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Media Library

March 13, 2017
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This is a new tool concept that would allow a customer to see what images were being used and where, in surveys, emails, invitations, etc. This would give current known users, like survey creators, a better visibility into what images were being used, but also would give a previously underserved user, a brand manager, visibility into how a brand was positioned to their customers and when. This wireframe shows how histories would be tracked on an image and what would be affected by changing an image.

Invision Project

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Dashboard Layout Concept

March 13, 2017
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Another example of a constrained project, constrained by development resource availability (Survey Deployment History), Dashboards 2 is a very expensive tool in the MaritzCX platform that is very powerful in displaying large amounts of data. Although powerful, this tool is limited in layout options forcing the user to make story-telling compromises with their data charts. The core limitation of this tool is a lack of row/column layout functionality, instead using preset layouts that are not extensive enough for most use-cases.

Before embarking on this project, with limited development resources or desire to revamp such an expensive tool, considerations had to be made to determine how re-stylable the HTML was, to see if it could be made to support rows and columns through just a CSS change. The code for a dashboard layout was dissected and isolated to just the layout area of the view, then manipulated using various CSS methods to tease out the HTML breaking points if any and extensibility. I found in this process that the code already had the necessary elements of HTML to support a change of CSS to accommodate a new design and feature enhancement.

Invision Project

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Survey Deployment History

March 13, 2017
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An existing area of the MaritzCX Platform, Survey Deployment History needed to be brought into line with the rest of the design throughout the platform, but couldn’t be refactored too much since development resources were low at the time. The previous tool was not only in a very old style, but had a pretty difficult method to compare changes in a survey. The users previously had to save PDF copies of the changes to a each iteration of a survey in text form, then go through different iteration dates and manually compare. Not much could be done to refactor the text nature of each survey iteration, but a simple text comparison interface could be used to make comparing differences less manual and easier for the user. This example shows a solution built around a resource constraint that still accomplishes the goal of increasing user satisfaction and greater ease in a simple change.

Invision Project

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Survey & Survey Invitations

March 13, 2017
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Considerable effort needed to be made in revamping the responsiveness of the survey tool of the SolutionReach platform, allowing the user to have greater predictability of the display to a customer and better control over the appearance for the survey and survey invitation.

Adobe XD Project

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Practice Providers

March 13, 2017
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One of the areas of the SolutionReach Platform that needed special attention was the view of practice providers. We needed to give more information of the settings of each provider as they pertained to specific products of the platform, how that provider would be seen in partnership directory services, and how that provider would be seen in scheduling tools.

Invision Project

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Crosslink Connect Proposal

March 13, 2017
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A proposal for a specific implementation of functionality from the SR Platform was made to a large potential partner of the company. This implementation was proposed to meet specific requirements unique to that potential partner. The idea of this product was to create a unique view of the story of individual patients, who they were cared by, what procedures they may have had, and what plans were made and being carried out.

Invision Project

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Template Center

March 13, 2017
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Template center was a concept to bring all messaging templates throughout the SolutionReach Platform under a single root location, the idea being to give the user visibility into what templates are doing, how they are being used, how they are being branded, etc. This Invision project shows the Template Center in a sketched out conceptual state to explore the project further.

Invision Project

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Email Editor

March 13, 2017
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Comments Closed

This was a project done for the email template editor of the SolutionReach Platform. The design is an interim design meant to add some new functionality but mostly to replace the various Rich-Text Editors used throughout the various template and content editors found throughout the platform.

Invision Project

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