Challenge Understanding
When I started working with ESS, I discovered they were managing hundreds of teachers across multiple US states using nothing but Excel spreadsheets with complex macros. Every aspect of their operation—payroll, scheduling, substitute tracking, school assignments—was handled through manual processes that were both time-consuming and error-prone.
ESS operates in the complex world of educational staffing where teachers might work at multiple schools, substitutes earn different rates than regular teachers, and tracking absences directly impacts payroll calculations. The critical problem was that substitute teachers earned more than regular teachers, so tracking every absence and replacement was financially crucial—a single Excel mistake could mean incorrect paychecks.
This wasn't just simple hourly rates—different teachers earned different amounts based on assignments, substitutes earned premium rates, and billing to school districts required detailed documentation. The ultimate challenge was to transition away from a massive, centralized Excel workflow and migrate operations to a robust, database-driven application.
Navigation Flow:

Design Approach
The primary goal of the ESS project was to digitize and centralize teacher management across multiple schools and states, replacing a manual, Excel-based workflow.
My process involved:
- Discovery & Analysis: I conducted an in-depth analysis of the existing Excel macros to understand the complex logic behind staffing—varying schedules, subjects, and frequent substitutions.
- Architecture & Flow: Working with stakeholders, I mapped the system logic through detailed Interaction Flow Diagrams and wireframes to ensure the new interface was logical and efficient.
- Role Definition: We identified two distinct user types with different needs: "Billers" (focused on viewing data and generating reports) and "Administrators" (requiring full control over templates and roles).
- Detailed Tracking: The design focused on automating payroll calculations and tracking attendance, substitutions, and tax data, ensuring accurate billing without requiring users to navigate complex spreadsheets.
Low - Mid Fidelity Wireframes
Interaction Flow Diagram
Implementation/Integration
Implementation focused on three critical areas: automated payroll logic, role-based interfaces, and multi-state scalability. The platform needed to automatically calculate pay differentials, track substitute assignments, and generate accurate billing reports while handling ESS operations across multiple states with different regulations and pay scales.
I designed teacher profile management for complex scenarios—each teacher could work at multiple schools, teach various subjects, have substitute availability, and maintain different scheduling preferences. The system needed real-time reporting that replaced manual Excel reports with dashboard interfaces providing immediate visibility into teacher utilization, payroll status, and billing summaries.
The architecture accommodated multiple states while maintaining consistent user experience. Role-based access ensured Billers had streamlined access to essential functions while Administrators received comprehensive system management tools including user role management and template creation capabilities.

Results, Impact & Learnings
The ESS platform successfully replaced their Excel-based system, providing automated payroll calculations, real-time teacher tracking, and streamlined billing processes. The system eliminated manual errors and gave ESS visibility into educational staffing operations that they'd never had before, serving hundreds of teachers across multiple US states.
Key deliverables included interaction flow diagrams, comprehensive wireframes, role-based interface design, automated payroll systems, and multi-state scalable architecture. This was identified as one of the most complex projects, requiring deep understanding of US educational administration and multi-state operational requirements.
This project taught me invaluable lessons about replacing systems users have relied on for years, even when inefficient. The key was respecting existing workflows while improving efficiency. Working with educational staffing showed me how intricate business rules, regulatory requirements, and financial calculations must be translated into intuitive interfaces without exposing unnecessary complexity. Successfully migrating from completely manual systems to structured digital platforms demonstrated the transformative power of thoughtful UX design.