Unifying Multiple Legacy Products into a Scalable Enterprise Platform

This project is covered by a non-disclosure agreement, so detailed visuals and artifacts can’t be shared publicly. I’m happy to walk through the work, decisions, and outcomes in more detail during a conversation.

ROLE AND TEAM STRUCTURE

I served as the primary designer, working closely with a UX Manager, VP of Product, a Business Analyst and the Product Manager. During handoff, I partnered with a cross-functional team to support development and ensure alignment. The design phase spanned approximately nine months, covering discovery to development.

PROCESS
discovery
user research
market analysis
ideation
strategy & concepts
info architecture
design
UI design
interaction design
production
documentation
product build

The company initiated a ground-up reimagining of its flagship product to address growing usability challenges and remain competitive in the enterprise software space. The project required aligning business goals, user needs, and technical constraints into a cohesive product strategy.

The resulting redesign played a meaningful role in strengthening the product’s market position during a period that culminated in acquisition by a larger global company.

EARLY SIGNALS

Where existing tools broke down in daily workflows

This project began with deep discovery focused on understanding how hospital staff actually work day to day. Through internal interviews, conversations with key clients, and direct observation of existing workflows, we identified where current tools were creating friction rather than support.

A consistent theme emerged: users needed a clearer way to identify, organize, and prioritize their work, while still retaining an added layer of flexibility to adapt the system to their individual roles and workflows. Existing solutions were either too rigid or too fragmented, forcing users to rely on workarounds that reduced efficiency and confidence.

RESEARCH SYNTHESIS

From fragmentation to a shared model

Based on these insights, the design direction shifted toward creating a centralized, customizable workspace — one that could support both individual contributors and teams while adapting to different work styles. Rather than introducing another rigid workflow tool, the goal was to enable users to shape the system around how they work.

This intuitively pointed toward a task-manager-style approach. Familiar interaction patterns supported learnability, while concepts were adapted to a more complex operational context. Low-fidelity wireframes were used to align on structure and priorities before moving into high-fidelity design, where visual decisions were made in tandem with technical considerations.

Throughout the process, designs were iterated continuously using feedback from internal stakeholders and external users. A prototype was developed not only to validate interaction flows, but also to support technical handoff and ensure feasibility during production.

Acquired by a Fortune 5

As the redesigned product took shape, early prototypes were shared with clients and demonstrated at industry events, helping communicate a clearer product vision ahead of release.

The new platform became a key factor in how the company positioned itself for future growth and long-term product strategy. This work contributed to the company being acquired by a Fortune 5 healthcare organization during a period of rapid growth.

APPLIED LEARNINGS

Working on this project reinforced how critical clarity, alignment, and iteration are when designing complex enterprise software. Taking a product from early discovery through production required balancing user needs, business goals, and technical constraints — often simultaneously.

Research & Interviewing Skills

I conducted 26 research sessions with internal stakeholders and external clients to understand clinical workflows and role-specific needs. Despite limited initial domain knowledge, this process helped me build a strong mental model of how users operate day to day, reinforcing the importance of early discovery in shaping confident, evidence-based design decisions.

Redesigning & Combining Products

This project required consolidating six existing products into a single platform, balancing legacy functionality with a new, streamlined experience. Defining a clear guiding vision and simplifying information architecture taught me how to evaluate what to preserve, what to evolve, and what to remove — emphasizing intentional reduction over feature expansion.

Documentation & Web Components

Given the scope of the redesign, clear and detailed documentation was critical for successful implementation, especially as development adopted a new coding language and creation of new web components. Defining interactions, states, and variations reinforced the importance of designing scalable systems, where clarity and consistency support long-term maintainability while preserving existing client workflows.

STAKEHOLDER ALIGNMENT

Redesigning a mission-critical enterprise product introduced understandable concerns around change management and continuity. While early demos generated strong interest, some existing clients and internal stakeholders were cautious about how the transition might affect established workflows and whether key functionality would be preserved.

PROBLEM

During Steering Committee review, we encountered resistance from a small group of stakeholders who were concerned that certain legacy features would be handled differently in the new experience. Although the broader group was supportive, these concerns temporarily delayed approval to proceed, highlighting the importance of alignment when introducing significant change to a trusted system. The challenge was not disagreement with the vision, but uncertainty around continuity, trust, and how existing workflows would translate in the new platform.

SOLUTION

We conducted a thorough gap analysis comparing existing functionality to the redesigned workflows and held regular working sessions to walk stakeholders through the research and rationale behind key decisions. Rather than positioning the redesign as a replacement, we focused on demonstrating how core goals could still be achieved — often more efficiently — through updated interaction patterns grounded in user needs, research insights, and industry standards. This allowed stakeholders to see the redesign as an evolution rather than a disruption.

Through continued collaboration and transparency, concerns were resolved and alignment was reached across teams. Stakeholders gained confidence in the new direction, and consensus was established to move forward with the redesign as a shared vision for the product’s future.

MEASURING IMPACT

After months of research, iteration, and collaboration, the project reached a point of design maturity and was formally handed off to development. Clean documentation and a comprehensive specification prototype ensured the engineering team had a strong foundation to build from, reducing ambiguity and minimizing design-related bottlenecks during implementation.

This engagement established the research foundation, interaction framework, and stakeholder alignment needed to drive measurable improvement across the following outcomes:

Average Resolution Time
• Measures platform efficiency
• Tracks how quickly daily work gets done
Net Collection Rate
• Indicates financial improvement
• Shows if changes improve revenue outcomes
Clean Claims Rate
• Evaluates accuracy of workflows
• Measures reduction of errors in processes

The foundation built during this engagement — from research synthesis to stakeholder alignment and scalable interaction patterns — positions the product team to measure what matters from day one.

Check out some of my other projects