https://www.dragonvalordesign.com/work daily 1.0 2021-11-07 https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f116e24a694c33cb8c694/5c6f116e1905f4f2fc37f7df/1550782854040/Screen+Shot+2016-07-22+at+7.45.25+AM.png Work “Add a New User” step one https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f116e24a694c33cb8c694/5c6f118ff4e1fc64b86ec3c7/1550782879929/Screen+Shot+2016-07-22+at+7.46.00+AM.png Work “Add a New User” step two https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f116e24a694c33cb8c694/5c6f11abeb39312d31bd930b/1550782908699/Screen+Shot+2016-07-22+at+7.46.30+AM.png Work “Add a New User” step three, choose to model an existing user https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f116e24a694c33cb8c694/5c6f11d3c83025a62a6216f0/1550783877373/Screen+Shot+2016-07-22+at+7.46.43+AM.png Work “Model an Existing User” modal flow start https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f116e24a694c33cb8c694/5c6f158f15fcc031a2b7e101/1550783967527/Screen+Shot+2016-07-22+at+7.47.17+AM.png Work Flyout that reveals the role/access profile for user in question, flyout rather than modal on modal https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f116e24a694c33cb8c694/5c6f15f7ec212d858b58adc8/1550784010797/Screen+Shot+2016-07-22+at+7.47.25+AM.png Work Select existing user https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f116e24a694c33cb8c694/5c6f161c085229fe819ce4a3/1550784050554/Screen+Shot+2016-07-22+at+7.47.54+AM.png Work Confirmation modal https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f116e24a694c33cb8c694/5c6f164424a694fe5220b7ed/1550784127579/Screen+Shot+2016-07-22+at+7.48.24+AM.png Work PIN confirmation/creation step https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f116e24a694c33cb8c694/5c6f168ae5e5f02922cd1ef6/1550784165842/Screen+Shot+2016-07-22+at+7.48.55+AM.png Work Review user profile details https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6f182ea4222ff006aaaa38/1550784563611/add-new-site-user-full-screen.png Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f52eaeb39313575c77bcb/5c6f52ea4e17b60293bb3819/1550799613029/dashboard-previous+look.png Work Previous design of the account dashboard https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f52eaeb39313575c77bcb/5c6f53098165f5ecfc592153/1550799645938/dashboard-use-case-map.png Work Use case map for the account dashboard https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f52eaeb39313575c77bcb/5c6f532f4e17b60293bb3acc/1550799678228/dashboard-layout-options.png Work Multiple options for the layout of account dashboard https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f52eaeb39313575c77bcb/5c6f534ef4e1fccab2867d92/1550799716963/dashboard-final-design.png Work Final prototype for the account dashboard https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f52eaeb39313575c77bcb/5c6f537d1905f45f661efc3f/1550799753403/cash-management-acct-dash.png Work Finalized design and content for the account dashboard - in its default/first-up state https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f52eaeb39313575c77bcb/5c6f53998165f5ecfc592729/1550799787657/cash-management-acct-dash-add-payee.png Work Add a payee https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f52eaeb39313575c77bcb/5c6f53c39140b7994430f113/1550799834142/cash-management-dash-sorted-columns.png Work Recent activity sorted by pending activity https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6efacb104c7bb9e631d8b4/1550777045567/idc-filter-table-header-detail.png Work “Reports” interface detail: filter, tabs, “Reports” tab content https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6efb0d9140b724c388aa13/1550777111097/idc-report-selection-table.png Work “Reports” table detail https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6f03287817f7101b8099a3/1550779198409/idc-report-selection-table-detail-investment-selected-mobile.png Work An investment selected, all available reports for that investment will be downloaded https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6f042c104c7bb9e6326687/1550779442477/idc-report-selection-table-reports-downloaded-mobile.png Work The user is notified that they have successfully downloaded their reports https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6efc279140b724c388b8d8/1550777392052/idc-report-selection-table-reports-downloading.png Work Reports are downloading https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6efbd1b208fc9df36b069e/1550777302694/idc-report-selection-table-selections-made.png Work User has selected the individual reports he/she would like to download https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6efa3771c10b4b8f6678e2/1550776919839/idc-full-view.png Work The “Reports” interface for the IDC