JS Portfolio / B2B SaaS / Healthcare

Workforce

Management

System

Workforce

Management

System

Workforce Management
System

Building the Operating System for Healthcare

Staffing

Building the Operating System for Healthcare

Staffing

Building the Operating System for Healthcare Staffing

B2B SaaS  •  Healthcare Staffing  •  Multi-role Platform

B2B SaaS  •  Healthcare Staffing  •  Multi-role Platform

Role

Product Designer

(Lead)

Role

Product Designer (Lead)

Duration

Nov 2024 – June 2025+

(ongoing)

Duration

Nov 2024 – June 2025+ (ongoing)

Team

Product, Engineering,

Compliance

Team

Product, Engineering, Compliance

Scope

Admin, Facility, Agency Portals + Mobile

App

Scope

Admin, Facility, Agency Portals + Mobile App

Status

Live with 20+

Saas customers

Status

Live with 20+ Saas customers

A healthcare staffing platform was struggling with disconnected workflows, inconsistent design, and an outdated mobile experience. Over 2+ years, I designed a complete product ecosystem that transformed how healthcare agencies, facilities, and professionals manage shifts, credentials, and securing 14+ clients and improving operational efficiency by 25–30%.

A healthcare staffing platform was struggling with disconnected workflows, inconsistent design, and an outdated mobile experience. Over 2+ years, I designed a complete product ecosystem that transformed how healthcare agencies, facilities, and professionals manage shifts, credentials, and securing 14+ clients and improving operational efficiency by 25–30%.

14+

14+

Clients Onboarded

Clients Onboarded

Post-SaaS launch across Admin Portal and Mobile App

Post-SaaS launch across Admin Portal and Mobile App

25–30%

25–30%

Faster Shift Fulfillment

Faster Shift Fulfillment

Reduced time in shift lifecycle from request to closure

Reduced time in shift lifecycle from request to closure

30%

30%

Improved Verification

Improved Verification

Increased credential verification and expiration tracking

Increased credential verification and expiration tracking

14+

Clients Onboarded

Post-SaaS launch across Admin Portal and Mobile App

25–30%

Faster Shift Fulfillment

Reduced time in shift lifecycle from request to closure

30%

Improved Verification

Increased credential verification and expiration tracking

The Broken Status Quo

The Broken Status Quo

The Broken Status Quo

What the platform looked like before rewamp

What the platform looked like before rewamp

The Core Problem

The Core Problem

No design system existed, components and design tokens were inconsistent across modules, leading to fragmented user experiences.

No design system existed, components and design tokens were inconsistent across modules, leading to fragmented user experiences.

Development moved faster than design, existing features had no visual documentation, slowing down design work.

Development moved faster than design, existing features had no visual documentation, slowing down design work.

New business needs implementation fast for ATS and Job Board

features were built without a clear product architecture.

New business needs implementation fast for ATS and Job Board

features were built without a clear product architecture.

Credential requirements were complex, healthcare professionals credentials had centralized tracking system but flow needed fixes.

Credential requirements were complex, healthcare professionals credentials had centralized tracking system but flow needed fixes.

Scaling challenges as user count and shifts grew, old systems became too slow, forcing a multiple changes on different flows of mobile app.

Scaling challenges as user count and shifts grew, old systems became too slow, forcing a multiple changes on different flows of mobile app.

Who Felt the Pain?

Who Felt the Pain?

