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Providence Healthcare / Accountability Matrix

Created a unified system wide assignment and governance tool for Providence’s financial ecosystem.

Overview

Providence Healthcare manages an enormous and complex financial ecosystem spanning thousands of departments, multiple regions, and a broad community of finance and operations users. Before this project, there was no standardized or reliable method for determining which financial caregivers were responsible for which departments resulting in fragmented spreadsheets, manual distribution lists, access inconsistencies, and gaps in critical reporting.

I was brought in to design and build a new internal tool titled The Accountability Matrix using an existing BRD as the foundational reference. This tool provides a single system of record for assigning, maintaining, and governing caregiver responsibilities across Finance (Finance Partners, Informed Finance) and Operations (Primary Ops, Secondary Ops, and Informed Ops) roles.

The Accountability Matrix centralizes assignment management, supports downstream data distribution (ValueLens, PowerBI, Tableau, etc.), and enables teams to accurately control reporting access and automate communications. I led the UX from wireframes to final Figma designs and collaborated with Providence stakeholders and an internal developer to bring the tool into production. Screenshots below show the tool’s evolution from initial data views to swap workflows to the editable grid interface.

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My Approach

I began by deeply analyzing the Business Requirements Document which included the scope, current state challenges, intended end state, user types, and 40+ use cases. Discovery was completed before I joined so my initial role was to interpret and synthesize the existing requirements into a coherent UX architecture, build and prove wireframes, design a final UI, and bring the project over the finish line with a developer as a working useable tool within the Providence ecosystem.


Designing role specific workflows
The tool supports two primary user groups:




Designing in high fidelity
Once workflows were validated, I created high-fidelity Figma designs.

Partnering with engineering I worked closely with a dedicated developer and several database engineers to:

• Validate data structures against Providence's internal databases
• Ensure scalability across thousands of departments
• Maintain performance and security requirements
• Integrate the final UI into the internally hosted platform

We collaborated through weekly working sessions, async hand-offs, and iterative reviews until the tool matched the designs and behaved as intended.

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Summary

The Accountability Matrix unified Providence Healthcare’s previously fragmented assignment processes into a single, robust platform. By translating a detailed BRD into a clear scalable product design, I delivered a tool that:

• Standardizes department-to-caregiver accountability across the entire system
• Enables Finance Partners to maintain accurate, up to date assignments
• Empowers Support Personnel with powerful global editing and history controls
• Feeds downstream reporting tools with precise, real-time data
• Reduces errors, eliminates redundant spreadsheets, and safeguards sensitive information

This project showcases my ability to take formal business requirements, synthesize complex operational needs, and create a user friendly internal tool that supports both day to day workflows and enterprise scale data operations.