At this global accounting firm, my mai focus is on enhancing the user experience of the Healthcare suite of SAAS products. My role involves enhancing user comprehension, streamlining tasks, and creating efficient digital workflows for quick, actionable insights.
My responsibilities include:The team wanted to offer several different chat methods including the ability to "Ask an Expert" a question that would be directed to specialized groups. To kickoff this project, I conducted a service blueprint workshop with the internal team to identify the different areas of interaction both with users and behind the scenes. This allowed the team to narrow down the scope of the project and make decisions around an approach. I then created a prototype to share with stakeholders for feedback.
View Chat Prototype
For this feature, I began with conducting a cardsorting exercise to uncover patterns in the information architecture. I then challenged our assumptions by conducting a tree test to understand how the information would be received. We learned how users would interact with the selections before building a prototype to create a more efficient approach. The final layout uses a vertical wizard to allow users to view their report selections as they are building the report.