Kiip Search
Kiip Search
Kiip Search
Helping case workers
Helping case workers
Helping case workers
search efficiently
search efficiently
search efficiently
Product Design
Design systems
User Research
Product Design
Design systems
User Research
Product Design
Design systems
User Research
Role
Designer
Duration
June - Aug 2023
team
Kelly
Phil
Corina
An
Quymbee
Search
I designed the “Search” feature for the Kiip client directories. In the previous design there was no way case workers/representatives could search their clients from the directory. We designed a search feature to reduce the workload of the representatives
I worked on the primary and secondary research, brainstorming, designing and writing tickets.
What is Kiip? What did I do there?
Kiip’s is a platform that helps individuals securely store, organize and share their documents.
There are half a million individuals experiencing homelessness in America on any given day and more than two million people in any given year. Kiip is a digital documentation management system that helps people facing homelessness improve the speed with which they can access to benefits, resources, temporary and permanent housing.
In New York City, the average time an individual or family would have to spend in a temporary shelter before they can be rehoused is a year, and the most commonly cited obstacle they face is related to accessing, managing, and submitting their personal vital documents.
I worked on designing the Search feature for Kiip’s client directories used by representatives who help clients avail benefits and services.
Glossary
Client - An unhoused individual seeking resources and support to navigate through benefits and available services
Organization - Homeless Outreach Programs such as HOPICS & LA FH that help clients get the right benefits such as housing, food security, job placements
Case worker’s tasks - Engaging a client in learning their situation, to build a suitable plan of action, and helping the client to solve their problems through client commitment and use of their own and community resources
Room - A platform on Kiip where clients interact with their case workers, this is where the client can chat with their case worker, submit documents and fill out forms
What was the Problem?
The client directory is a list where a representative can get an overview of their clients, their statuses and access to their rooms. In the current version of the platform there is no way to search a client from a list.
The directory only offers the capability to sort clients by name. As a representative’s and organization’s client list grows its important to access client rooms quickly and efficiently in order to provide them with the assistance they require.
What is the Goal of the feature?
To provide representatives a simple yet efficient search to help them access their clients and search universally among the 3 directories
1
Reduce time taken to find clients in a long list
2
Having a universal search to search across all directories
Search
I designed the “Search” feature for the Kiip client directories. In the previous design there was no way case workers/representatives could search their clients from the directory. We designed a search feature to reduce the workload of the representatives
I worked on the primary and secondary research, brainstorming, designing and writing tickets.
What is Kiip? What did I do there?
Kiip’s is a platform that helps individuals securely store, organize and share their documents.
There are half a million individuals experiencing homelessness in America on any given day and more than two million people in any given year. Kiip is a digital documentation management system that helps people facing homelessness improve the speed with which they can access to benefits, resources, temporary and permanent housing.
In New York City, the average time an individual or family would have to spend in a temporary shelter before they can be rehoused is a year, and the most commonly cited obstacle they face is related to accessing, managing, and submitting their personal vital documents.
I worked on designing the Search feature for Kiip’s client directories used by representatives who help clients avail benefits and services.
Glossary
Client - An unhoused individual seeking resources and support to navigate through benefits and available services
Organization - Homeless Outreach Programs such as HOPICS & LA FH that help clients get the right benefits such as housing, food security, job placements
Case worker’s tasks - Engaging a client in learning their situation, to build a suitable plan of action, and helping the client to solve their problems through client commitment and use of their own and community resources
Room - A platform on Kiip where clients interact with their case workers, this is where the client can chat with their case worker, submit documents and fill out forms
What was the Problem?
The client directory is a list where a representative can get an overview of their clients, their statuses and access to their rooms. In the current version of the platform there is no way to search a client from a list.
The directory only offers the capability to sort clients by name. As a representative’s and organization’s client list grows its important to access client rooms quickly and efficiently in order to provide them with the assistance they require.
What is the Goal of the feature?
To provide representatives a simple yet efficient search to help them access their clients and search universally among the 3 directories
1
Reduce time taken to find clients in a long list
2
Having a universal search to search across all directories
Search
Stephen Mayer, a Salt Lake City native, was nurtured in the publishing world by his magazine-running father and developed a fascination for fonts upon receiving a Mac for his family. During his collegiate years, he skipped lectures and gained knowledge about typeface—and life—by working as a designer for his university newspaper.
