Business and design consultancy for a mental health company

To prepare a solid foundation for solution development, we delivered a range of elaborate business and design artifacts.

As-is business state analysis

We gathered information about the client’s business, core processes, software solutions and their users, and the general flow of patient care delivery. Based on this information, we developed a granular map that reflected the full business operations lifecycle. This artifact included a breakdown of manual and digital processes to highlight areas for potential automation and digitalization.

Stakeholder interviews

To gather the client’s expectations and requirements for practice management software development, we conducted interviews with all critical stakeholders and identified the following:

• Critical user roles to include (patient, clinician, manager, front desk administrator, and business owner)
• Desirable user flow for the system
• Operational routine and processes for automation
• Core features to include (e.g. view patient data, send it to a prescriber)

We carefully documented all requests, critical needs, and functional and non-functional requirements to provide sufficient information for the software development team.

UX survey among system users

We prepared a UX survey to find out issues and inconveniences users faced with existing software and their expectations of the new system. Based on users’ feedback, we created an in-depth UX map to make sure we created a user-centric and convenient user experience. The UX map comprised:

• Features that users found problematic or unimportant in existing solutions
• Features that users considered well-functioning and necessary in existing solutions
• Ideas on how software could improve users’ daily work and which daily routines users would like to automate or digitize

These findings helped us come up with an optimal UX flow and describe the main user personas of the practice management system. Plus, we provided the client with UX wireframes and mockups to grasp the general system structure and design specifics. We also discussed users’ feedback with the client and jointly reviewed the features to add or avoid in the complete system prototype.

Estimation of project costs and future software maintenance

Once we elaborated project specifications, the client’s requirements, and the UX map, we provided the client with an accurate project breakdown and estimate.  

We also performed an approximate estimate of future software maintenance so that the client could prepare and budget beforehand. Once we agreed with the client on the project estimate, we proceeded to the development phase.