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 

Workflow 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. 

Wireframe samples

 Sample wireframes from the requester user role. Wireframes dictated complete screen layouts and paired wth corresponding  invision prototype & interaction documentation. 

Sample wireframes from the requester user role. Wireframes dictated complete screen layouts and paired wth corresponding  invision prototype & interaction documentation. 

 Sample wireframes from the admin user role. Different iterations of wireframes shown here.  Complete screen layouts and paired with corresponding invision prototype & interaction documentation. 

Sample wireframes from the admin user role. Different iterations of wireframes shown here.  Complete screen layouts and paired with corresponding invision prototype & interaction documentation. 

 Admin user type request list view, wireframe detail

Admin user type request list view, wireframe detail

 Screen: Admin single request view, wireframe version

Screen: Admin single request view, wireframe version

Interface samples

 Screen: Admin single request view, design skin applied

Screen: Admin single request view, design skin applied

 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 

 

Thank you! 

 

 Sample wireframe of a prompt during first time (or unverified user flow).  Unique business requirement to allow @northwell.edu email address to create request without require email verification. Unverified accounts had limitation, however was beneficial for internal communication flow and users could be maunally verified by an admin user.  

Sample wireframe of a prompt during first time (or unverified user flow).  Unique business requirement to allow @northwell.edu email address to create request without require email verification. Unverified accounts had limitation, however was beneficial for internal communication flow and users could be maunally verified by an admin user.