https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6f000b9b747a58601a4c15/1550778396630/idc-report-selection-table-detail-mobile.png Work “Reports” tab detail https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6f03dde2c4832672b863e8/1550779368892/idc-report-selection-table-reports-downloading-mobile.png Work Reports are downloading https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6efd2a9140b724c388c6e8/1550777651576/idc-report-selection-table-reports-downloaded.png Work The user is notified that the reports have been successfully downloaded https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6efedcec212df4f6c9fedd/1550778090101/idc-full-view-mobile.png Work The “Reports” interface for the IDC https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c67378c1905f4841f00ae9e/1550268317949/Facelift+Pharmacy+Dashboard+-+Desktop+-+Drug+Details+-+Future+State+-+RX+History%402x.png Work Drug Details Modal (for second user test) - too much content for a modal, drug information does not appear on first load https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6741520852299145b86aff/1550270812694/Drug+Details+Redesign+-+Full+Screen+-+Pharmacy+Services+Open%402x.png Work Drug Details - Final Wireframe - Pharmacy services https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6735779140b7dd7c341756/1550267937826/drug-details-interim%402x.png Work Interim Version (for first user test, modal) https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c673e4ae2c483f147ff572f/1550270203445/Drug+Details+Redesign+-+Full+Screen+-+Prescription+History+Open%402x.png Work Drug Details - Final Wireframe - Prescription History https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c672a2bee6eb069873e478b/1550264889383/Drug+Details+Redesign+-+Full+Screen+-+Drug+Information+Open%402x.png Work Drug Details - Final Wireframe - Drug information https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6735420d9297faa6c5cee1/1550267854143/drug-details-modal-original%402x.png Work Original Version of Drug Details (Modal) https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6c4be94e17b62fcc9fc147/1550601200273/Drug+Details+Redesign+-+Mobile+-+Prescription+History%402x.png Work Drug Details - Final Wireframe - Prescription history https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c680ee48165f5f2b27fd5c0/1550323442323/Drug+Info+Center+-+Current%402x.png Work Current Drug Information Center Experience - Multiple live versions of drug information, this version contains a lot of cognitive load and visual noise which goes against the grain of the stated needs by users - “Show me only the information concerning the drug in question and leave out the rest.” https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6c4c0f15fcc0628564a6a2/1550601243045/Drug+Details+Redesign+-+Mobile+-+Pharmacy+Services%402x.png Work Drug Details - Final Wireframe - Pharmacy Services https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6c4bbde79c7088fae5f151/1550601167769/Drug+Details+Redesign+-+Mobile+-+Drug+Information%402x.png Work Drug Details - Final Wireframe - Drug information https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6e9dde971a18156bacb2f5/1550753253857/Add+Insurance+-+Step+2%402x.png Work Prescription added for transfer, collecting contact and insurance info. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6e9f2da4222f4caf483989/5c6e9f2d104c7bb63f96cdc5/1550759397018/step+1+-+Identify+Current+Pharmacy+-+Search+by+City+%26+State%402x.png Work Search by city and state, other options include search by zip code and manual entry of pharmacy details https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6e9f2da4222f4caf483989/5c6e9f2de79c70abac7b43a0/1550759147050/step+1+-+Identify+Current+Pharmacy+-+First+Up%402x.png Work RX Transfer – first up screen: Step 1 – identify current pharmacy https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6e9f2da4222f4caf483989/5c6e9f2d971a18156bacbb7b/1550754305424/step+1+-+Identify+Current+Pharmacy+-+Search+Complete+-+External%402x.png Work Pharmacy search results screen https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6e9f2da4222f4caf483989/5c6e9f2fec212dde63d648ed/1550758263449/step+2+-+Add+First+Prescription+-+Start+-+External%402x.png Work Originating pharmacy selected, commence with entering prescription details https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6e9f2da4222f4caf483989/5c6e9f30e2c4839f69894194/1552584367297/step+2+-+First+Prescription+-+Enter+Name+-+External%402x.png Work Adding prescriptions for transfer, “type-ahead” drug locator invoked https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6e9f2da4222f4caf483989/5c6e9f2e6e9a7f3e54adb4fc/1550754394698/step+2+-+Add+Contact+Info+-+External%402x.png Work Prescriptions for transfer added