In a project to win over a major health insurance client, I designed a prototype for claims management software that dramatically improved the efficiency of their claims managers. By conducting remote and on-site research, I was able to identify key workflow challenges—such as the need to switch between multiple screens and multiple applications. My design put all the information the claims managers needed to see into one interface, making their job faster and more efficient. My design also included brand new features like automatic medical record retrieval and a new patient facesheet. Read more about the details of the design and research after the jump.

At the beginning of the year our product team was asking ourselves what should we build next for our users? Everyone on the team had strong opinions about what we should build so we needed a way to give everyone’s ideas a chance but ultimately have our customers choose. I then had the opportunity to plan and lead our team through a three week research blitz where we cleared our calendars and talked to our users every day to figure out what they wanted us to build for them. See what we discovered in the case study link below.

We had just finished hiring a large team of designers and researchers but the designers and researchers we'd hired had limited experience running workshops. Our product organization desprately needed us to step up and run more workshops with their teams. To help everyone fulfill the needs of the organization I organized and led a two-day workshop on workshops that focused on giving each designer and researcher experience and confidence running effective workshops. The training was highly successful and immediately afterward our designers and researchers began proposing and leading more workshops within the organization. Read more about exactly what we did during those two days after the jump.