Approvi: Healthcare Procurement Platform
Streamlining Multi-Facility Purchasing Through Strategic UX Design
CASE STUDY


The Challenge
Healthcare organizations managing multi-facility procurement faced critical inefficiencies that directly impacted operations and costs.
Time-Consuming Workflows: Purchase order approvals took days due to phone calls, fragmented email chains, and manual processes, delaying critical medical supply orders.
Fragmented Tracking: Each facility managed orders independently through emails and spreadsheets, creating visibility gaps and compliance risks.
Limited Scalability: No solution existed for bulk approvals or industry-specific customization needed for healthcare compliance and urgent order prioritization.
Business Impact: These inefficiencies led to delayed patient care, increased administrative costs, and compliance risks across hospital networks.
My Approach
Strategic Research & Discovery
Conducted stakeholder workshops with procurement managers, approvers, and IT teams across multiple healthcare facilities
Identified three key user personas: time-pressed approvers needing quick decisions, procurement teams requiring multi-facility coordination, and vendors needing real-time visibility
Analyzed competing solutions and discovered critical gaps in cross-industry adaptability and bulk-editing capabilities
User-Centered Design Process
Created low-fidelity wireframes mapping a streamlined 4-step approval flow
Designed gesture-based interactions (swipe approvals) based on user preference research
Built modular design system for white-label flexibility across industries
Developed high-fidelity prototypes emphasizing clarity and efficiency
Industry-Specific Optimization
Integrated HIPAA-compliant logging and audit trails for healthcare requirements
Designed urgent order prioritization with visual color-coding
Created facility-specific cart management with customizable terms and shipment rules
The Solution
Streamlined Mobile Platform Features:
Swipe-to-Approve Interface: Simplified approval process with intuitive gesture controls
Multi-Facility Cart Management: Centralized ordering system with location-specific terms and shipment coordination
Real-Time Collaboration: Eliminated email chains through in-app comments, audit trails, and vendor notifications
White-Label Architecture: Modular design system adaptable across healthcare, manufacturing, education, and retail industries
Results & Business Impact
70% reduction in approval steps compared to previous manual processes
Approval cycles reduced from hours/days to minutes through streamlined workflows
Eliminated email-based communication bottlenecks with centralized collaboration tools
Improved compliance tracking with automated audit trails and industry-specific logging
Strategic Value: The platform's modular architecture enables rapid deployment across different industries while maintaining healthcare-grade security and compliance standards.
Key Insights
This project demonstrated how user-centered design combined with industry-specific requirements can transform complex business processes. The white-label approach proved essential for scalability, allowing the same core functionality to serve diverse industries with minimal customization effort.
Skills Applied: User Research, Healthcare UX, Mobile App Design, Process Optimization, Cross-Platform Strategy, Compliance Design
More Case Studies
See how I've helped other businesses solve complex challenges through strategic design.
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Let's Discuss Your Project
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What to expect
• Discussion of your current challenges and goals
• Overview of how I approach similar projects
• Explanation of services that might be a good fit
• Next steps if we decide to work together
Matt Traxler
Specializing in Shopify and UX design that drives measurable business growth.
Based in Cleveland, Ohio • Serving Nationwide
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