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CASSLING PORTAL

Building a Centralized Equipment Portal

A digital portal that empowers hospitals to manage equipment, services, and training — reducing friction and giving staff more time to focus on patient care.

UI/UX Designer

3 Developers
1 QA
1 Product Owner
1 Project Manager
2 UI/UX Designer

November 2022 – Jun 2023

Web App

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Overview

Hospitals depended on Cassling not only for medical equipment but also for the services that came after — training, consulting, maintenance, and project planning.

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But there was a problem. Everything was fragmented. Service requests disappeared into inboxes, staff didn’t know who to call, and critical documents were scattered across emails and filing cabinets. For hospital teams already under pressure, this created frustration, delays, and wasted time.

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We set out to design a digital portal from scratch — a single, centralized platform that would bring order, transparency, and speed to healthcare operations.

PROCESS

Listening to Hospitals, Mapping the Pain

Through a series of discovery workshops and whiteboarding sessions with the client, our team mapped the messy workflows that hospitals faced.

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We saw the same issues again and again:

  • No clear process for submitting and tracking service requests.

  • Poor visibility into equipment locations and status.

  • Limited awareness of training resources.

  • Confusion about who to contact for urgent issues.

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One thing became clear: hospitals needed a single place to manage it all.

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Designing as Part of the Team

I contributed across the project in three key areas:

  • Discovery: Supported workflow mapping and synthesized insights from client workshops.

  • Design System: Partnered with the Lead Designer to build a scalable system from scratch using Cassling’s brand guidelines.

  • UI Design: Designed client-facing dashboards and screens that prioritized clarity and usability.

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Discovery →  Design

SOLUTION

Scaling Design With Systems Thinking

Since the portal was being built from scratch, scalability and consistency were crucial. Hospitals would use this system daily, and Cassling planned to grow it over time.

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Working closely with the Lead Designer, I helped create a modular design system anchored in Cassling’s brand identity.

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Highlights included:

  • Typography and colors adapted from Cassling’s brand guide for digital readability.

  • Reusable UI components — forms, buttons, cards, and status indicators.

  • Design patterns for lists, documentation views, and equipment histories.

  • Accessibility standards to ensure hospital staff across roles could use the system confidently.

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This system became the visual and functional backbone of the portal.

Typography and Color Palette

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Components

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Designing the tools that Staff were missing

The portal became a one-stop hub for hospitals to manage everything after purchasing equipment:

Submit and track service requests

What once required sending an email and waiting in the dark became a guided request form with a real-time status tracker. Users always knew what was happening — and when help would arrive.

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View equipment and locations

Hospitals could now see their entire inventory at a glance, including where each piece of equipment was located. This visibility helped staff plan and coordinate across departments.

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Control access of account managers & service teams

Hospitals could now assign or limit access for different account managers and service teams, ensuring that the right people had visibility and permissions without creating unnecessary noise.

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Access documentation, service contracts, and history

Manuals, contracts, and service histories were centralized and searchable, ensuring hospital teams always had the right information at their fingertips.

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Monitor equipment status

Staff could see at a glance whether equipment was active, under service, or awaiting parts. This reduced uncertainty and gave hospitals confidence in their operations.

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Spotlight: Service Requests Made Simple

The most urgent need was service requests. Previously handled through phone calls or emails, they often lacked clarity and accountability.

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We redesigned this into a structured workflow:

  • Step-by-step submission that adapted to equipment type and issue.

  • Real-time updates on status and response times.

  • Visibility into contract coverage, reducing back-and-forth.

  • Ability to attach documents and photos for clarity.

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This workflow gave hospitals transparency and control where they had none before.

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RESULTS

Bringing Ideas to the Summit

A turning point came when our team presented early concepts at Cassling’s Annual Summit to hospital leaders.

This gave us valuable feedback directly from end-users and validated our focus on features like the dashboard, service request workflow, and equipment visibility.

Impact

While specific metrics remain confidential, the new portal created a noticeable shift:

  • Faster resolution times for service issues.

  • Higher adoption of self-service reduces the load on support teams.

  • Greater confidence and transparency for hospital staff managing critical equipment.

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Just as important, the portal established a scalable digital foundation for Cassling’s future services.

Design Takeaways I’ll Carry Forward

This project taught me the power of:

  • Small usability details — like autofill fields, contextual help, and status indicators — in high-stakes environments.

  • Design systems at scale — building from scratch with flexibility saved time later in implementation.

  • Collaboration — aligning with product and design teams was key to balancing usability with business needs.

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On a personal level, I realized the importance of advocating for myself. If I could do it again, I would have pushed to join all discovery sessions — giving myself a stronger foundation to influence design decisions from the very beginning.

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