Entrance Fee Amortization

Entrance Fee Amortization was a redesign of a complex financial workflow used by admin teams in senior living communities.

The challenge was that users were handling high-stakes financial information through a workflow that required interpretation, cross-checking, and confidence. The goal was not to oversimplify the process, but to structure it better.

I worked through stakeholder interviews, SME sessions, workflow mapping, heuristic evaluation, and task analysis to understand where users were losing clarity. The research helped identify ambiguity in steps, weak hierarchy, and moments where the system expected users to infer too much.

The redesign focused on making the workflow more guided: clearer grouping, stronger validation, better step progression, and more visible system logic.

A key design decision was to make complexity manageable rather than invisible. Admin users still needed detail, but they needed it organized in a way that supported decision-making.

The final direction helped reduce ambiguity and gave users more confidence while completing a financially sensitive workflow.