https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6e9f2da4222f4caf483989/5c6e9f31e79c70abac7b43bc/1550754435997/step+3%3A+A+-+Part+1+-+External%402x.png Work On step three of process, locate CVS pharmacy to transfer prescriptions to https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6e9f2da4222f4caf483989/5c6e9f32fa0d607b92041990/1550754569017/Transfer+Success+-+Account+Creation+-+Internal%402x.png Work Transfer successfully submitted, making account creation available https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6e9f2da4222f4caf483989/5c6e9f314785d3665ffab6ca/1550754468757/step+4+-+External%402x.png Work Happy path, all sections of transfer complete and ready to submit https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6e9b4fe4966b5571487189/1550752597849/New+CVS+Pharmacy+Search%402x.png Work Removing stepper/progress indicator in favor of having the on-screen sections contain the step indicator. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ea3c6104c7bb63f96ed2b/5c6ea3c6fa0d607b92043a22/1550759552670/Step+1++-+Identify+Current+Pharmacy+-+First+Up%402x.png Work RX Transfer – first up screen: Step 1 – identify current pharmacy https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ea3c6104c7bb63f96ed2b/5c6ea3c6e4966b557148b1cb/1550759573783/Step+1++-+Identify+Current+Pharmacy+-+Search+by+City+%26+State%402x.png Work Search by city and state, other options include search by zip code and manual entry of pharmacy details https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ea3c6104c7bb63f96ed2b/5c6ea3c653450a138d030d1c/1550759588346/Step+1+-+Identify+Current+Pharmacy+-+Search+Complete+-+External%402x.png Work Pharmacy search results screen https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ea3c6104c7bb63f96ed2b/5c6ea3c7e2c4839f698960d0/1550760444414/Step+2+-+Add+Contact+Info+-+External%402x.png Work Prescriptions for transfer added https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ea3c6104c7bb63f96ed2b/5c6ea3c715fcc080980c457f/1550760346362/Step+2+-+Add+First+Prescription+-+Start+-+External%402x.png Work Originating pharmacy selected, commence with entering prescription details https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ea3c6104c7bb63f96ed2b/5c6ea3c724a694611071b397/1550759639707/Step+2+-+Add+First+Prescription+-+Enter+Name+-+External%402x.png Work Adding prescriptions for transfer, “type-ahead” drug locator envoked https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ea3c6104c7bb63f96ed2b/5c6ea3c8a4222f4caf4857e1/1550759685751/Step+3%3A+A+-+Part+1+-+External%402x.png Work On step three of process, locate CVS pharmacy to transfer prescriptions to https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ea3c6104c7bb63f96ed2b/5c6ea3c94e17b627c05d3aca/1550759731048/Transfer+Success%402x.png Work Transfer successfully submitted, making account creation available https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ea3c6104c7bb63f96ed2b/5c6ea3c8e79c70abac7b6223/1550759710748/Step+4+-+External%402x.png Work Happy path, all sections of transfer complete and ready to submit https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6e9cc4652deaa4dc1b2209/1550752969189/Current+Pharmacy+-+First+Up%402x.png Work Moving beyond the design system by employing icon and color swap out of the step number. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6e91651905f48d28a399d2/1550750063270/Screen+Shot+2018-04-10+at+11.26.37+AM.png Work Logged-in/Authenticated Version of RX Transfer https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6e9419104c7bb63f967f8f/1550750755477/Step+1%402x.png Work Experimenting with title and stepper/progress indicator and form elements. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6e9dad53450a138d02e386/1550753202266/Current+Pharmacy+-+List%402x.png Work Pharmacy search. Can toggle between pharmacy list and map display. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f06b6f9619a4116b43c4e/1550780573588/account-holder-dashboard.png Work From the TIAA Safe Estate account holder dashboard, commence “Add Delegate” process from dropdown on “Jump” nav or … https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f07ebfa0d6054b95ee9f1/1550780436152/account-holder-dashboard-my-delegates-section.png Work … via the “Add Delegate” button within the “Delegates” component on the dashboard. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0a5f104c7b15c620f714/1550781095089/add-delegate-begin.png Work Begin the “Add Delegate” process. Contains summary of the four steps involved. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0abce5e5f02922cc5c2a/1550782139225/invite-delegate-existing-or-no.png Work The user must either select a contact already entered into TIAA Safe Estate or create one. A delegate must first be a contact. