A SaaS company, ClientCo, decides to replace its existing integrative medicine practice management tool with a modernized, scalable, certifiable EHR. Zaazi was hired to architect the requirements document for this new EHR.
Opportunity
ClientCo’s existing product was originally built for 1-3 practitioner integrative medicine practices who needed a documentation and billing tool. One of ClientCo’s main differentiators was an embedded client relationship management (CRM) system. Over time, ClientCo’s market share had been eroded by new, more robust practice management systems. Large EMR companies had started to offer integrated practice management solutions at a price that was difficult for smaller companies like ClientCo to compete with. To address these challenges, ClientCo decided to pivot to an CEHRT EHR focused on optimizing physician workflows and data analytics. Zaazi was engaged to deliver the requirements document for this EHR.
Results
Over 4 months, Zaazi’s efforts led to 25% of ClientCo’s EHR development and 80% of the requirements document completed. By the end of Zaazi’s engagement, ClientCo’s teams were delivering UI and software features every sprint. Zaazi trained an internal product owner to lead the product to completion. Because of Zaazi’s product leadership, ClientCo continued with a sustainable framework for product and tech design.
Metrics
- 300+ pages of technical documentation
- 100+ clinical workflows
- 30 wireframes
- Data architecture diagram for 100+ tables, 1000+ fields
- Application security guidelines
- Quality control framework
- 7 educational presentations (2 hours each)
- 100 designs reviewed