UI Design

Meeting Log, Nevada Healthcare Exchange & Broker Document Dashboard

Project: Field Sales Rep Meeting Log



Context

The request was for a mobile Web-based interface for field reps to monitor account activity and document interaction with department managers. Executives also wanted a dashboard to monitor field rep performance.

Requirements

Provide field reps with a mobile interface to:

  • Search their accounts by activity type
  • Locate account details
  • Monitor sales
  • Provide ability to record meeting notes with account managers

Process

I interviewed stakeholders and field reps to understand what they did and did not like about the current solution along with what the ideal solution should be comprised of. I brought this information to the project team where we roughed out several functional wire frame approaches addressing the field rep's goals and requests along with the stakeholder's goals and requirements. I then brought several of the field reps into a lab where we discussed the merits of each approach one-on-one. I also conducted remote interviews with several of the field reps unable to meet in the lab. This process was repeated until we had sufficient confidence in a single approach. I worked closely with developers to build out the product based on the wire frames. Once the product made it through Q&A, we held training seminars with the reps instructing them how to use the new solution. One week after the launch, I asked several of the reps back to the lab where we reviewed their experiences with the new solution. Based on what was learned in these meetings the team and I created a back-log of items to address for the future.

If you made it to this point I am encouraged. You now know more about how I think and what I bring to the table. Let's talk about what I can do for you, 1.714.357.7578 Art Zippel.

Project: Nevada Healthcare Exchange


Context

This was a multi-million dollar project with the State of Nevada and Xerox to build the Nevada public facing healthcare portal in 2013. This project consisted of 120 IT professionals divided into 12 groups. I was the UX resource for 3 of the groups.

Process

I worked with Business Analysts to help develop business requirement documents. These documents contained the requirements for each user story along with screen captures of wire frame prototypes to guide developers in building out the different sections. Over the course of the 18 months I spent on this project we developed 386 functional prototype pages.

Click here to view 6 additional pages from this prototype

If you made it to this point I am encouraged. You now know more about how I think and what I bring to the table. Let's talk about what I can do for you, 1.714.357.7578 Art Zippel.


Project: Broker Document Dashboard


Context

Insurance brokers consume a lot of documents. Some documents are for their personal consumption and others are forwarded to their clients. The company has a library of hundreds of documents and some of them are changed regularly by the government offices responsible for creating them. I was brought in to develop a low-fi functional prototype to help business develop requirements (BRD) that would eventually become part of a project if approved. This project was for a downloaded documents dashboard used by brokers.

Process

Unfortunately, I did not have access to brokers, but I did have access to stakeholders and subject matter experts (SME). I interviewed the above to understand what their goals were, what kind of functionality they desired, and what they thought the broker goals and needs were. I used Axure exclusively for prototyping and chose to implement the “sketchy” filter to visually support that my prototype was only meant to identify features and functionality at a very low level.

Requirements

Give brokers the ability to:

  • View/search past downloads
  • Sort past downloads by document name, insurance carrier, revision date, effective date
  • Inform that new versions are available
  • Re-download the documents

Recommendations

In addition, I suggested:

  • Date range picker to help find documents
  • Control number of documents per page
  • Pagination controls
  • Visual confirmation for column sorted by

If you made it to this point I am encouraged. You now know more about how I think and what I bring to the table. Let's talk about what I can do for you, 1.714.357.7578 Art Zippel.


Project: Report Configuration



Context

This was a project for HR to provide the ability to configure the results of employee exit surveys used by executives. The data is captured in a SQL data base. It was also stipulated that resources for this project be kept at a minimum.

Requirements

Provide HR administrators with the following functionality:

  • Select date range
  • Filter by multiple categories
  • Export by multiple report formats
  • Select questions

Process

I interviewed HR stakeholders and SME executive administrators to understand their goals and needs. Working with a database developer we concluded that utilizing tools inside of Excel would be the most cost effective approach to deliver the required functionality.

In Axure I built a functional wire frame for the purpose of helping stakeholders to experience their requirements. We iterated through several rounds of wire frames until we arrived at a version that was approved by stakeholders and accepted as being deliverable in the Excel environment.

I then worked with our Excel resource to oversee the completion of the project.

If you made it to this point I am encouraged. You now know more about how I think and what I bring to the table. Let's talk about what I can do for you, 1.714.357.7578 Art Zippel.


Art Zippel

Laguna Niguel, CA

1.714.357.7578

Art@ArtZippel.com

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