Quickview for progress, market access, and strategic position.
Data becomes information when it is organized, categorized and contextualized. This company needed to create a tool to help their front line team members focus their efforts on the clients that were most likely to have problems, before they had trouble. It needed to allow the management to get a quick view at the progress and workload of their reports.
Finally it needed to give the executive team a high level glance of their market access and strategic position. Through a process of interviewing stakeholders to learn how they were working, the decisions they were making and the information they needed to make those decisions a handful of user flows were developed and approved. From these flows wireframes were built and tested and ultimately high fidelity mockups were made and passed to the companies internal development team for production.
CLIENT: NDA // ROLE: DESIGNER, UX RESEARCHER