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Project 03
2024 - 2025
Multi-product UX
Information Architecture
UI Development
Component Design

Establishing a Central Hub for Client Relationships

Project Overview
Developed seamless navigation through multiple databases from a single platform, eliminating the need for sales reps to juggle software logins.
Project Overview
Eliminated the need for sales reps to juggle software logins by developing seamless navigation through multiple databases from a single platform.
The Problem
Medical account managers faced a significant bottleneck: provider data was siloed, difficult to share with recruiters, and often incomplete. This friction caused delays in the hiring cycle and created risk, as outdated or inaccurate information was frequently passed along during provider onboarding.
Fragmented Tooling
The average user had to juggle 4+ incompatible tools just to track a single provider. This lack of integration forced users into "alt-tab fatigue"—constantly logging in and searching across different systems. To cope, users resorted to maintaining their own manual "shadow databases" in Excel.
Buried Information
The platform’s original data structure was too generic to be useful. Accessing high-priority, role-specific data required digging through 2 or 3 pages and 5+ clicks, slowing down decision-making.
Cognitive Overload
A single provider comes with 8 core hiring requirements and 50+ data points (education, licenses, certifications). Tracking the status and verification of these items across multiple onboarding stages was overwhelming and prone to human error.
The Solutions
Navigation Between Tools
We moved from a "walled garden" approach to an integrated ecosystem. By utilizing deep-linking, users can now navigate from a specific job or client in our system directly to the corresponding entry in external databases. This allows them to bypass external dashboards and logins, keeping them focused on their workflow.

‍Note: We also introduced flexible CSV data exports, meeting users where they are by allowing them to integrate our data into their own organizational methods.
Data Shortcuts
To reduce time-to-value, I designed dashboard shortcuts and "quick-jump" tables. These allow users to isolate and access groups of high-priority jobs or providers with a single click, removing the need for repetitive searching.
Simplify the Hierarchy of Data
To address the overwhelming volume of data, I restructured the hierarchy using a "progressive disclosure" model. This gives users the right amount of information at the right time:

‍Highlights (The Glance): Scannable icons, color-coding, and typography provide an instant read on the status of provider attributes.

‍Summaries (The Context): Short, contextual snippets show the last update and the immediate next step for a requirement.

‍Advanced Modules (The Deep Dive): Comprehensive progress tracking and detailed logs, available only when the user chooses to drill down.
Solution Spotlight
Hospital staffing coordinators were allowing multiple days to pass without submitting job requirements to recruiters.
95%
of Intake Form Automated
Small Clients (<10 Worksites)
67%
of Intake Form Automated
Small Clients (<10 Worksites)
25%
of Intake Form Automated
Small Clients (<10 Worksites)
Search by: Job ID / Worksite / Specialty / etc.
Clear Filters
Clear Filters
Clear Filters
Job Search Bar: Enabling Deep, Complex Filtering
Enhanced job filtering by allowing users to type out several categories of filters seamlessly. Designed for quick filtering of 3+ data points.
Reduced Clicks from 3 to 1 per Each Filter Added (Compared to Table Column Filters)
Users could add separate filters with semi-colons, enabling several filters to be added with 1 click.
Neurosurgery - Endovascular
#YDA956
Start Date:
Oct 29, 2028
Client:
Monolith Healthcare
Worksite(s)
Monolith Family Medical Center
Neurosurgery - Endovascular
#YDA956
Start Date:
Oct 29, 2028
Client:
Monolith Healthcare
Worksite(s)
Monolith Family Medical Center
Neurosurgery - Endovascular
#YDA956
Start Date:
Oct 29, 2028
Client:
Monolith Healthcare
Worksite(s)
Monolith Family Medical Center
Job Cards: A Mobile-Friendly UI for Job Table Data
Created a designated UI for job listings, allowing jobs to be shown in a condensed format (compared to a table) in smaller datasets and on smaller devices.
Prioritizes Specialty and Start Date, two of the most distinct parts of each job (according to users)
Reduced the minimum screen size required for displaying job listings by >50%
Providers Missing Steps
22
Open Proposals
14
Needs Proposals
8
Starting within 14 Days
17
Urgent Jobs / Priority Panels: A Window Into the Bigger Picture
Designed to give users quick visibility and access into high-priority job categories set by their teams. Brings user to a filtered list of jobs based on the category.
Uses hard-coded logic to filter jobs by criteria that our standard table filters didn't support.
Catches urgent jobs as they become available, saving users from having to keep track.

