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Project
02
matt mcpherson

Mckesson

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The Enterprise Reporting & Analytics (ERA) platform at McKesson serves as the essential backbone for thousands of healthcare administrators managing user roles, datasets, and compliance reporting. However, its outdated interface introduced significant friction, creating inefficiencies in critical workflows such as role assignments, data access management, and compliance tracking. These issues resulted in delays, operational bottlenecks, reporting inaccuracies, and steep learning curves for new users. Recognizing these challenges, I spearheaded a comprehensive UX/UI redesign of ERA, aiming to simplify complex tasks, reduce errors, and establish a scalable, intuitive system tailored for seamless integration across multiple departments, all while meeting rigorous compliance standards.

UX/UI, Interactive Design & Prototyping

ROLE

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The redesigned Admin Dashboard in McKesson’s ERA platform provides administrators a centralized view to monitor key system metrics, pending tasks, and recent activities. Improved visual hierarchy ensures critical data—such as user statuses, pending approvals, and role modifications—is immediately clear, streamlining decision-making. Integrated Quick Actions let admins swiftly perform frequent tasks, while the Recent Activity feed enhances oversight and accountability. Together, these enhancements empower administrators with rapid insights and effective controls, reducing operational friction.

Admin Dropdown: Streamlined access to profile settings, notifications, and recent activity for administrators.
Navigation: Responsive vertical navigation optimized for rapid access and scalability.
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Solutions Management in McKesson’s ERA platform gives admins full control over enterprise solutions, allowing them to manage access, enforce permissions, and monitor active and expired solutions. The redesigned system improves visibility and streamlines workflows to reduce bottlenecks. The Manage Bulk Access modal enables admins to update permissions for multiple solutions at once using a structured three-step workflow, ensuring accuracy before applying changes. Live previews prevent misconfigurations, and real-time updates are logged for compliance. The Create New Solution modal simplifies deployment with pre-built templates, granular access control, and tagging for better organization. These updates ensure McKesson administrators can efficiently manage enterprise solutions without friction.

Solutions Management – Manage Bulk Access: Quickly update permissions for multiple solutions simultaneously.
Solutions Management – Create New Solution: Intuitive creation workflow with customizable solution templates.
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Explore Management within McKesson’s ERA platform empowers administrators to efficiently discover, filter, and modify dataset access across the enterprise. The revamped interface introduces intuitive search, advanced filtering options, and streamlined bulk actions to simplify access updates. Clear data categorization and live previews ensure accuracy, significantly reducing configuration errors. Real-time audit tracking provides compliance visibility, allowing admins to manage datasets with confidence and precision, minimizing delays and maximizing productivity.

The integrated User and Team Management experience in McKesson’s ERA platform offers administrators robust tools to oversee users and internal teams seamlessly. The redesigned interface clarifies complex workflows by providing intuitive visual summaries of user activity, statuses, and role assignments. Enhanced controls for adding, modifying, and managing teams—including detailed modals and actionable insights—reduce administrative overhead. Real-time security alerts and streamlined role assignment ensure accurate, compliant access control, enabling administrators to manage users and teams effectively without friction.

User Management: Clear, actionable insights into organizational users and permissions.
Add New User Workflow: Simple, guided onboarding with clear role and team assignments.
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Create New Team Workflow: Quick, intuitive team creation and configuration workflow.
Team Management: Efficient management of teams, members, and operational insights.
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Dashboard: Mobile overview of key metrics, approvals, and security alerts.
Roles & Access: View role expirations and permissions quickly from anywhere.
Solutions & Explores: Access and monitor solution status and data insights on-the-go.
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