Cloudberry

A simple, all-in-one productivity tool for patient engagement, clinic team workflows, and medical partner collaboration. Go to Cloudberry.

I led the end-to-end design process for this product, consolidating multiple tools into a single, streamlined solution. The platform reduced workflow inefficiencies by 30%, improved task completion rates by 25%, and saved each team member an average of 30 minutes daily. These improvements enabled clinic teams to focus on what matters most: delivering exceptional patient care.

Main problem

Clinics typically use 6-8 systems, causing delays, inefficiency, miscommunication, and fragmented patient care.

My role

Leading product design, creating responsive web interfaces, conducting user workshops, and shaping visual design and strategy.

01.

Team

2 product designers, 5 engineers (front-end and back-end), and 3 product owners.

01.

Team

2 product designers, 5 engineers (front-end and back-end), and 3 product owners.

01.

Team

2 product designers, 5 engineers (front-end and back-end), and 3 product owners.

02.

Users

Doctors and clinical team members in dentistry, orthodontics, pediatrics, primary care, OB/GYN.

02.

Users

Doctors and clinical team members in dentistry, orthodontics, pediatrics, primary care, OB/GYN.

02.

Users

Doctors and clinical team members in dentistry, orthodontics, pediatrics, primary care, OB/GYN.

03.

Tools

Figma, Adobe CS. Research: in-clinic workshop, market analysis, user interviews.

03.

Tools

Figma/Figjam, Adobe CS. Research methods: In-clinic workshop, user interviews, market analysis.

03.

Tools

Figma, Adobe CS. Research: in-clinic workshop, market analysis, user interviews.

Research

→

Understanding clinic workflows through user interviews and in-clinic workshops, first design mockups.

~2 months

Research

→

Understanding clinic workflows through user interviews and in-clinic workshops, first design mockups.

~2 months

Research

→

Understanding clinic workflows through user interviews and in-clinic workshops, first design mockups.

~2 months

Design

→

Creating a comprehensive design system and an intuitive, all-in-one productivity platform.

~7 months

Design

→

Creating a comprehensive design system and an intuitive, all-in-one productivity platform.

~7 months

Design

→

Creating a comprehensive design system and an intuitive, all-in-one productivity platform.

~7 months

Pilot Launch

→

User testing and validation, feature improvement, and measuring impact on clinic efficiency during pilot launch.

~1 months

Pilot Launch

→

User testing and validation, feature improvement, and measuring impact on clinic efficiency during pilot launch.

~1 months

Pilot Launch

→

User testing and validation, feature improvement, and measuring impact on clinic efficiency during pilot launch.

~1 months

Research & Key Insights

Research Goal

The primary pain point was clear: clinics were relying on 6-8 disconnected tools to manage tasks, patient communication, and administrative workflows. This fractured system left teams frustrated, inefficient, and prone to errors that could affect patient care.

To design an all-in-one productivity tool, we needed a deep understanding of the environment and behaviors of the users.

10 remote user interviews

with clinic team members across various roles, including doctors, nurses, and administrators.

Key Takeaways

These conversations helped us understand the general landscape of clinic operations and the frustrations they faced, but lacked the depth and nuance needed to fully grasp the clinic environment.

Remote user interviews

with clinic team members across various roles, including doctors, nurses, and administrators.

Key Takeaways

These conversations helped us understand the general landscape of clinic operations and the frustrations they faced, but lacked the depth and nuance needed to fully grasp the clinic environment.

10 remote user interviews

with clinic team members across various roles, including doctors, nurses, and administrators.

Key Takeaway

These conversations helped us understand the general landscape of clinic operations and the frustrations they faced, but lacked the depth and nuance needed to fully grasp the clinic environment.

2-day onsite workshop

to observe day-to-day workflows and shadow users.

Key Takeaways

In-depth interviews: 5 staff members (1 doctor, 2 clinic coordinators, and 2 dental assistants) provided detailed insights into their workflows, challenges, and opportunities for improvement. Onsite observations: We shadowed the team during shifts, capturing the dynamic and fast-paced nature of their work.

2-day onsite workshop

to observe day-to-day workflows and shadow users

Key Takeaways

2-day onsite workshop

to observe day-to-day workflows and shadow users.

Key Takeaway

Competitive Analysis

analyzed the tools already in use (Trello, Asana, Slack, and legacy healthcare systems) to understand what worked and what didn't.

Key Takeaways

The problem wasn’t just the tools themselves—it was the lack of a unified system designed specifically for the healthcare context. Many tools were over-engineered for clinic workflows.

user testing

analyzed the tools already in use (Trello, Asana, Slack, and legacy healthcare systems) to understand what worked and what didn't.

Key Takeaways

The problem wasn’t just the tools themselves—it was the lack of a unified system designed specifically for the healthcare context. Many tools were over-engineered for clinic workflows.

