Koru UX Design

BACKGROUND

Please describe your company and your position there.

I was the VP of Product for a healthcare technology company that helped educate clinicians and patients.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Koru UX Design?

We were a small startup with limited resources, yet we had the challenge of building a completely new product from scratch as a part of our offering to enterprise clients. We had limited resources in our UI/UX team and needed an affordable yet quality solution beyond hiring full-time staff.

SOLUTION

How did you select this agency and what were the deciding factors?

Koru approached me and what caught my attention was their focus on healthcare technology which is hard to find both in individual designers and vendors.

Describe the project in detail and walk through the stages of the project.

Koru provided a dedicated design team to work with the project's product manager and engineering team. We worked on a sprint basis setting goals internally and reviewing Koru's work as it became available. Once designs were approved, our internal team created tickets and development replicated the designs in the software development process.

Describe the recruitment process in detail.

Since Koru works in healthcare they understood the rigorous security processes necessary to vet and onboard a third-party vendor. We reviewed the specifics of the project, and they offered us an internal team and estimate for the entire project. However, we ended up keeping them on in a long-term capacity and had them take on additional projects.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

They saw the project through from start to finish of the design phase and continued to provide feedback and support once the product was built by the engineering team.

How effective was the workflow between your team and theirs?

Very efficient, we had to work out some processes on our end to adapt but Koru is extremely accommodating and took the changes in stride.

What did you find most impressive or unique about this company?

Their feedback and engagement in the project when beyond simply being told what to do and executing it. Instead, they offered feedback and insight from their experience in the field.

Are there any areas for improvement or something they could have done differently?

Not really, like I said, we had to make adjustments to our workflow but Koru was able to adapt and was communicative so those issues were not on them at all.

BACKGROUND

Please describe your company and your position there.

I lead the product customer success and the quality team at an online marketing solutions company. Our services include lead generation, demand generation, email marketing, and more.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Koru UX Design?

We use an in-house CRM platform to track and maintain leads generated via online campaigns on Facebook, Twitter, Instagram, YouTube, and Google. Our client service teams use it to manage their respective campaigns. In adjunction to the CRM, our teams make use of other software from Google suite to document data.

We wanted to enhance our existing CRM tool to combine the requirements and be a one-stop solution to maintain and manage sales pipelines, requirements, stages of the conversation, customer sentiment, appointment scheduler, notes, and inter-team conversations.

SOLUTION

How did you select this vendor?

We were looking for a vendor online and came across Koru UX through their social profiles and blogs on CRM design. We were especially taken in by their expertise in designing a range of B2B products across industries.

Describe the project in detail and walk through the stages of the project.

Our digital CRM tool is primarily used to maintain and manage sales pipelines, requirements, stages of the conversation, and maintain customer communication. Previously, our team had to manually update the change in lead status on Google sheets which would be then shared across the drive. Communication within the team would require another communication tool, viz. Google Talk. We were looking to integrate all these functionalities into one comprehensive CRM.

How many resources from the vendor's team worked with you, and what were their positions?

We were assigned a Project Manager who led us through the whole process and directly dealt with our requirements. Our team was represented by our Head of Operations.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We now had a CRM that met the needs of our team, end-to-end, and eliminated the reliance on third-party applications. Since the client service agents could monitor the leads in realtime, they were able to accurately classify them and take timely action. The number of leads serviced rose by 28%, and what’s more, the integrated app had a minimal learning curve.

How effective was the workflow between your team and theirs?

Working with the team at Koru UX Design is a pleasant experience. They’re always proactive and on top of things. Thanks to their experience, they are able to anticipate needs and provide appropriate solutions.

What did you find most impressive or unique about this company?

The team was sharp and wasted no time moving on to the next deliverable, especially if they’re awaiting feedback on other pending items. They are a delight to work with.

Are there any areas for improvement or something they could have done differently?

Nothing that comes to mind as of now.

BACKGROUND

Please describe your company and your position there.

Reviewer 1: We are in the automation space, based in the US, and I lead the product management team.

Reviewer 2: I am the Chief Marketing Officer of Redwood Software. 

Describe what your company does in a single sentence.

Reviewer 2: Enterprise workload automation

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Koru UX Design?

Reviewer 1: We have a cloud product that had an outdated user interface, and we wanted our customers to have a better user experience while using the software.

Reviewer 2: Improve online buying funnel and cart experience/conversion

SOLUTION

How did you select this vendor?

Reviewer 1: We looked at other agencies and also considered hiring dedicated UX resources for our team. Koru was referred by a colleague and had a very attractive proposal in terms of work arrangement and cost effectiveness.

