The assignment
Help a practice understand its setup, manage its information, find resources, and know what to do next.
Digital systems / August 2026Discuss Your Campaign ↗
Cal Dental
Make the next step obvious.
An affiliate portal prototype turns a complex onboarding and support journey into a clear, navigable workspace.
PROJECT STATUSInteractive prototype
RECORD PERIODAugust 2026 — not a live status report
RAPDM / CASE FILE23
Cal Dental
Our contribution
Strategy, presentation design, and project development.
An affiliate portal prototype turns a complex onboarding and support journey into a clear, navigable workspace.
What the evidence supports
The HTML prototype and companion guide demonstrate the interface with sample data and local browser storage. They do not establish live account authentication, a connected CRM, production support operations, or verified savings.
How the work was approached
THE WORK / THE THINKING
Orient before asking for action
An overview introduces the practice’s setup state and next tasks. A desktop sidebar and mobile navigation give users a stable way to move between the main areas.
Make progress visible
Editable practice details and an onboarding checklist demonstrate how a user could keep information current and complete setup in manageable steps.
Make resources useful
Resource previews and reviewed states help distinguish available material from completed reading. A support-ticket demonstration shows how a request could be captured and revisited.
Explore without implying a promise
The sample savings tool illustrates category-based comparisons. Its figures are demonstration inputs, not verified financial results. An accompanying implementation guide explains the intended site handoff.
HOW THE PROJECT IS ASSESSEDMEASUREMENT.
MEASUREMENT.
WITH CONTEXT.
- Onboarding task completion
- Time to find a resource
- Profile update clarity
- Support request completion
- Mobile task usability
- Understanding of next steps
These are measurement categories, not a claim that every metric was collected or improved. Only stated, source-supported outcomes are treated as results.
Interactive prototype
A working front-end demonstration
The HTML prototype and companion guide demonstrate the interface with sample data and local browser storage. They do not establish live account authentication, a connected CRM, production support operations, or verified savings.
Explore the full presentation
The original visual experience is preserved. Opens in a new tab, with a return link to this overview.
Working affiliate hub demo ↗ (new tab)Interactive guide ↗ (new tab)