Industry Leading Dashboard

Designing a Clear, Impactful Experience to Empower Caseworkers

Designing a Clear, Impactful Experience to Empower Caseworkers

Designing a Clear, Impactful Experience to Empower Caseworkers

Introduction

In 2022, after being with Deloitte for a little under a year I was given the opportunity to design a dashboard for Caseworkers to address issues of transparency and discontent with their existing performance tracking systems.

I was the lead designer on this project with a team consisting of a Business Analyst, Tech SME, and Product Owner.

After almost 2 years, 18 User Research Sessions, countless insights, and design iterations we delivered this product to our end users.

Timeline

Timeline

Timeline

2022-2024

2022-2024

2022-2024

Client

Client

Client

5,000 Caseworkers

5,000 Caseworkers

5,000 Caseworkers

Tools

Tools

Tools

Figma, Jira

Figma, Jira

Figma, Jira

Client

Client

Client

U.S. State Department of Health and Human Services

U.S. State Department of Health and Human Services

U.S. State Department of Health and Human Services

Impact

Impact

Impact

10% Increase in Task Completion Rates

10% Increase in Task Completion Rates

Awards

Awards

Awards

Nominated for State IT Recognition Awards

Nominated for State IT Recognition Awards

Nominated for State IT Recognition Awards

Problem

Following the shift to remote work, our End Users (Case Workers) reported feeling disconnected from their community. It also exacerbated their uncertainty about their performance, as there was no clear way to track their progress. The existing manual reporting system lacked real-time visibility and offered only ad hoc reports.

Goal

Goal

Goal

2022-2024

2022-2024

2022-2024

Platform

Platform

Platform

Gamification Dashboard

Gamification Dashboard

Gamification Dashboard

Research Methods

Research Methods

We utilized Monthly Focus Groups as well as User Surveys for User Research

We utilized Monthly Focus Groups as well as User Surveys for User Research

We utilized Monthly Focus Groups as well as User Surveys for User Research

My Role

My Role

My Role

Led conceptualization and design in addition to user research initiatives

Led conceptualization and design in addition to user research initiatives

Clear Objectives, Dynamic Measures

Multiple, diverse metrics empower users to track their success and growth across different areas over time.

*Designs Made Anonymous for Confidentially Purposes

Community Impact

Community Impact

This metric enables users to track the number of families and individuals they've connected to vital services to address a feeling of disconnect from their community impact.

This metric enables users to track the number of families and individuals they've connected to vital services to address a feeling of disconnect from their community impact.

*Designs Made Anonymous for Confidentially Purposes

*Designs Made Anonymous for Confidentially Purposes

Gamification

Gamified features, such as achievement badges and earned points, provide positive reinforcement and give workers tangible recognition of their hard work..

*Designs Made Anonymous for Confidentially Purposes

Clear Objectives, Dynamic Measures

Multiple, diverse metrics empower users to track their success and growth across different areas over time.

*Designs Made Anonymous for Confidentially Purposes

Testimonial

Testimonial

Testimonial

“What we’re talking about here is social work, people get into this line of work to help others. And so without that face-to-face interaction, you can lose some of that goodwill that the employees used to feel. So this tool really brings back some of the meaning that was lost.”

“What we’re talking about here is social work, people get into this line of work to help others. And so without that face-to-face interaction, you can lose some of that goodwill that the employees used to feel. So this tool really brings back some of the meaning that was lost.”

Thank you for reading! If you're interested in collaborating please contact me :)

Thank you for reading! If you're interested in collaborating please contact me :)

© Meghan Muldoon 2024

© Meghan Muldoon 2024