Consolidating Procurement Systems for a US federal government agency
I was a part of a team that built a Salesforce platform that would integrate the existing disparate purchase requests portals. As the service designer, I brought a human-centered lens to the implementation process, ensuring that the new process would not only serve users’ needs but also be easily adopted so as to not cause disruptions to workflows. The design methods used in this project include: stakeholder interviews, journey and process mapping, usability testing, co-creation workshops, and alignment workshops.
Blueprinting
Creating a new process includes defining the permissions and functions of each persona. This map lays out the different personas involved in moving a purchase request through different statuses - specifically outlining how and when a request can be edited and how approvals may be affected.
Process Mapping
When creating button text to support users through creating a purchase order, the need to map the process’ happy (and unhappy!) path arose. Doing so allowed for us to write streamlined copy and action prompts.