Book Time
(347) 668-5684
ygeffrard@gmail.comCase Studies
Eliminating the manual tax: How case managers can finish 2 extra cases every day
By driving a 39% boost in productivity through AI-enabled case management platform, I turned hours of manual suitability reviews into a 10-second automated check.
boost in productivity
HR CRM redesign: “I can finally see it in one place”
I replaced a fragmented HR ecosystem with a unified, data-driven platform that saves managers 9 minutes per case and finally puts all employee insights in one place.
saved per employee case
Designing for Hope: How a data-driven redesign fueled a 220% growth in giving
I turned a fragmented digital presence into a centralized, compassionate "home" that connects families with palliative care and makes it easier for donors to give.
growth in giving
From 3 systems to 1: How UX handed back nearly 2 days a week
A legacy transformation that replaced three disconnected systems with a single source of truth, reducing manual labor by 37%.
per week gained back
International Wealth Management
Wealth management teams waited weeks on developers and vendors for client reports. I designed a self-serve insights platform that delivers custom reports in seconds and gives back up to 7 days of manual work.
of manual labor saved
AI Upsell Agent
I designed an AI agent inside an investment bank's chatbot that reads browsing behavior to find the right moment to offer self-directed clients a financial advisor, adding tens of millions in client and firm revenue.
client and firm revenue
MS Unified Billing
I replaced a decades-old DOS system, a read-only web tool and macro-heavy spreadsheets with one AI-assisted billing platform that surfaces billing errors automatically.
saved per billing review
San Agency Center
I designed an all-in-one SaaS platform for home health agencies, from the ground up for Sandata, that cut patient intake from 10–15 minutes to 2–3 and scheduling from 6–8 minutes to 1–2.
faster patient intake
CE Vision
I redesigned Consumer Edge's consumer-spending research tool so investors, hedge funds and corporations get to answers in 1–2 minutes instead of 4–5, with a guided path for new users and a deeper one for experts.
faster search results
San Nurse Assess
A native iOS and Android app that lets home health nurses see their day, intake patients and sign forms in the field, cutting intake from 15–20 minutes on paper to 3–5.
faster visit scheduling
Credit Snitch
A friendlier front door for a credit restoration brand: a lead-capture landing page that replaced email, spreadsheets and paper, speeding up lead intake by 31%.
faster lead intake
Mutual Funds Proxy
I replaced paper forms and DOS screens with one responsive platform for Broadridge's mutual fund proxy team, cutting a typical task from about 70 minutes to 25.
time saved on data entry
