03
American Red Cross · Disaster Relief Platform · 2021

Designing for the
worst day
of someone’s life.

Displaced families waiting in shelters. Six disconnected tools. A federal clock running. I led design and delivery — one record for three roles that had never shared a system, deployed nationally inside a single disaster response cycle. It had to work for an untrained volunteer on day one, under surge, with federal oversight active from the moment it went live. It did. 1,689 cases in the first two weeks.

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01ClientAmerican Red Cross · National Headquarters
02PlatformDisaster Relief Platform · Salesforce SLDS
03RoleProduct Design Director / GM · 0→1 Build
04Team1 designer · 1 researcher · 1 PM · 2 engineers · 2 BAs
05Scale6 months · National deployment · Replacing 6 legacy systems
06Outcome$847K disbursed · 6→1 system switches · 1,689 cases in 2 weeks
01
Field Volunteer · Intake
Three fields, not eight.

Every added field is a case not opened.

CW01Smart Form · Housefire
CW02Case Dashboard
CW03Recovery Needs
02
Caseworker · Case Detail
Seeing the whole family.

I spent more time navigating screens than talking to the family in front of me.

CW04Household Panel
CW05Case Services
CW06Outreach Log
03
Caseworker · Verification
Every check before a dollar moves.

Identity, residency, eligibility — all resolved before the first line item is entered.

CW07Identity Verify
CW08KBA Auth
CW09Payment Setup
04
Finance Officer · Payments
Ledger as audit record.

No export. No spreadsheet. One click.

CW10Payment Disbursement
ADM11Fraud Detection
ADM12Finance Report
05
Supervisor · Eligibility
Queue, not case-by-case.

Urgency bars replaced sorting — supervisors moved to the highest-priority case automatically.

ADM13Approval Queue
ADM14Exception Approval
ADM15Case Workload
06
Program Director · Command
Everything in one view.

First time all three operational signals were visible without leaving the platform.

ADM16Event Config
ADM17Event Dashboard
ADM18Event Details
Case Study 03 —— American Red Cross · Disaster Case Management

Six systems. Three roles.
One source of truth.

A new information model — not a consolidation of what existed. Six tools had grown around six functions, none designed to share data. The only path forward was to design the data architecture first, the interface second.

Complexity lives in the system, not the interface.

Three fields.
Everything else invisible.

Three fields on the intake form trigger eligibility checks, identity verification, and FEMA audit trail generation — automatically. The caseworker sees simplicity. The architecture holds everything else.

Three roles. One platform.

One record.
Three completely different jobs.

Same record, three role-specific views, zero redundant data entry. The field volunteer never thinks about FEMA compliance. The finance officer never re-enters what the caseworker already captured. One information model built to serve all three.

Surge. Scale.

10× volume.
Zero retraining required.

Urgency bars replaced a caseworker decision: which case needs me most? Under 10× surge, removing that choice was the difference between a manageable queue and a frozen one.