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Keep>Going: Design for Internal Business Management Tool

​Designed an internal management tool for Keep>Going First Aid to support distribution, customer service, and sales teams. Delivered user research, wireframes, and tested prototypes to streamline team workflows and daily operations.

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Overview

I collaborated with Keep>Going First Aid to design an internal online management tool for their distribution, customer service, and sales teams. The goal was to streamline daily operations and improve team-specific workflows. I was responsible for creating a swimlane sitemap, conducting user research, identifying feature requirements, designing mid-fidelity wireframes, gathering peer feedback, conducting A/B testing, and delivering high-fidelity mockups of the final product.

Problem

Keep>Going First Aid’s internal teams—distribution, customer service, and sales were relying on disconnected systems and manual processes to manage daily operations, leading to inefficiencies, communication breakdowns, and task delays.

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The core challenge: To design a centralized, easy-to-navigate digital tool that meets the unique workflow needs of each team while improving overall coordination.

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The goal: ​To create a user-centered internal management platform that streamlines operations, reduces friction between departments, and supports fast, clear access to task-relevant tools and information.

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    > This goal guided all design decisions, from the sitemap

       structure to the layout and functionality of each team’s

       dashboard.

Solution

To address Keep>Going’s operational inefficiencies, I designed a centralized management tool tailored to the specific needs of distribution, customer service, and sales teams:

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  • Using a swimlane sitemap, I clarified team responsibilities and ensured each user only accessed the pages and tools relevant to their role.

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  • Mid-fidelity wireframes and A/B testing informed intuitive layouts that prioritized task visibility and reduced navigation time.

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          > The final high-fidelity mockups featured streamlined

              dashboards, clear task flows, and improved cross-

              team coordination directly tackling the communication

              gaps and workflow delays identified in the initial research.

Project Goals

  • Streamline Daily Operations: Develop a centralized digital tool that supports the unique workflows of Keep>Going’s distribution, customer service, and sales teams.

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  • Improve Usability: Design intuitive navigation and interfaces that minimize complexity and reduce task completion time.

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  • Enhance Cross-Team Coordination: Facilitate seamless communication and information sharing across departments to prevent delays and errors.

  • Deliver Role-Specific Experiences: Tailor access and features to the distinct needs of each team using a clear sitemap and user flows.

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  • Validate Design Decisions: Employ user research, peer feedback, and A/B testing to ensure solutions meet real user needs and preferences.

Role

Lead UX Designer/Researcher​

Tools

Team

Figma

Solo project | Sought feedback from instructors & peers

Timeline

June 2024 - July 2024 (4 weeks)

User Research & Identifying User Needs

To define the core goals of the project, I conducted user research with team members from Keep>Going’s distribution, customer service, and sales departments. Through interviews and workflow analysis, I uncovered key pain points, including inefficient task tracking, lack of role-specific tools, and communication breakdowns across departments.

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These insights revealed a strong need for a centralized platform that would:

  • simplify task management

  • reduce confusion around responsibilities

  • ensure each team could access only what they needed

 

      > This research directly informed the project goals and laid the foundation for all

          design decisions moving forward.

Swimlane Map

To ensure clarity and efficiency across teams, I created a swimlane sitemap that visually mapped out the specific pages and tools needed by the distribution, customer service, and sales departments. This approach helped define clear boundaries between team responsibilities, reduced overlap, and guided the structure of the navigation system. It served as a foundational tool for aligning user flows with real-world workflows and ensuring a role-specific experience within the platform.

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Low-Fidelity Sketches

Early sketches were used to explore layout ideas and visualize how each team would interact with the platform. Based on user needs and sitemap structure, I created multiple versions to test different dashboard arrangements and task flows. These low-fidelity visuals helped me quickly iterate on design concepts, clarify content hierarchy, and gather early feedback before moving into wireframing.

