Admin Portal Design Process

Overview

The Admin Portal is a B2B product for clients to create content and publish to the application. It’s a self-service model so our clients can pick a layout/template, enter in the content they need to, and publish to our application for their members.

Problem

Developers were spending too much time creating these pages for our clients. The development hours doing these simple requests could be utilized on other features or optimization of the application.

Audience

This product is for B2B. The audience using this application is the insurance company using our application. We did enforce role restrictions, to ensure only a small amount of people had access to do everything (create pages, edit pages, delete pages).

The end audience is the members of that health insurance company that utilize their application.

What did I do?

I worked very closely with development to ensure the design followed Angular Material Design. We used components from that framework to ensure consistency and accessibility.

I demo'ed at the end of each sprint what I had designed to ensure all stakeholders were on the same page. I created product requirements so the Business Analyst could create tickets for the development team. I assisted with QA and helped address any gaps in flows.

Scope

For our first release of having the admin portal used by our client, the goal was to have them be able to create template 1, save and approve the content page. Then, be able to see that page on our Member Portal application (this was the app that was available to members of the insurance company's plans).

What did I learn?

Designing this product was challenging. I worked very closely with the full stack and front end engineers to make sure what I was designing was in line with time and our framework. We used Angular Material Design to design this product, so I learned to utilize the documentation to make sure my components I was designing with were Angular Material Design.

I worked with the development manager a lot on this project as well, and he candidly shared his feedback with me regarding the flows and what information would be needed to get through each flow. Communication was imperative for this project.

Content template fields (Template 1)

Posted on Oct 26, 2022

More by Lauren Robinson

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