The client helps female students that are facing a hardship to continue their education through a variety of grants offered. All students must apply for a grant and be vetted through a manual process of grant matching.
This was a discovery-only engagement to see how the client might build a scalable platform for student submissions while also enabling a quicker release of available funds to students.
To begin understanding the problem I created a flow that the student would follow during the application process. This helped the team to understand what the client needs were during the initial application submission process.
One of the more complex aspects of the platform would be to use conditional logic to place students in the proper bucket for a funding type.
This was in an effort to solve the problem of students selecting their own type of funding during the application process and ending up in the wrong bucket after submission, which would cause costly delays in obtaining the proper funding.
The proposed solution prompts the student to make selections based on what their current need is rather than having them think what funding type is right for them.
Several secondary flows were created to help gain a common understanding of the desired platform behavior.
Additional flows included:
The client needed a unified way to view all applicants, while also having the ability to complete various tasks for each record. The primary goal was to be able to quickly identify the grant or grants that an applicant might qualify for.
One challenge was to show as much information as possible without overwhelming the viewer and making task completion more difficult.
Other goals included:
One of the main components of the platform was to have a way to easily manage a single form that is also flexible to changing needs.
This form management system will eventually add support for the manual addition of logic flows that an administrator could apply when creating or managing a block element.
Data accuracy was also a priority which means there would need to be restrictions for editing block content to maintain clean data.