< Work
OrthoFi Dashboard Redesign
How might we simplify workflows and reduce task friction for treatment coordinators in a healthcare SaaS dashboard?
The OrthoFi Dashboard is a key feature in a B2B SaaS platform that supports orthodontic practices in managing patient care, from insurance to treatment planning. The dashboard is mission-critical: it powers exam prep, task management, and follow-up across multiple roles. Yet, after a decade of use, the original experience had become a barrier to adoption, efficiency, and innovation.
With legacy spaghetti code and poor UX hierarchy, it required extensive training to use and was difficult to iterate on. I led a complete redesign of the dashboard experience, starting with research and culminating in a validated, high-performing UI that boosted usability and aligned with business goals.
Tools
Prototyping - Invision
High Fidelity Mockups - Sketch
Testing - Qualitative Interviews, A/B Test
Team
Lead Designer & Researcher - Alexandria Williams (Me)
Product Manager (1)
Engineering Manager (1)
Engineers (3)
The Problem Area
Reported User Pain Points
Based on user feedback collected over time and through various challenges across the org, we knew the OrthoFi Dashboard had the following issues:
Outdated codebase limited innovation
Poor visual hierarchy and unclear CTAs
Difficult to onboard new users
Required training for even basic tasks
Lack of consistency across workflows
Technical Challenges
The dashboard was built on a 10+ year-old codebase, which had become a major barrier to both design evolution and development velocity. As the primary landing page of the application, its outdated architecture made it difficult to iterate, extend functionality, or introduce modern UX improvements. A redesign was necessary not just for the user experience, but to enable faster, more efficient development moving forward.
Defining Success
At the outset, we defined success by aligning business goals with user needs. Our UX objectives focused on increasing task efficiency, improving usability and learnability, and ultimately driving user adoption through a more intuitive experience.
We translated these into KPIs: reduced time-on-task, fewer clicks, improved task success rates, and qualitative feedback on ease of use. These benchmarks guided the design process and ensured that every iteration delivered measurable impact for both the user and the business.
Design
Initial Wireframes
Untangling Complexity
We began with stakeholder alignment and journey mapping across key workflows:
Exam Management
Task Management
Follow-Ups & Contract Signing
This gave us insight into critical pain points and high-value user flows. For example, users struggled to locate tasks, interpret statuses, and prioritize actions. Tasks appeared unpredictably and often lacked context, leading to frustration and delays in patient processing.
Testing Assumptions
I love the improvements! I’m getting a lot more info now instead of having to go into each tab.
Usability Test
We conducted a usability test and learned the following things…
12 participants from various roles
Strong positive sentiment toward improved task grouping
Users appreciated familiarity (icons, structure) and faster access to actions
A/B Testing
10 participants, new users
Quantitative tasks compared legacy vs. new UI
The redesigned dashboard significantly improved task completion across the board, particularly in complex workflows.
Business Logic
We also mapped the end-to-end system journey, uncovering how business logic drove task visibility. This included when tasks appeared, what triggered their states, and how completion was measured. These flows were critical in aligning UX with dev and ensuring our design was technically feasible.
Final Reflections
Start complexity sooner: Address business logic and technical constraints earlier in the process
MVP is not minimal: Focus on what’s essential to support cross-role functionality
Design for transition: Users rely on familiar patterns when adapting to change — a critical insight for product adoption
The redesign led to measurable improvements in usability and efficiency. Tasks were completed faster, users reported increased satisfaction, and the system was easier to onboard new users into. While adoption metrics were still pending at the time of final testing, internal stakeholder response was overwhelmingly positive—and the dashboard was moved forward into development.
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