Dashboard and Data Management / Admin Projects

Naviance eDocs

This is a web-based tool that allows schools to send transcripts and college application-related materials. Designing an admin tool for managing this process was extremely complex, for many reasons:

There were different possible destinations (direct to college, via Parchment, via Common App, etc.) with vastly different requirements.
Some destinations needed documents to be all submitted and bundled together before transmitting; some allowed documents to be sent individually.
Some destinations allowed schools to send supplementary materials, while others strictly forbade it.
Some individual colleges required certain documents to be physically mailed; others didn't have that requirement.
Different colleges required Common App schools needed already be in a student's Common App list. Students also needed to complete FERPA waivers before materials could be sent.
Some documents could be re-uploaded and transmitted after the initial submission; others could not.
There were multiple deadlines for each destination throughout the year, with different documents required for each submission deadline.
Counselors' ability to submit documents sometimes hinged on completion of LORs and other materials from teachers, students or parents.

Basically, every single option could vary in almost every imaginable way. Working within the existing styles of the Succeed application, I designed a 2-part "prepare forms" and "send forms" process that allowed counselors to first focus on seeing what materials were needed, upload / edit / view / delete them in bulk, and then focus on sending the forms in a college-by-college view that only allowed them to select the materials that each individual institution would accept.

You can see a walk-through of the prepare/send pages, as well as other related screens I designed, in this video:

Success planner

The goal of this project was to build a new set of tools that would allow counselors to form groups of students, then create programs and activities that could be assigned either to individuals or to groups. For large high schools, this can help counselors manage a big student population by monitoring high-risk pools, asking them to participate in various activities that will help them, and then observing which students still need additional interventions.

I first mapped out the functionality that would be needed to meet the requirements: