Case Study

Overview

Overview

This case study delves into two interconnected projects with Providence, centered on enhancing design systems and employing AI and automation. The primary focus was to support the company’s expanding internal design function, which was already established but seeking further growth. Brought in as a contract specialist, I collaborated with the design lead and the owner of the design system to revise and extend their design language, ensuring it was not only clean but also templatized for various user personas and service blueprints.

The project’s scope extended beyond design; it also involved working with the lead researcher to devise a process that efficiently collected raw data, which was then transformed into journey maps through collaborative workshopping sessions. Generative AI played a critical role in persona creation, ensuring inclusivity and refining user journeys. These efforts were aligned with business objectives, leading to the creation of high-fidelity journey maps and service blueprints that automated pain points and key touchpoints.

Tools &
Methods

Tools & Methods

Tools

Figma

Keynote

Miro
Miro

Excel

FigJam

Acrobat

Midjourney

Chat GPT

Methods

Data Analysis

Collaborating with Stakeholders, visually

Persona Development

Preparing Prototypes for review and sign-off

Workshopping

Confirming happiness of all stakeholders—including end-users

Service Blueprints

Confirming happiness of all stakeholders—including end-users

Requirements Mapping

Confirming happiness of all stakeholders—including end-users

Tools & Methods

Methods

Workshopping

A beautiful clean typeface with punch.

Prototyping

So much character in this one.

Validation

So much character in this one.

Tools

Adobe XD

Keynote

Miro

Figma

Stakeholder Needs

Stakeholder Needs

Stakeholder Needs

Project success relied on addressing the distinct needs of various stakeholder groups, each influencing the development of automation and design solutions.

Project success relied on addressing the distinct needs of various stakeholder groups, each influencing the development of automation and design solutions.

Project success relied on addressing the distinct needs of various stakeholder groups, each influencing the development of automation and design solutions.

View the Table

View the Table

Business Challenges

Business Challenges

Business Challenges

The project aimed to tackle operational inefficiencies by implementing AI-driven automation to ease the burden on staff, while simultaneously addressing the need for more robust internal systems to support collaboration across teams.

The project aimed to tackle operational inefficiencies by implementing AI-driven automation to ease the burden on staff, while simultaneously addressing the need for more robust internal systems to support collaboration across teams.

The project aimed to tackle operational inefficiencies by implementing AI-driven automation to ease the burden on staff, while simultaneously addressing the need for more robust internal systems to support collaboration across teams.

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Healthcare Obstacles

Healthcare Obstacles

Healthcare Obstacles

PHI, HIPAA, Staffing, Pandemic demand, Governmental engagement; UX work in Healthcare involves unique challenges.

PHI, HIPAA, Staffing, Pandemic demand, Governmental engagement; UX work in Healthcare involves unique challenges.

PHI, HIPAA, Staffing, Pandemic demand, Governmental engagement; UX work in Healthcare involves unique challenges.

Learn More

Learn More

Approach

Approach

The strategy employed a sequence of methodical steps that integrated research, design, and automation to streamline processes and support internal teams. This involved iterative collaboration with stakeholders, leveraging AI and design systems to produce high-quality, actionable deliverables.

The strategy employed a sequence of methodical steps that integrated research, design, and automation to streamline processes and support internal teams. This involved iterative collaboration with stakeholders, leveraging AI and design systems to produce high-quality, actionable deliverables.

Timeline

01

Observation and Data Collection

Observation and Data Collection

The initial phase involved primary research where the user researcher and HR stakeholders conducted observations and interviews across hospitals and doctor’s offices.

This phase focused on job shadowing healthcare professionals involved in referral workflows, from general practitioners to specialists, capturing valuable insights from both staff and patient perspectives.

02

Data Analysis

Data Analysis

Collaborating closely with the user researcher, I applied large language models (LLMs) to analyze the collected data. We used sentiment analysis and keyword exploration to refine and identify emerging themes, which informed the subsequent steps in the design and automation process.

03

Design System for Deliverables

Design System for Deliverables

This step centered around creating a dynamic design system for service blueprints and persona templates.

Generative AI was used to create persona images, while tools like ChatGPT were employed to refine copy for clarity and brevity. The design system was iterated through a comprehensive design process to ensure flexibility and usability across various scenarios.

04

Workshopping with Stakeholders

Workshopping with Stakeholders

A series of workshops were conducted with stakeholders and subject matter experts (SMEs) to validate the findings from the research.

These sessions ensured that interpretations of the data were accurate and that the final deliverables, including the journey maps, met the needs of primary stakeholders like HR while aligning with broader business objectives.

05

Developing Strategy Proposal

Developing Strategy Proposal

High-fidelity service blueprints and journey maps were created, highlighting automation opportunities at each step of the service delivery process.

These deliverables also incorporated empathy mapping for caregivers and staff, as well as identifying key pain points and touchpoints, ensuring the research was translated into actionable business strategies.

06

Publishing the Design System

Publishing the Design System

After rigorous iteration and real-world testing, the design system was officially published. The success of the system led to widespread adoption across other teams, who requested access to the templates and tools.

The design system became a popular framework within the organization, receiving stellar feedback and facilitating broader organizational projects.

The Plot Twist

The Plot Twist

Most projects aren't perfect, and this one was no exception!

Listen to the Salty Details

0:00/1:34

Witness the hallucinations

The Plot Twist

Most projects aren't perfect, and this one was no exception!

Listen to the Salty Details

0:00/1:34

Witness the hallucinations

Outcomes

Outcomes

Design System

Design System

Instantiation of a first-of-its-kind Design System for Client

Automation Strategy

Automation Strategy

With Business Stakeholders, the UX and UR members developed and delivered a comprehensive strategy for Referrals Automation

Popular Service Blueprint Template

Popular Service Blueprint Template

The success of these initiatives resulted in external teams requesting access to the files and methods, leading to subsequent phases of funding to explore further automation possibilities

Persona Image Catalog

Persona Image Catalog

Speeding up future projects with a custom portfolio of high-quality Persona images