Reviewer 2: Other department

Describe the project in detail and walk through the stages of the project.

Reviewer 1: Research with internal and external steak holders, information architecture review and different proposals for the look and feel that were later validated with customers. Each usability proposal went through a detailed feedback process, which resulted in a much better product.

Reviewer 2: UI and UX for our top conversion web pages, navigation and online cart experience.

How many resources from the vendor's team worked with you, and what were their positions?

Reviewer 1: 1 UX lead, 3 UX specialists and a project manager.

Reviewer 2: 2-5 employees

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Reviewer 1: Koru exceeded our expectations. We had a very aggressive timeline, and we knew that it would take some time for them to learn the automation space. In less than 3 months they were able to go through a decent amount of research, propose new solutions and deliver a solid proposal for a new interface for our whole platform. We end up extending the contract to plan further enhancements for our product.

Reviewer 2: Page conversion, visitor to order completion rate

How effective was the workflow between your team and theirs?

Reviewer 1: Communication was very effective by having one or two touch points a week and a slack channel to discuss requirements and provide feedback on the work completed. We worked out of sprints planned every 2 weeks.

Reviewer 2: Agile project work broken into sprints , managed through Slack, a work management app and weekly syncs.

What was your primary form of communication with Koru UX Design?

Reviewer 2:

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Reviewer 1: How fast they learned our product and how fast they could turn around mockups for new functionality.

Reviewer 2: Very flexible, open to ideas, quick turnaround, and very easy to work with. Experts.

Are there any areas for improvement or something they could have done differently?

Reviewer 1: We are delighted and plan to collaborate more closely with the engineering and product management members of our team.

Reviewer 2: Not in this project.

BACKGROUND

Please describe your company and your position there.

I am the founder of a design agency offering solutions for enterprise products.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Koru UX Design?

We were looking for some specialized assistance on a healthcare product that we were working on. We had come across Koru’s profile via the telehealth app that they had designed which won them the iF Design Award and A’ Design Award. We got in touch with them online soon after.

SOLUTION

How did you select this vendor?

Healthcare UX design is a fairly new domain for us, and considering the complexities regarding patient-provider safety and data protection, we decided to partner with a design agency specializing in healthcare. We came across Koru’s award-winning project which was also a telehealth application and struck a conversation with them.

Describe the project in detail and walk through the stages of the project.

The app we were designing would enable patients to provide pre-appointment responses to help providers prep in advance and trigger follow-up steps required post-consultation.

We sought Koru’s help to document the user journey for the workflow which would help us map the pain points they faced. We also collaborated on ideating the design options.

How many resources from the vendor's team worked with you, and what were their positions?

We had a Project Manager assigned to us who led the whole process. They had 2 UX designers and 1 UX analyst dedicated to us who compiled the detailed journey map and gave us a walkthrough, explaining each discovery and its corrective measure

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The journey mapping exercise was crucial to hone our understanding of a typical healthcare user journey. It provided the right direction for our brainstorming and ideation sessions and yielded a fantastic output.

How effective was the workflow between your team and theirs?

The fact that the team at Koru specialize in healthcare products was what made us reach out to them and it worked out rather well for us. Their expertise in the healthcare domain is unmatched. They have a great team of professionals who know what they’re doing and are very efficient.

What did you find most impressive or unique about this company?

Healthcare UX design is a highly specialized field and I was impressed with the way their young team was very hands-on throughout the project. They know the domain inside-out and were generous with sharing their expertise.

Are there any areas for improvement or something they could have done differently?

none

BACKGROUND

Please describe your company and your position there.

I am the founder of Incubyte, a development agency that builds high quality software solutions for our clients. We work in close collaboration with our customers to design software, the required team, as well as the organizational strategy required to successfully release products.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Koru UX Design?

We partnered with Koru UX Design to create the UX & UI designs of a finance services solution for a customer. We needed a design team that was well versed with financial applications, had the creativity to come up with innovative solutions, and could work fast on an interactive scale.

Our goals with this project was to create a solution for our customers that served their users’ every need. The solution had to be smart enough to accommodate and optimize existing processes while preserving the scope to include new features to improve the user experience. The implication of manual errors in financial applications are huge, so our goal was to create a tool that automated processes and facilitated smarter ways of accomplishing tasks.

SOLUTION

How did you select this vendor?

We have worked extensively with Koru in our past professional lives. Their expertise around designing solutions for web and mobile enterprise applications was ideally suited. At Incubyte, we had also worked on a POC to create an enterprise app for an IOT company.

