Enhancing Patient Interaction and Operational Efficiency with Business Transformation from B2B to B2C

Project Overview

Country
USA
Industry
Healthcare
Timeline
July 2023 - Sep 2023

The client provides an end-to-end document and data automation platform for healthcare and life sciences organizations.

Originally focused on document management for fax-dependent businesses, the company later expanded into cloud-based document automation. Its B2B platform integrates healthcare document workflows with Salesforce and ServiceNow, helping organizations manage communication and information exchange with patients, providers, and payers.

Business Challenge

Documents arrived through multiple channels, complicating consistent ingestion, processing, and management.
The existing approach to storing input data did not meet HIPAA requirements.
The lack of technical documentation made it difficult to assess the existing solution and plan further development.
Stakeholders lacked a unified vision of the future B2C product, its core value, and MVP priorities.
The initial prototype required substantial UI improvements before it could be tested with patients.

Our Solution

Approach

We concluded the importance of finding a distinctive "killing feature" that would be both useful and appealing to our clients, and easy for them to understand. We kept in mind the unique qualities of a B2C product compared to a B2B one, and we highlighted this difference in our designs.

After considering several options, we decided that our thing will be the ability to complete almost any document with just one click. This feature would allow users to receive, open and fill in all the necessary data automatically. It didn't matter if the data was previously stored or extracted from EHR/EMR. We incorporated a "fill in" button that would work for both, enabling users to click and get the needed fields magically filled.

The target audience, who already have EHRs with their healthcare providers, could use this application to fill out various healthcare forms and documents with ease. This includes anything from regular hospital admission forms to, say, specific medical certification applications and forms.

Finally, we presented our final MVP prototype with an outstanding UI, which we had developed based on assumptions and discovery sessions with the client.

Implementation

The chosen solution involved engaging Binariks for Software Architecture Consulting, the Discovery Phase, and the definition and creation of a roadmap for the MVP and subsequent phases. The key outcomes of the discovery phase were a clickable Figma prototype, solution architecture documentation, team composition, an implementation of the WBS (Work Breakdown Structure) for the MVP, and estimations

The roles of various team members in this project included:

Business Analyst activities such as requirements elicitation and validation sessions, demoing final designs, and walkthrough sessions
UX-UI Designer activities involved working on user stories/scenarios, defining the app design details, styles, colors, and fonts, and creating a UI kit in Figma
Solution Architect activities included gathering limitations, preparing and prioritizing requirements, agreeing on the frontend tech stack and approaches, and completing solution architecture design with MVP WBS and ballpark implementation estimate
Frontend Engineers were tasked with assessing frontend libraries, selecting them, and creating a proof of concept for integration with Salesforce LWC

Technologies Used

Value Delivered

Binariks transformed the initial concept into a clearly defined B2C product vision supported by a clickable prototype, solution architecture, and an actionable MVP delivery plan.

One-click form completion: The prototype demonstrated how patient data could automatically populate healthcare forms from stored information or EHR/EMR systems.
Unified B2C product vision: Discovery sessions aligned the product concept around a clear patient-facing experience and value proposition.

Clickable Figma prototype: The client received a refined interface, user scenarios, design specifications, and a reusable UI kit.
Architecture and MVP roadmap: Binariks delivered architecture documentation, a frontend integration proof of concept, team composition, MVP work breakdown structure, and implementation estimates.