Agency Administrator

• Managing HCP profiles across multiple facilities

• Managing HCP profiles across multiple facilities

• No visibility into credentials, licenses, expiration dates

• No visibility into credentials, licenses, expiration dates

• Manual process for updating rate cards and shift assignments

• Manual process for updating rate cards and shift assignments

• Bulk operations took hours

• Bulk operations took hours

Goal: Centralized control over HCP profiles and shift assignments

Facility Manager / Nurse Champion

• Unclear which HCPs were compliant

• Unclear which HCPs were compliant

• Manual tracking of expiration dates across hundreds of workers

• Manual tracking of expiration dates across hundreds of workers

• No audit trail for compliance decisions

• No audit trail for compliance decisions

• Difficult to see real-time shift fulfillment across agencies

• Difficult to see real-time shift fulfillment across agencies

Goal: Ensure compliance and full visibility into staffing status

Nurse / Healthcare Professional

• Outdated mobile app was slow and confusing

• Outdated mobile app was slow and confusing

• Hard to find and apply for shifts quickly

• Hard to find and apply for shifts quickly

• No clear status updates on applications

• No clear status updates on applications

• Credential tracking was their responsibility

• Credential tracking was their responsibility

Goal: Easy, fast shift discovery and application in clinical settings

Agency Administrator

• Managing HCP profiles across multiple facilities

• No visibility into credentials, licenses, expiration dates

• Manual process for updating rate cards and shift assignments

• Bulk operations took hours

Goal: Centralized control over HCP profiles and shift assignments

Facility Manager / Nurse Champion

• Unclear which HCPs were compliant

• Manual tracking of expiration dates across hundreds of workers

• No audit trail for compliance decisions

• Difficult to see real-time shift fulfillment across agencies

Goal: Ensure compliance and full visibility into staffing status

Nurse / Healthcare Professional

• Outdated mobile app was slow and confusing

• Hard to find and apply for shifts quickly

• No clear status updates on applications

• Credential tracking was their responsibility

Goal: Easy, fast shift discovery and application in clinical settings

Research & Discovery Process

Research & Discovery Process

Research & Discovery Process

STAKEHOLDER INTERVIEWS

In-Depth Interviews

Agency admins -> shift/job management

Facility managers -> compliance & oversight

HCPs → mobile workflow challenges

CAs → rate card & billing complexity

WORKFLOW SHADOWING

Observational Research

Manual shift fulfillment processes

Credential tracking bottlenecks

Communication gaps between stakeholders

How HCPs actually use mobile in clinical

COMPETITIVE ANALYSIS

Market Research

ATS & job board functionality

Shift management approaches

Mobile experience best practices

HCPs tracking strategies

INFORMATION ARCHITECTURE

System Mapping

Admin Portal ↔ Facility Portal

Agency Portal ↔ Mobile App

Data boundaries & role-based access

Multi-tenant architecture constraints

5 Core Insights That Shaped Design

1

Agencies needed ATS + Job Board for permanent placements alongside shifts.

Agencies needed ATS + Job Board for permanent placements alongside shifts.

→ Build an entire hiring workflow module (didn't exist before).

→ Build an entire hiring workflow module (didn't exist before).

→ Build an entire hiring workflow module (didn't exist before).

2

Rate card management was overly complex with multiple variables.

Rate card management was overly complex with multiple variables.

→ Design a flexible yet intuitive pricing system with automation.

→ Design a flexible yet intuitive pricing system with automation.

→ Design a flexible yet intuitive pricing system with automation.

3

HCPs needed real-time credential expiration visibility.

HCPs needed real-time credential expiration visibility.

→ Add a credential tab with automated alerts.

→ Add a credential tab with automated alerts.

→ Add a credential tab with automated alerts.

4

Mobile app was outdated — HCPs were slow to adopt.

Mobile app was outdated — HCPs were slow to adopt.

→ Complete mobile redesign focused on speed and simplicity.

→ Complete mobile redesign focused on speed and simplicity.

→ Complete mobile redesign focused on speed and simplicity.

5

Bulk operations were critical for scaling agencies.

Bulk operations were critical for scaling agencies.

→ Design multi-select, bulk messaging, batch license updates.

→ Design multi-select, bulk messaging, batch license updates.

→ Design multi-select, bulk messaging, batch license updates.

Design Strategy

Design Strategy

Design Strategy

The challenge wasn't adding more features, it was creating coherence across product environment.

The challenge wasn't adding more features, it was creating coherence across product environment.

The platform was breaking: no design system, development moving faster than design, and multiple products needing one unified design system.