Competitive Analysis

analyzed the tools already in use (Trello, Asana, Slack, and legacy healthcare systems) to understand what worked and what didn't.

Key Takeaway

The problem wasn’t just the tools themselves—it was the lack of a unified system designed specifically for the healthcare context. Many tools were over-engineered for clinic workflows.

“It is not the complicated tech, it is design that will transform healthcare industry.”

Key Insights

⁕

Fragmented workflows

Clinic teams used paper notes, Slack, and task management tools to bridge gaps between systems, resulting in inefficiencies and errors.

⁕

Fragmented workflows

Clinic teams used paper notes, Slack, and task management tools to bridge gaps between systems, resulting in inefficiencies and errors.

⁕

Clinic teams used paper notes, Slack, and task management tools to bridge gaps between systems, resulting in inefficiencies and errors.

⁕

Preference for simplicity

Users favored intuitive tools (like Asana) and found complex enterprise systems (like Jira) overwhelming. Ease of use drives adoption.

⁕

Preference for simplicity

Users favored intuitive tools (like Asana) and found complex enterprise systems (like Jira) overwhelming. Ease of use drives adoption.

⁕

Users favored intuitive tools (like Asana) and found complex enterprise systems (like Jira) overwhelming. Ease of use drives adoption.

⁕

Emotional impact of errors

Users often blamed themselves when they couldn’t figure out a tool, highlighting the importance of intuitive, forgiving design.

⁕

Emotional impact of errors

Users often blamed themselves when they couldn’t figure out a tool, highlighting the importance of intuitive, forgiving design.

⁕

Users often blamed themselves when they couldn’t figure out a tool, highlighting the importance of intuitive, forgiving design.

⁕

Information design is critical

Clear, well-organized data was a non-negotiable requirement for long-term adoption and success.

⁕

Information design is critical

Clear, well-organized data was a non-negotiable requirement for long-term adoption and success.

⁕

Clear, well-organized data was a non-negotiable requirement for long-term adoption and success.

⁕

Notification overload

Clinics dealing with over 50 patients daily struggled with overwhelming and hard-to-prioritize alerts.

⁕

Notification overload

Clinics dealing with over 50 patients daily struggled with overwhelming and hard-to-prioritize alerts.

⁕

Clinics dealing with over 50 patients daily struggled with overwhelming and hard-to-prioritize alerts.

⁕

Device-specific preferences

Clinic teams worked on large monitors, while patients primarily interacted through mobile devices.

⁕

Device-specific preferences

Clinic teams worked on large monitors, while patients primarily interacted through mobile devices.

⁕

Clinic teams worked on large monitors, while patients primarily interacted through mobile devices.

⁕

Context is key

Tasks and communications were closely tied to specific patients, files, or team actions.

⁕

Context is key

Tasks and communications were closely tied to specific patients, files, or team actions.

⁕

Tasks and communications were closely tied to specific patients, files, or team actions.

⁕

Sensitive data management

Users were concerned about unauthorized access to sensitive health data.

⁕

Sensitive data management

Users were concerned about unauthorized access to sensitive health data.

⁕

Users were concerned about unauthorized access to sensitive health data.

⁕

Cognitive Overload

Staff struggled with frequently switching contexts, leading to errors and delays.

⁕

Cognitive Overload

Staff struggled with frequently switching contexts, leading to errors and delays.

⁕

Staff struggled with frequently switching contexts, leading to errors and delays.

Some user flows I designed for Cloudberry's features

Designing for Simplicity

The Process

As senior product designer, I led research and design strategy, working closely with a junior designer and collaborating with stakeholders and engineers. We had the invaluable advantage of having practicing doctors on our team and as startup advisers. This unique composition enabled ongoing dialogue about the complexities of medical workflows, helping us identify the real challenges practitioners face.

Research insights directly influenced our design:

Centralized communication: We integrated messaging, task management, and patient records into a single system to eliminate fragmentation.

Simplified interface: The tool was designed with a “minimalist by default” philosophy, focusing on essential functionality.

Error-resilient design: Features like clear feedback, undo actions, and accessible help reduced frustration and boosted confidence.

Challenges

Large Amount of Data

Overwhelming paperwork and digital patient records. Need to reduce time spent on administrative tasks.

Non-modular system

Qlark Case™ had to be modular and cost-efficient, with each module being easily modified, replaced, or swapped to support incremental implementation.

Non-modular system

Overwhelming paperwork and digital records. Need to reduce time spent on administrative tasks.

Complex User Flows

Multiple stakeholders with diverse needs. Clinics needed a system that mirrored their current workflows.

Complex User Flows

Multiple stakeholders with diverse needs. Clinics needed a system that mirrored their workflows.

