Workplace Wellness Platform

Company: Quan (Y Combinator backed startup)

Role: Lead UX Designer — evolved from optimizing workflows to owning all product design and planning product logic

Timeline: ~4 years, through successful exit to TrueTribe (Colbe) in 2025

Scope: End-to-end design ownership including user-facing experiences, admin portals, and cross-functional contributions to data structure and system logic

Problem Statement

How might we translate deep psychological drivers into actionable, personalized recommendations that help both individuals and teams improve workplace wellness?

The Service Flow

The platform guided teams through a continuous improvement cycle:

  1. Survey & Assessment: Team members complete surveys to identify wellness challenges

  2. Workshop & Root Cause Analysis: Teams review scores in a facilitated online workshop, select priority issues, and use the platform to uncover root causes

  3. Tailored Recommendations: Teams receive personalized solutions based on smart matching

  4. Continuous Improvement: Teams repeat the cycle to track progress and identify next focus areas, while HR monitors trends through in-depth reporting

Research & Discovery

My approach combined insights from internal domain experts with continuous user feedback throughout the product lifecycle:

Domain Expert Collaboration

  • Worked closely with in-house psychology team to translate complex psychological drivers into design requirements

  • Identified industry benchmarks: standard survey completion rates hovered around 35%

User Testing & Validation

  • Tested features pre-release to validate usability and engagement patterns

  • Gathered post-release feedback through direct user input and behavioral data

  • Analyzed engagement metrics to inform iterative improvements

  • Discovered reporting was a primary retention driver through direct buyer feedback

Key Insights

  • Opportunity to personalize recommendations at both individual and team levels

  • Workshop experience needed to balance facilitation with platform-guided discovery

  • HR decision-makers valued depth and clarity in reporting over visual complexity

Solution

Designed a comprehensive wellness platform experience with three core components:

1. Survey Experience & Flow

  • Designed intuitive survey UX and flow that made completion feel effortless

  • Translated psychological insights into an engaging, accessible survey experience

  • Created intelligent matching engine that delivered personalized recommendations at both individual and team levels

2. Online Workshop Design

  • Designed interactive online workshop experience as a key touchpoint in the service flow

  • Integrated workshop into the overall user journey to maximize engagement and impact

3. In-Depth Reporting System

  • Planned and structured comprehensive reporting experience for decision-makers

  • Designed clear, actionable insights that demonstrated tangible value

  • Created reporting that became a key retention driver, with buyers explicitly citing it as where they found value

Results & Impact

  • 60% increase in user engagement with the platform

  • 70% survey completion rate — more than 2x the industry standard (~35%)

  • The matching engine and accumulated industry knowledge became core value drivers in the company's successful acquisition

  • Built scalable design system that supported years of product growth

Reflections & Learnings

Domain expertise + design thinking = measurable impact. Collaborating with psychology experts helped me achieve 2x industry standard completion rates. I thrive when translating specialized knowledge (collaborating with experts) into intuitive user experiences.

Strategic Value Balancing. I design by balancing the interdependent needs of diverse user types, leveraging those insights to prioritize features that deliver measurable value across the entire user and business ecosystem.

I evolved from executor to strategic owner. I now plan product logic, structure data systems, and own end-to-end experiences that scale.

I build for the long term. The matching engine I created became core assets in the acquisition. I invest in foundations that compound value (and save maintenance and workload) over time.

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