Member Material Request Form

wireframing Design system branding Sharepoint html/css

Web Part Request Form

KelseyCare Advantage, a branch of Kelsey-Seybold, is the dedicated branch to patients in the Medicare years. This particular project was on a very tight timeline to be updated for the October compliance deadline prior to the open enrollment in November with a one week design and development turnaround.

My Role

I was the lead designer for this project working closely with the lead SharePoint architects to ensure it could be developed and implemented quickly. I created the wireframes, interactions, and presented the form to the KelseyCare Advantage team.

Existing Form

The Problem

Over the past decade, KCA has used SharePoint to develop it’s forms using OOB (Out Of the Box) tools and templates. This gave KCA quick solutions but prohibited any customization to more closely match the KCA brand and also prevented any effective user experience design. The form needed to maintain all of it’s data and functionality to allow administrators to select the document request properly but required easier readability.

The Process

For this project, time was a key factor in it’s rapid design and development. I began by leveraging several other Kelsey-Seybold SharePoint Web Part projects I had designed to pull all of the elements together - buttons, drop downs, text fields, and popups. By designing the existing assets, I was able to utilize my working knowledge of the available assets and put together a working form in less than a day. Pending approval, this form was handed off to the developers in less than two days giving the developers enough time to build the form and review it with me for any styling or visual adjustments that were needed.

Updated Form