15+ years turning complex healthcare problems into products people trust
I build AI-enabled experiences, omnichannel platforms, and self-service products at the intersection of enterprise technology and human-centered design. Based in Louisville, KY — open to remote.
Anonymized — employer details generalized to protect proprietary information
AI post-interaction summarization — ~40% after-call work reduction
National health plan · Cloud-based member services platform
AI / 0→1
Agents spent 8–12 minutes per call manually documenting summaries across multiple systems. I defined and led delivery of a generative AI feature that analyzed call transcripts in real time and auto-populated structured notes. Key PM challenge: balancing recall against precision — too much noise and agents wouldn't trust it. Navigated through phased piloting with agent feedback loops before full rollout.
Churn analysis surfaced members lapsing not from dissatisfaction but from payment friction — confusing statements, limited methods, no proactive outreach. Led discovery across support call analysis and member interviews, then owned cross-functional roadmap with finance, legal, and engineering. This was fundamentally a UX problem dressed up as a revenue problem.
7-figure LTV impact
Finance, legal, eng alignment
Reduced preventable lapse
Digital adoption initiative — 3.5% lift in underserved Medicare segment
National health plan · Omnichannel & self-service
Growth
A Medicare segment bypassed digital entirely. Standard tactics had no effect. Discovery revealed distrust wasn't about capability — it was about confidence. Redesigned onboarding to use trusted offline touchpoints to initiate digital engagement, with in-product guidance that reduced perceived risk.
+3.5% digital adoption
Mixed-method discovery
Medicare beneficiary focus
User personas
Composites from healthcare member, agent, and administrator research. Names fictional.
"I just want to know what I owe and when. Every time I call I get a different answer."
MM
Maria Martinez
Medicare Advantage member · Retired · Age 68
Low digital confidenceHigh call volumePayment anxiety
Goals
Understand benefits without calling every time
Pay her premium simply and on time
Feel confident she won't lose coverage
Frustrations
Billing statements feel confusing
Long hold times for simple questions
Digital tools feel built for someone else
Behaviors
Calls before trying self-service
Pays by check or phone
Relies on family to interpret documents
Decision drivers
Trust through consistent human interaction
Simplicity — one clear action at a time
Reassurance she won't make a mistake
"By the time I've pulled up their account across all the systems, we've already lost two minutes."
DK
David Kim
Contact center agent · 4 years tenure · Remote
Power userHigh workloadTool frustrated
Goals
Resolve issues on the first call
Get off the phone faster without sacrificing quality
Not worry about incomplete notes after
Frustrations
Context scattered across multiple systems
After-call work eats time for next member
AI tools that surface wrong answers
Behaviors
Builds personal cheat sheets for bad tooling
Escalates edge cases to avoid errors
Drafts notes mentally during calls
Decision drivers
Accuracy before speed
Trust comes from consistency
Adoption when a tool removes real pain
"I need my team on cases that need human judgment — not answering the same administrative questions all day."
PS
Priya Shah
Health plan operations manager · Regional payer · Age 43
Economic buyerOutcome-focusedAI skeptic
Goals
Reduce inbound volume through self-service
Show measurable ROI on tech investments
Keep team on complex, high-value cases
Frustrations
Vendors who promise transformation, deliver complexity
Metrics that measure activity, not outcomes
Implementation timelines that slip
Behaviors
Reads case studies before agreeing to a demo
Involves ops team in evaluation
Sets hard success criteria before pilots
Decision drivers
Proven ROI from comparable environments
Vendor partnership quality
Transparency about what it won't do
Customer journey map
Maria's path — billing confusion → digital payment confidence
Trigger
Confusing bill arrives
Confusion
Calls — 18 min hold
Resolution
Agent resolves, explains options
First try
Tries digital with agent coaching
Confidence
Pays independently — calls drop
Pain: Statement confusion drives call volumePain: No bridge phone → digitalOpp: Agent-assisted digital onboardingOpp: Simplified statement design
AI persona generator
Describe any user type — Claude generates a structured, research-quality persona instantly
Quick prompts
Building persona…
Goals
Frustrations
Behaviors
Decision drivers
Product opportunities
AI RICE scorer
Describe a feature — see the score and the reasoning behind it
Quick prompts
Product context
Primary goal
~15 sec · reasoning not just numbers
Thinking through trade-offs…
RICE score
Kelly's reasoning
Trade-offs
Arguments for
Watch out for
Discovery questions before committing
AI journey narrator
Pick a persona and scenario — Claude narrates the end-to-end experience with friction and opportunities
Choose a persona
MM
Maria Martinez
Medicare member · Age 68
Payment anxietyPhone-first
DK
David Kim
Contact center agent
Power userTool frustrated
PS
Priya Shah
Health plan ops manager
Economic buyerAI skeptic
Scenario
Journey type
Stages
~20 sec
Mapping the experience…
Overall sentiment
PM insights
Top pain points
Opportunities
Metrics to track
Workflow automation lab
Live AI tools — each saves 30–90 minutes of manual PM work
Personal workflow. Paste a feature brief → structured PRD in seconds. Saves 45–90 min.
Feature brief
Product type
Audience
~15 sec · saves 45–90 min
Drafting PRD…
Generated PRD
Personal workflow. Feature idea → role-based user stories with acceptance criteria. Ready for Jira.
Feature idea
Epic
Stories
~12 sec · saves 30–60 min
Writing stories…
User stories
Personal workflow. Paste raw retro notes → structured went-well / improve / actions in seconds.
Raw retro notes
Sprint context (optional)
~10 sec · saves 20–30 min
Organizing retro…
Retro summary
Personal workflow. Describe your product and a competitor → frank competitive snapshot with strategic questions.
Your product
Competitor
~15 sec
Analyzing…
Competitive snapshot
AI assistant
Ask anything about Kelly's background, PM approach, or how she thinks through product problems
Kelly's portfolio assistantPowered by Claude
Hi! I'm Kelly's portfolio assistant. Ask me about her 15+ years in healthcare PM — AI-enabled platforms, billing UX, digital adoption, cross-functional leadership, or how she thinks through product problems.