Project Details

Client Work | My Role: Product Manager & UX Designer | Time: 6 Months

Items I delivered

  • Business Requirements
  • Functional Requirements
  • Design Specifications/Documentation
  • Sketches
  • Wireframes
  • High Fidelity Prototypes

Teams I Collaborated with:

  • CaseWorthy Product Team
  • Software Development Team
  • Documentation/Training Team
  • Software Testing Team

Software I used

  • CaseWorthy Internal Application
  • ProductShare
  • Azure
  • Invision
  • Sketch

Meet CaseWorthy

What is CaseWorthy?

CaseWorthy is a true partner with each of their clients. Their dedicated team of analysts, support representatives, account managers and executives have a background in human services and therefore understand the needs of our clients and their communities. CaseWorthy was built around the idea that case management software should support the needs and workflows of the staff and organization rather than dictate how they work.

Click here to go to their website

Requirements & Scope

CaseWorthy aims to be an Enterprise level solution for nonprofit organizations and state/local government agencies looking to have a holistic case management software product that allows that to track outcomes and engagements with their clients, providers, staff, and funders.

As noted, CaseWorthy currently offers several means to communicate with entities both inside and outside of the CaseWorthy application. However, the functionality is scattered across the application and desperately needs to be brought together in a cohesive manner.

Therefore the Communication Hub needs to contain the following:

After further discussions, user walkthroughs and journey mapping, I outlined 5 key components that the Communication Hub would use:

Here are some first iteration wireframes based on our requirements and scope:

User Research


The Communication Hub went through several design iterations as user research and development work progressed.

Here are the final labels and designs: