Ideal Image In-Clinic Tool
Goal / Build a new, streamlined quoting flow for clinics to use.
2025
Planning
I worked with the Salesforce PM to put together the lo-fi flows for how the new quoting tool would work. We worked with screens we already had as well as defined what new screens would be needed.
Collaborative Design Sessions
When it was time to design, the Salesforce PM and I would work through each scenario that had been accounted for, adding annotations as we went so developers/anyone who had file access would understand functionality.
If we had any questions for the developers or for the business, we would also put annotations so we would remember to ask.
Demos
Once we had created designs that had been technically reviewed with development, it was demo time. I would set up high-fidelity clickable prototypes using our designs with step-by-step instructions on how to move through the flow.
These demos always included the CEO, CMO (Chief Medical Officer), clinic users, and other internal stakeholders.
Final Product
Once all development was done, one final demo was given within the dev environment. This was one of the most anticipated and well-received updates expected to come to the clinics.
Due to the company's decision to close its doors, this product was never fully shipped.