Reflection video of Low-Fi Sketches

Key Insights:
  • Struggled with direction of sketches, due to the pursuit of perfection

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  • Through user research and sitemap, I was able to discern essential elements needed for each page to deliver optimal user experience

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  • Collaborated with stakeholders (professor and peers) for feedback on how they wanted to professionally and functionally label each element on each page

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  • From this exercise, I gleaned that taking more time to refine lines and meticulously consider layout would further improve the quality of my sketches.

Mid-Fidelity Wireframes- Version 1

In the first version of my mid-fidelity wireframes, I focused on building the modular dashboard and core page layouts using Figma. This version reflected significant growth in my design skills and confidence with the tool. I incorporated key features aligned with team-specific workflows and began receiving constructive feedback from my instructor.

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While the wireframes were well-structured, I recognized areas for improvement—particularly in labeling and communicating my design rationale. Due to time constraints, some features tailored to the company’s needs were postponed. These wireframes laid the groundwork for future iterations and informed the direction of upcoming A/B testing to refine layout choices and improve user experience.

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Peer Critique on Mid-Fidelity Wireframes 

Receiving peer feedback was a valuable part of my design process. It provided fresh perspectives on usability, layout clarity, and feature relevance. Peers pointed out areas where labels or interactions could be more intuitive, helping me refine both the user interface and overall flow. This critique not only guided improvements for the next wireframe iteration but also strengthened my ability to evaluate design decisions objectively and collaborate effectively—key skills in any UX environment.

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Mid-Fidelity Wireframes - Version 2

Version 2 of the mid-fidelity wireframes incorporated key feedback from my instructor and peers, with a focus on improving clarity, feature relevance, and user flow.

Changes made:
  • refined the modular dashboard layout

  • added more role-specific elements

  • adjusted labeling to enhance navigation

These updates brought the design closer to the needs of Keep>Going’s internal teams and set a solid foundation for upcoming usability testing and high-fidelity mockups.​

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A/B Testing

To evaluate and refine key layout decisions, I conducted A/B testing on different versions of the dashboard and internal pages. Participants compared variations in navigation structure, labeling, and feature placement. The results provided clear insights into user preferences and usability, helping identify which design choices improved clarity and task efficiency. This data-driven approach guided the final design decisions and ensured the product aligned with user expectations.

Changes made:
  • more visual graphics to easily navigate and glance at

  • metrics that align better with business goals

  • easier navigation to get from each essential business insights at the top of the page

Version 1

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Version 2

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High-Fi Wireframes

The high-fidelity wireframes represent the final, polished version of the Keep>Going management tool. Built in Figma, these designs incorporate visual branding, refined layouts, and feedback from A/B testing and peer critiques. Each screen is tailored to the specific needs of the distribution, customer service, and sales teams, with a focus on clarity, accessibility, and task efficiency. These mockups showcase the full user experience and are ready for handoff or prototyping.

Changes made:
  • added official Keep>Going First Aid color scheme to remain consistent brand identity throughout all business avenues

  • created a pull-out menu of other business analytics to clear up navigation hiccups on the modular dashboard

  • reduced number of items on the modular dashboard

  • included search, share, and filter icons on the orders list page to improve navigation

  • refined order details and claims pages with more information that aligned better with business operations and goals

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Style Guide

Created a comprehensive style guide to remain consistent throughout all design decisions and all business platforms.

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Prototype

Postmortem

The duration of the course has been undeniably transformative, affording me ample opportunities for personal and professional growth over the 4-week period. Initially, acclimating to the demands of a full professional workload posed a challenge; however, I was able to optimize my time management strategies and incorporate regular intervals for respite to prevent burnout. One of my most noteworthy accomplishments has been the recalibration of my perspective on feedback and critiques, embracing them as catalysts for refining designs to best serve the end users. Design-wise, I take pride in the proficiency demonstrated in crafting layouts, conducting comprehensive research, and enriching pages with valuable information.

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Time management has proved to be a significant hurdle, particularly due to living in a different time zone and managing a full-time job, resulting in limited available hours for task completion. On the design front, I encountered obstacles related to low contrast in wireframes, issues with accessibility, and the accurate representation of data. However, I am pleased to report substantial improvements in addressing these challenges in the final iteration of my wireframes.

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