Microsoft SolarEase - AI-powered Financial Modeling Dashboard
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Work info
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Company
Microsoft
Role:
Product Designer, Frontend Developer
Year:
2024-2025 6 months
Team:
70+ Project Team: UI/UX, PMs, Architects, Developers, BAs
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Overview
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Leidos is entering new chapter in U.S. healthcare services:
In 2024, Leidos rebranded QTC under its name, expanding QTC Healthcare services to private clients, government agencies, and individuals. Here is a partial client list:
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Current Space
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But the outdated internal tool made company leadership concerned about contract disputes, as contracts are renewed annually.
*Current Internal Tool Interface
Clinic end users have big complains...
Most tools charge fees, limiting access for beginners, especially low-income users.
Development team has struggle maintaining...
They manage five platforms simultaneously, causing high maintenance efforts.
Leido’s chief officers & investors has concerns...
High operational costs and low efficiency challenge contract renewals, leading to revenue loss.
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So What
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Leidos initiated a big project to create a new enterprise case management system to improve service quality and build trust.
Thus, How can we design a centralized, componentized platform that boost productivity for users with multiple roles in case management, streamlines operations across clients, and ensures timely delivery of all cases?
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Impacts
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Knowing Our Users
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There will be 4 distinct user groups using our new tool to complete individual case requests
I noticed the complexity within this permission-based process during the user interviews, so I mapped out a comprehensive workflow with key interaction points to showcase the entire end-to-end case process.
*Scroll to view more
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Solution
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Important Note: Due to NDA restrictions and the sensitive nature of info disclosed to government clients, we are strictly prohibited from displaying any previous product screenshots.
A centralized case management dashboard
User frustrations
They have to switch between outdated, disconnected platforms and manually read long PDF documents tailored to their role to complete tasks.
New design response
A centralized dashboard with quick filter options.
Dynamic & auto role-based task table with priority level.
WCAG 2.2 accessibility compliant.
Modular design adapts to user roles
User frustrations
Ops team: must open multiple platforms to complete tasks and manually sync information.
Dev team: Maintains several platforms simultaneously with limited automated data synchronization.
New design response
Unified interface auto-syncs tracking, display, and updates.
Modular design auto adapted to user roles.
Centralized front/back-end for streamlined control.
Aggregated, easy-access case side panel
User frustrations
Case details are scattered across the system, and key actions are hidden behind icons, making them click around more than they should.
New design response
All info in 1 side panel
Seamless note-taking
Auto track & sync case status
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Shining Moment
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I helped build Leidos’ new internal design system.
As mentioned earlier, Leidos initiated the rebranding process for the QTC health services sector. While Leidos has an established marketing design system for external use, there is no internal design system in place. One of the key responsibilities this summer is to develop a new internal design system for Leidos QTC.
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Design foundation guidelines examples
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Reusable button components examples
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Componentized the design
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Research
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Research & Design Iteration Cycle — Design Thinking Process
Click below, it's interactive!
R & D cycle 1
R & D cycle 2
R & D cycle 3
01
Start by ideal solution design
Engineering wasn’t available at first, so I moved forward with an integrated ideal solution that could flex if needed:
✔ Every steps in the new platform.
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Talk with users
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Conducted 15 weekly user interviews to uncover real needs and pain points across four different user groups.
*An example of the note-taking & persona I did
