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Project Portfolio
James W. Kauffman
Michael C.
Fina

Redesign of jeweler’s
consumer web site
Customers can
visually compare cut,
color, clarity, and
carats (industry
standards)
Client has created a
“5th C” for Charisma



Year: 2010
                        Visio wireframe version of screen
Michael C.
Fina

Redesign of
jeweler’s consumer
web site
Selecting a check
box displays a
visual color value
in a ¼ image.



Year:
2010                 Visio wireframe version of screen
Michael C.
Fina

Redesign of
jeweler’s
consumer web
site
Call to action



Year:
2010             Visio wireframe version of screen
SchoolNet
Skill Builder

Design of new
application for school
districts to associate
competencies with HR
positions
Teachers and staff rate
their own proficiency
levels
Employees can create a
skill gap analysis of their
current position vs. a
desired (goal) position
Designed interaction
and user interface of
entire application


Year: 2007
                              Visio wireframe version of screen
SchoolNet
Advance

Design of new
application for school
districts to enable end
users to explore future
career paths
Teachers and staff can
view upward moves and
lateral moves that form
a path to their goal
position
Employees view at a
glance competency
levels and minimum
requirements for both
goal and intermediate
positions
Designed interaction
and user interface of
entire application


Year: 2007                Visio wireframe version of screen
SchoolNet
Advance

Designed set of 15
most-desired queries for
staff meeting particular
qualification criteria
This approach enabled
the use of 50+ search
criteria with little chance
of returning zero results
Employee search
results can be filtered by
combinations of criteria
to produce exactly the
desired subset of
qualified staff
Names can be exported
to multi-year Talent
Bench for effective           Visio wireframe version of screen
succession planning


Year: 2007
SchoolNet
SchoolNet
Account module

Created new pre-
formatted report
correlating student
academic achievement
with staff professional
development activities
Enabled school districts
for the first time to
construct a report
showing a relationship
between professional
development activities
(and associated costs)
with student benchmark
test results


Year: 2007
                           Visio wireframe version of report
Electronic Ink
GAIN Financial
FOREXTrader

Redesigned to provide
Novice, Expert, and Custom
views
Added dashboard-style
header to provide critical
information at a glance
Added “My Information”
section with information
automatically filtered for
individual user’s interests
Re-architected information
structure to better group
related news, reports, etc.
Designed new interface as
collection of re-sizeable
windows that could be         Existing UI before redesign
docked, hidden, or tiled to
create custom user views
that could be saved and
recalled


Year: 2006
Electronic Ink
Vasont Content
Management
System
Proposed using new
PowerBuilder list view
control to provide context
information for content
items and collections
Proposed new toolbar with
fly-out menus to expose
more functionality and
enhance ease of use of
common functions
Proposed replacing icons       Existing UI before redesign
with simplified images and
user-configurable content
preview tooltips
Proposed replacing multiple
action dialogs with two task
windows that consolidated
frequently-used functions
into workflow-based UIs



Year: 2006
Siemens

Soarian® Financials             <Page Title>
                                <Login ID>
                                                         PATIENT                                         Hospital Building
                                                                                                                                                                      HOME
                                                                                                                                                       Social Security #:
                                                                                                                                                                                     INFO
                                                                                                                                                                            123-45-6789
                                                                                                                                                                                                   LOGOFF

                                                         Pauline Armstrong                               4 North Nurse Station                         Medical Record #:   123456789


Next-generation                     Home Page


                                    Check-In
                                                         DOB 01/01/00 (30 yrs) Female

                                                         Check-In Summary
                                                                                                         Room 123 Bed 2                                Enc. Common Data #: 987654321
                                                                                                                                                       Encounter #:         447893354




healthcare web                                           About Pauline Armstrong                                                    About this Encounter
                                    Armstrong, Pauline

                                                           Birth date: 01/01/1970           Est. age: 000                              Encounter start date:    03/29/2000      Time: 10:22 AM
                                                           SS #:        123-45-6789
                                                                                                                                       Reason for encounter:

application                                                Address and Telephone
                                                           Address:      527 Pennsylvania Avenue
                                                                         Hometown, PA 12345-6789, USA
                                                                                                                                         Preadmission test