The platform was breaking: no design system, development moving faster than design, and multiple products needing one unified design system.

Build an end-to-end design system first (components, tokens, colors, typography)

Apply consistent language across all four products

Prioritize role-based views for different users

Mobile-first for the HCP experience, User-centered & HCI design

Compliant at every layer, not an afterthought

Build an end-to-end design system first (components, tokens, colors, typography)

Apply consistent language across all four products Prioritize role-based views for different users Mobile-first for the HCP experience, User-centered & HCI design

Compliant at every layer, not an afterthought

PRINCIPLE

HCP-First

Every feature must support regulatory

requirements → credential tracking, audit

trails, data isolation.

Every feature must support regulatory

requirements → credential tracking, audit trails, data isolation.

PRINCIPLE

Speed & Flow Optimized

HCPs work fast-paced clinical shifts. Mobile

must be quick: large tap targets, minimal navigation.

HCPs work fast-paced clinical shifts. Mobile must be quick: large tap targets, minimal navigation.

PRINCIPLE

Role-Based Everything

Admins need control. HCPs need simplicity.

Different interfaces for different needs.

Product Ecosystem

Product Ecosystem

Product Ecosystem

Four interconnected products, one unified platform

Four interconnected products, one unified platform

FACILITY PORTAL

FACILITY PORTAL

ADMIN PORTAL

ADMIN PORTAL

AGENCY PORTAL

AGENCY PORTAL

MOBILE APP

MOBILE APP

Multi-Tenant Architecture

Strict data isolation between agencies/facilities. Role-based access: Super

Admin → Facility Admin → Agency Admin → HCP. Unified design system. Shared

compliance & audit trail infrastructure.

User Flow

Admins create shifts & manage credentials via portals. Mobile app gives HCPs

shift discovery and real-time updates. All changes sync immediately, no stale

flow. Audit trail tracks every action.

End-to-End Design System

End-to-End Design System

End-to-End Design System

Foundation for consistency across 4 products

Foundation for consistency across 4 products

Color Palette

Mobile App

The primary color used across the mobile app for buttons, links, inputs, and other interactive elements. It sets the overall tone and emotional feel of the app experience.

Admin Portal

The primary color used across the admin portal for buttons, links, inputs, and other interactive elements. It reinforces a functional, task-focused feel suited for internal workflows.

Components

Admin Portal: Centralized Command Center

Admin Portal: Centralized Command Center

Admin Portal: Centralized Command Center

Real-time dashboards tracking shifts, jobs, credentials, invoices and users

Purpose & Users

The Admin Portal centralizes workforce management for

internal teams, facility admins, and agency representatives providing full operational transparency.

Super Admins

Manage system-wide configurations, user roles, platform settings

Facility Admins

Oversee facility-specific staffing, HCPs credentials transparency

Agency Admins

Manage HCP profiles, shift assignments, rate cards, facilities

Key Features

• Shift lifecycle management

• Credential alerts

• ATS & Job Board

• Rate card system

• Bulk operations

• Audit trails

Design Approach

The interface handles dense information using modular tabs, collapsible sections, and advanced

filtering. Bulk operations use multi-step confirmation to minimize errors.

1. Role-Based UI Views

Different admins see different interfaces based on permissions.

2. Progressive Disclosure

Show essential info first, expand only when needed.

3. Color-Coded Status Badges

Blue = Active, Green = Compliant, Orange = Expiring, Red = Critical.

4. Tabbed Navigation

Shifts, Credentials, Billing, Reporting, etc.

5. Advanced Filtering

Filter by facility, date, status, HCP type, state.

6. Bulk Actions with Confirmation

Multi-select → confirmation modal → execute.

Mobile App: HCP's Pocket Companion

Mobile App: HCP's Pocket Companion

Mobile App: HCP's Pocket Companion

Streamlined shift/job discovery, application, and shift tracking

Purpose & Users

The mobile app equips healthcare professionals with

streamlined shift discovery, application, and real-time shift tracking feature’s tailored for clinical environments.

