Advata Portal
Advata provides advanced data analytics software to improve decision-making and optimize administrative efficiencies in healthcare.
MY ROLE
Senior Product Designer
DELIVERABLES
IA Diagrams
Wireframes
Prototypes
HIFI Designs
DURATION
6 months
CONTRIBUTIONS
Information Architecture
UI/UX
Visual Design
Research
THE CHALLENGE
Design a portal experience for a suite of healthcare applications
Advata was created through the merger of six different healthcare companies, all with their own unique product offerings.
My role was to define the portal framework to support the next generation of these products, within our newly branded Advata RCM suite.
GOALS
The portal would allow a user to seamlessly navigate between their subscribed applications
Intuitively onboard new team members and manage their organization’s settings
WORKSHOP
Getting aligned with the team
With all the new teams coming together as one, my first step in this project was to lead a kick-off workshop. This provided everyone with the opportunity to discuss common terms and reach a shared understanding of what we wanted to build and deliver to our customers.
4x groups of 12x participants
3x 15 min breakout discussions
1x 60 min final review session
KEY TAKEAWAYS
Portal: A customer-facing home for a standard framework and infrastructure for all Advata applications
Platform: The external facing view into underlying platform components and application experiences
Application: A sellable artifact that solves one or more problems. May contain models and may serve one or more users
V1 Users: Global Admin User, System Admin User, Application Users
PERSONAS
Referencing existing proto-personas and earlier user interviews, I was able to gain a better understanding of their needs and pain points.
These learnings also formed the basis of our updated Advata personas.
KEY FINDINGS
Healthcare backgrounds
Wide range of tech savviness
Uses multiple applications to accomplish their workflows
INFORMATION ARCHITECTURE
Defining the information architecture was critical in laying the foundation for the portal and helping the different product owners and engineering teams understand how everything was going to fit together.
KEY TAKEAWAYS
Global Admin
Settings and portal management for internal Advata usersSystem Admin
Settings and team management for customer adminsApplications
The products users have access to that can be managed independently or through global/system admin
DISCOVERY
What are other tools that allow the user to move between applications, manage their settings and teams?
KEY TAKEAWAYS
Other applications commonly use an app switcher to move between applications
The Advata portal will need an intuitive way for users to quickly switch between applications
System and application settings are clearly delineated
Permission-based settings mean we need clear areas for where and what settings can be accessed
Managing teams and users following well known mental models and design patterns
Leverage existing mental models and patterns to deliver familiar experiences
WIREFRAMES
Taking into consideration requirements from my product owner and explorations I began work on wireframes for the portal outlining:
PROTOTYPE & TESTING
Interactive prototypes were developed to conduct usability testing with internal users. The goal was to validate key patterns and provide engineering with guidance on user management and permission-based onboarding.
KEY FINDINGS
Navigating between apps was intuitive
Settings location matched expectations
Onboarding flows were clear
HIFI DESIGNS
When creating the final designs I referred to our Material Design toolkit to make sure the components I was using could be easily pulled from the MUI React library. These components and mental models served as a reference for the reusable patterns and flows that could be leveraged for the rest of the portal and application experiences.
FINAL PROTOTYPES & HANDOFF
High fidelity prototypes were created for final reviews with product owner(s) and handoff to engineering.
KEY FLOWS
Adding and Editing users at the Organization and Tenant levels
Onboarding and Request Access flows for each user type
OUTCOMES
v1.0 of the Advata Portal launched in January 2023 with Providence as one of our first customers.
An updated v1.1 launched in May 2023 and included improvements to our initial offering of applications.