Vitals
Summary
This project was assigned to me as part of an initiative to streamline the First Call page of Passare. This page serves as the starting point for creating new decedent cases within Passare. Over time, as Passare has onboarded more clients, the page has expanded significantly to accommodate different client requirements for starting new cases.
The success of this initiative depends on achieving two primary goals: ensuring the page loads in less than 5 seconds and enhancing its customization capabilities to better align with the specific needs of each funeral home.
Who is Passare?
Passare is a company that provides software solutions for the funeral industry. Their platform is designed to help funeral homes streamline operations, improve customer service, and enhance collaboration among staff and families. They currently have clients in 45 states.
Problems
- Too much information per page
Leave lots of field empty because they are not used
Duplicate information on multiple pages
Page load time an average of 20 to 30 seconds
Creating duplicates cases
Job to be done
- Fix the loading time of the pages
Merge pages with duplicate information to create a centralized place to add decedents information.
Allow funeral home to remove field from the page to create a custom page with only the relevant information per orgaization
My role
I worked collaboratively and managed a team of seven, which included two developers, three quality assurance professionals, one designer, and one product marketer. I conducted weekly stand-up meetings, sprint reviews, and discovery interviews to understand our target audience’s needs better. I compiled and analyzed the data collected, actively participated in problem-solving sessions with designers, created user stories for the developers, and documented and presented our findings to the council of executives.
Solution
The solution was divided into three projects. The first project addressed the Case Creation page by creating a simple modal that allows users to add only the death certificate information before creating the case, effectively tackling the main issue of page load time. The second project focused on reducing duplicate information between the Case Creation page, First Call page, and Vital Statistic page by providing a central location for all the decedent’s information. The third project made the merged page configurable per organization, allowing users to customize the centralized page to include only the fields each organization deems necessary.