New American Funding

“Sergi has the ability to make complex visions a reality with his astounding attention to detail when creating mocks, wires, and other UX-oriented features.” – Max Graef, Sr. Licensing Specialist at New American Funding

Location Management Tool

THE PROJECT

A CMS-like tool for managing the 100+ plus satellite offices NAF has across the United States.

THE PROCESS

To kick-off this project, the team I was on needed to communicate with 5 different departments to understand their touchpoints in the branch creation and management process. I spearheaded expert research by having the stakeholders from the 5 departments help us use post-it notes to build out a timeline of the branch origination, management, and closure process. Then I designed wireframes and elicited feedback on those wires.

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PROBLEMS & CHALLENGES

The biggest challenge for this project was understanding our user’s needs. This is a utilitarian tool for enterprise use; our users would represent persons from 5 different departments, such as licensing and human resources. Some of these users needed a minimal tool set, in that they played only a minor role in the branch creation and management process – but others, such as facilities, needed a voluminous form for tracking multitudinous data points.

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SOLUTIONS

  • creating notifications would allow users to know if changes had been made
    the tabbed interface for each detail page sectioned off the content for each user – this way they could focus solely on their own work, or browse their colleagues’.
  • many of the locations are clustered – by putting a “nearby” widget, it gave the users an opportunity to easily glance through related locations
  • user permissions: we needed certain details to, such as the location address, to appear in multiple locations – however, we only wanted users from 1 department to have editing capabilities of that address. By using permissions, we made sure that other departments would not accidentally modify data that was not under their accountability umbrella.

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RESULTS

By iterating through the wireframes and setting up collaborative review and research sessions, then prototyping side-by-side with the developers, we were able to design a product that is light, easy to navigate and meets the needs of the various scenarios and user types at the company – from the CEO looking for changes in the branch statuses at-a-glance, to the director of facilities needing to input updated information about the square footage of a rented property.