Case Finder
To address inefficiencies in case management, I designed and implemented search and filter functionality based on insights from user interviews. The solution reduced case lookup time by 40%, streamlined daily workflows, and centralized reference materials in a secure, cloud-based system. Beyond improving officer efficiency, the feature generated actionable analytics, giving the business visibility into case usage patterns and enabling data-driven improvements at scale.
*This case study is based on confidential work. All sensitive details and data have been modified, abstracted, or removed. The visuals shown here are conceptual representations to illustrate my design process.
Product Designer
Designer, PM, Engineers, Stakeholders
2 Months
Challenge
Officers frequently relied on previous cases or locally stored reference documents to complete their work. These offline assets varied widely by user and office, making it time-consuming and inconsistent to locate the right resources.
In addition, keeping reference materials offline limited the organization’s ability to understand which assets were most valuable, preventing data-driven improvements to support officers more effectively.
Results
I designed and implemented a flexible filter system that enables officers to quickly search and reference previous cases across multiple case types. This streamlined their workflow, reduced time spent locating information, and provided the business with valuable insights into case usage - closing the gap between user needs and organizational visibility.
~40%
Decrease case lookup time
41%
Of users interacting with the experience use filter
17%
Users visiting this page use the filters
Process
Research & Analysis: I interviewed 4 users asking about their current workflow. The research focused on understanding how they are currently using reference materials, where those reference materials were coming from, and how they are storing and searching that content for the useful information.
From those interviews I created a north star problem statement based on the frustrations users had with the current process.
Workshops: I facilitated workshops with subject matter experts to understand what data fields are the most helpful and technologically possible to display. Since we're making a glorified table, it was super important to make sure the content in the table was helpful.
Prototyping: I created multiple high fidelity prototypes to present to leadership. Their feedback was critical to getting this product out into the world.
Usability Testing: I tested the designs with users. Asking them about how useful they would find the product, getting their thoughts on different version of the filters, and making sure that the data in the table was helpful and informative.
Component Creation & Documentation: With the final design complete I cleaned up the components to put into our internal design system. I also documented all components, sections, and pages to present and handoff for development.
Launch: I helped coordinate the launch with stakeholders and rollout the new product with users.
User Quotes
“I like this, I like this part this is really cool. I could see this being really useful.”
-Officer user referencing filters
“Useful tool to be able to refer back to cases I've done before”
-Officer user
“I think you guys have nailed it in terms of what needs to be on there. I can't think of anything else that would be beneficial - it pretty much covers all of the bases.”
-Officer user
Conclusion
Since launch this project has received really positive feedback from the users who are using it. We're working on getting more adoption, as usual - folks are stuck in their ways. This project is another example of why understanding your users and how they're currently solving their problems is the best path towards creating a useful product.