                                                                                                                                      Clinical service:
                                                                                                                                                                 Accident-related        Specimen only


                                                           Telephone:    215-555-1269
                                                                                                                                      Level of care:
                                                         Insurance (2 allocated of 5)                                   i             Admission type:

                                                            Payer/Plan name:                                                          Emergency contact:        Paul Armstrong (Spouse)        Select
                                i     Information                                  12345678/9876543
                                                            Policy #/Group #:      ABC Insurance Co. - Preferred Choice
                                                                                                                                    Healthcare Professionals for this Encounter
                                                                Allocate this policy to this encounter
         Check-in summary                                       Patient has no insurance                                              Admitting:          <displays admitting HP name>

         page functioned as                                     Make this encounter self-pay         Medicare Questionnaire           Attending:          <displays attending HP name>

           dashboard for                                 Guarantor for this Encounter                                                  Referring:         <displays referring HP name>

        complete registration                                Self
                                                             Select from list:
                                                                                                                                   Location Assignment
                                                                                                                                      Assigned location: <display selected location's name>
             workflow                                         Other person:      <name of person found>                               Privacy:
                                                                                 Relationship:                                                                 Sterile environment
                                                             Organization:       <Organization name>

                                                         Check-In                                                                                               Cancel     Summary          Next        Done
                                                         Pages        Summary        Patient      Encounter    Insurance        Guarantor      Encounter
                                                                                   Demographics    Details                    Demographics Financial Summary
                                                              <animation>
                                                              <animation>              <Status Messages>
                                                                                      <Status Messages>

                                                                                                                                                                                     Last updated: 02/26/02


                                                Serial workflow-based
Year: 2003 - 2005                                   navigation bar
Siemens

Soarian® Financials
Claim Inquiry                                       Patient
                                                   Financial
                                                   Overview
navigation diagram
Sample wireframes                                   Charge
                                                     List        Receivable
                                                                 Group List
follow on next slides                               Charge
                                                    Detail       Receivable
                                                                 Group Detail

                                                                 Receivable
                                                   Remittance      Detail
                                                   Response
                                                    Inquiry




                                                    Claim
                                                   Overview

          Consolidated claim overview page
        provides one-click access to all related
         details for claim follow-up inquiries.
        Users can follow any path necessary to
                  research the inquiry
<Page Title>
<Login ID>                                                                                                                             HOME        INFO             LOGOFF
                      PATIENT
                      Business Office Master File                                    ADDRESS                                              MR#:     123456789
                                                                                                                                        Last Maintained On: 12/25/1999
                      Pauline Armstrong
                      <business office name>                                         5 Oak Springs Road                                   SS#:     123-45-6789
                                                                                                                                        By: Diane Bloom
                      DOB 01/01/71 (30 yrs) Female                                   Cambridge, PA 12345-6789                           Status: Preliminary
 Home Page                                                                           610-555-0233

Guarantor Acct
Provider Accounting
                      Patient Financial Overview
Home Page
Qualification Rules
                         Financial Information
 Follow-up:                                                                                                Deposit       Total          Total Insurance      Guarantor
 Armstrong, Pauline
                            Encounter Provider              Encounter                       From           Amount ($)    Charges ($)    Balance ($)          Balance ($)
                            Dr. Keifer & Associates        OP Same Day Surgery             12/20/2001                      745.00             60.00       10.00
                            Dr. Martelli & Associates      OP Physician Practice           11/24/2001
                            Dr. Martelli & Associates      OP Physician Practice           11/20/2001                      563.00             30.00       467.00
                            SMS MRI Center                 OP Ancillary Department         11/18/2001                         0.00             0.00       0.00
                            SMS Memorial Hospital          IP Inpatient Hospital           10/10/2001                   101,366.15       45,500.99        2470.00
                            SMS Memorial Hospital          IP Inpatient Hospital           05/28/2001      1,000.00




                         Responsible Parties for this Patient
                             Responsible Party                ID                                   Balance ($)
                                                                                                                                         These links enable the
                            Blue Cross PPO                   2398565/6059-58                    61,036.00                               user to drill down into a
                            Pauline Armstrong                123-45-6789                             150.00                             charge summary screen,
                            Paul S. Armstrong                987-65-4321                            2500.00                            from which they can drill
                                                                                                                                       further down into the full
     These links enable the user                                                                                                          details of any of the
      to drill down into the full                                                                                                      charges on the summary.
     details of the encounter (six
        detail screens in all).



