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Vaccination Fund Support Platform
Case study Designing a platform to help people in need get funds for their vaccination through supporters in the community
Project Freedose Designed May 2021 Platform Mobile Web App
Cover image of Freedose case study
Background
Introduction to the platform

Freedose was an attempt to create a platform that connects people in low income Indian households with individuals willing to fund their Covid-19 vaccine .The cost of vaccines ranging from โ‚น 950 - โ‚น 1,200 per dose was far from affordable for many in the working class, which led to this initiative. Image 1 outlines how Freedose functions.

Freedose platform overview
Image 1 - Freedose platform overview

All state governments in India soon declared free-of-cost vaccinations for all, dissolving the requirement of such a platform before development was complete.

Problem
The problem

We were targeting a group of users that were extremely non-tech savvy. The platform had to ensure the process had as little friction as possible meanwhile handling delicate data such as bank account details and vaccination certificates. The entire process had to be secure, yet reliable, simple and welcoming.

Project Intent
Enable non tech-savvy users to register, submit vaccination proof and track fund transfer through a simple and secure process.
Context
My role

I worked on this project in a team of two. I overlooked the design while my colleague worked on the development of the platform.

My role involved UX design, research, illustrations, and writing.

Context
Scope and constraints

This study will focus on the participant's experience of the platform and analyze the problem statements faced in that persona. The project also involved a supporter and admin experience which is outside the scope of this study.

In an attempt to have the platform ready by the date of vaccination rollout (within 10 days), I was unable to conduct tests for any of the designs. I also avoided certain solutions that would result in greater cost through reliance on third party services such as SMS due to monetary limitations.

Context
Users & audience

Freedose has two user roles; the participant who wants to get vaccinated, and the supporter who wants to sponsor the vaccination. A brief of the user personas are shown in Image 2

Brief of user personas
Image 2 - Brief of user personas

The problem statement at hand focuses on the role of the participant and their experience on the platform.

Approach
The Challenge

To help better understand the challenges users may face, I created a storyboard and user flow map of the end to end experience. Since I wasn't able to conduct user research, they serve as an important tool to help identify problems.

Storyboarding of entire process
Image 3 - Storyboarding of entire process
Problems faced with regards to salary structure
Image 4 - User flow of Participant [Top] and Supporter [Bottom]

Initial research led me to define the following UX principles:

Where are the challenges?
  • 1๏ธโƒฃ
    Easy login: Often scary as remembering credentials can be a pain
  • 2๏ธโƒฃ
    Current status: What has happened, where do I stand?
  • 3๏ธโƒฃ
    Next step: Steps to follow to reach next step
  • 4๏ธโƒฃ
    Action: Ensuring required action is performed
Design
1๏ธโƒฃ Easy login

One of the goals was to ensure participants don't get locked out of their account due to forgotten credentials or a difficult login process. Abstract details like a login password would prove to be difficult to retain when forgotten. A common solution of a forgot password process would be adding far too much friction.

The decision to use phone number as the primary login ID came naturally since many of our targeted users would not have access to an email address. Also, the integration of an email service would rely on a third party email client which would add to the complication of the system.

To avoid forgotten passwords, I decided to use a derivable password, a password one could work out. Since we weren't hosting sensitive personal information in the account, the login measure didn't need to be very secure. After going through the data being collected as part of the registration process, the PIN Code stood out to have the perfect qualities to serve as a password.

Properties of a PIN making it suitable as a password: ๐Ÿง  derivable, ๐Ÿ“ has a fixed length, ๐Ÿ”ข fixed input type (numbers).

Participant login, concept design
Image 5 - Participant login, concept design

Other decisions to ensure smooth login:

Design
2๏ธโƒฃ Current status

Status visibility being one of the key UX principles defined, I wanted to ensure participants are constantly aware of where they stand in reaching their goal of getting free vaccination. Since the users had one goal, and a pre defined set of steps to reach there, I was able to avoid complexity in the interface.

The platform was structured to show the current state and set expectations at a glance, on the home screen itself. This would mimic the functionality of a notice board without distractions and requirements of parallel processes.

