or reach into new markets. Some companies also use this project as a recruiting tool, offering industry positions to the top producers in their project team.

For questions about the content, or to learn how to sponsor a project please contact:

Jenna Date, Associate Teaching Professor jdate@cs.cmu.edu 412 268 5572
Human-Computer Interaction Institute Carnegie Mellon University Pittsburgh, PA