User Management Architecting

Systems-level redesign of enterprise healthcare workflows that reduced admin friction and support dependency

Role

Lead Product Designer â€ĸ Initiative Owner

Scope

End-to-end product strategy, UX, UI, prototyping, validation

Overview

I led the redesign of a user-management experience within a healthcare platform, focused on helping administrators manage access, roles, and permissions with greater clarity and confidence.

Rather than optimizing individual screens, I treated this as a systems design problem, structuring workflows in a way that reduced cognitive load while generating clearer operational signals for the broader platform.

Context & Business Framing

As the platform evolved, administrative workflows became increasingly fragmented across navigation, data models, and legacy patterns.

This created friction for organization admins managing users at scale and increased operational dependency on support teams.

From a business perspective, the opportunity was not speed alone - it was improving administrative autonomy, data trust, and scalability.

The Problem

The People Page served as the central hub for managing users, roles, and organizational data - but administrators struggled to complete core tasks efficiently.

This resulted in:

  • High support dependency for basic actions

  • Inefficient workflows for managing users at scale

  • Inconsistent data across systems

  • Limited visibility into system state and user status

North Star

Create a single, efficient command center that enables administrators to manage users autonomously and at scale.

Design Intent

I anchored the work around three priorities:

  1. Clarity over compression
    Reduce cognitive load while maintaining visibility into critical system states.

  2. Intent-driven workflows
    Structure the experience around administrator tasks, not internal system logic.

  3. Scalable patterns
    Design systems that support large organizations without introducing new friction.

These priorities required tradeoffs — particularly between flexibility and guidance, and between efficiency and risk.

Design Overview: Prototype Demonstration

This prototype highlights core shifts in workflow, including reduced context switching and streamlined user management tasks.

Design Discovery

Click the expand icon (â¤ĸ) to view in full screen.

Before designing, I focused on understanding where operational friction was occurring.

Research inputs

  • Expert heuristic audit

  • Workflow and IA analysis

  • Support ticket review

  • Stakeholder interviews

  • Pendo analytics and qualitative insights

  • Competitive analysis

This revealed that friction stemmed less from feature gaps and more from fragmented workflows, unclear hierarchy, and inconsistent system logic.

Restructuring the System Architecture

The deeper issue wasn’t just the People page — it was how the platform was organized.

Admin workflows were scattered across global navigation, forcing context switching and increasing cognitive load for high-frequency tasks. I ran an IA audit and mapped core workflows end-to-end, which exposed a structural gap: there was no dedicated space for administrative work.

In partnership with engineering, I introduced a Management layer - a centralized command center for org admins.

This:

  • Consolidated high-frequency workflows in one place

  • Reduced cross-page navigation and system noise

  • Improved focus for admin tasks

  • Created a scalable foundation for future features

This was a structural shift — aligning the system with how admins actually work.

Key Design Decisions

With the system structure clarified, I focused on a set of design decisions to improve scalability, data integrity, and workflow efficiency within this new foundation.

Designed for Scale

Before (Left): Pagination-based experience

After (Right): Visualized continuous list

Decision: Replaced pagination with a virtualized, continuous list to support large-scale admin workflows.

Tradeoff: Removed discrete page boundaries, but significantly improved workflow continuity, visibility, and efficiency at scale.


Established a Single Source of Truth

Decision: Unified user data across systems to eliminate inconsistencies.

Tradeoff: Limited flexibility for edge-case overrides, but improved data integrity, system clarity, and user trust.


Enabled Bulk Operations

Decision: Shifted from individual edits to scalable batch actions.

Tradeoff: Introduced risk of large-scale errors, mitigated through confirmation patterns, guardrails, and clear system feedback.


Preserved Context During Editing

Before: Full Page Profile (Legacy)

  • Full page navigation required

  • Breaks workflow context

  • Actions separated from user list

  • Mixed responsibilities

  • Requires navigating back to continue tasks

After: Off-Canvas Panel (Redesign)

  • In-place editing within workflow

  • User list remains visible

  • Context preserved during edits

    Focused, task-relevant information only

  • Eliminated unnecessary navigation

Result: clearer mental model, reduced context switching, and more focused workflows

Tradeoff: Reduced full-screen focus, but preserved context, improved visibility, and minimized workflow disruption.

This pattern was designed to scale across other administrative workflows.


Optimized High-Volume Segmentation Workflows

Decision: Redesigned filtering around how admins actually segment and manage users at scale. Introduced multi-select clinic filtering, scalable navigation patterns, and advanced filtering through a reusable off-canvas system.

Why it matters: Enterprise admins spend significant time locating, grouping, and acting on large datasets. Reducing retrieval friction directly improves operational efficiency.

Tradeoff: Increased filtering flexibility introduced more UI density, requiring stronger hierarchy and progressive disclosure patterns.

Heatmap analysis revealed filtering was one of the most heavily used but least efficient workflows.

Solution Overview

The final experience brings these decisions together into a more predictable and scalable administrative workflow.

Admins can now:

  • Navigate within a dedicated Management space

  • Scan and manage large user sets without performance degradation

  • Segment users quickly using scalable multi-select filtering

  • Take action directly within the workflow using bulk operations

  • Edit user details without losing context

  • Trust that data is consistent across the system

These changes shift the experience from fragmented and reactive to structured and efficient — enabling admins to operate with greater speed, confidence, and autonomy.

Results

The redesigned system improved clarity, efficiency, and scalability across core administrative workflows.

Operational Efficiency

  • Early beta testing indicated a ~66% reduction in time required to complete common admin workflows.

  • Projected ~22% decrease in support tickets related to user management

Usability & Adoption

  • Reduced clarification behavior during testing

  • Increased adoption of self-serve workflows, minimizing support dependency

Data Integrity & Trust

  • Improved consistency of user data across systems by establishing a single source of truth

  • Increased confidence in reporting and administrative actions

Scalability

  • Enabled reliable performance for large user sets through virtualization

  • Established a foundation for scaling administrative workflows as organizations grow

Reflection

This project reinforced that strong enterprise design isn’t about simplifying systems - it’s about making complexity understandable. At scale, the designer’s role is to:

Expose the right information at the right time

Design for growth, not just the current state

Navigate tradeoffs between usability, risk, and business constraints

Looking Ahead

This work revealed a strategic opportunity to evolve the platform toward AI-enabled administrative automation.

By integrating HRIS-driven lifecycle management and leveraging engagement data to identify underutilized subscriptions, the system could shift from reactive administration to proactive intelligence.

Design decisions were intentionally made to support this future state.

The goal is to shift from reactive administration to adaptive system intelligence - improving retention, reducing operational overhead, and strengthening visibility across the platform.

Want to discuss the design decisions behind this work?

â„šī¸ This case study emphasizes design thinking and decision-making. Details have been intentionally generalized to respect confidentiality and intellectual property agreements.

Next
Next

Clinician App: Increased engagement and completion by enabling learning anytime, even offline