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Context

Simplifying Mass Outreach for Sales Teams: A RVM B2B Workflow Overhaul

My Role Lead Product Designer

Team PM, 2 Engineers, QA

Timeline 3 Months

Tools Figma, FigJam, Protopie

As the Lead Product Designer, I...

Designed the end-to-end "Create Campaign" workflow with 5 progressive steps
Built a comprehensive design system with 40+ components
Conducted user research with sales teams and marketing managers
Created interactive prototypes to validate complex interactions
Collaborated with engineering to ensure technical feasibility

The Problem

Complex Campaign Creation Hindering User Adoption

Gabriel AI is a B2B SaaS platform that enables businesses to send ringless voicemails at scale. However, the existing campaign creation process was fragmented, requiring users to navigate multiple screens and remember settings across different steps.

Before

Previous UI Screenshot

Scattered settings across 8+ screens with no clear progression

After

New UI Screenshot

Unified 5-step workflow with progressive disclosure

Key Pain Points

No clear mental model: Users didn't understand the relationship between contacts, messages, and scheduling
Hidden functionality: Advanced features were buried in menus
No feedback loop: Users couldn't preview their campaign before sending

Research & Insights

Understanding the User Journey

I conducted 6 user interviews with sales managers and marketing coordinators who use voicemail campaigns daily.

Research Synthesis – Affinity Map

Key Insights

Speed is critical: Users want to launch campaigns in under 5 minutes
Preview reduces anxiety: Hearing the message before sending builds confidence
Templates save time: 70% of campaigns follow similar patterns

"I just want to upload my list, record a message, and hit send. Every extra click feels like wasted time."

Sales Manager

User Interview Participant

Process

From Wireframes to High-Fidelity

I followed a structured design process, iterating based on user feedback and technical constraints.

Wireframe Explorations

Early wireframe explorations

Design Iterations

V1: Single-page form – too overwhelming
V2: Wizard with 7 steps – too many steps
V3: 5-step progressive disclosure – balanced simplicity with power

Solution

A 5-Step Campaign Workflow

The final design breaks campaign creation into 5 clear steps:

Step 1: Select Contacts

Upload a CSV, choose from existing lists, or integrate with CRM.

Step 2: Record Message

Record directly, upload audio, or use AI text-to-speech.

Step 3-5: Schedule, Configure, Launch

Impact

Measurable Results

40%

Faster Campaign Creation

Step Workflow

40+

Components Built

"The new workflow is exactly what we needed. Our team went from dreading campaign setup to actually enjoying it."

Product Manager

Gabriel AI

Reflection

Key Learnings

🎯 Progressive Disclosure Works

Breaking complex tasks into focused steps dramatically reduced cognitive load.

👀 Preview Builds Confidence

Letting users preview their campaign eliminated the anxiety of "did I do this right?"

⚡ Smart Defaults Save Time

Pre-filling common settings satisfied both novice and power users.

🔄 Iterate with Users

Each round of testing revealed assumptions that needed to be challenged.

Back to Projects

Context

Rethinking Toxicity Data Collection in Oncology

My Role UX Researcher

Team Professor, 2 Clinicians, 3 Researchers

Timeline 6+ Months (Ongoing)

Methods Interviews, Competitive Analysis

As a UX Researcher, I...

Conducted stakeholder interviews with oncologists and nurses
Performed competitive analysis of existing tools (Noona, Carevive)
Identified key differentiators: caregiver involvement and longitudinal tracking
Created prototypes for user testing with patients and caregivers

The Problem

Cancer Patients Struggle to Report Symptoms Accurately

Cancer treatment causes numerous side effects that patients need to report. However, existing systems have critical gaps leading to underreporting and delayed interventions.

Problem Space Visualization

Key Challenges

Recall bias: Patients forget symptoms by the time they see their doctor
Caregiver exclusion: Family members aren't integrated into reporting
No longitudinal view: Clinicians can't see symptom trends over time

Research & Insights

Understanding the Patient-Caregiver-Clinician Triad

I conducted 8 interviews with oncologists, nurses, patients, and caregivers.

Stakeholder Map

Key Insights

Caregivers are untapped: They notice changes patients minimize or forget
Longitudinal data matters: Patterns over weeks are more actionable than snapshots
AI needs transparency: Users trust AI more when they understand the reasoning

"My wife notices when I'm not eating before I even realize it myself."

Cancer Patient

User Interview Participant

Process

From Research to Design Principles

Design Principles Framework

Design Principles

Include caregivers: Allow them to add observations
Show trends: Visualize symptom progression over time
Explain AI reasoning: Always show why AI makes recommendations
Reduce burden: Quick daily check-ins instead of lengthy surveys

Solution

A Collaborative Symptom Monitoring System

Daily Check-in Screen

Feature 1: Dual Reporting

Both patients and caregivers can log symptoms. The system reconciles differences.

Trend Visualization

Feature 2: Trend Visualization

A simple timeline shows symptom severity over weeks.

AI Alert with Explanation

Feature 3: Explainable AI Alerts

When AI recommends action, it explains why.

Impact

Research Contributions

User Interviews

Prototypes Tested

Key Differentiators

"The caregiver component is what sets this apart. In oncology, the family is part of the care team whether we acknowledge it or not."

Oncology Nurse

Mayo Clinic Collaboration

Reflection

Key Learnings

🏥 Healthcare Context is Unique

Designing for vulnerable populations requires extra care and minimal cognitive load.

👥 Stakeholder Complexity

Balancing needs of patients, caregivers, nurses, and doctors is challenging.

🤖 AI Trust is Earned

Transparency and explainability are essential for adoption.

📚 Research Takes Time

IRB approval, HIPAA compliance, and recruitment all slow things down.

Next Steps

The project is ongoing. Next phases include larger-scale user testing and EHR integration.