HR Digital Toolkit

HR Digital Toolkit

The HR Digital Toolkit Project was developed in collaboration with the Workforce Planning Board of Grand Erie (WPBGE) to support small businesses (1-20 employees) in the Grand Erie Region of Southern Ontario.

Alex Capolongo

UX Researcher and Product Designer

The HR Digital Toolkit Project was developed in collaboration with the Workforce Planning Board of Grand Erie (WPBGE) to support small businesses (1-20 employees) in the Grand Erie Region of Southern Ontario.

Project Overview

Project Overview

Timeline

My role

Tools used

This project focuses on improving the hiring and workforce management experience for small businesses facing recruitment challenges, limited HR capacity, and financial constraints.

This project focuses on improving the hiring and workforce management experience for small businesses facing recruitment challenges, limited HR capacity, and financial constraints.

Figma, OptimalWorkshop (OptimalSort), Excel, FigJam, Microsoft Word

Project Lead, Design Lead, Head of Communications, UX Researcher

January-April 2025 (10 weeks)

How Might We...?

How might we design an accessible and user-friendly HR Digital Toolkit that empowers small businesses in Grand Erie to improve recruitment, HR management, and employee development while minimizing costs and effort?

Project Scope 🎯

Small businesses in the Grand Erie region face significant operational challenges. This project aims to provide practical, easy-to-access HR solutions to help overcome these barriers.

👥

Labour Shortages

Limited access to talent, especially in rural areas, creating recruitment difficulties.

⚙️

Limited HR Capacity

Lack of dedicated HR personnel leading to inefficient HR operations.

💰

Financial Constraints

Time and budget restrictions limiting investment in HR technology and training.

Environmental Scan 🔍

📈 Economic Trends

Small businesses face rising costs and labour shortages, making it difficult to compete with larger firms.

🤝 Social Trends

Employee expectations shifting towards workplace culture, DEI, and work-life balance

Rise of remote and hybrid work poses adaptation challenges

📋 Regulatory Trends

Employment law changes require compliance without dedicated HR staff

Limited awareness of available government support programs

💻 Technological Trends

Increasing adoption of AI-driven recruitment and digital HR processes

Digital literacy and infrastructure gaps remain significant barriers

Research & User Needs 🔬

🎯 Primary User Challenges

👥 Recruitment & Staff Development

– Finding and retaining skilled employees

⏰ Time & Resource Constraints

– Managing HR without dedicated personnel

💻 Technology Limitations

– Limited experience with HR software and digital tools

📊 Research Methods

🌳

Evaluated toolkit findability on existing website

Tree Testing

🔍

Contextual Inquiries

Gathered direct insights on HR approaches and needs

🃏

Organized HR content for intuitive navigation

Card Sorting

Design Process

Competitive Analysis

The Double Diamond design framework guided the process by first Discovering and Defining the problem through research and analysis, then Developing and Delivering a solution through ideation, prototyping, and testing. 

We conducted a early competitive analysis of different HR Resources to compare to the WPBGE after meeting with our clients:

Discover

Research

Define

Insights

Ideate

Brainstorm

Prototype

Test

Diverge

Diverge

Converge

Converge

Understand user needs

Define initial ideas

Develop & test ideas

Deliver & implement

Generative Research

We conducted "think aloud" contextual inquiries with small business owners (n=5) around the Grand Erie Region, specifically targeting organizations with fewer than 20 employees. Each session lasted between 15-25 minutes, providing focused insights into their daily HR challenges and operational pain points.

🎯

We connected with local establishments including Middlekoop, Lookout Lounge, Urban Parisian, and Slaman's Flowers.

🔍

Our compact sessions were designed to respect the busy schedules of small business owners while capturing their authentic HR experiences.

💡

Business owners demonstrated their current approaches to employee management, hiring processes, and workplace policy implementation.

Our research revealed several consistent patterns across these small businesses:

Technology Barriers

73% of participants expressed frustration with complex digital HR tools, preferring simple, straightforward solutions.

Resource Management

90% maintained minimal or no formal HR documentation, citing time constraints as the primary barrier.

Daily Operations

Most owners spend 80% of their time on core business activities, leaving HR tasks to be handled reactively rather than proactively.

Information Access

All participants relied heavily on Google searches for HR information, often feeling overwhelmed by the volume of results.

"I spend most of my day in the kitchen. When HR issues come up, I handle them on the fly. There's no time to learn complicated systems or read through pages of documentation."

— Owner, Urban Parisian

Following these sessions, we conducted a hybrid card sort to evaluate how business owners naturally organize and interpret HR-related information. This exercise revealed that:

📊

85% of participants struggled with current category labels, finding them too technical or unclear

🎯

Users consistently grouped practical resources together (templates, guides, checklists) separate from theoretical content

💡

All participants expressed a desire for a "quick start" or "essentials" section for common HR tasks

These insights directly informed our approach to simplifying the HR toolkit, focusing on practical, accessible solutions that integrate seamlessly with the daily operations of small businesses.

Our Journey

Understanding Our Users

Through conversations with 5 small business owners, a clear pattern emerged: HR tasks were overwhelming their daily operations.

"I do not have time as a business owner to sit and go through HR processes and run a business! There's not enough hours in the day."

— Owner, Midlekoop Sheet Metals

Initial Explorations

Our first wireframes focused on simplifying complex HR processes into digestible steps.

Low-Fidelity Testing Results

Our initial testing revealed varying success rates across three critical tasks:

1

Mental Health Resources: 90% overall success rate, but only 40% found it directly without backtracking

2

Financial Support Information: 40% success rate, indicating significant navigation issues

3

Specialized Training (HVAC): 60% success rate, showing room for improvement

Mid-Fidelity Prototype Demo

Watch our prototype in action to see how we've implemented the key improvements.

Key Features Demonstrated

• Streamlined navigation paths for mental health resources

• Improved specialized training program discovery

• Enhanced financial support information accessibility

Refining Our Approach

We focused our mid-fidelity prototype on improving these three critical task flows.

Mid-Fidelity Testing Results

1

Mental Health Resources: Achieved 100% success rate, though directness remained a challenge at 42%

2

Financial Support Information: Improved to 57% success rate, indicating better but still suboptimal findability

3

Specialized Training (HVAC): Significant improvement to 85% success rate, with 42% directness

Current Status

This project is actively evolving as we continue to gather user feedback and refine the experience.

In Progress

Additional user testing sessions and creation of hi-fidelity prototype

Goal for Next Step

Focus on improving direct navigation success rates

Timeline

High-fidelity prototype expected by Mid-July 2025

Next Steps

While we've made significant progress, our comprehensive roadmap includes several key initiatives:

🔄

Technical Implementation

Restructure links to improve accuracy & seamless interaction

Convert prototype into a functional coded version

Assess & refine job maps & mobile interface for improved accessibility

🎯

Website Refinement

Refine Grand Erie Workforce website for better usability

Improve landing & workforce resource pages through redesign and restructuring

Rename unclear tabs (e.g., Grand Erie Jobs) for better clarity

Compliance & Standards

Ensure compliance with WCAG, AODA, and OSHA standards

Document accessibility improvements and compliance measures

🔍

Ongoing Testing

Continue usability testing to optimize navigation and information architecture

Track and analyze user behavior patterns

Implement iterative improvements based on user feedback

© A. Capolongo 2025

Designed with love (and lots of caffeine)

© A. Capolongo 2025

Designed with love (and lots of caffeine)