                                                        <Status Messages>                                                                  Save           Cancel      Done
Thomas Regional Directories

19 regional
versions
Larger regions hit
$1 million ad sales
Click-through ads
and premium spots
Project renewed
five years running


Year: 1996-2001
Depository Trust & Clearing Corporation

Created two
designs for PTS
                                                                              Check for New & Updated Announcements                                 Done first thing in the
                                                                                                                                                     morning every day.



                                                     1                                                                                        Accessed via
                                                                                                                                              Dividends Desktop



Dividends
prototypes:
HTML (left)                           Rows are




and Java (right).
                                    single-select.

                                                     New Announcements:




                                                                                                                                         Row Detail Display




Created a design                     1a              Updated Announcements:                                               View
                                                                                                                      Announcement
                                                                                                                         Details

                                                                                                                      View Change
                                                                                                                                     Check box is selected when Change
                                                                                                                                     Details have been viewed for a row.
                                                                                                                                     Checked rows always display after




for Industry
                                                                                                                         Details     unchecked rows.

                                                                                                                         Cancel



                                                            JIMK                    Last Updated: March 12, 2000




Standard Glossary
HTML prototype.




Year: 1999
Depository Trust & Clearing Corporation

Wireframe
design for
HTML-based UI
for Dividends
and Settlement
(shown on
previous page).
C3Med

Designed browser-
based UI for doctor’s
office desktop suite.
Company is “Web
integrator”—buying
services from ASPs
and creating a common
Look & Feel.




Year: 2000
QuestOne

Redesigned complex
Agile Manufacturing
business case tool
Added wizards,
“training wheels”
dialogs, lots of
embedded user
assistance
Complete graphical
redesign of gray-
screen UI, using color
and mnemonic icons to
make object
relationships clear



Year: 1999
ETS SAT Test Call Center GUI

GUI front-end for
mainframe ETS SAT
Test registration call
center application
Call center scripts
embedded in single-
screen Wizard
A challenge dealing
with what the
mainframe would
allow




Year: 1999
McGraw Hill CTB

Created an on-line
version of CTB K-12
Assessment tests
Scanned paper
tests were
redesigned for
screen readability
Simulated physical
manipulation tools
on-screen



Year: 1999
Computerized Test Interface

Design challenges: long
passages, complicated
graphics; “zero trial” so
no advantage to
experienced computer
users
High-profile project: first
computerized version of
college entrance exam;
taken by 1000’s of HS
seniors each year


Year: 1997
World Bank World Development Sources

Collection of official
bank reports aimed at a
varied international
audience
Unique interface with
on-the-fly updating of
search options that
automatically narrowed
or widened the search
without requiring further
actions by the user



Year: 1997
Concept for Gale Publishing


CD-ROM version of
Gale’s VideoHound
Golden Movie
Retriever
Concept only –
never produced
Visual design by
Paul Hoffman

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James Kauffman portfolio 2010