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0ae1ec212d3ff3729ff8/1550782139249/invite-delegate-existing-yes-dropdown.png Work Selecting a pre-existing contact to become a delegate. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0b4d085229bf5d25086f/1550782139246/delegate-contact-form-truncated.png Work The truncated contact form is prepopulated because the user is selecting a pre-existing contact. If the contact did not exist prior, the user would need to fill in this form which is limited to the most important details for the contact in question. The full contact form contains many more fields. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0b7b0d929756ecd1e924/1550782139199/invite-delegate-lightbox-modal-send-email.png Work To apprise the user before the invite is sent to the prospective delegate, upon clicking “Send Invite” the user first receives the lightbox modal to inform them that an email is going to be sent to this particular person. This pre-informs them and prevents the jarring experience of letting the user know that an email has been sent out after the fact. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0b9a104c7b15c62109a6/1550782139191/delegate-invited.png Work The invite confirmation both lets the user know how long the invite will remain active within the system and gives the user the opportunity to either put off determining entitlements or to deal with this aspect of delegate creation immediately. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0bbf4e17b61c44be4fb0/1550782139240/contacts-tile-selection-screen.png Work The user selects how they would like to share their contacts: share all of them (the easy button), pick out only those contacts that the user selects, or none at all. The tiles combine selection ability with informational text. Within TIAA Safe Estate, contacts are the relatives, friends, and professionals that the account holder relies on and, through the survivor designee role, share information with after the account holder passes. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0be971c10ba58a93e471/1550782139216/contacts-custom-select.png Work In “custom” mode, the user selects the contacts he/she wants the delegate to have access to. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0c18fa0d6026f10fb412/1550782139237/topics-tile-selection-screen.png Work Similar to contacts, the user selects the “setting” by which he/she would like to share his topic information – All, Custom, or None. Within TIAA Safe Estate, topics involve the important documents that are stored within the service such as wills, POA’s, healthcare proxy, property records and more. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0c49e4966bb03204b181/1550782139387/legacy-category-page.png Work There are four categories of topics – Legacy, Finances, Health, and Life & Family. On each, the user can select which topics the delegate will have access to as well as the specific entitlements within that topic, such as where is the document kept, notes, and access to the documents themselves. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0c749140b777de0ec941/1550782139381/legacy-category-page-with-dropdown.png Work The user can traverse the four category pages either through the navigation buttons on the bottom of each screen or through the dropdown. As well they have the option of “selecting all” within a particular topic or selecting all for an entire category. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0cbbe79c7013610b3fce/1550782139380/legacy-category-page-full.png Work Legacy category page, full screen. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0cebe79c7013610b424b/1550782139410/finances-category-page.png Work Finances category page. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0d0ef4e1fc64b86e733a/1550782139434/health-category-page.png Work Health category page. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0d377817f767f7108e5c/1550782139445/life-%26-family-category-page.png Work Life & Family category page. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0d509140b777de0ed433/1550782139452/survivor-designee.png Work A delegate can also be a survivor designee. So, for example, a delegate might have access to a small range of topics and contacts while the account holder is alive, but, upon death, will be granted the full range of topics and contacts that the account holder has entered into TIAA Safe Estate. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0d8a104c7b15c6212754/1550782139439/delegate-summary-screen-full.png Work At the end of the process, the account holder can review the contacts that they have shared and the entitlements granted to the delegate in question. From this screen, they can also go back and edit the access to contacts and entitlements. The steps here would be the following: move directly to the contact selection screen or category page, make an edit, and then return to the delegate summary, thus not forcing the user to go back through all of the steps of the initial flow. If all is well with the selections that have been made, the account holder can then return to their dashboard. