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QI-Tech: case study of a white-label quality and compliance platform

A white-label quality and compliance platform. CarePlus runs it under its own name across every pharmacy site, from head office down to each person on shift.

Case study 03
QI-Tech · Case studyHealthcare · White-label SaaS · Web
careplus.qi-tech.app / company / home
CarePlus company account home with KPIs, tasks, cases closing soon, forms due and audits across sites
SMSarah MitchellSenior Pharmacist · Bristol
4-digit PIN on the shared device
✓RCA assignedINC-2208 · Dispensing error
Open items by urgencyASDA Manchester · today
10open
  • Overdue2
  • Due today4
  • Awaiting reply4
Tasks due today31 overdue
Case feedback22 unread
Forms overdue21 due today
RCAs pending2Unstarted
IndustryWhere it works03
Healthcare & pharmacy01
Quality & compliance02
Multi-site operations03
Project typeWhat we built03
White-label SaaS01
Web platform02
Design system03
ServicesWhat I did03
Product design01
Information architecture02
Theming & white-label03
Essentials

One engine,
any brand.

QI-Tech is the company and the platform. CarePlus is the customer running it, so every screen had to wear someone else's name without losing its own logic.

White-label by design

Built by QI-Tech, launched as CarePlus.

Each customer gets its own logo, colours, sign-in page and site themes. The product underneath stays the same, with a quiet "Powered by QI-Tech" at the foot of the sign-in page.

Company theme builderCustom sign-in pageThemes per sitePowered-by footer
Company info · Theme
Company theme builder with a live CarePlus preview

Theme builder. Head office picks the logo, primary and secondary colours, tabs and buttons, and sees them on a live preview before anything goes out to the sites.

01 · Overview

Three doors,
one product.

QI-Tech helps multi-site healthcare businesses report incidents, run audits and root cause analyses, and keep forms and tasks on schedule.

We designed the full platform around three kinds of account, so head office, each site and every person on shift sees exactly the part they need.

!The problem

The challenge

A pharmacy group juggles incidents, controlled-drug checks, fridge logs, audits and training across dozens of sites. Head office needs the whole picture, a pharmacist at the counter needs to log an error in seconds, and every customer wants the system to look like their own.

One rigid tool for everyone meant too much for the counter and too little for head office.

HQHead officeSees every site, sets templates and reports.
SEach siteLogs incidents and forms, works its own tasks.
UEvery personSigns in fast on a shared device.
✓What we delivered

How we helped

We designed one product with three doors: a company account for head office, a site account for each regional site such as a pharmacy, and a user account for every person at that site.

All three share the same components, status colours and layouts, and every brand decision lives in themes, so a new customer is a configuration, not a redesign.

3Account types
9Core modules
130Screens designed
02 · The accounts

Who signs in, and why.

The same CarePlus sign-in page opens three different products. A tab picks the door, and everything behind it is shaped for that role.

Company account
Company account home
Company account01

For head office

Compliance and operations teams who look after every site at once.

  • Create sites and shape the company structure
  • Build case, RCA, task and form templates
  • Dashboards and scheduled reports across sites
  • Brand the whole platform with themes
Site account
Site account home
Site account02

For each site

A regional site such as a pharmacy, signed in on a shared device at the counter.

  • Submit incidents and scheduled forms
  • Work through site tasks and RCAs
  • A timeline of everything that happened on site
  • Its own sign-in page and theme
User account
User account with Sarah Mitchell's workload
User account03

For every person

Each member of staff at a site, from a pharmacist to a new starter.

  • Pick your face, then a 4-digit PIN
  • Your own tasks, cases, forms and audits
  • Which sites you can access, and your role on each
  • Upcoming leave at a glance
One sign-in page

A tab picks the door.

Site, Company and User Details sit side by side on the CarePlus sign-in page, so nobody hunts for the right link, and each tab explains what it opens.

OpensThe site account

A shared device at the counter, for everyone on shift.