Describe the project in detail and walk through the stages of the project.

The customer needed a custom workflow solution that enabled agents to collect on loans, facilitate data visibility, and give tracking options for ongoing communication. Koru UX Design was responsible for collaborating with the Incubyte team to understand requirements and build necessary concepts for the solution. Based on the approved concepts they created the UI UX designs and HTMLs which were used to get fast feedback from the client.

How many resources from the vendor's team worked with you, and what were their positions?

Depending on the scale of work, we interacted with a Project Manager, two interaction designers, and two front-end developers.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The solution is in production at the client site and we continue to add features to it. The early designs and concepts received positive feedback from the stakeholders and Koru created elegant UX and UI designs that have been very well received by the end users.

How effective was the workflow between your team and theirs?

Koru’s team was able to match the fast pace of the project. Their communication channels were always open and the team was always in sync with the latest requirement from the project or the feedback received.

What did you find most impressive or unique about this company?

Koru’s ability to generate new ideas and concepts based on evolving briefs is commendable. Their unique ability to generate incrementally fine ideas was impressive as well as fundamentally fine ideas.

Are there any areas for improvement or something they could have done differently?

None

BACKGROUND

Please describe your company and your position there.

I am a Project Manager at a software development company offering a spectrum of solutions under digitization. We aid our clients with maximizing productive digitalization.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Koru UX Design?

Our team was working on developing an appointment scheduling module for an existing EHR application. We sought the expertise of Koru UX Design and commissioned a UX audit to assess the usability of the module.

What were your goals for this project?

Considering that the appointment module was to be a part of the existing EHR, we had to ensure that the interactions we’d created and the overall look and feel were up to the mark. We were looking to get a holistic third-party evaluation of our module before the release.

SOLUTION

How did you select Koru UX Design?

We were looking to partner with an experienced design company that held a good track record of working on healthcare products. Having gone through Koru’s healthcare case studies online, we decided to initiate discussions with them.

We were, in fact, delighted to discover that the company specializes in UX Audits and delivers detailed reports of actionable items. What ultimately tipped the scales in their favor was their prior experience with complex healthcare products and a solid service offering of UX audit.

Describe the project in detail.

The appointment module was added to the existing EHR as mandated by patient needs during the pandemic to use the app to book appointments safely for virtual interactions. In short, there was limited time, resources, and avenues to research and test our solutions.

Koru’s comprehensive heuristic evaluation report highlighted specific areas that needed improvement. These were in lieu of the needs of the business and the users, which made them reliable.

What was the team composition?

We were assigned a Project Manager who led us through the whole process and directly dealt with our requirements. From our team, we had the Project Manager and Lead Developer interacting with the Koru team.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

As part of the UX audit, the team at Koru also shared a Roadmap of recommendations & top action items. These included specific pointers like highlighting time zone differences in the scheduler, updating availability of the provider in realtime, and more. These incorporated recommendations were highly appreciated by the client team.

How effective was the workflow between your team and theirs?

What impressed me was their absolute attention to detail, which is crucial while conducting an audit. They’re very good at communicating and sticking to committed schedules.

What did you find most impressive about this company?

The people at Koru know what they’re doing. They have an exceptional command over UX and UI best practices. That added to their healthcare expertise was a win-win for us.

Are there any areas for improvement?

We did not encounter any.

BACKGROUND

Please describe your company and your position there.

I am the Head of Campaign Management at an offshoring solutions company. We help our customers get the best results from data engineering, paid media optimization, analytics & reporting, and customer experience enhancements.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Koru UX Design?

We use an in-house platform to track client requirements for advertising campaigns across Facebook, Twitter, YouTube, and LinkedIn. Several campaign managers use it to view and update the campaign they’re working on.

We wanted to enhance the UI UX design of the application and add new features to it.

What were your goals for this project?

We wanted to add different functionalities, eliminate the need to use excel files, and increase the overall usability of the application.

SOLUTION

How did you select Koru UX Design?

While looking for the best companies through google search, we came across Koru. We had shortlisted one more company.

After the final round of discussion with the VP, Director of Product Management, we decided to go ahead with Koru due to their vast knowledge and emphasis on user-centricity.

Describe the project in detail.

Our digital marketing campaign planner is used by different users to add new campaigns, assign them to different teams, keep a track of their status, and maintain archives of the previous campaign.

The team had to update the status manually on excel files shared across the drive. The previous platform had limited functionality and needed to be improved to include more modules. We wanted a modern look that was easy to use.

