Designs
These are some problems that I helped to solve
The existing method for loan officers to create and manage loans required them to use several individual tools that required a lot of training. This unorganization caused a lot of frustration for employees as well as loan applicants.
To address this challenge, these processes were moved to the Salesforce platform, allowing everything to be managed in one place. Over several months, I designed experiences to handle the complexities of the loan process, such as adding collateral, including co-borrowers, and ensuring compliance with all regulatory requirements.
Working within Salesforce comes with certain design constraints. To create an intuitive experience, I first needed to understand what loan officers aimed to accomplish—for example, gathering all the required information for a collateral item. Then, using an understanding of what is possible with salesforce tools like Omniscripts, Flexcards, and Lightning Web Components, I then designed solutions that prioritized user needs while remaining realistic in terms of development effort.
Introduction
Police Legal Sciences has provided training for law enforcement for 25 years. They began with legal update training in only a few states and have since expanded their offerings and reach across North America.
The problem
With their growth, managing and distributing content became increasingly challenging. They needed a more scalable solution to make management easier while also giving agencies more options, like adjusting content to fit their needs.
Finding the right amount of complexity
This system serves users with different levels of responsibility:
- Global Admins: Manage the entire system.
- Agency Admins: Oversee their own users.
- Individuals: Simply consume content.
responsibilities decrease, the interface adjusts, providing robust controls for admins while remaining simple and intuitive for end users.
Example of necessary complexity
In this example, a lesson is being created at a global level and these details will appear the same for everyone on the platform.
That same lesson needs to be customized for an individual agency, allowing changes to due dates, assigned user groups, and other details.
To visually distinguish an instance we introduced this modal pattern to represent an instance of content.
From the agency admin’s perspective, the complexity is reduced since they only manage a single version of the lesson.