He also worked independently as a consultant, bridging the gap between typeface creators and users, always championing the needs of both parties. Not only is he the co-founder of the web platforms, Typographica and Fonts In Use, Stephen has also penned a regular column for Print magazine and authored the acclaimed book The Anatomy of Type. In 2017, he became an integral part of the nonprofit library and museum, Letterform Archive, as an Associate Curator and Editorial Director.
What is Kiip? What did I do there?
Stephen Mayer, a Salt Lake City native, was nurtured in the publishing world by his magazine-running father and developed a fascination for fonts upon receiving a Mac for his family. During his collegiate years, he skipped lectures and gained knowledge about typeface—and life—by working as a designer for his university newspaper.
He also worked independently as a consultant, bridging the gap between typeface creators and users, always championing the needs of both parties. Not only is he the co-founder of the web platforms, Typographica and Fonts In Use, Stephen has also penned a regular column for Print magazine and authored the acclaimed book The Anatomy of Type. In 2017, he became an integral part of the nonprofit library and museum, Letterform Archive, as an Associate Curator and Editorial Director.
Glossary
Client - An unhoused individual seeking resources and support to navigate through benefits and available services
Organization - Homeless Outreach Programs such as HOPICS & LA FH that help clients get the right benefits such as housing, food security, job placements
Case worker’s tasks - Engaging a client in learning their situation, to build a suitable plan of action, and helping the client to solve their problems through client commitment and use of their own and community resources
Room - A platform on Kiip where clients interact with their case workers, this is where the client can chat with their case worker, submit documents and fill out forms
What was the Problem?
Stephen Mayer, a Salt Lake City native, was nurtured in the publishing world by his magazine-running father and developed a fascination for fonts upon receiving a Mac for his family. During his collegiate years, he skipped lectures and gained knowledge about typeface—and life—by working as a designer for his university newspaper.
He also worked independently as a consultant, bridging the gap between typeface creators and users, always championing the needs of both parties. Not only is he the co-founder of the web platforms, Typographica and Fonts In Use, Stephen has also penned a regular column for Print magazine and authored the acclaimed book The Anatomy of Type. In 2017, he became an integral part of the nonprofit library and museum, Letterform Archive, as an Associate Curator and Editorial Director.
What is the Goal of the feature?
To provide representatives a simple yet efficient search to help them access their clients and search universally among the 3 directories
1
Reduce time taken to find clients in a long list
2
Having a universal search to search across all directories
This is the Final Solution we designed.
A simple yet impactful search feature was created in order to reduce the complications in finding a client within and among the client directory.
A universal search to efficiently
search across directories
A search that provides relevant
information while in searching
What did the research teach us?
We conducted multiple interviews to understand the workflow of the representatives, how they used the client directories, how managers and representatives used the client directories differently and how the navigated the directories.
1
Time consuming manual search
As adoption for Kiip grew with clients and case workers, the client directories were getting bigger. The current way to find a client in a list is to manually go through the list
2
Complications with new directories
With the Referrals feature being introduced a new 'New Clients' directory was introduced. If a representative or manager is a looking for a particular client but is unsure if the client is a part of the organization, their list or a new client they would have to individually search within all these directories
How is this significant to the users?
Initially when the platform was built the search was not a feature with the utmost importance, but as the number of clients for each representative and organization increased it was crucial to simplify the process of searching.
"With Kiip, our client exits have significantly decreased. Previously, I would exit 100 clients monthly due to non-compliance. Now, it's down to 20 as they either graduate or get referred to other programs."
Case Manager on what happen after clients receive their benefits
Where did we get our inspiration from?
I also conducted secondary research and went through various search bars from different platforms. This helped understand how search can be used in various ways to achieve different goals.
I created a Search Inspo Dump to pull inspiration from the thousands of search features on the World Wide Web. Although each search was unique in it's own way the ethos remained the same.
Here is a more detailed Final Design
Desktop Search Experience
The current Client directory and the Navigation for Reps (case workers) shows All Clients (all clients working with the org) and My Clients (clients working w the case worker). With the Referrals feature coming in it is important to have a separate list of incoming clients so they can be assigned or taken on by case workers.
2. Mobile Search Experience
The referral process starts in the client's room, allowing reps to select the organization, specify required documents, and add notes for the next case worker.
2. The Referral Process from the Representative Room
The referral process starts in the client's room, allowing reps to select the organization, specify required documents, and add notes for the next case worker.
How did the developers and I work together?
I generated handoff documents for the engineering team, offering detailed insights for screens requiring context. These documents were structured into flows to enhance comprehension.
I collaborated closely with the team, ensuring a thorough understanding of the details throughout the process.
