
OVERVIEW
Ongoing at 10 month mark
ABOUT THE PRODUCT
TRANSFORMATION THEMES
Over a 9-month engagement, I worked across multiple business units to identify operational inefficiencies, define requirements, and support the delivery of solutions. The following case studies highlight several initiatives that contributed to the broader transformation programme.

Case Study 01- Therapist Onboarding & Data Strategy
The Challenge…
Despite significant investment in education and digital engagement initiatives, attendance remained low and platform adoption was poor. Initial investigation revealed a disconnect between who the business was attempting to engage and who actually existed within its database.
Discovery
Current State:
Solution
Outcome
Expanded Therapist Database
Reduced Administrative Overhead
Foundation for Future Engagement
Key Takeaway
What initially appeared to be an event attendance issue was ultimately a data and audience visibility problem. By investigating the underlying causes rather than the symptom, we identified an opportunity to establish therapist-level engagement across the organisation and create a foundation for future platform growth
Case Study 02- Marketing Asset Management & DMS Transformation
Existing Content Management System

Analysis of the existing ecosystem revealed that content management was fragmented across multiple systems including Sync, Filecamp, and Calameo. While content existed, users struggled to locate resources efficiently and internal teams spent significant time responding to requests for materials that were already available.
Additional Requirements

Improved Content Consumption
Users struggled to identify assets before downloading them. They required image previews

Efficient Content Administration
Managing content was time-consuming and difficult to scale. Admin needed to improve effeciency by introducing drag and drop upload functionality

Permission-Based Access
There were requirements around access permissions and certain roles to have a more streamlined view of assets for privacy reasons.
Design Principles
Following stakeholder workshops and analysis of the existing content ecosystem, we established four principles to guide the design of the new Document Management System.




Bringing the Vision to Life
Outcome
Improved Discoverability
Sitewide search, previews and structured navigation significantly reduced the effort required to locate resources.
Increased Self-Service
Consolidating marketing assets into a centralised DMS enabled clinics to independently access price lists, social assets, and educational resources. Over the first nine months of the transformation, overall support ticket volume was reduced by approximately 50%, driven in part by improved self-service capabilities.
Scalable Administration
New publishing tools streamlined content management and made the platform easier to maintain as the library grew. With templates for new brand launches on digital assets required so this made brand launches easy to communicate and manage
Key Takeaway
Effective content management isn't about storing information. It's about making the right content easy to find, accessible to the right people, and simple to manage at scale. By balancing user needs with administrative efficiency, the platform transformed a fragmented content ecosystem into a self-service resource hub.
ADDITIONAL PRODUCT INITIATIVES
Initiative | Contribution |
|---|---|
Educator Workflow & Assessment Management | Defined educator permissions and designed an end-to-end assessment and certification workflow to streamline post-event validation. |
Client Order Portal | Produced functional specifications, briefed designers and developers, and delivered a white-label B2B ordering platform for clinic partners. |
Dashboard & Analytics | Led discovery workshops to define business KPIs, then produced wireframes, design briefs and functional specifications for executive reporting dashboards. |
Support Request and HubSpot Integration | Defined the frontend ticketing experience and integration requirements, supporting delivery through testing and implementation. |


























