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Product Designer · Internship · Done Desk · 2024

Making license renewal a routine, not a scramble.

Dentists tallied their license hours by hand and found the gaps at renewal (yikes). We designed one place to track them.

Role
UX research, product design, storytelling
Industry
Health tech · Dental compliance
Timeline
4-month internship · Fall 2024
My part
Designed the dashboard, led the research, gave the pitch
Team
Krish Parmar, Ava Jiang, Aayushi Prasad
A/Btested: the personalized dashboard beat the generic one on task speedHow it was testedUsers completed the same tasks on a generic dashboard and a personalized one. They finished faster on the personalized version.
5+ CEOsin the room when I pitched it, out of 30+ attendeesWhereA UT Austin design showcase, with 30+ attendees including 5+ CEOs.

Overview

About Done Desk.

Done Desk is a compliance platform for dental practices (think training, OSHA, HIPAA and continuing education tracking), built for offices and groups with lots of locations.

Our team designed the part dentists use to track their CE hours for license renewal. I designed the dashboard, led the research and gave the pitch.

The problem

Miss your hours, lose your license.

Hours got tallied by hand, and the gaps showed up at renewal, way too late.

The real problem

Three things kept going wrong.

Problem 01Scattered

Certificates ended up “somewhere”: a pile on the desk, an inbox, a random folder.

Problem 02By hand

Hours got tallied by hand, so it was easy to miss one.

Problem 03Too late

The gaps only showed up at renewal, when it was too late to catch up.

Research

So I asked the people doing the tracking.

Interviews15users

Led by me

PlusHeuristicevals

Throughout the project

ThenSketches

Layouts around what they asked for

What they wantedWhat’s doneWhat’s leftOne next step
Wireframe sketches for the CE tracker

Inspiration

We borrowed from a degree audit and Mailchimp.

UT Austin’s degree audit already shows what’s done and what’s left, and Mailchimp makes a score feel friendly. We mixed the two.

Done Desk’s progress dashboard: hours done out of 24 with a percent, and every requirement with its own progress and status
Done DeskHours done with a %, then every requirement with its own status

The features

They needed status before detail.

Feature 1 + Feature 2

One path, from a blank account to ready for renewal.

Feature 1 is the first step (add a license), Feature 2 is the status at a glance. Here’s the whole path, screen by screen.

The path, screen by screen

A new account shows a single action: add a license.
Done Desk prototype: the progress dashboard
  1. 1
    Add a license or a certificateAlways one tap away
  2. 2
    Which license, and when it renews
  3. 3
    Hours done vs. required3 of 24, at a glance
  4. 4
    Every requirement, with its own progress
  5. 5
    Required or optional
Feature 2 up close: breaking down the progress dashboard.
Interactive demo

Before and after: pen and paper vs. Done Desk

Sample data

CE hours — renew by Nov 1!!

    where's my radiography cert?? 😩
    Try itTick courses off by hand, then switch to Done Desk and upload one.

    Outcome

    Then I pitched it to a room with 5+ CEOs in it.

    A UT Austin design showcase: 30+ attendees, 5+ CEOs.

    1. 115 interviewsLed by me
    2. 2Heuristic evalsThroughout the project
    3. 3SketchesLayouts around what they asked for
    4. 42 featuresOne place to start, and status at a glance
    5. 530+ attendeesAt a UT Austin design showcase
    6. ✓5+ CEOsIn the room when I pitched it
    Presenting Done DeskThe Done Desk team

    Key learnings

    What I’m taking with me.

    Honestly, the Done Desk experience was incredible.

    Working with the stakeholder was tough at times.We clashed on ideas more than once! After several calls and a lot of ideating, we came to a conclusion together.
    Let the test settle it.Instead of arguing over which dashboard was better, an A/B test just answered it for us.
    Status before detail.People want to see what’s done and what’s left before they read any requirement text.
    Next up: reminders.They’re scoped for deadlines, and next is testing whether they actually stop the last-minute scramble.

    This is just a snapshot! Want the long version? Grab 30 minutes with me.