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Visitors

Schedule one-time or recurring visits and assign access credentials for seamless visitor check-in.

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The Visitor Badge Printer integration highlights gaps in the existing visitor management process, requiring a redesign of the entire module to support badge printing and enhance the user experience.

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Mapped user flows to identify key touchpoints, uncover current pain points, and explore design opportunities.

01

Create New Visitor
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Pain Points

- The information entry process for one-time visits places an excessive burden on users.

Opportunities

- Hour-based selection for time ranges enables quicker creation.

- Group-based location selection helps users avoid selecting locations individually.

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02

Send Visit Invitation
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Pain Points

- Displaying the invitation modal after visitor creation disrupts the user flow and feels unexpected.

- Modal content doesn’t match the invitation email.

- Users only need one onboarding method, either e-pass or visitor badge sign-in.

Opportunities

- Sending the invitation can be a fixed operation.

- Offer onboarding method options when editing the invitation.

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03

​Visitor Arrival
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Opportunities

- Dashboard widget should serve as a shortcut.

- Visitor table view must clearly display status and visit time.

- Quick actions should be directly available in the table for batch operations.

Pain Points

- Admins can't directly see today's visitors in the table.

- The user path is too long for operations on today's visitors.

- The group visit use case is not covered in design.

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OPTIMIZE VISITOR MANAGEMENT BY ENHANCING EFFICIENCY, REDUCING FRICTION, AND SUPPORTING GREATER CUSTOMIZATION.

01

Create New Visitor

Streamline the visitor creation process to minimize unnecessary steps and reduce friction, improving task completion efficiency.

Before

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The time picker component is not optimized for efficient input.

Combining small company and enterprise use cases may reduce efficiency, particularly for group visits.

After

Move the email address field out of the collapsed content.

Use [Today] instead of [Month/Day]
Optimized the time picker component to allow users to enter the exact time.

Added an [All Day] checkbox for quick action in high-frequency cases.

Inline pickers enable quick selections and reduce the risk of mis-operations, preventing security issues from incorrect location choices.

Automatically generate a QR code during the creation process for greater efficiency.

02

Send Visit Invitation

Enhance customization for invitations and visitor badges.

Invitation Email

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When Edit

Enable users to choose the Access Methods to include in the email.

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When Received

Highlight the access method and show the informations that are importance from the visitor side.

Visitor Badge Template

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Customizing visitor badge templates enhances brand identity, adapts to diverse organizational needs, and fosters a user-centric experience.

03

Visitor Arrival

Provide quick actions and shortcuts for managing and signing in visitors.

Before

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The [Expected Arrival] status lacks clarity, leaving users unsure about its origin or meaning.

The schedule is less relevant for users to review and functions more as a visitor type indicator.

The visit time isn't user-friendly for identifying today's visitors, despite being the most crucial information for users to manage.

After

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Add a recurring visit indicator next to the visitor's name to clarify and highlight their type.

Redefined the status and the actions of different status.

Emphasizing [Today] aligns with the context, helping users quickly recognize information for present-focused tasks.

Display [Send] and [Print] actions directly in the table to enable quick operations for group visits.

Dashboard Widget

The dashboard widget enables quick visitor creation and seamless access to complete visitor management.

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