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PDF Digitization

Transform a PDF application into an online submission flow

Overview

I transformed a complicated paper form into an intuitive online flow, allowing over 24,000 applications to be submitted online within the first two months.

Before

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After

Context

Ad Hoc is a B2B2C software company that contractis with Veterans Affairs and other government agencies.

As a senior product designer, I was tasked to enable Veterans and their families to apply for health benefits online, replacing the existing paper and mail process.

Role:  Senior Product Designer

Skills Used: Market research, customer interviews, user flows, user testing, user research, wireframing, low and high fidelity mockups, interaction design, prototyping, cross-team collaboration

Tools used: Figma, Mural

Timeframe: ~6 months, 2024

The Problem

1010d backgroudn pourple
Issues

Mailing in printed PDFs is complicated and cumbersome

Goals

Convert VA Form 10-10d to a digital flow to allow applicants to submit applications online

Challenges

How might we transform a PDF into an intuitive digital flow for the beneficiary that also eases the burden on the processor?

The Impact

Impact on Veterans and their families

• Empowered 24k people to apply for benefits in only 2 months after initial launch.

• Receive benefits in weeks, not months

Impact on VA application processors

• Improved business efficiency by preventing errors such as: missing signatures, lost mail, illegible handwriting, etc.

Process

Discovery

Get up to speed with what's been done

Read through research and current state

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Do my own state of the art research

Go through forms such as 10-10EZR

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User flows

When I arrived
When I arrived
When I was done
When I was done

Team workshop

I facilitated a workshop for everyone on team to create the first section in Figma

1. Take inventory of what's needed

2. See what's on staging

3. User design system to create flow

Inventory
existing flows staging

Stakeholder interviews

Contributed to Discussion Guide

Compiled questions and participated in all interviews with stakeholders at Veterans Affairs

discussion questions

Incorporate findings

Modify flow based on feedback

Updated user flow given the new information we learned about the form and process in stakeholder interviews

incorporate findings

Wireframes

Create screens

Useder user fow to guide screen creation using VADS (Veterans Affairs Design System)

wireframes

UI/UX Advancement

Build higher fidelity flows

Dove deep into each page and brought up questions/concerns/risk/etc

advancement
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Continued to ask questions, get answers, and make changes

New teams = lots of inefficiencies

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Prototyping

Created high fidelity prototype

Used to communicate designs to stakeholders and developers

prototype

Developer handoff

Delivered annotated screens

Also included prototype and accessibility annotations

annotations

Usability Testing

Video call interviews with users using prototype

Assisted in post-interview analysis and report-writing

testing

Updates based on feedback

Made updates to the flow and screens based on user feedback

Most issues were larger problems with users' mental models, so we had minimal updates, as the flow itself tested very well.

We began compining ideas to address the larger issues long term.

updates

Results and Impact

The form was launched on VA.gov in fall of 2024

Check it out live here: https://www.va.gov/family-and-caregiver-benefits/health-and-disability/champva/apply-form-10-10d/introduction

(Feel free to play around with the application, but please do not submit anything)

Production Overview

Lessons Learned

  • Aligning on processes before diving into design saves time in the long run
  • There is nothing more valuable than in-depth user research
  • Balancing stakeholder requests and prioritizing design needs is an art form

Next Steps

Address "Optional vs. Required Documents"

Continue to iterate for post-launch updates to eliminate confusion

next steps
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