Kerry Stephens
Experience Designer. Color Enthusiast. Adventurer.

Intake Platform

Request  
Management Tool

Intake_coverphoto_v2.jpg
 

Background

The Intake Platform was originally a 6-week initiative to build a tool to support the centralization of information within the Marketing & Communication at Northwell Health. Now, a few years later with one additional 2.0 release and some bug fixes, it is a stable platform that supports and manages thousands of requests. The platform uses a custom skinned bootstrap framework. The database is modeled on the internal needs of Marketing Operations teams & stakeholders. The platform supports several different user segments from 'Super Admins', 'Marketing Directors' 'Managers' & 'Requester' for whom the tool provides the experience most relevant to their needs.    

What I did

  • Collaborative product development with marketing operations, digital design and development teams.  

  • Wireframe & workflow creation based on user needs & development requirements .  

  • Lead on experience design & translation of custom UI for development team.

  • User research through interviews & observations for Intake Platform 2.0

  • Quality assurance & testing 

Samples

 A sample of form submission workflow: A primary business requirement was for the users to be able to submit a request without login into the platform. In order to achieve this, several aspects of both the backend and the front end experience had to be customized. 

A sample of form submission workflow: A primary business requirement was for the users to be able to submit a request without login into the platform. In order to achieve this, several aspects of both the backend and the front end experience had to be customized. 

6.7.3b Visual Design - Admin Project View – Edit Inline_crop.jpg
 The Intake Platform uses a custom skin of a basic bootstrap UI framework 

The Intake Platform uses a custom skin of a basic bootstrap UI framework