HCPs work fast-paced clinical shifts often between tasks,

wearing gloves, in bright sunlight. Every interaction must be quick,

large, and intuitive.

Key Features

• Smart shift discovery

• Shift & job tracking

• Clock in/out with breaks

• Credential management

• Profile & preferences

• Messaging & push notifications

Design Approach

Mobile UX prioritizes simplicity with large tap targets, minimal navigation, and visual feedback through multi-step processes.

1. Minimalist Screens

Only essential info per screen.

2. Large Tap Targets

Usable with gloves/wet hands.

3. Bottom Tab Navigation

Home, Search, Applications, Profile.

4. Step Indicators

Clear progress (Step 2 of 3).

5. Location Integration

Suggest nearby shifts using device location.

6. Push Notifications

Shift posted nearby, application updated, credential expiring.

7. Guest Mode

Browse shifts anonymously before login.

Key Design Decisions & Why

Key Design Decisions & Why

Key Design Decisions & Why

DECISION #1

Multi-Stakeholder Data Isolation

Challenge

Agencies can't see each other's data; facilities contracts with which agencies they want to work with.

Solution

Strict role-based access at every layer, UI surfaces only authorized data.

Why This Matters

Regulatory compliance (HIPAA), data protection, trust.

Design Impact

Faceted navigation, role-based dashboards, audit logs.

DECISION #2

Compliance-First Design

Challenge

Licensing is complex and error-prone; expirations create operational risk.

Solution

Automated expiration alerts, visual status indicators, centralized tracking.

Why This Matters

Prevents operational shutdowns, reduces manual work.

Design Impact

Credential dashboard is prominent; expiration dates visible everywhere HCP

appears.

DECISION #3

Scaling Through Automation

Challenge

Updating credentials for hundreds of HCPs one-by-one is tedious and risky

in bulk.

Solution

Bulk select → preview → confirm workflow.

Why This Matters

Admins saved 20–30 hours per week.

Design Impact

Multi-select checkboxes, preview modal, confirmation dialog.

DECISION #4

Different UIs for Different Users

Challenge

HCPs need speed; admins need power and density. Can one design serve

both?

Solution

No, build separate experiences optimized for each role.

Why This Matters

30% increase in shift applications; 25–30% faster fulfillment.

Design Impact

Mobile: bottom tabs, single-column. Portal: modules, tables, filters, etc.

DECISION #5

Shared Design System Across Four Surfaces

Challenge

Four different surfaces, each needing different UI patterns and density, but must feel like one product.

Solution

Single design system (components, tokens, typography) shared across all surfaces, adapted per context.

Why This Matters

Consistency at scale, faster feature builds, lower design/dev overhead.

Design Impact

Shared components/tokens reused everywhere; dense tables for portals, simplified single-column for mobile.

Constraints & Trade-Offs

Constraints & Trade-Offs

Constraints & Trade-Offs

Multi-Agency Security

Strict data isolation required complexity in data modeling

and UX logic.

Strict data isolation required complexity in data modeling and UX logic.

Trade-off

Feature parity across agency sacrificed for security.

Acceptance

Security > feature parity non-negotiable.

Healthcare Regulation

HIPAA, state licensing, credentialing standards shaped

every screen.

HIPAA, state licensing, credentialing standards shaped every screen.

Trade-off

Simple UI vs. compliance checkboxes and audit trails.

Acceptance

Unglamorous features make the product valuable.

Time to Market vs. Perfect UX

Product needed to launch to secure clients.

Trade-off

No design system, features kept breaking product. → Full revamp over quick fix. → Rebuilt system to scale.

Acceptance

Ship good enough, iterate. adoption rate 30% after

rewamp.

Ship good enough, iterate. adoption rate 30% after rewamp.

Diverse User Base

Serving admins, HCPs, and facilities with different needs

in one platform.

Serving admins, HCPs, and facilities with different needs in one platform.