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6f06b6971a182e28fde35e/5c6f0db3e79c7013610b4e3e/1550782149796/account-holder-dashboard-my-delegates-section-delegate-added.png Work Upon returning to the dashboard the account holder can see that the invitation to Kevin Smith has been sent. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ff1d4e2c4833b6aa2a9d7/5c6ff1d48165f5ecfc5da34c/1550840306045/onboarding-preliminary-layout1.png Work Preliminary page layout for the onboarding portal https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ff1d4e2c4833b6aa2a9d7/5c6ff20dec212d5d210a7804/1550840477602/onboarding-preliminary-layout2%263.png Work Two more layout options for the onboarding portal https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ff1d4e2c4833b6aa2a9d7/5c6ff2b624a694dc81ca6d90/1550840503672/onboarding-card-description.png Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ff1d4e2c4833b6aa2a9d7/5c6ff37be79c707101268a2e/1550840712952/onboarding-wireframe-page1.png Work Wireframe of onboarding portal https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ff1d4e2c4833b6aa2a9d7/5c6ff39f9140b79944356c1a/1550840756935/onboarding-wireframe-page2.png Work Wireframe of onboarding portal with second tab selected https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6ff3eb4e17b60293bfce4c/1550840828195/onboarding-no-nav.png Work Finalized design and content for the onboarding portal https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6ff41dc830258e6834a65f/1550840865265/onboarding-another-tab-selected.png Work Finalized design and content for the onboarding portal, second tab selected https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6a976a4e17b627482b3224/1550489473093/Facelift+Pharmacy+Dashboard+-+Desktop+-+Checkout+Button+Location-Orientation%402x.png Work Assembling and experimenting with elements, including general layout and cart/e-commerce patterns. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6a98f3eef1a1de5b14f8bb/1550489858542/Facelift+Pharmacy+Dashboard+-+Desktop+-+Drug+Details+Version%402x.png Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c699fdeee6eb079bf213f29/1550426084484/mweb+Active+Prescriptions%402x.png Work Many CTA buttons effecting different actions, using dropdowns to display different views of prescription information https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c69a5f59140b77a89cdb79f/1550427656287/CVS+Pharmacy+Dashboard+-+Current+State%402x.png Work Pharmacy Landing Page (some incremental updates present) https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6c63a0e5e5f02ac7662b8d/1550607272513/Facelift+Pharmacy+Dashboard+-+Mobile+-+Drug+Details+-+RX+History%402x.png Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c69a09bf9619a97a6cfbbe4/1550426275042/mweb+Medications+-+Drug+Details+%28v.3%29+-+Medication+Info+Selected%402x.png Work First pass at drug details content https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c69a02b085229f2876ede53/1550426160704/mweb+History+last+6mos+for+you+and+family+by+date+and+time+ordered%402x.png Work Multiple views of prescription information https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6a9a10419202ebf6ff802d/1550490142004/Facelift+Pharmacy+Dashboard+-+Desktop+-+Drug+Details+-+Full+Revision%402x.png Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c69ab666e9a7f0b4e334c8c/1550429040271/Facelift+Dashboard+-+Desktop%402x.png Work Determining layout and content in containers https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c699f59104c7b6738ce88ea/1550425953459/mweb+Dashboard%402x.png Work Endeavoring to find usable design direction https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6c60360d92970c51c8de99/1550606403947/Facelift+Pharmacy+Dashboard+-+Mobile+-+Drug+Details+Version%402x.png Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6ef2194e17b662026309e5/1550774814579/Cart+-+Shipping+Dropdown+%2B+Details+Tooltip%402x.jpg Work Dropdown displaying shipping options, club details flyout, fees flyout https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee639104c7b257b03c3aa/5c6ee639085229fb4a742843/1550771801844/Checkout+-+All+Expanded%402x.png Work Checkout screen – all expanded https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee639104c7b257b03c3aa/5c6ee66beef1a1803261bc7c/1550772578672/Checkout+-+All+Collapsed%402x.png Work Checkout screen – all collapsed