Résumé (PDF)
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What do you mean it was never submitted?

So what

People thought they’d submitted records they never had. That was one of many pains in two enterprise apps used by 2,000+ people across the national lab system. With a strict budget and borrowed developers, I ranked the backlog by user pain and shipped the smallest fix for each. Abandoned records went from hundreds a year to nearly zero.

At a glance

Role
Product Manager & Software Engineer at Idaho National Laboratory, a U.S. Department of Energy national lab
Team
me, borrowed developers and a co-worker on the help content, for 2,000+ researchers, reviewers and compliance stakeholders across the national laboratory system
Timeframe
during my time at INL (2022–2025)
Status
Status: Shipped
Numbers
2,000+ users · abandoned records: hundreds per year → nearly zero · questions down approximately 50%

The problem: a backlog that only grew

Work leaving the lab went through two systems: the review system and a companion release tool. I owned the backlog for both.

The systems worked. They just weren’t friendly. People got confused, hit the same errors and asked the same questions, and each of those became a backlog item. The developers who could fix them were shared, so our items kept getting pushed behind more urgent work. The backlog grew.

Digging in: three signals

“My record was submitted, right?” Researchers believed they’d submitted records that never were. I walked the test site as a brand-new user, asking one question the whole way: “If this were my first time using this, how would I know what to do next?”

You wouldn’t. The “Start Manager Review” button didn’t appear until every required field was filled in, and nothing told you a button was coming. Nothing warned you when you left a half-finished record. And the record’s status said “New,” which sure sounds like it worked.

Before: a record showed the status ‘New’ with no visible submit button, so researchers thought they were done. After: the ‘Start Manager Review’ button is visible but grayed out, the status reads ‘Unsubmitted Draft,’ and leaving the page triggers a warning.BeforeStatusNew***(no button anywhere)Done!Weeks later…“What do you meanit was neversubmitted?”NewAfterStatusUnsubmitted DraftStart Manager ReviewLeave page?Changes may not save.visible, grayed outBefore: a record showed the status ‘New’ with no visible submit button, so researchers thought they were done. After: the ‘Start Manager Review’ button is visible but grayed out, the status reads ‘Unsubmitted Draft,’ and leaving the page triggers a warning.BeforeStatusNew***(no button anywhere)Done!Weeks later…“What do you meanit was neversubmitted?”NewAfterStatusUnsubmitted DraftStart Manager ReviewLeave page?Changes may not save.visible, grayed out

The same questions, every day. We tracked the recurring questions and talked them through in our daily meetings. The systems had no user guides, and new employees had it worst.

Feedback and errors with nowhere to go. I consolidated the scattered backlog and ranked it by user feedback and how often each issue came up.

Constraints

  • Old system, small budget. Changes had to stay minimal.
  • Borrowed developers. They had little time for our department.
  • Access was its own project. Getting into anything ourselves meant a whole process.

What I did: the smallest fix for the biggest pain

Every item got the same test: what’s the smallest change that makes this pain go away?

1. Incomplete records: three changes, not a redesign. A rebuilt submission flow would have been nicer, and it would have sat in the developer queue forever. So:

  • The “Start Manager Review” button is always visible, grayed out until the record is ready.
  • The status changed from “New” to “Unsubmitted Draft.”
  • Leaving an incomplete record pops up a warning that changes may not save.