Brief of user personas
Image 6 - Participant home screen, concept design

The current status card was designed to give a quick summary of the status. The card would reflect the current state with a button for further details. Clear and concise content was an integral aspect of making the card effective.

All the status card designs can be seen below in Image 7.

Home screen with all status cards, animation
Image 7 - Home screen with all status cards, animation
Status cards, concept design
Image 8 - Status cards, concept design

The entire process was designed to be repetitive around a single dose. The status cards once cycled through for the first dose, would repeat again for the second, as the process remains the same. This allowed participants to gain familiarity with recalling the experience from dose 1 going onwards to dose 2.

Design
3๏ธโƒฃ Next step

Achieving the goal at hand will require the participants to follow steps and complete tasks. There's two aspects of this: brief overview of all steps, and detailed information for current step.

The brief overview is provided on the home screen in the form of a non-actionable list. The list updates to show only the upcoming steps and hides steps that have been completed. This goes in accordance with our defined UX principles of visibility of necessary.

Upcoming steps on home page, concept design
Image 9 - Upcoming steps on home page, concept design

As to not overwhelm the interface and the participant, the process has been divided into two sections, one for each dose. The steps will reflect for the current dose only.

The vaccination process is new and constantly changing with new government regulations and guidelines being released frequently. The participants would require assistance in completing tasks that are dependent on third party interfaces, such as the national vaccination registration portal. Freedose had to not only provide details of the steps, but also serve as a source of information to help participants in successfully getting their vaccine.

The details page, accessed through the CTA on home page was the solution. Designed to provide relevant and detailed information and avoid distractions and any branching actions.

Detailed steps page, concept design
Image 10 - Detailed steps page, concept design

Although a repetitive summary section from the home screen, it was evaluated to be a small cost in comparison to the value being added for users. It would also provide quick context upon returning to the screen. The illustrations help build context and provide clarity faster as well, being an important aspect that was carefully designed.

The layout proved to be effective across quick short steps as well as larger multi steps processes. A few examples are shown in Image 11

Detailed steps of varying complexity, concept design
Image 11 - Detailed steps of varying complexity, concept design
Summary section designs
Image 12 - Summary section designs
Design
4๏ธโƒฃ Action

There are steps that involve the user taking an action in order to proceed further towards their goal. Actions can be scary as they open vulnerabilities to errors (both slips and mistakes) and can add a certain level of complexity. A common structure was established to minimize the problems.

Primarily, the main action for each step was highlighted on the home screen, as well as the summary section of the details screen. This ensured users wouldn't delay or miss taking actions, some of which are time sensitive.

All subsequent actions were provided as secondary buttons within the instruction with details pertaining to it. Actions in Freedose were of 3 types:

Examples of action types, concept design
Image 13 - Examples of action types, concept design

Vaccination proof submission is a crucial part of the process. The process has been split into two section that are accessed sequentially. This distributes cognitive load, groups similar sections for easier operation and secures the process as account details must be accompanied with valid vaccination proof that will be verified digitally.

Examples of action types, concept design
Image 14 - Vaccination proof upload process, concept design
*Bonus*
๐ŸŒธ Designing for delight

There were many smaller decisions woven into the experience to ensure the platform could virtually bring a sense of care and community to the users. Freedose relies on the community to step up and hopes to enable people to support each other, small bits of thoughtful positive decisions would help the platform grow naturally. A brief mention of the points are listed below:

Thank you note from participant, concept design
Image 15 - Thank you note from participant, concept design
Learnings
What's next?

This project never came out of the development phase due to an early stop as state government intervention made vaccinations free for all eligible citizens. It was an incredible learning experience designing under the sprint-like time constraints for a cause important to me. Freedose may never have seen the day of light, but learnings from it will live in all the experiences I design onwards. ๐Ÿ’œ

Special thanks ๐Ÿ’œ

๐ŸŽจ Storyset for illustrations

๐Ÿ‘จ Pablo Stanley for Avataaars

๐Ÿ’ป Fang-Pen Lin for web editor of Avataaars

๐Ÿฅฐ You for reading

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