Trade-off

Single dashboard was overwhelming.

Acceptance

Role-based complexity is worth the adoption gains.

Design System Integration

Integrating new design system with existing code.

Trade-off

Incremental rollout meant temporary inconsistency.

Acceptance

Migrated one system at a time to full consistency.

Impact & Metrics

Impact & Metrics

14+

14+

Clients Onboarded

Clients Onboarded

B2B SaaS launch with Admin Portal and Mobile App

B2B SaaS launch with Admin Portal and Mobile App

25–30%

25–30%

Faster Shift Fulfillment

Faster Shift Fulfillment

Reduced time from request to closure

Reduced time from request to closure

30%

30%

Improved Compliance Rate

Improved Compliance Rate

Increased credential verification and tracking

Increased credential verification and tracking

Secured 14+ clients through both Admin Portal and Mobile App

Achieved 25–30% reduction in shift fulfillment times

Improved compliance and credential verification rates by 30%

Saved 20–30 hours per week for administrators through bulk processing

Increased mobile app adoption by 30% after rewamp

Reduced billing disputes through accurate rate card automation

Enabled agencies to scale operations efficiently

Reflection & Key Learnings

Reflection & Key Learnings

Reflection & Key Learnings

Compliance-First Thinking Changes Everything

"In consumer SaaS, you optimize for engagement. In healthcare, you optimize for compliance and trust."

Design slows down, but mistakes are costly, audit trails and confirmations are essential.

Multi-Agency Architecture Isn't Just Technical — It's a Design Problem

"Building for multiple organizations with different security requirements bleeds into every UI decision."

Role-based views and permission-aware features require deep understanding of the data model.

Real Users Break Your Assumptions

"I assumed HCPs would use the app between shifts. Reality: locker rooms, wet hands, poor lighting(sometimes)."

High contrast, large buttons, minimal text, fast interactions.

Bulk Operations Are Mandatory for Scaling

"When you have 500 HCPs, one-by-one updates are impossible."

Design for batch operations from day one.

Data Boundaries Require Design Discipline

"Strict isolation means resisting 'just share this data' requests from product teams."

Say no to things that cross security boundaries.

Design System Is Infrastructure, Not a Luxury

"Without a design system, every feature required design cycles. With one, features scaled 3x faster."

Invest in system-building early, it pays dividends at scale.

What's Next

What's Next

What's Next

Browse available shifts nearby

Shows you can identify a trust/conversion problem, not just a usability one. Adding a trust signal (X HCPs worked here) is a business-impact redesign, ties directly to driving applications, which recruiters read as product thinking, not just UI polish.

End shift accurately

Shows financial-UX sensitivity. Pay accuracy and a clear breakdown of pay and taxes is a high-stakes trust moment for gig workers, redesigning that shows you understand emotional stakes tied to money, not just visual hierarchy.

Applying to a shift and waiting for a response

Shows systems-level thinking, not just interface fixes. A 6–12 hour wait for shift confirmation is a backend/process problem, proposing AI-assisted review to match qualified applicants faster shows you can design solutions beyond the screen, tied to speed and business outcomes.

This project is ongoing. With 14+ clients and thousands of daily users, the platform continues to

evolve with ongoing user testing, A/B experiments, and analytics-driven iteration. The biggest

opportunity ahead is predictive intelligence: using data from thousands of shifts to anticipate

staffing needs before shortages happen.

This project is ongoing. With 14+ clients and thousands of daily users, the platform continues to evolve with ongoing user testing, A/B experiments, and analytics-driven iteration. The biggest opportunity ahead is predictive intelligence: using data from thousands of shifts to anticipate staffing needs before shortages happen.

Thanks for Reading

Thanks for Reading

Building the operating system for healthcare staffing was complex, regulatory-heavy,

and deeply rewarding. Special thanks to the engineering, product, and compliance

teams who made this possible.

Want to talk healthcare tech, B2B SaaS, or product design? Let's connect.

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