• Traverse—Northwoods’ proprietary document management software solution

• DocSpring

• Adobe Acrobat

• Microsoft 365

As a contract Forms Designer at Northwoods Consulting Partners, I supported the transformation of complex, paper-based forms into user-friendly digital experiences for Human Services agencies. Using Traverse, Northwoods’ proprietary document management platform, I created, revised, and maintained digital forms tailored to each customer’s operational needs and design best practices.

My role involved collaboration with internal project teams and external customers to balance visual design consistency, technical constraints, and end-user accessibility. In addition to designing forms for new customers, I also handled forms implementation and maintenance for preexisting customers through Salesforce. My contributions on the Forms Design team played a vital part in supporting caseworkers and administrators in delivering essential services more efficiently.

Designing Accessible, Accurate Forms that Preserve Intent and Improve Usability

I was responsible for designing two types of forms within Northwoods’ Traverse platform: Traditional forms and Exact Match forms. Traditional forms offered enhanced digital functionality but did not visually replicate the original paper version, while Exact Match forms were superimposed over the original version to ensure that the final form appeared identical to the official document—an important consideration for forms that would be submitted to external entities like courts or schools.

Each form required me to evaluate the agency’s specifications and think critically about which format best suited the form’s purpose and end-user needs. I applied user-centered design principles to balance clarity, compliance, and efficiency, ensuring caseworkers could complete forms quickly and accurately.

Managing Ongoing Forms Maintenance to Meet Evolving Client Needs

A continuous aspect of my role was to handle a steady stream of maintenance requests submitted via Salesforce by existing clients. These tickets included both new form additions and revisions to forms already in production. I reviewed each request carefully and implemented the changes, collaborating with the customer to better understand the request if needed. This work ensured that agency workflows stayed up to date with policy changes, internal process adjustments, or evolving compliance requirements.

Conducting Peer Quality Checks to Uphold Accuracy and Consistency

In addition to designing new forms, I was also responsible for quality checking (QCing) forms designed by fellow team members. This built-in review process ensured that every new form and revision received a second set of eyes before being finalized. I carefully reviewed layout, functionality, content accuracy, and adherence to design standards. My contribution to the QC process helped catch errors early, maintain consistency across projects, and deliver high-quality forms that met both agency expectations and internal benchmarks.

Improving Communication and Workflow Efficiency Across Projects

Throughout the design process for each project, I maintained regular communication with internal project managers and solution analysts to provide updates, clarify requirements, and ensure timely handoff of completed forms—this proactive collaboration kept projects moving smoothly through their timelines. I also worked closely with the product development team to flag system limitations within Traverse and suggest enhancements, contributing to ongoing improvements in both the tool and overall team workflow.

In my role as a Forms Designer at Northwoods Consulting Partners, I contributed to the success of Human Services agencies by delivering accurate, user-friendly digital forms that supported both new implementations and ongoing customer needs. Whether designing new forms for new customers, responding to maintenance requests in Salesforce, or conducting peer quality checks, I played a key part in ensuring every form met high standards for accuracy, compliance, and usability. This work directly affected how caseworkers performed daily tasks, helping them focus more on people and less on paperwork.

• Delivered compliant, user-centered forms for new customer implementations.

• Maintained and updated live forms in customer environments based on ticket requests.

• Conducted peer quality checks to uphold design consistency and catch issues early.

• Supported team-wide efficiency and customer satisfaction through clear communication and reliable turnaround.

During my time as a Forms Designer at Northwoods Consulting Partners, I came to value the nuance, impact, and collaborative nature of the role. Whether I was designing new forms for first-time customers or updating live forms for existing customers, I was always focused on making the work easier for someone else down the line. Knowing that each form would help caseworkers serve families or process a critical need made the work feel meaningful.

I also appreciated the structure and collaboration of the Forms Design Team, particularly the strong communication and sense of shared ownership across projects. The balance of independence and collaboration gave me room to grow while feeling fully supported.

Technical Skills:

• Forms Design using proprietary software solution

• Salesforce-based forms maintenance and implementation

• Design QA through peer quality checks

• Excel tracking for workflow organization

• User-centered, compliant design in public sector systems

Soft Skills:

• Cross-functional communication with project managers, analysts, and developers

• Collaboration and mentorship within a remote design team

• Adaptability across client needs, timelines, and form types

• Attention to detail with empathy for end users