Guide: Dashboard and Search Experience

Healthcare | Capstone

Background

My Role

Product designer
Product Strategist
Project Manager

Industry

Healthcare

Timeline

8months

Team

Arjav Jain
Chinonso Maduforo
Joshua Hochman
Urvi Varma
Ruchica Sinha

Tools Used

Figma
Miro
Useberry (User Testing)
Chat Gpt - Simulated Resarch
Claude - Resarch Analysis

The Challenge: A Dual-Phase Problem Statement

Initial Problem & Context

Guide started as a corporate LMS where companies uploaded 90-second training videos for employee development. However, the platform lacked a dedicated search system—users were forced to manually browse through endless content.

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The Pivot: Evolving the Problem Statement

As our project progressed, Guide as Company pivoted its focus. Instead of solely serving corporate training, the platform began targeting mental health—where therapists (as content providers) and patients (as users) replaced companies and employees.

Mental health providers lack effective tools to maintain patient engagement between sessions. Without a streamlined way to assign content and track completion, therapy effectiveness suffers.

Patients experience uncertainty about their between-session work and have no structured way to demonstrate engagement. This gap in care continuity reduces treatment effectiveness for both providers and patients.

Design:
Quick Look

A dual-interface experience crafted for both therapists and patients — focused on clarity, connection, and continuity.

From search to content tracking, every screen was built with empathy and iteration.

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My Role

What was i doing

Throughout the project, I took on multiple roles—ranging from design, research, facilitation, and scheduling to documentation and coordination. However, I primarily led design across sprints and drove research during the discovery phase.

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Before Pivot:

Research Building the Foundation

Business Model Canvas (BMC)

We began by mapping out the entire business model to understand key value propositions, target users, revenue streams, and partnerships.

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Secondary Research

We conducted a deep dive into academic papers and books on search patterns, best practices, and user experience in online learning environments.

Search System Design


Indexing: Ensure all relevant content is indexed (pages, media, metadata).

Controlled Vocabularies: Use standardised terms for accurate results.

User Experience


Relevance & Authority: Improve content quality, metadata, and keyword use.

Search Algorithms: Weigh relevance and user behaviour, offer faceted search.

Search Interface & Results


Clear Design: Simple, mobile-friendly, with autocomplete and filters.

Present Results: Organized, keyword-highlighted results with sorting options.

Analytics & Personalization


Behavior Tracking: Monitor search interactions to refine content and algorithms.

Personalized Search: Tailor results based on user preferences and history.

Competitive Analysis

We analyzed leading platforms such as Cornerstone OnDemand, LinkedIn Learning, Absorb LMS, TalentLMS, Skilljar, and Xensai.

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  • Key Features Identified: Personalized recommendations, predictive search, and microlearning previews.
  • Takeaway: Competitors were effectively using these features to drive engagement; our goal was to adapt and innovate for Guide’s context.
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User & Expert Interviews

9 Users

2 business owners
1 Employees
4 HR Professionals
1 Expert Interview

Experience with

LMS tools
Productivity

Industry

Education
Healthcare
IT

Research Snapshot
  • Core Questions:
    • 1. How do you prioritize search results (relevance, length, quality)?
    • 2. Would personalized recommendations influence your search behavior?
    • 3. What features are most valuable in a search experience?

1. Compliance Focus:

Training was often seen as a checkbox task.

2. Content Previews:

The ability to preview content was highly valued.

3. Curated Recommendations:

Users preferred systems that suggested relevant content.

4. Discovering Resources:

Explore more content aligned with their learning goals.

Insights to Initiatives

We mapped, sketched, decided, prototyped, and tested—each step shaped our early design process.

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User Interviews

What helped us discover the core needs behind Guide’s pivot?

5 Users

4 Healthcare Proffesionals
1 Expert Interview

Experience with

LMS tools

Therapist Background

2 with “tech” familiarity
2 with mid- level familiarity

  • Goal:
    • 1. To capture authentic, nuanced user perspectives
    • 2. To build empathy and human connection with our actual users

“It would be helpful to track whether a patient accessed or completed a resource. This would allow me to see if they engaged with the material or if I need to offer something different.” -
(P1-32)

“I prefer browsing mental health resources by category rather than keyword searching. Having predefined categories allows me to quickly find relevant materials for my patients”-
(P1-35)

Efficiency is important because my time for reviewing and assigning resources is limited. Any tool I use must allow me to quickly find, evaluate, and send materials to patients.-
(P2-37)

"When searching for resources, I preferred to start broadly and then narrow down options based on relevance."-
P4-106

Feature Analysis

How did analyzing platform features lead us to understand Guide’s evolving needs?

Products

1. TherapistAid
2. carepatron.com
3. Psychology Tools
4. Talk Space
5. Amwell

Methodology

1. User flow Recreation 2. Systematic annotation of key features

  • Goal:
    • 1. To identify and document industry-standard features, providing us with clear benchmarks
    • 2. To discover feature gaps in the current market that can inspire our UVP.
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Feature Prioritization through IA

Therapist

1. Assign Content
2. Track engagement

Patient

1. View and Save Content
2. Track completion

Methodology

1. user flows
2. information architecture
3. collaborative voting sessions

  • Goal:
    • 1. To discover the features that are essential to the MVP
    • 2. To prioritize features for the MVP and for future development
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Ideas to Actionables

We moved from abstract ideas to tangible next steps—defining clear actions to guide our design process and collaboration.

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User Flows

We mapped user flows to visualize how therapists and patients interact with key features—clarifying paths, pain points, and opportunities. These flows laid the foundation for our design decisions.

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Hifi Designs and Design sytem

We iterated on component design by refining how each element relates to others—aligning with existing design guidelines and ensuring accessibility throughout.

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User Testing

Does the experience work as intended for real users?

9 Users

5 Healthcare Proffesionals
4 Patients

Goal

1. To capture authentic, nuanced user perspectives
2. To build empathy and human connection with our actual users

Technology

Useberry

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The end Results

Final designs completed with all requested changes applied and aligned with team feedback.

Mobile

Final designs are now adapted for mobile. I made layout and interaction changes to ensure the experience is optimized for smaller screens—improving readability, spacing, and touch accessibility while staying consistent with the desktop design.