Case Study — Healthcare / Prototyping
$8.5M Prototype — Cohesity EHR
Designed the proof-of-concept for an integrated EHR and Patient Portal that secured $8.5M in investment capital.
Role
Lead UX Designer & Prototyper
Timeline
2019 – 2020
Platform
Web · iOS
The Challenge
Cohesity was an ambitious, ground-up vision for transforming how physician and surgical practices managed their businesses and delivered care. Designed as a secure web and mobile, multi-specialty platform, Cohesity unified the essential functions of a medical practice—including electronic health records, clinical documentation, scheduling, CRM, patient communications, billing, and a patient portal—into a single, cohesive solution rather than forcing practices to piece together disconnected systems. Working as part of the founding Cohesity team alongside the founder, product manager, and administrator, I helped shape the product vision and translate the concept into a compelling business plan and a proof-of-concept experience that demonstrated both the market opportunity and the platform's viability.
The resulting vision secured $8.5 million in local investment capital without relying on angel investors, validating the strength of the concept and the opportunity it represented. Ultimately, Cohesity was acquired by a major EHR company for a significant multiple of the original investment, providing a powerful testament to the product strategy, user-centered design, and business vision behind the platform.
Process & Approach
Clinical Workflow Research
Interviewed physicians, nurses, and practice administrators to map real EHR workflows.
Information Architecture
Defined the core data model and navigation architecture for both the provider-facing EHR and patient portal.
High-Fidelity Prototype
Built a fully interactive, high-fidelity prototype in Figma covering 40+ screens across both products.
Investor Presentation Design
Collaborated with the founding team to align the prototype narrative with the investment pitch.
Outcomes & Impact
$8.5M
Investment capital secured from the prototype demo
40+
Screens across EHR, CRM, and Patient Portal
11mo
From kickoff to funded
Cohesity demonstrated how thoughtful product strategy and user-centered design could turn a complex healthcare challenge into a compelling, scalable business opportunity. By bringing clinical, administrative, financial, and patient-facing workflows into one cohesive experience, the platform established a strong foundation for growth—and ultimately proved its value through significant outside investment and acquisition by a leading EHR company.
Creating a successful start-up company, experiencing the victories and setbacks, and extremely long hours while convincing many local investors of our vision was invaluable to me as I moved toward running my own software company through some of the most difficult global financial times in history.