Relaunching Field Squared’s mobile solution: From idea to customer growth with a re-imagined user experience

Most workforce management solutions still depend on manual work distribution, with office staff coordinating field technicians by text and phone, a costly and inefficient way to move resources and manage time. Field Squared wanted to get to value quickly with a validate-pivot-launch model, expand use cases and improve usage without pulling focus from other product priorities, and free up its internal product team to deliver more value.

We utilized a Google Ventures design sprint to achieve stakeholder alignment and create the prototype, which tested spectacularly with existing customers/users and garnered adopter interest. Ensuring continuous collaboration, our team ran the project on two-week sprints, enabling early course correction for micro pivots throughout the partnership. Additionally, we evaluated the existing tech stack and design choices to distill the elements most crucial for the mobile experience.

• Our design solution: From a design standpoint, we focused on creating something intuitive, simple, and easily comprehensible. Various people with different degrees of app-usage expertise and across functions would be operating these applications. The entire experience should be easy to customize and navigate, with the ultimate goal of getting the job done in the field!

• Two-week sprint delivery: In every two-week sprint, we built and delivered new features from scratch and worked on enhancements as required.

• Real-time location monitoring: We integrated with Google Maps for real-time location monitoring, which assisted with routing and directions, providing 100% visibility into asset movement.

• Mobile productivity features: The mobile version included document annotation and image tagging to help technicians improve productivity.

• Configurable form engine: In partnership with Field Squared's leadership, we made interacting with and using forms easier on a mobile device. We included a configurable and customizable form engine to render forms and documents based on the requirements. The robust engine takes in a JSON schema and converts it into an interactive form with built-in validation functionality, custom fields, and more. The user can edit the fields, add photos, sign, and submit.

• Offline form filling with auto-sync: We ensured forms could be filled offline and, once internet connectivity is restored, would automatically sync with the central cloud. If a form is filled and submitted while offline, the request is stored in a specific queue that gets passed to the server once the user regains connectivity. At that point, all the information is passed to the server and the changes are saved.

By reimagining the design for an intuitive, easy-to-navigate mobile experience and shipping new features every two-week sprint - from real-time GPS routing to an offline-capable, JSON-schema-driven form engine - Zemoso helped Field Squared relaunch its mobile solution and reignite customer growth.