Site usernamePick your face4-digit PIN
careplus · Sign in
CarePlus sign-in page, powered by QI-Tech
03 · The outcome

What the design delivered.

A complete web product for all three accounts, every module and inner state, from site creation to the RCA an outside investigator opens by email.

130screens designed

Three accounts, nine modules, every state

Company account · 107Site account · 22User account · 1 view
04 · Design thinking

Five places compliance
got stuck.

Before drawing screens, we walked through a day at a pharmacy group and listed every point where reporting slowed down or broke. Each one became a design decision.

01
The problem

One login, three kinds of people

The design answer

Three doors on one sign-in page: Site, Company and User Details.

Decision · Accounts→
02
The problem

A shared tablet at the counter

The design answer

Pick your face, then a 4-digit PIN. No passwords on a shared device.

Decision · Site sign-in→
03
The problem

Incidents lost in email threads

The design answer

Every incident becomes a case that follows a workflow head office designs.

Decision · Case manager→
04
The problem

Blame instead of causes

The design answer

Fishbone and 5 Whys templates, sent to sites or outside investigators.

Decision · Root cause→
05
The problem

Every customer wants its own brand

The design answer

A theme builder for the platform, the sign-in page and each site.

Decision · Theming→
In short
5problems
→
5decisions
→
1product

One product that three kinds of people use every day.

CompanySiteUser
Notes from the working fileQuestions we kept asking while the screens took shape
Sign-in

Can six people share one tablet without sharing one password?

→ Face + PIN
White-label

What has to change for a new customer, and what must never change?

→ Brand tokens vs status colours
RCA

How does an outside investigator open an RCA without an account?

→ Email code, read-only view
Home

What does head office need to see before the first click?

→ Four KPIs, four lists
Sites

How do you move a site to another company without losing its open cases?

→ Transfer with access tokens
Contacts

Imports bring duplicates. Who decides which record wins?

→ Confidence score, merge per field
05 · User flow

New site to first sign-in,
five clear steps.

Head office adds a pharmacy in one guided flow. Two real decisions, what kind of site and when it goes live, and the product handles the rest.

Company account · Set up site account
Choose the site typeFind the site by postcodeSend the activation now or laterSite createdThe new site in My sites
Set up a site1 of 5
Head office · one guided flow
Decisions are marked
CarePlusChapter 01 / 04 · Company account
Decision 01 · Company home

The day,
before the first click.

Head office used to open five tools to find out what was late. Home now answers it in one screen: four numbers, four lists and what changed in the latest release.

Company account · Home
Company account home
Company home · scrolls through every list
Four KPIs, each with what is overdue
What's new in CarePlus v2.4
Left navigation
Left navigation
Left nav Seven modules, with Report Now always one tap away
Notifications
Notifications
Notifications Grouped by type, with mentions and approvals first
4KPI cards
Tasks due, case feedback, forms overdue and RCAs pending, each with its own alert.
4live lists
Tasks, cases closing soon, forms due for review and audits across sites.
Week30 daysQuarter
3time ranges
This week, 30 days or quarter, without leaving the page.
CarePlusChapter 02 / 04 · Cases & RCA
Decision 02 · Case manager & root cause

Find the cause,
not the culprit.

Incidents used to end with a name. We mapped the journey from report to closure first, then designed each step so the case moves toward a cause and an action.

From the project fileThe case lifecycle, mapped before any screen
01
SiteIncident reported
Report now
02
Head officeCase created
From a template
03
InvestigatorsInvestigation
Assigned
04
Root causeRCA
Fishbone5 Whys
05
OwnersActions & tasks
Due dates
06
Closing checklistCase closed
Checklist
Configured once in a case templateCan be sent to a site or an outside investigator
Case templates

Head office draws the workflow.

Each case type gets its own template: the stages a case moves through, the tasks inside each stage and who acts on them.

