Case Management Redesign

Reducing complexity to focus on what matters most

Due to the nature of this work details are limited but I go over the discovery processed used below.

Challenge

An undisclosed client was encountering challenges with their current case management system. With a tight turnaround, I led a targeted discovery effort to identify issues and recommend solutions for their in-house development team.

*Note due to the nature of the work details about this project are limited.

Contribution

In order to understand their current challenges our we focused on some key areas and used the following methodologies to help get the insights we needed.

  • Conducted interviews with leadership to understand their challenges and goals

  • Lead iterative working sessions with leadership, users of their current case management system, and others outside the platform to create a comprehensive understanding of current workflows and identify pain points.

  • Created wireframes and lo-fidelity prototypes of the new case management system

  • Usability tested these with end users to refine our approach

Results

  • Identified and prioritized with the client pain points within the case management flow. These built out our backlog in Jira and prioritized screens for prototyping and testing.

  • Delivered a working prototype and specs for the client to use with their in house development team

  • Created working prototype(s) in Figma conducted

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