Complex User Flows

Multiple stakeholders with diverse needs. Clinics needed a system that mirrored their workflows.

HIPAA Compliance and Privacy

Strict privacy requirements limiting standard features. Need secure communication and file-sharing features.

HIPAA Compliance and Privacy

Strict privacy requirements limiting standard features. Secure communication and file-sharing needs.

HIPAA Compliance and Privacy

Strict privacy requirements limiting standard features. Secure communication and file-sharing needs.

solution highlight

1. Patient management

Overview

The patient management feature focuses on enhancing communication with patients, providing a dedicated space for sharing updates, tracking treatment progress, and coordinating care. It also includes tools to support clinical workflows, helping team members stay aligned and organized while delivering high-quality care.

Challenges Addressed

Complex Workflows

Collaboration

HIPAA Compliance

Large Amount of Data

Workflow Integration

Key features

Patient spaces

Dedicated spaces for each patient provide a complete view of their care journey. Teams can access linked files, communication logs (with patients, guardians, and internally), treatment progress, care summaries, and tasks in one place, ensuring seamless and proactive support.

Patient spaces

Patient directory with account types

Supports linked profiles for adults, minors, and guardians, avoiding redundant data entry and ensuring teams have complete access to patient histories and care plans.

Patient directory with account types

Supports linked profiles for adults, minors, and guardians, avoiding redundant data entry and ensuring teams have complete access to patient histories and care plans.

Patient directory with account types

Supports linked profiles for adults, minors, and guardians, avoiding redundant data entry and ensuring teams have complete access to patient histories and care plans.

Content auto-suggestion

Simplifies data entry by recommending relevant patient details, reducing manual work and enabling faster, more accurate decision-making.

Content auto-suggestion

Simplifies data entry by recommending relevant patient details, reducing manual work and enabling faster, more accurate decision-making.

Content auto-suggestion

Simplifies data entry by recommending relevant patient details, reducing manual work and enabling faster, more accurate decision-making.

Smart notification and reminder system

Allows teams to collectively track and address patient-related alerts. Notifications ensure nothing is overlooked, improving response times and patient care outcomes.

Smart notification and reminder system

Allows teams to collectively track and address patient-related alerts. Notifications ensure nothing is overlooked, improving response times and patient care outcomes.

Smart notification and reminder system

Allows teams to collectively track and address patient-related alerts. Notifications ensure nothing is overlooked, improving response times and patient care outcomes.

Impact

Linked accounts and content auto-suggestion reduced duplicate entries by 30%, improving record accuracy.

Smart notifications reduced response times to urgent
tasks by 35%.

solution highlight

2. Task Manager

Overview

Inspired by Trello and Asana, but designed with the unique needs of clinic teams in mind. Our task manager streamlines workflows with a seamless, context-aware solution tailored to healthcare's fast-paced environment. It minimizes task duplication, integrates directly into existing workflows, and empowers teams to focus on patient care.

JTBD provided a structured approach to organize our findings, dive deeper into user motivations, and clarify their priorities.

Key features

Simplified task cards & flexible views

Includes task title, due date, and a checkbox for completion. Supports both list and kanban views for personalized use.

Simplified task cards & flexible views

Includes task title, due date, and a checkbox for completion. Supports both list and kanban views for personalized use.

Simplified task cards & flexible views

Includes task title, due date, and a checkbox for completion. Supports both list and kanban views for personalized use.

Context-aware

Create tasks directly from messages, files, or documents without switching pages.

Context-aware

Create tasks directly from messages, files, or documents without switching pages.

Context-aware

Create tasks directly from messages, files, or documents without switching pages.

Optimized design

Key information is easily accessible to improve focus and reduce effort.

Optimized design

Key information is easily accessible to improve focus and reduce effort.

Optimized design

Key information is easily accessible to improve focus and reduce effort.

Challenges Addressed

Complex Workflows

Data Overload

Efficiency

Interruptions & Time Loss

Double Work

Impact

Increasing team productivity by saving at least 30 minutes per member daily during the pilot launch.

Integrating task creation with platform entities improved focus and reduced errors.

solution highlight

3. Direct messenger

Overview

A HIPAA-compliant messaging system designed to streamline team communication in clinic settings. Combining secure direct messages and team spaces, the system integrates seamlessly with patient records and clinic workflows, ensuring fast, effective collaboration without compromising privacy.

JTBD provided a structured approach to organize our research findings, dive deeper into user motivations, and clarify their priorities.

Key features

Direct messages and team spaces

Enables private conversations or group collaboration similar to Slack channels.

Direct messages and team spaces

Enables private conversations or group collaboration similar to Slack channels.

Direct messages and team spaces

Enables private conversations or group collaboration similar to Slack channels.

Seamless sharing

Share patient treatment records, contact cards, tasks, files, messages, and clinic information directly in chats.