Additionally, I composed tickets to aid in grasping the context, solution, purpose, and finer details. To further enhance clarity, they outlined the context, proposed solutions, purposes, and minute details.
What did the research teach us?
We conducted multiple interviews to understand the workflow of the representatives, how they used the client directories, how managers and representatives used the client directories differently and how the navigated the directories.
1
Time consuming manual search
As adoption for Kiip grew with clients and case workers, the client directories were getting bigger. The current way to find a client in a list is to manually go through the list
2
Complications with new directories
With the Referrals feature being introduced a new 'New Clients' directory was introduced. If a representative or manager is a looking for a particular client but is unsure if the client is a part of the organization, their list or a new client they would have to individually search within all these directories
How is this significant to the users?
Initially when the platform was built the search was not a feature with the utmost importance, but as the number of clients for each representative and organization increased it was crucial to simplify the process of searching.
"With Kiip, our client exits have significantly decreased. Previously, I would exit 100 clients monthly due to non-compliance. Now, it's down to 20 as they either graduate or get referred to other programs."
Case Manager on what happen after clients receive their benefits
Where did we get our inspiration from?
I also conducted secondary research and went through various search bars from different platforms. This helped understand how search can be used in various ways to achieve different goals.
I created a Search Inspo Dump to pull inspiration from the thousands of search features on the World Wide Web. Although each search was unique in it's own way the ethos remained the same.
Here is a more detailed Final Design
Desktop Search Experience
The current Client directory and the Navigation for Reps (case workers) shows All Clients (all clients working with the org) and My Clients (clients working w the case worker). With the Referrals feature coming in it is important to have a separate list of incoming clients so they can be assigned or taken on by case workers.
2. Mobile Search Experience
The referral process starts in the client's room, allowing reps to select the organization, specify required documents, and add notes for the next case worker.
2. The Referral Process from the Representative Room
The referral process starts in the client's room, allowing reps to select the organization, specify required documents, and add notes for the next case worker.
How did the developers and I work together?
I generated handoff documents for the engineering team, offering detailed insights for screens requiring context. These documents were structured into flows to enhance comprehension.
I collaborated closely with the team, ensuring a thorough understanding of the details throughout the process.
Additionally, I composed tickets to aid in grasping the context, solution, purpose, and finer details. To further enhance clarity, they outlined the context, proposed solutions, purposes, and minute details.
What did the research teach us?
We conducted multiple interviews to understand the workflow of the representatives, how they used the client directories, how managers and representatives used the client directories differently and how the navigated the directories.
1
Time consuming manual search
As adoption for Kiip grew with clients and case workers, the client directories were getting bigger. The current way to find a client in a list is to manually go through the list
2
Complications with new directories
With the Referrals feature being introduced a new 'New Clients' directory was introduced. If a representative or manager is a looking for a particular client but is unsure if the client is a part of the organization, their list or a new client they would have to individually search within all these directories
How is this significant to the users?
Initially when the platform was built the search was not a feature with the utmost importance, but as the number of clients for each representative and organization increased it was crucial to simplify the process of searching.
"With Kiip, our client exits have significantly decreased. Previously, I would exit 100 clients monthly due to non-compliance. Now, it's down to 20 as they either graduate or get referred to other programs."
Case Manager on what happen after clients receive their benefits
Where did we get our inspiration from?
I also conducted secondary research and went through various search bars from different platforms. This helped understand how search can be used in various ways to achieve different goals.
I created a Search Inspo Dump to pull inspiration from the thousands of search features on the World Wide Web. Although each search was unique in it's own way the ethos remained the same.
Here is a more detailed Final Design
Desktop Search Experience
The current Client directory and the Navigation for Reps (case workers) shows All Clients (all clients working with the org) and My Clients (clients working w the case worker). With the Referrals feature coming in it is important to have a separate list of incoming clients so they can be assigned or taken on by case workers.
2. Mobile Search Experience
The referral process starts in the client's room, allowing reps to select the organization, specify required documents, and add notes for the next case worker.
2. The Referral Process from the Representative Room
The referral process starts in the client's room, allowing reps to select the organization, specify required documents, and add notes for the next case worker.
How did the developers and I work together?
I generated handoff documents for the engineering team, offering detailed insights for screens requiring context. These documents were structured into flows to enhance comprehension.
I collaborated closely with the team, ensuring a thorough understanding of the details throughout the process.
Additionally, I composed tickets to aid in grasping the context, solution, purpose, and finer details. To further enhance clarity, they outlined the context, proposed solutions, purposes, and minute details.
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