Overview
SH is a healthcare platform that provides alternative healthcare to its customer. This is an extensive project within Designing Onboarding within a Healthcare
Who
Duration
June 2022 - August 2022
The Problem Space
As I am finishing up the onboarding processes for practitioners with the same healthcare platform, I was introduced to another problem regarding the tagging system within SH is not benefiting practitioners to get seen or matched with potential customers.
Our practitioners are saying:
Why can't my customers find my page or my services?
☹ Current Tagging System is flawed
- Overlaps of categories and subcategories across products, services and business profile
- Practitioner's products and services can get discovered under the right tag but the same tag could not be applied to a business profile, resulting in only business profiles could not be discovered or searched
- Current practitioners put all kinds of tags that is unrelated to their business onto their business profile just to HOPE their business profile get exposure to the potential customer
✵ Solution
- Map out the current categorization is distributed across products, services and business profile
- Figure out which ones are overlapping
- Create a funneling method: Business profile > Services or Products
Mapping out current categories of architecture on Miro
Project Goal
- Refresh the tagging system in a manner that prioritizes Business Profile under discovery and flush the main tags to put the business profile in their own categories
- All Services and Products will have distinct tags available according to which kind of business profile it is under. This will eliminate the possibility of "re-tagging" or "mis-tagging" resulting in inaccurate search results on the customer's end.
- A Potential Match - Making Algorithm in both customer and business matching as a promotion to business profiles to the right customer
Information Architecture
Re-structuring the overlapped categories into two levels:
- Business profile categories
- Services and Products categories (aka "main tag")
Flushing overlapped categories into two levels in google sheet
Design
Within the Add a Service or Product page, practitioners are able to select from suggested tags that are generated based on the Business Profile that is already set up.
Wireframe of choosing tags for a service with suggested tags