meQ: Workforce Campaigns
Role
As Principal Designer, I assessed existing work, reconciled internal and customer workflows into a single journey, and delivered production-ready designs.The Challenge
When I joined the project, a full set of designs was ready for hand-off. Additional research revealed they didn't fit customer workflows, UX best practices, or our technical constraints—I essentially started from scratch to deliver the final solution.Understanding the Flow
Based on the legacy designs, new customer research, and conversations with customer support, I developed and documented a new journey that connected customer action, internal implementation, and member participation—building on meQ's existing workflows.The Member Experience
The member experience pulled from our existing library of articles and activities, enhanced with contextual instruction. The design needed to flex across different problem areas—scalable for both current needs and future expansion.Designing the Customer Experience
For customers, I redesigned the data view to clearly surface problem areas and prompt action. The existing Tableau-based portal was clunky—the new interface made it easy to identify issues and move to a browsing portal.The portal needed to accommodate two types of admins: those empowered to schedule interventions immediately, and those gathering information to secure team buy-in.