Dieses Projekt ist nur auf Englisch verfügbar.
Aug 2024· In cooperation withopenpack GmbH

Digitalising shift handover for fast-paced manufacturing

Replacing a slow, paper-based shift handover with an intuitive digital interface, researched on the factory floor and built to plug into openpack's Industry 4.0 platform.

UX ResearchField StudyUser InterviewsPrototypingIndustry 4.0
Role
UX Research & Design
Team
4 designers · openpack
Methods
On-site study · Interviews · Prototyping
The brief, in three lines
The client

openpack, a German start-up digitalising the packaging industry through machine networking, standardised data, and optimised processes (Industry 4.0 / IIoT).

The problem

Across openpack's clients, shift handover was rudimentary, slow, and paper-based, causing long transitions, lost information, and reduced efficiency.

The goal

Develop a robust and intuitive interface for the shift handover process that integrates with the existing openpack platform, works across different client environments, and can scale.

Context
The problem

In the packaging industry, shift handovers are a daily bottleneck.

Workers pass critical information between teams (machine states, incidents, special orders). Often this happens through handwritten notes or verbal briefings with no standardised process. Information gets lost. Transitions take longer than they should.


We partnered with openpack, a German Industry 4.0 startup that helps packaging industry clients with digitalisation, machine networking, and process optimisation. Our task was to design a digital shift handover solution that could be integrated into their existing platform and used across their client base.

I was part of a four-person team and contributed across all phases of the project, from research to design and prototyping. I also took on most of the client communication and coordinated directly with openpack throughout.

Shift managers were spending 20 to 25 minutes on handovers. The target is 10 to 15. Information was passed verbally or written in logbooks. Night shifts missed updates from departments like Production Planning that only operate during the day. Serious incidents had no standardised reporting process. The result: lost time, lost information, and unnecessary risk on the factory floor.

The approach

The project went through five phases

Key phases of the project
Key phases of the project
Phase 01 · On-site tour
Phase 1

We started on the factory floor.

To understand the challenges properly, we visited the factory floor. We spoke directly with workers and observed the manufacturing process as it happened. Taking part in the daily operations ourselves gave us a first-hand picture of the workflow and where the existing process breaks down.


This gave us direct insight into:

  • Floor environment
  • Methods of working
  • Hierarchy, roles and information flow
  • Communication practices
  • Documentation methods
  • Production pipeline and process

It helped us identify where a digital solution could actually improve things. It also built trust with the people we would later be designing for, which mattered more than we expected.

Floor walkthrough
Production space
The process
Talking to the team
Factory walkthrough, insight into the production space and the processes.
Phase 02 · Desk research
Phase 2

Looking outward.

With a clear picture of the operational side, we looked into how shift handovers are handled in other industries. We went through academic papers, industry reports, and existing digital solutions to see how other sectors deal with similar problems.

Where we looked
  • Industry standards for shift handover
  • Best practices from other sectors
  • Existing digital handover solutions
  • Academic papers & industry reports

This gave us a baseline of established practices and surfaced features that worked elsewhere and could be adapted for the packaging context.

Desk-research findings
Desk-research findings
An excerpt of the findings from the desk research.
Phase 03 · Interviews & analysis
Phase 3

Interviewing people who run the handover.

Semi-structuredTopic-based categoriesEnglish & German

After the factory visit and desk research, we conducted semi-structured interviews with shift handover managers at packaging plants. Interviews were held in English or German, depending on what the participant preferred. We also collected pain points and wishes from the participants, then analysed the notes and transcripts to identify concrete areas for improvement.

A few of the key findings
01
Topics discussed at handover
Special orders, number of jobs, sick calls, accidents, maintenance issues, and more.
02
Current vs. target duration
Handovers currently take 20-25 minutes. They should take 10-15 at most.
03
Environment
The handover happens between shift managers only, in a quiet space like an office, and is then communicated to the wider team.
04
Information gaps
Information frequently goes missing, especially from day-only departments like Production Planning when handing over to the night shift.
05
No standardised process
Serious incidents and accidents have no formal process. They are still logged manually in books or on pieces of paper.

Two findings shaped everything that came after: the handover duration being nearly double the target, and the missing process for serious incidents. We treated these as fixed requirements for the design.

Interview question draft
Draft interview questions, grouped by topic area.
Notes & analysis
Notes & analysis
Some of the interview notes and analysis.
Phase 04 · Design & feedback
Phase 4

Designing the Solution.

Research in hand, we moved from sketches to a tested, high-fidelity flow, letting user feedback at each step decide what stayed and what changed.


We built a low-fidelity click prototype and tested it with the shift managers from our research. Their feedback changed the design in two places in particular: the incident reporting flow and the handover checklist. Both went through two rounds of revision based on their input. With those adjustments made, we moved on to the high-fidelity prototype.

1
Wireframes
Sketched concepts to lay down the structure and explore the possibilities.
2
Lo-fi prototype
A clickable low-fidelity flow, tested with real users to gather honest feedback.
3
Hi-fi prototype
Refined into a high-fidelity prototype tuned to the needs we'd identified.
Wireframe concept
Wireframe concept
Wireframe concept
Wireframe concept
Wireframe concept
Wireframe concepts, exploring various possibilities.
Phase 05 · Hi-fi prototype
Phase 5

A handover the floor could actually use.

The final high-fidelity prototype turns a 20-minute paper ritual into a structured, shareable digital handover.

When we presented the prototype, the shift managers were visibly surprised by how directly it addressed their daily frustrations. One of them said: "We need to get this implemented." Coming from people who deal with this problem every day, that was the validation that mattered most to us.

High-fidelity prototype, final screens
Reflections
Looking back

What I'd do differently

With more time, I would have run a formal usability test to measure whether the design actually brings the handover duration down toward the 10 to 15 minute target. The qualitative feedback was strong, but a before and after comparison would have made the case much harder to argue with.