Social services struggle with redundant and overlapping data on their customers. When someone is in need of help, their data is frequently out of date. So we created a CRM platform in partnership with the Mid-Ohio Food Collective where data from all social programs come together to paint a holistic picture of someone’s overall need.
This project was completed at ZoCo Design.
Josh Walz, Lead Product Designer
Sara Riedel, Lead Researcher
Tiffany Lau, Supporting Designer
Amanda Sepanski, Client Engagement
Andrew Bromwell, Project Oversight
Today, each social service only knows the story of their customer through the lens of their own service. Food pantry’s know hunger data, job placement know employment data, etc. Whenever a customer needs help, it's hard to know what else they may need help with and where to refer them.
After ideation sessions, rapid prototypes, and interviews with social service administrators, we created a CRM that unified data from any participating social service. The tool would serve as a source of truth for everyone. Now, when one organization updates a customer’s record, all other databases would be updated—all while respecting the customer’s privacy and sensitive information.
To set the product team up for success, we established a design system for the Avengers product. Now the team will be better able to create new components and functionality with the patterns and styles we established.