What was the team composition?

We were assigned a Project Manager who led us through the whole process and directly dealt with our requirements. From our team, we had the Product Owner and Campaign Lead interacting with the Koru team.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Our team was very happy with the increased usability of the application. Our reliance on third-party applications decreased. Campaign planners and media strategists have better collaboration now. It was appreciated by the management as well.

How effective was the workflow between your team and theirs?

It is very easy to work with Koru. Their communication is proactive and detailed. They were committed and never failed to meet a deadline.

What did you find most impressive about this company?

Koru’s team is quick in understanding requirements. They are knowledgeable and flexible. I love that they always make a case for the user. Their ideas are innovative and progressive.

Are there any areas for improvement?

None so far.

BACKGROUND

Please describe your company and your position there.

I am the Head of Campaign Management at an offshoring solutions company. We help our customers get the best results from data engineering, paid media optimization, analytics & reporting, and customer experience enhancements.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Koru UX Design?

We use an in-house platform to track client requirements for advertising campaigns across Facebook, Twitter, YouTube, and LinkedIn. Several campaign managers use it to view and update the campaign they’re working on. We wanted to enhance the UI UX design of the application and add new features to it.

What were your goals for this project?

We wanted to add different functionalities, eliminate the need to use excel files, and increase the overall usability of the application.

SOLUTION

How did you select Koru UX Design?

While looking for the best companies through google search, we came across Koru. We had shortlisted one more company. After the final round of discussion with the VP, Director of Product Management, we decided to go ahead with Koru due to their vast knowledge and emphasis on user-centricity.

Describe the project in detail.

Our digital marketing campaign planner is used by different users to add new campaigns, assign them to different teams, keep a track of their status, and maintain archives of the previous campaign. The team had to update the status manually on excel files shared across the drive. The previous platform had limited functionality and needed to be improved to include more modules. We wanted a modern look that was easy to use.

What was the team composition?

We were assigned a Project Manager who led us through the whole process and directly dealt with our requirements. From our team, we had the Product Owner and Campaign Lead interacting with the Koru team.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Our team was very happy with the increased usability of the application. Our reliance on third-party applications decreased. Campaign planners and media strategists have better collaboration now. It was appreciated by the management as well.

How effective was the workflow between your team and theirs?

It is very easy to work with Koru. Their communication is proactive and detailed. They were committed and never failed to meet a deadline. The team is clearly very experienced and it shows.

What did you find most impressive about this company?

Koru’s team is quick in understanding requirements. They are knowledgeable and flexible. I love that they always make a case for the user. Their ideas are innovative and progressive.

Are there any areas for improvement?

None that I can think of.

BACKGROUND

Please describe your company and your position there.

Ruby Legal Group provides tailored concierge services for injured plaintiffs and their retained attorneys.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Koru UX Design?

Our proprietary portal's skin needed a face-lift and needed to take into account user accessibility and workflow.

What were your goals for this project?

We wanted the ease of use and user feedback to improve drastically.

SOLUTION

How did you select this vendor?

I looked for local companies in the Austin area that had reviews and feedback I could read through. I compared their service offering, turn around time and pricing to other companies in the same space.

Describe the project in detail.

We had discovery meetings initially and received weekly emails that detailed the progress made for each task within its associated milestone. We held a user feedback call in which Koru was able to incorporate new ideas based on feedback.

What was the team composition?

We had a project manager who took the lead on most of the communication and had a team working underneath them handling various tasks.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

User feedback has been positive as compared to the old portal.

How effective was the workflow between your team and theirs?

Communication was simple, easy, and effective across all platforms.

What did you find most impressive about this company?

Their ability to understand our needs so quickly was impressive, considering we are in a niche industry.

Are there any areas for improvement?

none!

BACKGROUND

Please describe your company and your position there.

I am the VP of Software Development at a US- based healthcare software company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Koru UX Design?

We required a UX design specialist for a long-term engagement. Our company had a wide range of requirements including UX Research, UI Overhaul, UX Overhaul of Legacy Application, Mobile App Design, Front-end Development (HTML/CSS, Angular) to Design Thinking workshops for our product team. We didn’t have internal UX expertise. Our company had engaged another UX Design agency for a project but needed to move in a different direction to cover a variety of requirements. That is when Koru UX Design stepped in, they understood our needs, matched our velocity, and met the range of requirements we had on the UI/UX front.

What were your goals for this project?

