✧ Revamp Information Hiearchy within Sofia Health
Phoebe Yan
Data Science Specialist
User Researcher
Product Designer
Figma
Google Drive
Miro
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
UX Design Intern
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
This is implemented into the onboarding flow for Practitioners under Designing Onboarding within a Healthcare Platform.
