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Timesheet calendar integration
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starzonmyarmz committed Jan 28, 2024
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1 change: 1 addition & 0 deletions src/_includes/base.njk
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1 change: 1 addition & 0 deletions src/work/bulk-editing.md
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title: Bulk Editing Time and Expenses
blurb: Making it easier to edit Harvest time and expenses.
order: 3
eleventyExcludeFromCollections: true
---

https://www.getharvest.com/blog/2020/02/easier-bulk-editing-for-time-and-expenses
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1 change: 1 addition & 0 deletions src/work/harvest-billing.md
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title: Billing
blurb: Creating a better experience to manage Harvest billing.
order: 6
eleventyExcludeFromCollections: true
---

55 changes: 50 additions & 5 deletions src/work/new-timer-from-calendar.md
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---
title: New Timer from Calendar
blurb: A faster way to track time with Harvest.
order: 4
title: Harvest Timesheets Calendar Integration
blurb: Creating a Harvest timer based on Google or Outlook.com calendar events.
order: 3
---

- https://www.getharvest.com/blog/2019/06/a-faster-way-to-track-time-with-harvest
- https://www.getharvest.com/blog/2020/04/two-new-features-for-the-harvest-calendar-integration
In an ongoing effort to encourage effective time tracking, Harvest uncovered a compelling insight during our research: nearly 50% of customers in a specific segment were concurrently using their calendar app alongside Harvest for time tracking. Recognizing this pattern, we initiated a six-week project aimed at simplifying the process of seamlessly transferring calendar events into users' Harvest timesheets.

For this undertaking, my role extended to project management, encompassing the design and prototyping of user flows, as well as collaborative engagement with engineers during the implementation phase.

## Problem

As the demands of busy schedules intensify, carving out dedicated time to fill out a timesheet becomes increasingly challenging. The typical scenario involves individuals transitioning rapidly between tasks, leaving their timesheets neglected. When users finally sit down to record their time, the arduous task of recollecting specific details and reconstructing days or weeks of work poses a significant hurdle.

### Remembering Time is Difficult

- **Objective:** Mitigate the challenge of remembering tasks and activities.
- **Solution:** Develop a mechanism to simplify the process of entering time entries from calendar events.

### Streamline creating time entries from calendar events

- **Objective:** Empower users to seamlessly integrate calendar events into their Harvest timesheet.
- **Solution:** Introduce a feature that connects with Google or Outlook.com calendar accounts, automatically pulling events into the timesheet for easy entry.

## Challenges

- **Integrating with 3rd Parties:** Ensuring seamless integration with external calendar platforms through APIs.
- **Ongoing Commitment to Maintenance:** Upholding the commitment to regularly update and maintain the system.
- **Decision-Making for System Evolution:** Making decisions on system evolution, including potential integrations and enhancements.

## Approach

The project unfolded with a well-defined vision aimed at tackling the identified challenges head-on.

![](/img/work/ci-sketches.png)

In the initial phase, the engineering team dived into the intricacies of technical discovery and seamless integration with Google and Outlook.com calandars, while my focus shifted towards materializing concepts into mockups and clickable prototypes utilizing Sketch.

![](/img/work/ci-variations.png)

Over the span of two weeks, a continuous cycle of development, presentation, and refinement ensued as I iteratively shaped the mockups and prototypes. These iterations were subjected to rigorous design reviews, incorporating valuable feedback to enhance the user experience. The culmination of this design process involved subjecting the finalized prototype to thorough scrutiny, garnering the approval of the company founder and cementing the chosen approach.

![](/img/work/ci-final.gif)

Post-approval, my role expanded to actively contribute to the front-end engineering efforts, in the creation of HTML, CSS, and JavaScript components. As the project neared completion, I coordinated quality assurance efforts, created marketing materials to showcase the new feature, and helped facilite the seamless launch of the new feature.

