
TL;DR
- Role: Product and Design Lead, Simple Cortex engagement
- Timeframe: May 2026 to present
- Business problem: A new practice needed operational clarity before opening, not another admin panel full of settings.
- What I changed: Simple Cortex delivered an internal operations platform giving the owner a daily cockpit, deterministic pricing, treatment management, and AI support inside a privacy-conscious architecture. I led the engagement and owned product and design end to end.
- Proof: Blank schema to 15 deployed pages in 72 hours, since grown to 18 operational surfaces. Deterministic pricing across services, tiers, and provider roles. PHI-free architecture enforced in CI. Multi-location access boundaries designed from day one. AI layer bounded by tool contracts that keep financial logic out of the model.
Daily cockpit · action queue
2 points

What needs action today sits above the numbers. Required documents to acknowledge are flagged before anything else, so the owner opens to a decision, not a dashboard.
The problem was not admin
Admin panels show everything. That was the wrong answer.
A first-time practice owner does not need every object in the database exposed as a table. She needs to know what requires attention, what is ready, what could break before opening day, and what is unresolved that a decision could close.
Simple Cortex designed the portal as a cockpit, not a control panel. The system has real complexity: pricing logic, service taxonomy, staff workflows, AI, location controls, compliance, reconciliation. The surface stays calm. The owner should not feel the machinery unless it is asking for a decision.
The product leadership move was choosing that framing first, before a single screen was designed. The pricing engine was the impressive artifact. The cockpit was the right product.
What I did
- Designed the owner experience around daily operational attention rather than raw configuration. What needs action, what is safe to act on, and what to trust are visible. Everything else is backstage.
- Built a deterministic pricing model the business could inspect, explain, and trust. Pricing, discounts, commissions, and what-if scenarios route through the engine. The AI layer can explain a margin. It cannot compute one.
- Created a multi-location architecture with role and access boundaries from day one, before the second location existed.
- Kept privacy risk low by designing around PHI-free assumptions throughout: aggregate operational signal, no appointment-level records, no guest names. The trust architecture (CI scanning, access controls, deterministic logic) supports the product promise without becoming the headline.
- Added AI only where it supports decisions without transferring authority from the operator. The assistant answers plain-English questions about the business. It reads bounded functions and explains what the engine already computed.
Scope · Pricing flow
From services overview to deterministic price calculation.
- 01 / 03Services grid

The grid holds the economics. Every service priced across tiers by the deterministic engine. - 02 / 03Service detail

A single service proves the number: a cost breakdown and a what-if scenario that re-prices every tier live. - 03 / 03Daily cockpit

The cockpit turns the calculated number into today's decision. One flow, not three disconnected screens.

What changed
OPERATIONAL SURFACES · 18 PAGES
The breadth, page by page.
Insights
The page I check first. Margins, breakeven, and runway in one read, with the money-losing services named instead of buried.
The practice gained an operating surface before opening day. Scattered setup decisions became a visible system: what exists, what needs review, what is safe to act on, what to trust.
- From spreadsheets to a working operating model: pricing, services, discounts, memberships, consumables, expenses, compliance, and reconciliation in one place.
- From no daily signal to a cockpit: below-cost services, unsigned attestations, expiring credentials, reconciliation drift, runway, and breakeven surfaced together.
- From "ask me" to "ask the system": plain-English questions answered against deterministic logic, not model-generated guesses.
- From single-location assumptions to a multi-location-ready architecture that will not need a rebuild.
The design move was subtraction. The platform does a lot. The interface makes only the right things feel urgent.


Reflection
The strongest story here is not "15 pages in 72 hours," or the 18 surfaces it has since become. It is choosing the right surfaces because the owner needed operational confidence, not software theater.












