U.S. Patent and Trademark Office - PE2E

Problem

Patent examiners were using an inordinate amount of time wrangling information from several disconnected sourcesleading to confusion, mistakes, and a growing backlog. 

Objective

Increase the efficiency of patent examiners so that the rate of backlog growth slowed. Eventually, leading to a backlog of zero.  

What Happened

Set up a regularly occurring usability testing regimen and reporting process for the new, central platform called Patents End-2-End (PE2E). The bi-monthly usability testing program was set up to continually measure how quickly examiners were able to parse the interface for the most relevant information. These measurements then informed the a report with recommendations and suggested prioritization of improvements to be made. If examiners were found to come across a frequent, high-impact, and easily fixable problem, it made the top of the list. 

I also worked with stakeholders on feature ideas, use cases, and wireframes.

  Usability Testing Manual  - I used Morae as the main source of information during the usability testing sessions. Since the lab and tests needed to be set up in a consistent manner I documented the step by step process to set up the lab, Morae, and develop questions. The result was a faster set up of the lab and testing. 

Usability Testing Manual - I used Morae as the main source of information during the usability testing sessions. Since the lab and tests needed to be set up in a consistent manner I documented the step by step process to set up the lab, Morae, and develop questions. The result was a faster set up of the lab and testing. 

  Test Plan  - Test plans for the federal government are known to be incredibly detailed in their documentation. I much prefer a leaner process that is focused on early and often results. However, there are some benefits to writing a detailed test plan that sets expectations across the board about what type of information would be delivered and how. 

Test Plan - Test plans for the federal government are known to be incredibly detailed in their documentation. I much prefer a leaner process that is focused on early and often results. However, there are some benefits to writing a detailed test plan that sets expectations across the board about what type of information would be delivered and how. 

  Test Report  - In each test report I would describe the issues examiners would encounter. Later, I worked with designers, developers, and product owners on how to more effectively design the experience. 

Test Report - In each test report I would describe the issues examiners would encounter. Later, I worked with designers, developers, and product owners on how to more effectively design the experience. 

 Sample UI screen

Sample UI screen