## Tracking Progress

The integration allowed batch time-tracking customers to create timers based on Google Calendar integrated suggestions. Setting an ambitious goal of 10% of timers for this audience segment originating from calendar events in three months, we not only met but exceeded expectations, achieving 17% of timers started from calendar events.

## Future

The successful implementation of the Harvest Timesheets Calendar Integration feature positions Harvest to provide users with a faster and more user-friendly approach to time tracking. As an evolving project, we remain committed to continuous iteration, adaptation, and the extraction of valuable insights from the ongoing process.
1 change: 1 addition & 0 deletions src/work/pinning-projects-and-teammates.md
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title: Pinning Projects and Teammates
blurb: Making it easier to report on the projects and teamates that matter.
order: 5
eleventyExcludeFromCollections: true
---

Reviewing projects, teammates, and pending timesheets can sometimes be a bummer when it comes to quickly finding the information that matters most to you. You don’t need to see everything all the time. Nobody wants to scroll through a long list of projects or teammates to find the handful that are important now.
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2 changes: 1 addition & 1 deletion src/work/porchlight-design-system.md
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Expand Up @@ -4,7 +4,7 @@ blurb: Creating a design system to unite individuals at Harvest on a common visu
order: 1
---

Recognizing the need for a unified design strategy across its product line, Harvest tackled challenges such as disparate user interfaces, extended design cycles, and the struggle to maintain a consistent brand identity.
Recognizing the need for a unified design strategy across its product line, [Harvest](https://getharvest.com) tackled challenges such as disparate user interfaces, extended design cycles, and the struggle to maintain a consistent brand identity.

Over the span of a year, we established processes, introduced new work tools, and laid the groundwork for the Porchlight design system. This initiative was implemented with dedicated design and engineering resources specifically allocated to the design system. Our journey involved developing a systematic approach, facilitating ongoing progress amidst a substantial flow of concurrent tasks and evolving priorities.

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3 changes: 2 additions & 1 deletion src/work/project-overview-and-analysis.md
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---
title: Projects Overview and Analysis
blurb: Making better sense of all the data you put into Harvest.
order: 2
order: 4
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---

- https://www.getharvest.com/blog/2014/11/harvest-projects
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6 changes: 3 additions & 3 deletions src/work/saving-and-sharing-reports.md
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---
title: Saving and Sharing Reports
title: Saving and Sharing Harvest Reports
blurb: Elevating productivity and teamwork for Harvest users through improved reporting capabilities.
order: 2
---

Harvest, a leading platform for time tracking and project management, identified a crucial need to improve its reporting module based on customer churn feedback. Customers expressed challenges in efficiently accessing and sharing personalized reports, leading to reduced meaningful interaction with the platform and an increased risk of churn.
[Harvest](https://getharvest.com), a leading platform for time tracking and project management, identified a crucial need to improve its reporting module based on customer churn feedback. Customers expressed challenges in efficiently accessing and sharing personalized reports, leading to reduced meaningful interaction with the platform and an increased risk of churn.

Over a four-month period in 2023, a dedicated team of customer experience and engineering experts collaborated to address these challenges. The process involved customer research, iterative design, and close collaboration with select customers to ensure their needs were met.

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Through these conversations, a distinct user profile emerged — individuals crafting reports with intricate filters and date parameters, intending to revisit them frequently. Recognizing the inefficiency of regenerating reports, we envisioned empowering users to save these reports onto a personal dashboard for convenient access and modification.

![](/img/work/sr-my-reports.png "A new My Reports section was added to access saved and shared reports.")
![](/img/work/sr-my-reports.png "A new section was added to access saved and shared reports.")

Additionally, we introduced the option to schedule recurring runs for reports, ensuring users always had access to the latest data without manual interventions. A novel sharing mechanism facilitated seamless collaboration, allowing users to effortlessly share personalized reports with teammates within their organization. This not only addressed the pressing need for collaboration but also ensured that everyone had access to the most recent and relevant data.

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8 changes: 0 additions & 8 deletions src/work/timer-from-calendar.md

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