CommHub

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:

Creating and scheduling appointments
Loggings Services and Case Notes
Direct and indirect messaging between internal and external users
Video Conferencing with standard features like screen sharing, in-call chat, etc
Sharing Documents

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

Activity Page - store all events and activity
Calendar Page - create, edit and maintain appointments
Messages - all 1:1 and 1:Many messaging between internal and external users
Teams Page - all internal Teams and/or Groups established within the CaseWorthy Application
Calls Page - acts as a Calls History page to display all user call activity

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

Deisgns

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

Here are the final labels and designs: