Undisclosed Project

Reducing complexity to focus on what matters most

Challenge

An undisclosed client was encountering challenges with their internal workflows and their current case management software. With a tight turnaround, the small team I was on set out to conduct a targeted discovery effort to identify the issues and recommend solutions.

*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.

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

  • Usability tested these with end users to refine our approach

Results

  • Our working sessions and mapping of their current workflow were instrumental in helping the client understand where their challenges were

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

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