2. The backlog, and the developer bottleneck. A ranked backlog doesn’t help if nobody can work it. I’d finished my B.S. in software engineering, so I shadowed a senior developer, earned access to the repo, Jira and Azure DevOps, then started shipping fixes myself. Each one maps to a pain:

A backlog board: two bigger fixes for incomplete records and self-serve help, plus eight small fixes, each labeled with the user pain it removed, such as an Unclaim button so reviewers no longer needed an admin.Ranked by user feedback + how often it came up.Incomplete records:3 small changesSelf-serve help,built with a co-worker120MB upload limit→ uploads stop failingUnclaim button→ no admin to undoBlock alternateowners as reviewers→ no stuck reviewsButtons on the left→ no scroll huntHelp link in the nav→ lost users find helpRequired “matchesthe review”checkbox→ less manual checkingConference subtypes→ managers see detailSort by DateLast Modified→ find recent work
Small fixes, each matched to the user pain it removed
The painThe fix
Uploads kept failing with confusing errorsCut the max attachment size from 2GB to 120MB to match a federal repository’s requirements
Reviewers who claimed the wrong record needed an admin to undo itAn “Unclaim” button
Alternate owners got assigned as peer reviewers and couldn’t finishBlocked alternate owners from being added as reviewers
Action buttons hid off-screenMoved the action buttons to the left
Lost users had no quick way to find helpA help page link in the navigation bar
My team manually checked released documents against the reviewed onesA required checkbox in the release tool’s attachments tab
Managers wanted more detail on conference outputConference subtypes
Recently edited records were hard to findSort the queue by “Date Last Modified”

Before: actions on the far right

IDTitleOwnerStatusDate ModifiedActions
REC-0001Annual Equipment ReportA. ResearcherUnsubmitted Draft2 days agoView Edit
REC-0002Field Test SummaryB. ScientistIn Review1 week agoView Edit
REC-0003Conference Poster DraftC. EngineerApproved3 weeks agoView Edit

After: actions on the left

ActionsIDTitleOwnerStatusDate Modified
View EditREC-0001Annual Equipment ReportA. ResearcherUnsubmitted Draft2 days ago
View EditREC-0002Field Test SummaryB. ScientistIn Review1 week ago
View EditREC-0003Conference Poster DraftC. EngineerApproved3 weeks ago
Scroll each table sideways. Before, the View and Edit buttons sat off-screen on the right; after, they sit on the left where you can see them.

3. Self-serve help (built with a co-worker). The lab’s training department was working on official courses, but users needed answers now. We chose speed over polish and used tools we already had:

  • A department SharePoint homepage (I took point) with links to both systems, the FAQ, a process overview and our expedite request form.
  • An FAQ, which I converted from a Word doc to a web page with a linked table of contents.
  • A walkthrough video for each system, which my co-worker and I recorded together.
Before: every question went to the team’s helpdesk. After: questions branch to a homepage, an FAQ and walkthrough videos, and the number of questions dropped by approximately 50 percent.Before????????Our team’s inbox/ helpdeskAfterbuilt with a co-worker????????Homepage quick linksFAQ with a table of contentsWalkthrough video(one per system)helpdeskvideos adopted bymultiple researchdepartmentsQuestions: down approximately 50%Before: every question went to the team’s helpdesk. After: questions branch to a homepage, an FAQ and walkthrough videos, and the number of questions dropped by approximately 50 percent.Before??????Our team’s inbox/ helpdeskAfterbuilt with a co-worker??????Homepage quick linksFAQ with atable of contentsWalkthrough video(one per system)helpdeskQuestions: downapproximately 50%videos adopted bymultiple researchdepartments

What happened

  • Abandoned records: records people left unsubmitted by accident dropped from hundreds per year to nearly zero. Helpdesk emails about how to submit a record dropped dramatically, too.
  • Questions: the number of questions decreased by approximately 50%. The walkthrough videos were adopted by multiple research departments for training new users.
  • Errors: upload errors became nearly non-existent after I cut the upload limit to 120MB to match a federal repository’s requirements.
  • Overall: fewer user-reported issues, and fewer reviews that needed an admin to step in.

I don’t have exact baselines or dates for these. They’re what we saw, not what a dashboard measured.

Looking back

Hard numbers were scarce here, which is exactly why I measure first now.

The biggest result on this page came from a status label and a grayed-out button. Before asking for a redesign, check whether the system is just telling people the wrong thing.

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