  • Stages in orderName a stage, then the case can only move forward when it is done.
  • Tasks inside each stageAdd, edit or remove tasks without touching the cases already open.
  • Drag to reorderSteps move by handle, so a template is rebuilt in seconds.
Case template · Workflow
Case template workflow builder with stages and tasks
Hover to scroll the template
Fishbone template
Fishbone template
AFishbone · many causesCauses grouped by method, machine, material and people, with a live model beside the builder.
or
5 Whys template
5 Whys template
B5 Whys · one chainAsk why until you reach the root, and let the sender add more Whys at case time.
Outside investigators

No account, no friction.

Some RCAs go to people outside the company. They get an email, enter a six-digit code and land on a read-only view of the RCA, with nothing else of the platform exposed.

What we designedAssign to sitesAssign to usersCustom emailEmail verificationRead-only RCA view
1
CarePlus · to j.doe@gmail.comYou’ve been asked to review an RCAINC-2208 · Dispensing error · due 24 July
Open RCA
2
Verify email
Enter the six-digit email code
Six-digit code No account, no password
3
RCA · read only
The RCA opened read-only
Read-only RCA Nothing else of the platform
Fishbone5 Whys
2RCA models
Fishbone for many causes, 5 Whys for one chain.
SitesUsersEmail
3ways to send
To sites, to named users, or to any email address.
481
6digit code
All an outside investigator needs to open an RCA.
CarePlusChapter 03 / 04 · Work & numbers
Decision 03 · Tasks & reporting

Work that never falls
between sites.

One board for every task and project, and reports that arrive on a schedule instead of being rebuilt in a spreadsheet every month.

12 tasks & projects
Tasks & projects
Tasks and projects board
01BoardEvery task and project, by status, across sites.
Create a task
Create a task
02CreateStatus, dates, tags, assignees and sub-tasks in one panel.
5 filter types
Advanced search
Advanced task search
03SearchFilter by type, status, priority, assignee, site and date.
13 saved dashboards
My dashboards
My dashboards
04DashboardsBuilt per person from the reports they use.
3 graph types
Report builder
Report builder with graph preview
05BuilderPick a source and a chart, and see the graph live.
What we designedKanban boardTask templatesProject templatesSaved filtersReport builderDashboardsScheduled PDF & Excel
QI-TechChapter 04 / 04 · White-label
Decision 04 · Theming

Configured once,
branded everywhere.

A customer's brand lives in three layers: the company theme, its sign-in page and an optional theme per site. Each one is edited on a live preview, so nothing goes out untested.

Three layers, one engine
Company info · Theme
Company theme editorSign-in page editorSite theme editor
01/03 · Company theme
Try a brand

Same product, any colours.

Pick a brand. The logo, tabs, buttons and highlights follow it. Status colours never move, so overdue still reads red whoever is on top.

Example brands, for illustration
Changes per customerNever changes
Also in the product

Four more calls
that mattered.

Smaller decisions outside the main flows that keep the data clean and the platform safe.

06

Duplicates, merged by field

Imported contacts are matched with a confidence score. Review picks the value to keep for each field and previews the merged record.

Contacts · Review & merge
Review and merge contacts
07

Forms on a calendar

Forms are versioned and archived, then scheduled per site, so a fridge log or CD check is never a reminder in someone's head.

Forms · Schedule
Form schedule calendar
08

Devices you can trust

Verified devices, IP allow-lists and two-factor where it matters, all visible to head office in one table.

Security · Devices
Verified devices and IP access
09

Structure that mirrors the business

Countries, regions and groups in a visual tree, so reports and permissions follow how the company is actually run.

Company · Structure
Company structure tree
The site account

Built for
the counter.

One shared device per site, many people using it. Signing in had to be quick, and the site's work had to be one tap away.

Step 1
Sign in to the site with email

1The site signs in

The site account signs in once on the shared device, on its own branded page.