https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee639104c7b257b03c3aa/5c6ee6954e17b61f57f738d0/1550772578683/PP-219%3A+Checkout+-+Edit+Shipping+Address%402x.png Work Update shipping address https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee639104c7b257b03c3aa/5c6ee718eef1a1803261c602/1550772578681/Billing+Address+-+Edit%402x.png Work Update billing address https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee639104c7b257b03c3aa/5c6ee749eef1a1803261c96c/1550772578685/Billing+Address+-+Field+Level+Validation%402x.png Work Field-level error display for billing address https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee639104c7b257b03c3aa/5c6ee7897817f7750667cedc/1550772578666/Payment+Info+-+Display+Credit+Card+Fields%402x.png Work Enter credit card details https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee639104c7b257b03c3aa/5c6ee7cb9b747a3de87357f7/1550772578689/PP-318%3A+Checkout%3A+Highlight+Card+Logo+-+Four+Digits+Entered%402x.png Work First four of credit card entered, highlight correct credit card logo https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee639104c7b257b03c3aa/5c6ee7ff7817f7750667d633/1550772578690/PP-242%3A+Checkout%3A+Enable+Masterpass+-+Select+Masterpass%402x.png Work MasterPass selected as payment option https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee639104c7b257b03c3aa/5c6ee87fec212db7d61b4f84/1550772578712/PP-313%3A+Checkout%3A+Check+Item+for+MarkforDelete%2C+et+al.+-+Item+Removed%402x.png Work Error treatment for inventory change while in the checkout phase of the purchase path https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee639104c7b257b03c3aa/5c6ee8c34e17b61f57f75a9f/1550772578813/PP-283%3A+Order+Confirmation+-+Page+Display%402x.png Work Order confirmation https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee639104c7b257b03c3aa/5c6ee8e2652deaa4fd2e1d26/1550772578849/PP-284%3A+Order+Confirmation+-+Print+Page%402x.png Work Order confirmation – print version https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6ef1c89b747a027f0b1024/1550774741908/Cart+-+Main%402x.jpg Work Cart-level error treatment for appliance that is sold out or not available for delivery in member zip code https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ef3e0ee6eb00ae8df7d7b/5c6ef3e0652deaf045465be2/1550775276092/PP-214+-+Checkout%3A+Review+and+Pay+Page+all+expanded%402x.png Work Checkout screen – all expanded https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ef3e0ee6eb00ae8df7d7b/5c6ef5276e9a7f77d01986fd/1550775609749/PP-214+-+Checkout%3A+Review+and+Pay+Page+all+collapsed%402x.jpg Work Checkout screen – all collapsed https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ef3e0ee6eb00ae8df7d7b/5c6ef55ee79c7070783f8cef/1550775688114/PP-230+-+Checkout%3A+Billing+Address%3A+Display+And+Edit%402x.jpg Work Update billing address https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ef3e0ee6eb00ae8df7d7b/5c6ef5a8f9619aecca059e1d/1550775729806/PP-231+-+Checkout%3A+Billing+Address%3A+Field+Level+Validations%402x.jpg Work Field-level error display for billing address https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ef3e0ee6eb00ae8df7d7b/5c6ef5f424a6946c5c6f13b7/1550775860462/PP-241+-+Checkout+-+Payment+Information+-+First+Up+-+Enter+Credit+Card+Details%402x.jpg Work Enter credit card details https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ef3e0ee6eb00ae8df7d7b/5c6ef64a15fcc083dfbfdf6f/1550775933715/PP-318+Checkout%3A+Highlight+Card+Logo+-+four+digits+entered%402x.jpg Work First four of credit card entered, highlight correct credit card logo https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ef3e0ee6eb00ae8df7d7b/5c6ef6910852297496c259da/1550775963435/PP-242+-+Checkout%3A+Enable+Users+to+Choose+Masterpass+During+Checkout+%402x.jpg Work MasterPass selected as payment option https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ef3e0ee6eb00ae8df7d7b/5c6ef6c053450a180e035fce/1550776014467/PP-347+-+Checkout+-+Remove+Out+of+Stock+Items+from+Review+%26+Pay+Page%402x.png Work Error treatment for inventory change while in the checkout phase of the purchase path https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ef3e0ee6eb00ae8df7d7b/5c6ef6f7652deaf045469309/1550776066957/Order+Confirmation+with+Updated+Wishlist%402x.jpg Work Order confirmation https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6ef18c41920227172089a5/1550774674336/PP-1167+-+Cart+with+Wishlist+-+Updated+Version%402x.jpg Work BJ’s cart with more firmed up wishlist treatment https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee278e2c4835814b99299/5c6ee2781905f4f9be8a9f1d/1550771574869/Cart+-+Club+Details+-+Multiple+Clubs%402x.png Work Multiple clubs selected/available for in-club pickup https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee278e2c4835814b99299/5c6ee2780d92978bd207e636/1550771580554/Appliance+Cart%402x.png