overview
planning
solution
insight

InfoDoc

As the Principal Designer on InfoDoc, I led design interactions, translated business goals, and guided development teams.

Principal Designer

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4 Person Team

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6 Months

schedule

overview

Overview

InfoDoc was built to tackle a challenge in healthcare: keeping track of important documents and ensuring compliance. Healthcare organizations and HR managers needed a smoother way to manage licenses, track progress, and get new hires up and running quickly. Missing a step in this process could mean delaying critical patient care. InfoDoc streamlined onboarding, cutting down on admin headaches and helping providers start work faster.

62% ✅

adoption rate among targeted healthcare organizations

6 months ⏳

from concept to launch, working closely with users to shape the product

We set out to build a seamless onboarding tool that made hiring and compliance tracking easier.

planning

Balancing Speed, Budget, and Trust

One of the biggest challenges in building InfoDoc was working within tight time and budget constraints. As a startup-driven product, the goal was to create a minimum viable product (MVP) that improved niche workflows while building trust with users for future expansion. We knew that not everything would be perfect from day one, but every feature had to be functional, efficient, and valuable. We focused on usability over perfection, ensuring that healthcare teams could complete their daily tasks while building a solid foundation for future improvements.

User Feedback & Unexpected Insights

A major insight that shaped the project was the need for greater visibility into compliance statuses—not just in the UI but also at the database level. To support this, we had to restructure how data was stored to accommodate different views and ensure that information flowed efficiently to the UI. Our clients also requested white-labeled company portals, leading us to extend a theming system across UI pages to support custom branding for different organizations.

Future-Proofing & Scalability

We leveraged external frameworks like Ant Design for UI components to keep things scalable and cost-effective. This approach helped us maintain industry best practices and reduce development overhead for a startup working within constraints. At the same time, we built a flexible design foundation so future teams could expand and iterate without major rework.

solution

Outdated workflows slow things down

Keeping track of deadlines and documents was at the core of the InfoDoc experience.
✅ Automated and manual submissions for flexibility and compliance
📊 Progress summaries so managers could see where each candidate stood
🔍 Clear task lists to ensure nothing fell through the cracks

Trade-Offs & Prioritization

Document management was a huge area for improvement. Users needed a better way to upload and manage multiple documents, but for the MVP, we had to start with single-file uploads. While we successfully built compliance expiration tracking, we knew that bulk uploads and AI-assisted document recognition would be valuable additions down the line. Focusing on core workflows first ensured a usable and scalable solution while leaving room for future innovation.

By focusing on real user pain points, InfoDoc turned a clunky, outdated process into something simple and efficient. Faster onboarding means an employee gets to work faster, saving company time and money.

Managers need visibility

Hiring teams needed a way to track candidate progress at a glance, from signatures to compliance checks. We added summary cards throughout the platform to surface key insights.

Not a one-size-fits-all

Each candidate has a unique process. We built a flexible system that let managers and employees track what mattered most to them.

prototype

insight

To bring InfoDoc to life - gathering requirements, engaging with soon-to-be customers, and putting design (and code) to paper.

Personal Takeaways & Growth

This project reinforced the importance of partnerships and clear communication. While design was my primary role, leading InfoDoc meant bridging the gap between business strategy, user needs, and technical feasibility. I learned that having big-picture conversations about product vision and user engagement helps ensure that new feature requests align with real needs rather than just adding complexity or technical debt. This experience shaped how I approach design leadership, focusing on long-term usability and scalability without losing sight of immediate user impact.

A Foundation for the Future

Document management was a huge area for improvement. Users needed a better way to upload and manage multiple documents, but for the MVP, we had to start with single-file uploads. While we successfully built compliance expiration tracking, we knew that bulk uploads and AI-assisted document recognition would be valuable additions down the line. Focusing on core workflows first ensured a usable and scalable solution while leaving room for future innovation.