On this Episource project, my role was a wearer of multiple hats: client manager, project manager, information architect, and project lead.

As a DIA Design Guild project, this was a short-term project where I recruited a diverse team of early-career product designers (2), user researcher, and data scientist.

Managing project communication, coordinating workload, mentoring new to consulting team members – all part of my responsibilities as we worked on discovery workshops with Episource product managers and a journey map of the client's 4 key products.

This project lasted from August 2021 to September 2021.

The Journey

• setting out the project charter and documenting project direction and objectives
• facilitating product discovery sessions with product managers and other stakeholders (product and engineering) over a 2-week period
• documenting user archetypes and key user flows
• setting up Airtable to collect audit notes and callouts
• making design and usability recommendations

Project Outcome

Episource hired a Director of Design near the end of our engagement for which our presentation and recommendations provided a handy onboarding document for her as she got acquainted with Episource products and workflows.  

Personal Learnings

• This was a really complicated domain space to map. Fascinating to learn about all the different entities and requirements involved in healthcare analytics
• Refreshed my experience with unsupported legacy systems
• Medical coding is another use of applied information architecture
• Hosting debriefs after each discovery interview helped identity and address confusion and misalignment across the internal team

It was a pleasure working with DIA Design Guild apprentices Justin Kim, Jessi Shakarian, and Priyanka Sanghavi; freelancer William Lage.