Work Cart-level error treatment for appliance that is sold out or not available for delivery in member zip code https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee278e2c4835814b99299/5c6ee279085229fb4a73f17f/1550771439182/Cart+-+Club+Details+Tooltip-Flyout%402x.png Work Flyout displaying club details https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee278e2c4835814b99299/5c6ee27a53450aa521c72efe/1550771339075/Cart+-+Shipping+Method+Dropdown%402x.png Work Dropdown displaying shipping options https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee278e2c4835814b99299/5c6ee27b15fcc0e7d44ca28c/1550770852961/Cart+Page+Structure%402x.png Work BJ’s cart – page structure https://static1.squarespace.com/static/5bba0e559d41497b1458946d/5c6ee278e2c4835814b99299/5c6ee27b24a694eca7a98350/1550771248452/Cart+-+Wishlist+Update%402x.png Work BJ’s cart with more firmed up wishlist treatment https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/6187aff5420eb717425733d5/1636282360317/purchases-card-double-wide-three-column-breakpoint-display-expanded.png Work - Make it stand out Fixed annuity policy with a double-wide/tabular card expanded to reveal further transactions. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/6187a9a6f5624d55b5da74ee/1636280745529/term-life-two-column-breakpoint-display.png Work - Make it stand out Term life policy at the two-column breakpoint. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/6187aa0faeb845443d363b98/1636280849989/term-life-one-column-breakpoint-display-tablet.png Work - Make it stand out Term life policy at the one-column/tablet breakpoint. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/618450facfe42763a050dd90/1636061440488/term-life-three-column-breakpoint-display-full.png Work - Make it stand out Single term life policy in the expanded view at the three-column breakpoint. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/6185561c292dc404222fa559/1636128287892/insurance-page-manual-entry-form.png Work - Make it stand out Manual entry form that allows for the inclusion of “held away” policies onto a household’s insurance display page. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/6187ad626568783ebb8c8903/1636281703301/purchases-card-double-wide-three-column-breakpoint-display.png Work - Make it stand out Fixed annuity policy with a double-wide/tabular card at the three-column breakpoint. Note that the color of the border color of the policy box and its expanded view is used to group families of policies, i.e. an indexed annuity policy and fixed annuity bear the same outlining green, the color assigned to annuities on the display page. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/6187afa042f2ee4d6a003df2/1636282274765/purchases-card-double-wide-one-column-breakpoint-display-tablet.png Work - Make it stand out Fixed annuity policy with a double-wide/tabular card at the one-column/tablet breakpoint. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/618548ffcfdb2a0f243ce5cd/1636124930960/insurance-page-pending-policy.png Work - Make it stand out Wireframe of expanded pending policy. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/618501ba6777e91758dd7692/1636106688163/insurance-page-full-display-all-policy-types.png Work - Make it stand out Wireframe of insurance page with all policy types present. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/6187a9243f8190248b909bde/1636280684858/term-life-three-column-breakpoint-display.png Work - Make it stand out Term life policy at the three-column breakpoint. Note that larger cards are broken up into sections of related fields. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/6187abce23b9310a99a45a1d/1636281300759/indexed-annuity-policy-box-three-column-breakpoint-display.png Work - Make it stand out Policy box detail for an indexed annuity policy. There appears labels in the capsules except where space considerations come into play (Basics capsule) with the latter benefiting from the fact that insurance advisors and there staff immediately understand what each of the items represent; e.g. policy number, policy title, policy type, etc. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/6187ae8fbdbd315ac113f0e3/1636282003654/purchases-card-double-wide-two-column-breakpoint-display.png Work - Make it stand out Fixed annuity policy with a double-wide/tabular card at the two-column breakpoint. As the card must render at this width, it does not follow the standard “z-pattern” of sliding, but instead moves to the bottom. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6c2de9e79c70f853d949e7/1550593522863/backend-dashboard-cropped.png Work Backend Dashboard - Predecessor to the CycleFill Dashboard https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6ca7f1e79c7059a5124ac7/1550624768142/Dashboard+-+Expand-Collapse+Rows+-+Open%403x%281%29.png Work Patterns for Column Display - collapsing columns into accordion display, again trying to find ways to reduce page width. