Designing a High-Stakes Workflow Inside a Constrained Platform
Redesigning a Salesforce-based workflow for liaisons to reduce cognitive load, improve prioritization, and enable confident decision-making at scale.
The Liaison
Powerful, self-serve product and growth analytics to help you convert, engage, and retain more users. Trusted by over 4,000 startups.
Context
Review incoming patient data, coordinate next steps, and escalating issues across care teams.
Time pressure, many parallel cases and frequent context switching.
Automate customer support and close leads faster
Constraints
Review incoming patient data, coordinate next steps, and escalating issues across care teams.
Time pressure, many parallel cases and frequent context switching.
Automate customer support and close leads faster
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Some additional content for my case study.
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Some additional content for my case study.
Content
+45% engagement, -20% churn