The CASL Academic Center of Medicine, in partnership with Vortigo, developed its own platform for issuing student certificates and enrollment documents, commonly known as the student ID card. The initial need was to internally issue the document to increase the revenue of the academic center.
Abstract
With the digitization of documents, certificates, and cards in a secure and software-verifiable manner, creating an active enrollment certificate for students has become feasible and efficient, with the potential for generating significant revenue for academic centers that can now issue student ID cards. To accomplish this, research and contextualization of the project were conducted to determine the best approach for the entire process, from registration to printing.
Proccess
Understanding the proposal
After contextualization meetings, I conducted a comprehensive analysis of the existing screens to understand possible areas for improvement.
Research
Conducted extensive research, including studying registration processes in other applications such as credit card issuers, university platforms, and portals. We also explored the possibility of creating a white-label product, which could be sold to other universities.
Defining the target audience
Considering that the users and issuers will be common, the narrative was built around young, educated individuals with good digital literacy skills, primarily focusing on students.
Defining the opportunities
The idea of white label became a stronger focus, conducting global research on potential market opportunities, pricing plans to monetize the project for Vortigo (the platform’s owner), and exploring ways to make the tool more useful for the initial student users of the system.
Action plan
All the information was compiled and aligned with the client and the team, considering the initial tests and guidelines for the registration process. By organizing the deliverables into smaller parts, we were able to initiate the project for restructuring and rearranging the workflows.
Prototyping
Utilizing the existing screens as a starting point, we bypassed the low-fidelity wireframe stage and instead focused on refining the user interface and addressing the CASL’s specific pain points. With careful consideration for future customization, I began developing the style guide and creating high-fidelity screens for both end-users and administrators using Figma.
Extra Step
In parallel with the prototype development, we also worked on designing the visual identity for the document that would be internally printed, including test prints and validation of its usability.
Delivery of Ideation
With the completion of each stage of the user flow for both end-users and administrators, small handover deliverables were provided to the development team. This allowed for a smooth progression of the project, ensuring that the needs were aligned with the project structure.
Solution
During the project development, we encountered several significant challenges. One of them was the need to synchronize styles with the programming frameworks used, ensuring visual consistency throughout the system. Additionally, we had to enhance and expand the style guide to facilitate ongoing development evolution. Another challenge was to adapt the initial screens to an efficient component structure within the Figma platform.