Our engagement with Koru consists of multiple projects with different goals based on current requirements. For our existing web products, we needed to improve the implementation cycle and improve the user-friendliness of the platform. Being a product company, speed and innovation are our prime focus. For new products, we needed our ideas turned into quality design solutions, prototyped, and tested at a rapid speed. With our mobile products, we wanted to ensure every aspect of patient care is designed to make the process easily manageable and highly efficient for practitioners as well as patients.

SOLUTION

How did you select this vendor?

The organization was in the process of transitioning to another vendor. During this period Koru UX Design reached out to us and impressed us by doing a POC. Different stakeholders, including the C-level executives, were involved in the initial POC and the vetting process. We were looking for a reliable partner who could understand our vision, require minimum handholding, and deliver high-quality designs on time. Koru UX Design was able to convince different stakeholders on all these factors through their subject matter expertise and innovative solutions to our challenges. Their CEO, Bansi Mehta, had showcased the exact drive and reliability we were looking for. Shortly after their first delivery, we were certain that we had made the right selection.

Describe the project in detail.

Our company provides ambulatory clinical software systems. We offer electronic record systems for patient flow management, record access, telemedicine, electronic communication, and clinical data processing. Koru has collaborated with us on multiple projects. Over the last eight years, they contributed end-to- end, beginning from user research to a seamless front-end implementation hand-off for our multiple EMRs and Patient Engagement Portals, digital kiosks, multiple web applications, and mobile apps. One of our initial works included an application design where we migrated a 20-year-old legacy application from VB to a web platform. We further developed it into mobile apps for iOS and Android platforms. They helped us design a highly intuitive and practitioner-friendly UX for our EMR which is used by primary care providers as well as for specialized medical treatments in dermatology, dental, vision, anesthesiology, and vascular treatments, among many others. Our patient portal offers versatile features like Appointment Scheduling, Lab Tests, Immunization Details, Progress Notes, Medications & Allergies Details, based on the patient’s age and primary needs from healthcare. Koru partnered on our vision and created a UX design that truly translated into user-centric experiences for all ages. They facilitated data-driven decision making for us with comprehensive dashboards of analytics that enabled us to facilitate programs for better patient care. Koru UX Design helped us succeed at each stage of the product life cycle for multiple products that needed to be highly efficient and iterative.

What was the team composition?

We primarily interface with their UX Design Lead and UXPM, discuss the requirements, and review the designs. They internally manage each requirement amongst Usability Analysts, UX/UI Designers, Front-end Developer, and other resources as required. During the last many years, their key resources working on our engagement have essentially remained the same and have developed deep domain knowledge which has led to a relationship between the teams that is symbiotic and highly efficient.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Our telemedicine application was designed before the pandemic and saw an outburst in the demand due to current times. The fact that the product is so easy to use and scalable, we could meet the surge in demand with almost no modifications. Presently, our telemedicine solution is being used for 1.5 million minutes/day across hospitals and healthcare practitioners. To add to it, our EHR and EMR applications are being used by more than 80,000 facilities encompassing 130,000+ physicians, and 850,000+ healthcare professionals in the United States. Additionally, our various EHR mobile applications have been downloaded more than 100,000+ times on App Store and Play Store and have an average rating of 4.0 stars. Through strategic UX design, Koru has helped us in meeting our vision by being a reliable partner for more than half a decade. The medical practitioners using our applications have given great reviews to the platform for making their lives easier. The stakeholders, on the other hand, have continued a retaining relationship due to Koru’s expertise and a high degree of reliability.

How effective was the workflow between your team and theirs?

We have multiple product teams in-house, ranging from 5 to 40 in size, with diverse UX requirements within the organization due to the wide scope of work being done at each moment. They all directly interact with Koru for any UX/UI requirements. Koru’s UX Design Lead and UXPM efficiently handled all requirements. They understood the requirements and assigned the appropriate team or individuals depending on the requirement and scheduled the work without much supervision from our end. Their team is structured in a way that they could sustain and deliver constant and multiple requirements from our side. The fact that we are on the same page allows our teams to be relaxed because we know that Koru will deliver on time.

What did you find most impressive about this company?

Koru’s ability to handle miscellaneous requirements from different initiators has to be their most impressive quality! They have always been perceptive of the priorities, they are trustworthy and absolutely accountable. It is their commitment to elevating enterprise design standards and their promise of timely-delivery that makes them a reliable partner.

Are there any areas for improvement?

Koru has always been keen on taking feedback. They follow-up and successfully align their services to meet our needs. Given our long-term engagement, they have come a long way and grown into our reliable vendors.