Confidential

2025

Field observation reveals invisible behaviors

Project under NDA

This project is confidential. Please reach out to see the full case study.

marcelle.carlson@gmail.com

marcelle.carlson@gmail.com

Project under NDA

This project is confidential. Please reach out to see the full case study.

marcelle.carlson@gmail.com

marcelle.carlson@gmail.com

Project under NDA

This project is confidential. Please reach out to see the full case study.

marcelle.carlson@gmail.com

Highlights

Advocating for direct observation over proxy perspectives

While working on an enterprise platform replacement, I advocated for direct field validation with active users rather than relying solely on leadership perspectives. This research methodology uncovered a critical behavioral bias issue that wasn't visible from stakeholder interviews alone.

Contributed to approximately 50% time reduction in pilot

Contributed to approximately 50% time reduction in pilot

Contributed to approximately 50% time reduction in pilot

Advocated for onsite observation across multiple user roles

Advocated for onsite observation across multiple user roles

Advocated for onsite observation across multiple user roles

Discovered real-time score visibility was influencing how issues were documented

Discovered real-time score visibility was influencing how issues were documented

Discovered real-time score visibility was influencing how issues were documented

Redesigned workflow to separate observation from evaluation

Redesigned workflow to separate observation from evaluation

Redesigned workflow to separate observation from evaluation

Retrospective

Observation over assumption

Stakeholders had provided comprehensive briefings—workflows seemed well understood. But onsite, I observed something unexpected: users were documenting quality observations while monitoring how entries affected visible metrics. When metrics started to lower, users adjusted their documentation approach.

This insight shaped a key design decision: removing aggregate metrics visibility from the active workflow. By separating observation from evaluation, we eliminated the dual focus while preserving metrics where needed.

This was one component of a holistic redesign that reduced task time by approximately half—a solution now adopted as the enterprise standard across multiple regions.