All work

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

Cohesity EHR prototype screens

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

01

Clinical Workflow Research

Interviewed physicians, nurses, and practice administrators to map real EHR workflows.

02

Information Architecture

Defined the core data model and navigation architecture for both the provider-facing EHR and patient portal.

03

High-Fidelity Prototype

Built a fully interactive, high-fidelity prototype in Figma covering 40+ screens across both products.

04

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.