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MFA Form Automator

Web application design

About the project (ongoing)

As a UX designer at Sandbox , Northeastern's student-led software consultancy, my role involves close collaboration with software developers to create a web application that streamlines the process of passing forms between departments and staff members at Boston's Museum of Fine Arts (MFA). Together with a fellow UX designer on this team, we strive to design this digital solution with a blend of creativity and innovation, while taking into account practicality and feasibility. Our aim is to deliver a user-friendly and efficient tool that meets the needs and goals of our client.

Role

UX designer

Duration

January 2023 - present

Tools used

figma_logo.webp

PROBLEM

(My notes will go under here!)

Background

Currently, the paper forms that the MFA manages are passed between departments and positions in envelopes based on necessary signatures, approvals, etc. I mean, it works. But as you can imagine, it's not the most efficient system.

So, as a team of software developers and designers, our job is to build a dashboard that would allow for a fully-digital workstream for all such forms. Employees will be able to log into the website with their MFA credentials, view any requests for signatures/approval that have been made, and edit the relevant form within the portal. Once a user completes that “action item”, it should either make a new request to the next relevant user/position, or (if the chain is finished), notify the relevant user that the form has been completed with the finalized PDF.

 

 

The dashboard must display:

1.  Forms the user needs to sign

2.  Forms that are in progress

     (meaning for forms that require

     signatures from multiple people,

     some have not yet signed it)

3.  Forms that have been recently

     completed

PROCESS

User flow diagram

mfa_userflow.png

With consideration of the client's goals, we mapped out the paths a user will take to complete their tasks.

This diagram was a useful reference, especially when communicating with developers and designing interactive wireframes.

Sketches

mfasketches1.png

The result of our first brainstorming session!

Lo-fi wireframes

MFA_Wireframe_Overview.png

A lot of problem-solving was done throughout this process. Many issues came up along the way, but we worked past them through consistent communication with our client and

iterating on feedback from our team members, as well as fellow UX designers in Sandbox.

 

Examples of said issues include:

-  What should be included in the

   navigation bar? Is a navigation bar

   even necessary?

-  Which components should be

   clickable? And at what point are

   there too many navigational

   options on a single page?

-  How can we make the progress of

   form completion clear to the user?

MFA_Wireframe_ToDo.png
MFA_Wireframe_Pending.png
MFA_Wireframe_Completed.png

This project is still in progress-- there will soon be more to come!

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