Based on the previous case study, dashboards for both the admin and user were required. The admin dashboard manages and organizes forms, while the user dashboard allows users to submit and track their forms, ensuring efficient interaction and data management.
PROJECT
Hybrid SaaS
ROLE
UX/UI Designer
TIMEFRAME
6 months
CLIENT NEEDS
Why are these pages needed?
Before user sends the form to the IRS, an admin needs to revise the form to avoid any potential errors.
Users, specailly ones who file more than one form, need to see the status of submitted forms.
If there are errors detected by the admin or the IRS, user needs to amend them
An initial workflow outlining how the user and admin interact with the forms was developed.
USER FLOWS
Defining needs for users
Admin Needs:
HOW TO CREATE A SMOOTH COMPREHENSIVE PROCESS FOR THE USER?
HOW TO MAKE THE USER LESS OVERWHELMED ABOUT FILING THE FORM
HOW TO GUIDE THE USER THROUGH EVERY STEP AND REDUCE ERRORS
HOW TO MAKE FORM EASIER TO UNDERSTAND WITHOUT MANUAL BOOK
User Needs:
HOW TO CREATE A SMOOTH COMPREHENSIVE PROCESS FOR THE USER?
HOW TO MAKE THE USER LESS OVERWHELMED ABOUT FILING THE FORM
HOW TO GUIDE THE USER THROUGH EVERY STEP AND REDUCE ERRORS
HOW TO MAKE FORM EASIER TO UNDERSTAND WITHOUT MANUAL BOOK