  • 2. Michael C. Fina Redesign of jeweler’s consumer web site Customers can visually compare cut, color, clarity, and carats (industry standards) Client has created a “5th C” for Charisma Year: 2010 Visio wireframe version of screen
  • 3. Michael C. Fina Redesign of jeweler’s consumer web site Selecting a check box displays a visual color value in a ¼ image. Year: 2010 Visio wireframe version of screen
  • 4. Michael C. Fina Redesign of jeweler’s consumer web site Call to action Year: 2010 Visio wireframe version of screen
  • 5. SchoolNet Skill Builder Design of new application for school districts to associate competencies with HR positions Teachers and staff rate their own proficiency levels Employees can create a skill gap analysis of their current position vs. a desired (goal) position Designed interaction and user interface of entire application Year: 2007 Visio wireframe version of screen
  • 6. SchoolNet Advance Design of new application for school districts to enable end users to explore future career paths Teachers and staff can view upward moves and lateral moves that form a path to their goal position Employees view at a glance competency levels and minimum requirements for both goal and intermediate positions Designed interaction and user interface of entire application Year: 2007 Visio wireframe version of screen
  • 7. SchoolNet Advance Designed set of 15 most-desired queries for staff meeting particular qualification criteria This approach enabled the use of 50+ search criteria with little chance of returning zero results Employee search results can be filtered by combinations of criteria to produce exactly the desired subset of qualified staff Names can be exported to multi-year Talent Bench for effective Visio wireframe version of screen succession planning Year: 2007
  • 8. SchoolNet SchoolNet Account module Created new pre- formatted report correlating student academic achievement with staff professional development activities Enabled school districts for the first time to construct a report showing a relationship between professional development activities (and associated costs) with student benchmark test results Year: 2007 Visio wireframe version of report
  • 9. Electronic Ink GAIN Financial FOREXTrader Redesigned to provide Novice, Expert, and Custom views Added dashboard-style header to provide critical information at a glance Added “My Information” section with information automatically filtered for individual user’s interests Re-architected information structure to better group related news, reports, etc. Designed new interface as collection of re-sizeable windows that could be Existing UI before redesign docked, hidden, or tiled to create custom user views that could be saved and recalled Year: 2006
  • 10. Electronic Ink Vasont Content Management System Proposed using new PowerBuilder list view control to provide context information for content items and collections Proposed new toolbar with fly-out menus to expose more functionality and enhance ease of use of common functions Proposed replacing icons Existing UI before redesign with simplified images and user-configurable content preview tooltips Proposed replacing multiple action dialogs with two task windows that consolidated frequently-used functions into workflow-based UIs Year: 2006
  • 11. Siemens Soarian® Financials <Page Title> <Login ID> PATIENT Hospital Building HOME Social Security #: INFO 123-45-6789 LOGOFF Pauline Armstrong 4 North Nurse Station Medical Record #: 123456789 Next-generation Home Page Check-In DOB 01/01/00 (30 yrs) Female Check-In Summary Room 123 Bed 2 Enc. Common Data #: 987654321 Encounter #: 447893354 healthcare web About Pauline Armstrong About this Encounter Armstrong, Pauline Birth date: 01/01/1970 Est. age: 000 Encounter start date: 03/29/2000 Time: 10:22 AM SS #: 123-45-6789 Reason for encounter: application Address and Telephone Address: 527 Pennsylvania Avenue Hometown, PA 12345-6789, USA Preadmission test Clinical service: Accident-related Specimen only Telephone: 215-555-1269 Level of care: Insurance (2 allocated of 5) i Admission type: Payer/Plan name: Emergency contact: Paul Armstrong (Spouse) Select i Information 12345678/9876543 Policy #/Group #: ABC Insurance Co. - Preferred Choice Healthcare Professionals for this Encounter Allocate this policy to this encounter Check-in summary Patient has no insurance Admitting: <displays admitting HP name> page functioned as Make this encounter self-pay Medicare Questionnaire Attending: <displays attending HP name> dashboard for Guarantor for this Encounter Referring: <displays referring HP name> complete registration Self Select from list: Location Assignment Assigned location: <display selected location's name> workflow Other person: <name of person found> Privacy: Relationship: Sterile environment Organization: <Organization name> Check-In Cancel Summary Next Done Pages Summary Patient Encounter Insurance Guarantor Encounter Demographics Details Demographics Financial Summary <animation> <animation> <Status Messages> <Status Messages> Last updated: 02/26/02 Serial workflow-based Year: 2003 - 2005 navigation bar
