Lia McCabe, UX Researcher
Lia McCabe, UX Researcher
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Case Study 4: Mobile Referral Form

The Challenge

AutismWish grants wishes to autistic children for Christmas who have submitted a cumbersome web-based referral form. Most users were accessing the website via mobile devices and often sent support emails for assistance. My re-imagined mobile version created an intuitive experience and greatly reduced support requests.

Goals

Decrease Frustration

Increase Successful Referrals

Reduce Support Emails

Create a more positive experience for users who were currently expressing frustration with the referral process 

Reduce Support Emails

Increase Successful Referrals

Reduce Support Emails

Reduce the overwhelming amount of emails that were being sent to the support team

Increase Successful Referrals

Increase Successful Referrals

Increase Successful Referrals

Increase the number of referrals that are successfully completed by the deadline 

Research Methods

Desk Research

Competitive Analysis

Competitive Analysis

I began the process by carefully reviewing, organizing, and synthesizing user complaints that had been sent to support via email. This allowed me to gain a high level understanding of particular pain points as well as identifying key insights.

Competitive Analysis

Competitive Analysis

Competitive Analysis

I then began to sketch a variety of mockups, drawing on UX Best Practices as well as conducting quick competitive analysis with similar organizations such as the Make-A-Wish Foundation and St. Jude's Children's Hospital. 

Data Collection

Competitive Analysis

Data Collection

I collected baseline data in the form of number of complaints submitted to support prior to launch versus following launch to determine whether or not there was a significant difference.

Insights

A snapshot of Support's inbox. Each email labeled [ACTION NEEDED] indicates an open support ticket.

Desk Research

Upon reviewing the support tickets, it became very apparent that users found the referral process confusing. The image to the left is a snapshot of the Support team's inbox. Each email labeled [ACTION NEEDED] indicates an open support ticket. This was just one page out of dozens. After reviewing all the information and synthesizing the qualitative data, the following key insights became apparent:


  • Critical steps for the referral, particularly submitting the Doctor's note, were being skipped
  • Instructions on how to complete the referral process were unclear
  • It was unclear to the user whether or not all steps have been completed successfully
  • Too many details all at once led to confusion and information overload

Competitive Analysis

I conducted a competitive analysis of five similar programs and thoroughly evaluated our competitors' strengths, weaknesses, strategies, and offerings. This allowed me to identify the gaps in our own product in order to inform the re-design.


 The following is an example of information gathered from the competitor The Make-A-Wish Foundation:


Competitor Analysis: Make-A-Wish Foundation


Referral Process:

  • The Make-A-Wish Foundation has a well-established referral process to identify eligible children for wish-granting.
  • Referrals can be made by medical professionals, including doctors, nurses, and social workers, as well as the children's parents or legal guardians.
  • The referral process involves submitting medical documentation to verify the child's critical illness and eligibility for a wish.
  • Medical professionals play a crucial role in identifying and referring eligible children who could benefit from a wish experience.
  • The foundation maintains a clear and streamlined process to ensure efficient and accurate handling of referrals.


Benefits of the Referral Process:

  • The referral process ensures that wish-granting resources are directed towards children facing critical illnesses.
  • By involving medical professionals, the foundation can ensure that the wishes align with the unique needs and limitations of each child.
  • The process helps prioritize children with critical illnesses, ensuring that those who would benefit the most from a wish experience receive the opportunity.
  • It provides a structured and organized approach to handle referrals, facilitating timely communication and coordination with the families involved.


Continuous Improvement:

  • Make-A-Wish Foundation regularly evaluates and improves its referral process to enhance efficiency and reach.
  • They collaborate with medical professionals, gathering feedback to refine the process and address any potential challenges or bottlenecks.
  • The foundation invests in training and resources to ensure that medical professionals are informed about the referral process and aware of the impact of wish-granting.


By focusing on a robust and inclusive referral process, Make-A-Wish Foundation can effectively identify and support children with critical illnesses, ensuring that the wishes granted are meaningful and aligned with their unique circumstances. The streamlined referral process enables efficient coordination and communication among medical professionals, families, and the foundation, ultimately contributing to the positive impact of wish experiences for eligible children.

Data Collection

Baseline data indicated there were approximately 25 emails a day received by email support regarding the applicaton/referral process. After launch of the MVP, emails received dropped to about 2-3 daily.  



Ideation to Launch

Sketching

I used Balsamiq to virtually draw out and externalize ideas, which could then be shared with the team.  Once sketches were discussed and reworked, we touched base with the stakeholders.  The sketches allowed us to ask follow-up questions during these meetings that would help clarify in more details. Whether it was allowing the primary stakeholder to express a vision or seeking clarification from the developer - we used sketching to help get us on the same page. 

Transforming Wireframes

I designed several iterations of approximately 38 wireframes, which were frequently reviewed with my team and the primary stakeholder. Once we came to a consensus in the overall structure, information architecture and flow — we were able to focus on really developing the UI components and copy/content.


 An initial draft of the redesign included social media login as an option. The problem here was that we currently did not have the technical capacity to execute such a login due to limitations within our database systems.  For the same reasons, we were unable to implement login with SMS. However, I was able to be more flexible and expressive with the error messaging design. I was responsible for overseeing this project and ensuring the final illustrations were in line with our overall vision. It was important that these were clear, concise, and easy. The final illustrations represent a more holistic image with a fresh, clean tone. 

Original Web Form Design

    Mobile MockUps Re-Design

      Outcomes

      fewer assistance requests to IT Call Center

      fewer assistance requests to IT Call Center

      fewer assistance requests to IT Call Center

      Significantly fewer users called the call center for login and password retrieval assistance.

      Positive User Feedback

      fewer assistance requests to IT Call Center

      fewer assistance requests to IT Call Center

      In a post-launch survey, users reported high satisfaction ratings and positive comments of the redesign.

      Stakeholder Satisfaction

      fewer assistance requests to IT Call Center

      Stakeholder Satisfaction

      The primary stakeholder personally congratulated our team on a successful launch.  The project's success earned us  a new client for future projects.


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