ConnectWell
Replacing chaotic Excel-based workflows with a streamlined biometric screening platform
Results
Events managed per year
Reduced customer support volume
Additional headcount required to scale
The Challenge
ADURO's WellMetrics business offered biometric screenings to enterprise clients. The entire workflow — creating, scheduling, managing, and reporting on events — was done through Excel spreadsheets and email chains.
As the business scaled to 200K events per year, this process was breaking. Errors were multiplying, customer support was overwhelmed, and the team couldn't hire fast enough to keep up with manual coordination.
The MVP — Scoping the First Release
I scoped the MVP by narrowing to the core question: "How might we improve the event scheduling workflow for clients, event managers, and account managers?"
Three Stakeholder Needs
Client
Plan WellMetrics events easily
Event Manager
Manage and approve events efficiently
Account Manager
Act on behalf of the client when necessary
The process moved from collaborative sketching to low-fi mockups to detailed design documentation — each step validated with stakeholders before moving forward.
The Long-Term System
Beyond the MVP, I designed the broader system covering shipping and logistics tracking, staffing and management, participation reporting, and event communications.
Design Principles
Standardization of process
Replace ad-hoc spreadsheet workflows with consistent, repeatable steps across every event.
Ease of data entry
Minimize manual input and reduce the errors that plagued the Excel-based system.
Matching the mental model
Organize information the way event managers and clients already think about their work.
Behind the Work
What I wanted to show you: This was my first time as a solo designer owning an entire product. I had to scope the MVP, manage stakeholder expectations, and think long-term about a system architecture — not just individual screens. That combination of strategic scoping and hands-on execution is what I want to demonstrate.
What I learned: Working alone taught me to be ruthless about scope. The MVP shipped with three core workflows, not twenty features. And because I mapped the long-term system first, every MVP decision was intentional — we never had to undo a choice when we expanded later.
