FEATURES
Therapysearch.com
Practice profiles
-
In addition to Clinician profiles, stakeholders wanted to create a way for mental health Practices to have a presence on TherapySearch.com. Eventually, the service would be used to link clinicians to the practices they serve.
-
We began by first vetting the need for practice profiles by setting up a series of user interviews with practice admins and clinicians. Once we were able to determine the precise needs based on the interview outcomes, we began mapping out user journeys and architectural touch points for which the new profile type would reference now or potentially in the future.
After developing a series of low fidelity prototypes and demoing to business stakeholders, we were able to determine a direction and began flow mapping in addition to rapid prototyping as a means of updating the business and getting any last specifications before designing full flows.
-
After mapping high-fidelity flows in Figma using Design System tokens and stylistic standardizations, we kicked off planning and grooming with the development team. After close collaboration with devs for several months, we were able to develop the Practice Profiles feature, including accessible branding through varied banner image options and logo uploading, new search results cards, responsive design with actionable CTAs for patient end users, qualifications and license listings, availability badges, and more. It would also eventually include Location syncing for Clinicians—a latent feature that was baked in to the original design for future use once product roadmaps caught up.
We were also careful to log any newly-created components into our growing Patient Experience Design System (PXDS). Eventually, we successfully pitched for the design language for the TherapySearch product to be expanded to the TherapyPortal product to ensure consistency and brand recognition as users found clinicians on TherapySearch and subsequently scheduled on TherapyPortal.
Oxenfree* System
Inventory Table
-
The client, a small B2B SaaS platform dealing mainly with large lists of items and their relation to orders, was running into issues regarding internal personnel sorting these items into meaningful lists that could be configured.
-
We began by first interviewing users and finding out what their major pain points were with the current system, as well as any hopes/wishes they had regarding a new system. In this discovery process, we learned about the everyday flow and process that users of the current system undergo, and therefore enabled us to make more educated design decisions.
We learned that users mainly needed a place to manage orders and items in a more centralized location in the UI— one that could show as much information as possible related to the order (without the screen getting too busy). Their flow at the time was complex, however we were able to identify opportunities to expedite the bulk of their inventory/materials processes into a single view.
We then started a competitive analysis and looked in to comparable, existing solutions for reference.
-
The result of user research, stakeholder interviews, and competitive analysis led to a complex table design with multiple layers in which users could sort/categorize items based off of ongoing projects. Users managing certain projects could now not only group/customize projects how they choose, but could issue discounts and price-locking to unique projects in which salespeople were interacting directly with customers.
sales analytics
Dashboard Redesign
-
The executives of a parent company with multiple video game startups needed a simple, customizable way to see how their subsidiaries were doing.
In particular, they wanted a breakdown of top categories of games purchased, a general reports summary, sales breakdowns, by quarter, and real-time units being shipped to vendors (among other metrics they could swap out on the dashboard).
-
We started by available interviewing members of the executive-level team to get an idea of how they think about these metrics and why they would need to see particular datapoints over others. Because data is/can be costly, we wanted to make sure we were only incorporating the most important metrics up-front, so that the system performance wouldn't be affected (users could still configure consumable datapoints at the cost of performance).
Once we we're able to form a more cohesive problem statement and adapt it to user stories, we began drafting low-fi designs before getting approval and then moving on to drafting dashboard layouts. These designs brought in inspiration from modern dashboards while also incorporating the client's branding (although we had some flexibility since this particular admin tool was decoupled from public-facing tools).
-
The result of user research, stakeholder interviews, and modern dashboard design research led to the our modular dashboard design in card. Metrics are displayed in flexible card layouts for both consumable compartmentalization and to favor a responsive-friendly behavior for use across multiple device types.
-
TherapyNotes.com needed a way for it's clinical users to create and draft documents to send to patients to complete and sign, all contained within it's software ecosystem.
Working with project managers, project owners and developers within the company, we created a custom form builder for them that would give clinicians and practice administrators the ability to seamlessly create forms using a series of curated components.
Users can insert/drag these components into the frame to build their form, and simply send the created for to the patient's client portal for them to complete and send back.
-
Business stakeholders at TherapySearch were looking for a more convenient way for mobile users to cycle through profiles. We developed a feature that drew inspiration from dating apps, where users could swipe between profile cards when looking to “match” with a Clinician. Of course, unlink most dating apps, patients looking for therapists could always re-visit any clinicians they had previously viewed.
-
Design systems are: "...a set of building blocks and standards that help keep the look and feel of products and experiences consistent. Think of it as a blueprint, offering a unified language and structured framework that guides teams through the complex process of creating digital products. A design system can assist in reducing the amount of time spent recreating elements and patterns while designing and building products and interfaces at scale." (Figma).
In other words, this was mainly a feature created for developers we worked with to keep design standards formal and consistent across the app. For developing the TherapySearch application they could see exact measurements and specifications for everything from colors, spacing, inputs, buttons, components, you name it!
-
A healthcare tech client needed a way for their practice clients to be able to clearly view and schedule openings for clinicians in the practice.
We worked with project managers to design a way for practice users to view the schedules of clinicians in their practice in a horizontal daily-schedule format. Whether they're on the phone with patients or comparing clinician schedules, schedulers can either filter or scroll the calendar to get patients booked with clinicians.
-
Users of a HVAC parts-purchasing marketplace needed a way to compare the specs and prices between valves and actuators listed on the marketplace. We designed a tool that lets them compare these complex products on the datapoints they care about most.
Represented as a table, people researching and purchasing valves could filter by brand, valve specifications, price, and more while also being able to pin products for comparison.
-
Clinicians on TherapySearch.com needed a more effective way to manage the locations they worked at listed by the practices they were linked to. We created a feature that would push locations added by the Practice to a Clinician’s profile, where they could then toggle on/off the locations they individually serviced at the Practice.
-
Practice admins using the backend of TherapySearch.com needed a way to add and manage Clinicians at their practice. We created a Clinician Management screen where admin users could search for existing TherapySearch users to add to their practice, as well as an additional tab to manage clinicians that had been added.
-
A jewelry startup needed to give users a way to customize their jewelry before purchasing. They asked us to design a 3D rendering tool so users could get a more realistic sense of how the physical end product would look.
We designed a step-by-step UI where users could either choose from a set of presets or take a more custom approach. Using a 3D rendering integration, users could apply the settings and render them in real time. Users were also able to leave notes for the manufacturer in case they had any specific needs not met by the system.
-
Internal users of a large enterprise software system needed a way to manage their integrations. We designed a tool that lists these integrations, gives details about the integration (including history, granular details, and information about the company) as well as a way to flag/manage these integrations in relation to their own instance of the system.
-
A large mortgage company needed a way to manage the rules that manage how certain roles and titles come up in different areas of their system (one example might be how internal end users might see certain title officers or underwriters populate in particular dropdowns or tables.
We devised an efficient pattern for adding/remove/configuring these options from a central area of the system.
-
We've worked to design UI around several different API integrations, including Google Maps, UPS, and more.
Have a system that requires planning through an API you're looking to integrate? Drop us a line.
more features
* Much of our work is confidential. To protect intellectual property, some designs on this page have been re-made to represent the integrity of certain features and respect the IP’s of our clients. Additionally, we’ve replaced client names and industries to protect their identities.