  • 12. Siemens Soarian® Financials Claim Inquiry Patient Financial Overview navigation diagram Sample wireframes Charge List Receivable Group List follow on next slides Charge Detail Receivable Group Detail Receivable Remittance Detail Response Inquiry Claim Overview Consolidated claim overview page provides one-click access to all related details for claim follow-up inquiries. Users can follow any path necessary to research the inquiry
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  • 14. <Page Title> <Login ID> HOME INFO LOGOFF PATIENT Business Office Master File ADDRESS MR#: 123456789 Last Maintained On: 12/25/1999 Pauline Armstrong <business office name> 5 Oak Springs Road SS#: 123-45-6789 By: Diane Bloom DOB 01/01/71 (30 yrs) Female Cambridge, PA 12345-6789 Status: Preliminary Home Page 610-555-0233 Guarantor Acct Provider Accounting Patient Financial Overview Home Page Qualification Rules Financial Information Follow-up: Deposit Total Total Insurance Guarantor Armstrong, Pauline Encounter Provider Encounter From Amount ($) Charges ($) Balance ($) Balance ($) Dr. Keifer & Associates OP Same Day Surgery 12/20/2001 745.00 60.00 10.00 Dr. Martelli & Associates OP Physician Practice 11/24/2001 Dr. Martelli & Associates OP Physician Practice 11/20/2001 563.00 30.00 467.00 SMS MRI Center OP Ancillary Department 11/18/2001 0.00 0.00 0.00 SMS Memorial Hospital IP Inpatient Hospital 10/10/2001 101,366.15 45,500.99 2470.00 SMS Memorial Hospital IP Inpatient Hospital 05/28/2001 1,000.00 Responsible Parties for this Patient Responsible Party ID Balance ($) These links enable the Blue Cross PPO 2398565/6059-58 61,036.00 user to drill down into a Pauline Armstrong 123-45-6789 150.00 charge summary screen, Paul S. Armstrong 987-65-4321 2500.00 from which they can drill further down into the full These links enable the user details of any of the to drill down into the full charges on the summary. details of the encounter (six detail screens in all). <Status Messages> Save Cancel Done
  • 15. Thomas Regional Directories 19 regional versions Larger regions hit $1 million ad sales Click-through ads and premium spots Project renewed five years running Year: 1996-2001
  • 16. Depository Trust & Clearing Corporation Created two designs for PTS Check for New & Updated Announcements Done first thing in the morning every day. 1 Accessed via Dividends Desktop Dividends prototypes: HTML (left) Rows are and Java (right). single-select. New Announcements: Row Detail Display Created a design 1a Updated Announcements: View Announcement Details View Change Check box is selected when Change Details have been viewed for a row. Checked rows always display after for Industry Details unchecked rows. Cancel JIMK Last Updated: March 12, 2000 Standard Glossary HTML prototype. Year: 1999
  • 17. Depository Trust & Clearing Corporation Wireframe design for HTML-based UI for Dividends and Settlement (shown on previous page).
  • 18. C3Med Designed browser- based UI for doctor’s office desktop suite. Company is “Web integrator”—buying services from ASPs and creating a common Look & Feel. Year: 2000
  • 19. QuestOne Redesigned complex Agile Manufacturing business case tool Added wizards, “training wheels” dialogs, lots of embedded user assistance Complete graphical redesign of gray- screen UI, using color and mnemonic icons to make object relationships clear Year: 1999
  • 20. ETS SAT Test Call Center GUI GUI front-end for mainframe ETS SAT Test registration call center application Call center scripts embedded in single- screen Wizard A challenge dealing with what the mainframe would allow Year: 1999
  • 21. McGraw Hill CTB Created an on-line version of CTB K-12 Assessment tests Scanned paper tests were redesigned for screen readability Simulated physical manipulation tools on-screen Year: 1999
  • 22. Computerized Test Interface Design challenges: long passages, complicated graphics; “zero trial” so no advantage to experienced computer users High-profile project: first computerized version of college entrance exam; taken by 1000’s of HS seniors each year Year: 1997
  • 23. World Bank World Development Sources Collection of official bank reports aimed at a varied international audience Unique interface with on-the-fly updating of search options that automatically narrowed or widened the search without requiring further actions by the user Year: 1997
  • 24. Concept for Gale Publishing CD-ROM version of Gale’s VideoHound Golden Movie Retriever Concept only – never produced Visual design by Paul Hoffman