This project is private. I will share my process and not talk about the software details. Designs are blurred to keep Halliburton's ideas safe.
Role: UX Designer
Tasks include: Researching users, Planning user tasks and flows, Creating wireframes and prototypes, Testing usability, and Designing user interfaces
Timeline: 2 months
Tools: Figma, Axure, Visio
Collaborators: Product Owner, Product Champion, Software Architect, Business Analyst, IT Lead, Development & QA Teams (Onsite & Offshore)
Project Overview
Halliburton’s Chemical Disclosure Report (CDR) software needed to evolve into a standalone application to comply with the Emergency Planning and Community Right-to-Know Act (EPCRA) while reducing dependencies on other systems. The goal was to create a secure, streamlined, and efficient solution for generating chemical reports while mitigating business risks related to proprietary information.
The back story: Purpose of CDR or Chemical Disclosure Report
A standalone application that is compliant with the Emergency Planning and Community Right to Know enacted in 1986. This act was to raise public awareness and knowledge of the right-to-know provisions of hazardous and toxic chemicals at facilities.
In 2011 Halliburton came up with the CDR and the report generation capability currently resides in another system, the vision of CDR is to be standalone with minimal to no dependency which will also allow additions, updates, and deletion of material. The bigger goal is to remove the business risk of proprietary information available through a few keystrokes and clicks to competitors.
The problem
The existing CDR process was error-prone, inefficient, and dependent on a “dirty” database, causing:
Data integrity issues (new materials not added promptly, manual entry errors).
Lack of transparency (users couldn’t track who made edits or when).
Limited search and report generation capabilities making job tracking difficult.
Users wanted a clean, modernized CDR application with:
✅ Searchable job edits & a clean database for report generation.
✅ Ability to create and edit materials within jobs.
✅ Multi-sales order support (add/delete numbers within jobs).
✅ Clear differentiation of Halliburton vs. third-party materials.
Discovery
I was working on creating a PE (Performance Enhancement) stand alone web-based software designed to have little dependencies on other main software, generate reports compliant to EPCRA and a more stream-lined work flow.
The software features the following: dashboards, customization per region, data importing, and in context launching of software.
I am the UX Design Lead on a multidisciplinary team that includes the Product Owner (Cementing Product Manager), Product Champion, Software Architect, Business Analyst, I.T Lead, and Development Leads from other software groups.
Software Development and Implementation is performed by onsite and offshore developers and QA teams.
The persona
My Design Approach
To build a user-centered, globally adaptable solution, I focused on understanding regional user needs, ensuring seamless collaboration with engineering, and maintaining an agile workflow for continuous iteration.
Key UX Solutions
Improved Data Integrity & Transparency
Searchable job history with timestamps and author tracking.
Automated validation checks to reduce manual errors.
Data import functionality to ensure up-to-date information.
Streamlined Report Generation & Material Management
Advanced search filters for job edits and material selection.
Batch material creation and editing to reduce wait times.
Role-based access control to manage who can edit critical data.
Global Adaptability & Customization
Region-based customization to align with different job workflows.
Localized dashboard views with intuitive navigation.
Integration with in-context software launching for seamless workflow execution.
First Iteration designs
Final Designs
Design Justification Using UX Principles
Visibility of System Status: Users can track job updates and see who made changes.
Error Prevention: Input validation reduces incorrect data entries.
Recognition Over Recall: Smart search and filters reduce user cognitive load.
Process & Collaboration
1. User Research & Discovery
Conducted user interviews and observations across global regional teams to map different workflows.
Created user personas & journey maps to identify variations in data management approaches.
Led weekly core team meetings (Product Owner, Software Architect, Business Analyst) to define requirements.
2. Wireframing & Prototyping
Developed low-fidelity wireframes in Axure to validate workflows.
Built interactive prototypes in Figma for user testing.
3. Agile Design & Development
Participated in daily scrums & weekly grooming sessions to refine UX solutions.
Provided detailed functional documentation with annotated wireframes & UI specs.
Collaborated closely with onshore & offshore development & QA teams to ensure design consistency.
4. Iteration & Validation
Conducted usability testing with stakeholders to refine interactions.
Iterated based on engineering feasibility & real-world user feedback.
Maintained open communication throughout sprints, adjusting designs as needed.
Outcome & Impact
✅ Increased efficiency by streamlining workflows for job creation, editing, and report generation.
✅ Enhanced data integrity through validation, tracking, and better database management.
✅ Improved user experience with search, customization, and clear role-based controls.
✅ Enabled global adoption by aligning with regional workflows.
Reflection & Learnings
Understanding regional differences is key: Customizing workflows ensured better adoption.
Close engineering collaboration prevents roadblocks: Agile iteration kept designs aligned with development constraints.
Transparency & traceability improve accountability: Users now have clear visibility into job edits.
This project reinforced my approach to balancing compliance requirements, business needs, and user-centric design to create a powerful yet intuitive enterprise solution.