Usability Overhaul

A late addition to the cover letter system, the Risk Checklist was for users to highlight risks that were in their reports before generating the cover letters that were sent to the client. The output of certain paragraphs and wordings were based on which risks were highlighted, being either new ones, or points from prior years.

The initial checklist was created on an excel sheet, and although somewhat efficient as a standalone document, stakeholders requested for it to be integrated into the cover letter system.

Role

User Experience Designer

Version

0 - 1.0 - 2.0

Timeline

2024 - 2025 Ongoing

Team Members

1 User Experience Designer
1 User Interface Designer
1 Product Owner
Development Engineering Team
2 Champions

Keywords

Efficiency
Onboarding
Redesign
Considerations
Workflow

Metrics

The usage of the risk checklist has been paused at the moment so no actual metrics for now :(
If we could we would ideally look at
- % of paragraphs used due to risks highlighted through the usage of the risk checklist.
- A lower time spent on reviewing and approving of the risk checklist.

The risk checklist excel from the TP team
(Blurred due to sensitivity of the questions)
Their updated workflow with the intended  separation
A snapshot of the summary and its features
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