Seamless sharing

Share patient treatment records, contact cards, tasks, files, messages, and clinic information directly in chats.

Seamless sharing

Share patient treatment records, contact cards, tasks, files, messages, and clinic information directly in chats.

Message tools

Includes replies, attachments, pinned messages, emoji reactions, and task linking for efficient communication.

Message tools

Includes replies, attachments, pinned messages, emoji reactions, and task linking for efficient communication.

Message tools

Includes replies, attachments, pinned messages, emoji reactions, and task linking for efficient communication.

Integrated workflows

Each chat or team space connects to related tasks and shared files, creating a centralized workspace.

Integrated workflows

Each chat or team space connects to related tasks and shared files, creating a centralized workspace.

Integrated workflows

Each chat or team space connects to related tasks and shared files, creating a centralized workspace.

Group chat management

Easily join, edit, or manage group chats for flexible team collaboration.

Group chat management

Easily join, edit, or manage group chats for flexible team collaboration.

Group chat management

Easily join, edit, or manage group chats for flexible team collaboration.

Challenges Addressed

Complex Workflows

Workflow Integration

Collaboration

HIPAA Compliance

Impact

Direct messages and team spaces enable faster, more efficient collaboration, ensuring streamlined communication across the team.

Integrated tools improved task completion rates by 20% and saved teams 15 minutes per shift.

User Testing, Pilot Launch & Results

User testing and validation

As we prototyped, we conducted three rounds of usability testing with 5-7 users from diverse clinics. These sessions validated assumptions and highlighted areas for further refinement. Key Insights:

→ Clarity vs. Simplicity: Users needed clearer task prioritization, leading to color-coded labels and a Kanban view for easier task management.

→ Friction Points: Issues with patient filtering were resolved with dynamic search, reducing task completion time by 40%.

Future Feature Improvements

⁕

Tasks

Added clear progress indicators.

Task collaboration tools
like discussions.

Implemented AI for task delegation and tracking.

⁕

Patient Management

Automated follow-up scheduling.

Flexible care workflows tailored to clinics.

AI insights to flag priority patients and care gaps.

⁕

Direct messaging

Templates for recurring discussions.

Added teamspaces for clinic collaboration.

AI-based auto-replies for common queries.

Results

Pilot Launch Impact:

In October 2022, we launched a month-long pilot program at a clinic serving 1,500+ patients and staffed by 6 healthcare professionals.

Pilot Launch Impact:

In October 2022, we launched a month-long pilot program at a clinic serving 1,500+ patients and staffed by 6 healthcare professionals.

Pilot Launch Impact:

In October 2022, we launched a month-long pilot program at a clinic serving 1,500+ patients and staffed by 6 healthcare professionals.

100%

active use by clinic team members

100%

active use by clinic team members

100%

active use by clinic team members

87%

patients onboarded within 24 hours

87%

patients onboarded within 24 hours

87%

patients onboarded within 24 hours

30 offices

of external partners engaged

30 offices

of external partners engaged

30 offices

of external partners engaged

8 tools

replaced during implementation

8 tools

replaced during implementation

8 tools

replaced during implementation

92%

patients engaged within 24 hours

92%

patients engaged within 24 hours

92%

patients engaged within 24 hours

30 mins

saved per team member per day

30 mins

saved per team member per day

30 mins

saved per team member per day

Current Stage: Scaling the Solution

Building on the pilot's success, we began onboarding 10 additional clinics with 10,000+ patients in May 2023. These clinics provide further feedback and validate our scalability.

Current Stage: Scaling the Solution

Building on the pilot's success, we began onboarding 10 additional clinics with 10,000+ patients in May 2023. These clinics provide further feedback and validate our scalability.

Current Stage: Scaling the Solution

Building on the pilot's success, we began onboarding 10 additional clinics with 10,000+ patients in May 2023. These clinics provide further feedback and validate our scalability.

Lessons Learned: Growth Through Design

✹

Real workflows go beyond software solutions.

✹

Real workflows go beyond software solutions.

✹

Real workflows go beyond software solutions.

✹

Testing small groups reveals edge cases early.

✹

Testing small groups reveals edge cases early.

✹

Testing small groups reveals edge cases early.

✹

Context matters more than standard metrics.

✹

Context matters more than standard metrics.

✹

Context matters more than standard metrics.

✹

Seamless integrations boost productivity.

✹

Seamless integrations boost productivity.

✹

Seamless integrations boost productivity.

✹

Observing users directly uncovers hidden issues.

✹

Observing users directly uncovers hidden issues.

✹

Observing users directly uncovers hidden issues.

✹

Simplifying flows doesn’t always mean fewer clicks.

✹

Simplifying flows doesn’t always mean fewer clicks.

✹

Simplifying flows doesn’t always mean fewer clicks.