Step 2
Choose your profile from the people at this site

2Pick your face

Everyone at the site appears as a photo and role, with search for bigger teams.

Step 3
Enter a 4-digit PIN

3Four digits

A 4-digit PIN signs you in, and a reset is two fields away if you forget it.

Site home

The site's day,
by urgency.

Outstanding tasks, new feedback on cases, scheduled forms and pending RCAs, with one ring that splits everything open by what needs doing first.

10open items todayASDA Manchester Superstore
2OverdueAct now
4Due todayBefore close
4Awaiting replyFrom head office
Site account · ASDA Manchester Superstore
Site home
Open items by urgency
Site tasks
Site tasks
01TasksFrom head office

What the site owes head office, each with a priority, an owner and a due date.

PriorityOwnerDue date
Site RCAs
Root cause analyses for the site
02RCAsAnswered on site

Root cause analyses assigned by head office and answered here with a Fishbone or 5 Whys.

Fishbone5 WhysDeadline
Site timeline
Site timeline of reports and forms
03TimelineSite history

Every report and form the site has filed, newest first, in one running list.

ReportsFormsNewest first
The user account

Everyone gets
their own view.

Behind the PIN, each person sees their own workload across every site they belong to, and managers see the same page when they open a colleague.

User account · Sarah Mitchell
User details for Sarah Mitchell: profile, workload, tasks, site access and upcoming leave
What Sarah seesHover a point to light it up
Under the hood · Design system

One system,
re-skinnable.

Built on Untitled UI: a purple scale a customer can swap for its own, four status colours whose meaning never changes, Inter throughout and Untitled UI’s line icons.

ColourBrand scale · 4 status colours
Primary · CarePlus#7F56D9
Buttons, active tabs, highlights. Swapped per customer.
100#F4EBFF
200#E9D7FE
300#D6BBFB
400#B692F6
500#9E77ED
700#6941C6
OverdueAct now
Due soonBefore close
RCA dueInvestigate
DoneClosed
TypeInter · one family
Aa
Page title24 / 32 · Semibold
Card title16 / 24 · Semibold
Body copy14 / 20 · Regular
316 open itemsNumbers · tabular
IconographyUntitled UI Icons · Line
ReportsCharts · Line
ComponentsUntitled UI React, themed
Report incidentSave draft
Dispensing error · Bristol
Send to an outside investigator
Overdue 1dDue in 2dRCA dueCompleted
This week30 daysQuarter
Built with

Designed and built
on Untitled UI.

Untitled UI ran through both sides of the project: its Figma kit for the design system and its React components for the build, so what we designed is what shipped.

UIDesign & development

Untitled UI

The Figma library gave us tokens, components and page patterns. Untitled UI React, built on React Aria and Tailwind CSS, gave the developers the same components in code, themed per customer through CSS variables.

FigmaKit · tokens · variants→TokensCSS variables per theme→ReactUntitled UI React
RcDashboards

Recharts

Every dashboard tile and report preview: stacked bars by site, rings by urgency and the live graph in the report builder.

NTypeScript

Next.js

The app framework for all three accounts, with shared layouts and routes.

TWThemes

Tailwind CSS

Brand colours as CSS variables, so a new customer is a new theme, not new code.

TQData

TanStack

Query for server state, Table for every list, filter and saved view.

RHForms

React Hook Form

With Zod validation for cases, sites, forms and every builder.

✦

And the rest of the toolkit

React AriaUntitled UI Iconsdnd kit · task boardReact Flow · workflowsdate-fns · schedulesFramer MotionStorybookPlaywrightVitest
What we took away
01

Design the system, not the logo.

Every brand decision lives in a theme, so CarePlus is a configuration of QI-Tech, not a fork of it.

02

Three doors, one house.

Company, site and user accounts share components and status colours, so moving between them never feels like a different product.

03

Speed at the counter.

A face and a 4-digit PIN beat a password on a shared device, which is where most incidents are first reported.