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6cab7e8165f5932e11285e/1550625669836/Dashboard+-+Sort-Icons-Legend%402x.png Work Final Wireframe for Dashboard “First Up” State - Scrolling is used to view all of the columns. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6ca760eef1a107c24d22aa/1550624630006/Dashboard+-+Display+Palette+-+Open%403x%281%29.png Work Patterns for Column Display - experimenting with display “palette”, trying to reduce page width if possible. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6d3aa08165f5cd26045ca6/1550662314545/Dashboard+Summary+-+Top+of+Page%402x.png Work Annotated Wireframe Part 1 - For UX, business, and especially development teams. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6cab4e652deaa9e063a3ea/1550625627468/Dashboard+-+Second+Page+of+Columns+-+Part+1%403x%281%29.png Work With the requirement that all 20 columns need to be displayed (most of the time), finding a way to break up the page horizontally. Note the “Go to Page 2” link. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6d3b4f71c10bae4272f07f/1550662491024/Dashboard+Summary+-+Data+Table%402x.png Work Annotated Wireframe Part 2 https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6c2e70e5e5f0425f1243d4/1550593658682/Screen+Shot+2019-02-18+at+2.35.38+PM.png Work Previous Design for Dashboard https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6ca6dbf4e1fcc53eb9770e/1550624488249/Dashboard+-+Filters+Accordion%402x%281%29.png Work Design retains the pharmacy name header (black bar) in the same position as previous wires. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6d3bcb104c7bccf2692afb/1550662612601/Dashboard+-+Sort-Icons-Legend+-+Manual+Fill+Modal%402x.png Work “Print Run” Modal - Accessed from the printer icon, allows pharmacists and pharmacy technicians to print entire cycle fills for a given facility and unit. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6d3c10e2c4831da8b79097/1550662678970/Dashboard+-+Sort-Icons-Legend+-+Manual+Fills+Detail%402x.png Work Detail Page - Accessed from “document” icon, enables the user to drill down into a particular step in the process and/or label categorization and see individual prescriptions for patients and print a single label. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6ca6f9ec212d23b0066a5d/1550624513755/Dashboard+-+Filters+Accordion+Open%402x%281%29.png Work Pharmacy name selection element kept separate at this point due to the potential for it to be lost in the considerable number of filters present, but also to emphasize that selecting a pharmacy effects everything else that is displayed on the screen. https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c677dd27817f7d0df42e182/1550590448009/Drug%252BDetails%252BRedesign%252B-%252BFull%252BScreen%252B-%252BDrug%252BInformation%252BOpen%2525402x.jpg Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6c0c40b208fc2898a7d1c4/1550590562287/Facelift%25252BPharmacy%25252BDashboard%25252B-%25252BDesktop%25252B-%25252BDrug%25252BDetails%25252BVersion%252525402x.jpg Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6c1f3e6e9a7f0b4e4a9664/1550590078830/cycle-fill-thumbnail.jpg Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6ed5809140b75b81e071d0/1550767732561/step%252B1%252B-%252BIdentify%252BCurrent%252BPharmacy%252B-%252BFirst%252BUp%2525402x.jpg Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6ed6e2fa0d607e1186e6de/1550767951303/PP-318%2BCheckout%253A%2BHighlight%2BCard%2BLogo%2B-%2Bfour%2Bdigits%2Bentered%25402x.jpg Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6f05196e9a7f57e63890dd/1550779911594/idc-report-selection-table-reports-downloading.jpg Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6f0ff0ee6eb02a60d040eb/1550782509100/contacts-tile-selection-screen.jpg Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6f18a1419202f36b298f8f/1550784778113/Screen%2BShot%2B2016-07-22%2Bat%2B7.45.25%2BAM.jpg Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c6f54494785d3297569d95a/1550800188088/cash-management-acct-dash.jpg Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c70251eec212d84bfca6307/1550853499445/onboarding-wireframe-page2.png Work https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/6187b5833591352ce0026bdb/1636283789459/term-life-three-column-breakpoint-display-full.png Work https://www.dragonvalordesign.com/contact daily 0.75 2019-02-22 https://www.dragonvalordesign.com/about-me daily 0.75 2019-02-25 https://static1.squarespace.com/static/5bba0e559d41497b1458946d/t/5c701d94419202d5caef30e3/1550851479961/dave-head-shot.png About me