The Paterson Center guides individuals and teams through detailed LifePlans and StratOps to achieve personal and professional growth. Facilitators spend time speaking with clients and taking detailed notes, which are transcribed into a variety of charts using a local word processor.
Fusionbox developed a custom software that would allow Transcribers to populate each LifePlan or StratOp with charts in any order, and populate them in a more time-efficient manner. We worked closely with Paterson to review the purpose of each chart and redesign them. We also introduced the functionality for digital versions of the plans to be shared as both view-only and editable modes, allowing users to view, share, edit, and print their own plans from their computers, tablets, or phones.