Export Providers As:

.csv

.pdf

.jpg

Export Provider

Data Export: Bridging the Gap Between Tools
Allowed users to export provider data into Excel and a variety of visual formats. Designed to enable sharing of providers with hiring managers.
Offered raw .csv files so users could integrate their data into Excel workflows outside of the product
Offered .pdf and .jpg formats to let users generate professional provider presentations using our UI
Search by: Job ID / Worksite / Specialty / etc.
Clear Filters
Clear Filters
Clear Filters
Job Search Bar: Enabling Deep, Complex Filtering
Enhanced job filtering by allowing users to type out several categories of filters seamlessly. Designed for quick filtering of 3+ data points.
Reduced Clicks from 3 to 1 per Each Filter Added (Compared to Table Column Filters)
Users could add separate filters with semi-colons, enabling several filters to be added with 1 click.
Neurosurgery - Endovascular
#YDA956
Start Date:
Oct 29, 2028
Client:
Monolith Healthcare
Worksite(s)
Monolith Family Medical Center
Neurosurgery - Endovascular
#YDA956
Start Date:
Oct 29, 2028
Client:
Monolith Healthcare
Worksite(s)
Monolith Family Medical Center
Neurosurgery - Endovascular
#YDA956
Start Date:
Oct 29, 2028
Client:
Monolith Healthcare
Worksite(s)
Monolith Family Medical Center
Job Cards: A Mobile-Friendly UI for Job Table Data
Created a designated UI for job listings, allowing jobs to be shown in a condensed format (compared to a table) in smaller datasets and on smaller devices.
Prioritizes Specialty and Start Date, two of the most distinct parts of each job (according to users)
Reduced the minimum screen size required for displaying job listings by >50%
Providers Missing Steps
22
Open Proposals
14
Needs Proposals
8
Starting within 14 Days
17
Urgent Jobs / Priority Panels: A Window Into the Bigger Picture
Designed to give users quick visibility and access into high-priority job categories set by their teams. Brings user to a filtered list of jobs based on the category.
Uses hard-coded logic to filter jobs by criteria that our standard table filters didn't support.
Catches urgent jobs as they become available, saving users from having to keep track.

Export Providers As:

.csv

.pdf

.jpg

Export Provider

Data Export: Bridging the Gap Between Tools
Allowed users to export provider data into Excel and a variety of visual formats. Designed to enable sharing of providers with hiring managers.
Offered raw .csv files so users could integrate their data into Excel workflows outside of the product
Offered .pdf and .jpg formats to let users generate professional provider presentations using our UI
The Impact
Big-picture victories that resulted from this project. These are broad themes that were targeted based on user interviews and past feedback.
Comprehensive Provider Data
in Fewer Than 3 Clicks
Workflows Impacted
Small + Medium Clients (>25 Worksites)
Comprehensive Data Access
without External Logins
Features Impacted
Opening + Duplicating a New Job
Closed Most Workflow Gaps Requiring Users to Exit Product
Features Impacted
All Job Submission Features
95%
of Intake Form Automated
Small Clients (<10 Worksites)
67%
of Intake Form Automated
Small Clients (<10 Worksites)
25%
of Intake Form Automated
Small Clients (<10 Worksites)
The Impact
Hospital staffing coordinators were allowing multiple days to pass without submitting job requirements to recruiters.
Intake Forms
Completely Automated
Small-Scale Clients (<10 Worksites)
Ended Accidental
Data Loss
Small-Scale Clients (<10 Worksites)
Integrated Three Core User Journeys into Design System
Small-Scale Clients (<10 Worksites)
95%
of Intake Form Automated
Small Clients (<10 Worksites)
67%
of Intake Form Automated
Small Clients (<10 Worksites)
25%
of Intake Form Automated
Small Clients (<10 Worksites)
The Outcomes
Hospital staffing coordinators were allowing multiple days to pass without submitting job requirements to recruiters.
95%
of Intake Form Automated
Small Clients (<10 Worksites)
67%
of Intake Form Automated
Small Clients (<10 Worksites)
25%
of Intake Form Automated
Small Clients (<10 Worksites)
95%
Small-Scale Clients (<10 Worksites)
67%
Small-Scale Clients (<10 Worksites)
33%
Small-Scale Clients (<10 Worksites)
The Numbers
2x
Quantity of Data Available
Per Provider
80%
# of Clicks
to Access External Data
40%
# of Page-Loads
to Access Internal Provider Data
95%
of Intake Form Automated
Small Clients (<10 Worksites)
67%
of Intake Form Automated
Small Clients (<10 Worksites)
25%
of Intake Form Automated
Small Clients (<10 Worksites)