Senior UX Strategist at Throughline
September 2020-December 2021
My role was to continue designing the experience with the idea that it would keep increasing in complexity, bringing UX researchers and UX strategists on board as well for future phases. This grew into establishing and managing a design system, as well as overseeing how other designers implemented the system. The tool we created was a financial management system, the Request for Additional Funding tool (RAFT).
To see details on the design system that was created in tandem with this product, go here.
This tool's main goals were the following:
• Bring more clarity on overall movement of funding requests.
• Localize information in one place that was formerly in email threads.
• Give organizations and agencies a way to better coordinate between each other.
Collaborating with a UX strategist, UX researcher, and content strategist, we took a sprint approach to figure out what layouts and screens we needed to design, along with some basic functionality of how a user would navigate the tool.
Our task at large was to design a financial tool housed in a Sharepoint environment where administrators and users could manage tasks and requirements for the agency. This is a highly complex IT environment that spanned the globe, connecting offices to each other, tracking workload and progress throughout. Our approach was to make a simple tool that displayed just the right amount of information and wouldn't leave users with questions about what they were agreeing to or interacting with.
When nearing completion of the contract, we involved a developer to realize the designs. I worked with the developer to aid with CSS, answering any specific design questions that may arise. The client was given full user flows, over 180 complete mock-ups, prototypes, and a wealth of UX documentation, as well as the design system documentation.
Towards the end of designing the UI, we shifted to work on branding. The idea is that this tool would be able to work at a higher level than the section we were working at, applicable to other sections and agencies. With that in mind, our team created 2 logos, one overarching brand and one sub-brand logo. These would be later used for marketing materials as well.
We looked to brands which use a system of logos, with reference points to the wealth of print design we've already done for the client. From here the name became TaskDynamics and we developed a logo drawing on components of the RAFT logo that would be used for promotional materials about the tool.
Being involved in a project in the middle is never an easy feat. Initially, most of the work I did was to organize and pare down elements into a simple, repeatable manner. Things moved very quick, so it was a challenge to keep things tidy and straight. Creating a design system from scratch taught me a lot about organizing elements for future use within a system.
From a client perspective, the product was received very well. Along the process they were very receptive and excited about the work we were doing for them. We were continually praised for the quality of work we did and got a lot of positive feedback to improve and grow the tool.
This part of the project is still in progress.
After completing the first round of this product, we sought to expand the scope of this tool to include more of the process of other agencies. This includes refining the product as a whole as well as the design system.