Case Studies

Business Asks I've heard in the past include...

"Should the business spend 100k+ to buy this 3rd party content library? Can we know by next month?"

"Do hospital administrators want an Admin System to centrally manage Patient Care Plans?  What would that look like? Is it feasible with our current content and technology stack?" 

"How should we change every single piece of content on our multi-national, clinical subscription product, to support the opposite use cases of point-of-care doctors (who need answers in seconds)... and in-depth researchers (who spend hours reading)?"

"Can you figure out a way to make design critique less painless, and encourage the whole team to discuss product designs in progress?"

Examining the Original Ask = User/Business/Tech Success

Below I've listed a few examples of when I've helped a Business Ask (a proposed solution) evolve into a more well-defined, lower-risk Problem Statement.  

In each case, this helped me deliver a product solution that saved the business needless expense, and helped earn the business increased revenue -- all by giving users what they wanted, in a way technology could deliver it.

To see visuals and more details, check the Portfolio section.

The Ask

"Users say search sucks.* How can we improve search on the whole platform, so medical journal users can actually find what they're looking for?"

*actual quote

The Product

A CMS-based enterprise website product, used to publish 300 different online medical journals

The Process

  • Competitive analysis
  • Search Query analysis
  • Definition of primary Search Patterns
  • User interviews
  • Definition of Use Cases, and desired Content Type Weighting for algorithm changes
  • Presentation of research results throughout the organization, to ensure the project happened
  • Visual UI design improvements
  • Cross-team collaboration with Central Solr Search team for Algorithm improvements
  • Coordination with Content, Tech, and Senior Stakeholders
  • User validation of updated algorithm and visual design improvements

The Results

Not only did this project save the company from losing a $300,000 customer, it also caused our central search team to roll out the improvements we made to other products.

The Ask

"Turn this existing website into a native app usable by doctors at patient bedside. And let us know what needs to be in MVP because we don't have much money. Oh, but design for future iteration too!"

The Product

Native mobile app offering clinical tools doctors need to use in seconds to provide  patient care.

The Process

  • Strategic Leadership
  • Feature inventory and Heuristic Analysis
  • User Persona creation
  • Use Case and Task Flow documentation
  • Wireframes of all screens (MVP + future iterations)
  • Visual UI Design & Prototyping
  • User Validation of Ultra-high-fidelity prototype on mobile device (HTML/CSS)
  • Visual Design Revisions and Design System creation
  • Tech Team Delivery + Design QA through build into launch

The Results

The original instruction of "turn the website into an app" would have resulted in a horrendously bloated project.  By instead identifying only the primary tasks users wanted to complete, the business saved countless hours of developer time, and the users wound up with a much more easy to use product.

The Ask

"How can we make these lengthy documents* about a specific Prescription Drug more usable for patient care?"

*"lengthy" meaning about 40+ printed pages, written in huge walls of text

The Product

Subscription-service-based website product used by global medical researchers and doctors, to learn about drugs.

The Process

  • Competitive Analysis
  • Desk/secondary research summary report, on all past drug focused user research studies
  • Creation of Empathy Map, User Goal & Task Map, and Pain Points to facilitate discussions with partners & stakeholders
  • Co-design of wireframes with clinicians, focused on one well-understood Primary Use Case
  • Visual Design of immediate needs, plus design of optimal Future States
  • Coordination with Content Authors, and Technology, to scope out work required in new content tagging, ingestion, and display
  • Prioritization of immediate features, and phased future features and work needed

The Results

When dealing with third party content, never make assumptions about what's easy to change.  In this case, even the smallest change could mean months of work.
By analyzing past research, tackling the largest user pain-point, and co-creating wireframes with clinicians, we quickly knew what to change first, and what to plan on addressing in the future.

The Ask

"Turn this book into a mobile app for physicians, so we can save printing costs and avoid book pirating."

The Product

Mobile app containing library of health condition information, written in medical shorthand, to be used by doctors.

The Process

  • Strategic Leadership
  • Competitive Analysis (of books and apps)
  • Content Inventory
  • Use Case and Task Flow definition for existing book, to support these even better with digital product
  • Visual design of primary tasks and any screens with high level of behavioral unknown
  • Training of Product Owners to conduct user research
  • User Interviews and Invision Prototype testing with End Users

The Results

By taking time to understand how doctors used the printed book, we made sure we supported all user needs. 

If we had not examined the book first, we would have made an app that was worse than the printed version, and entirely estranged the print audience.

The Ask

"Tell us which native app features and content are needed when doctors are offline -- in Brazil, France, Germany and America."

The Product

Multi-language, multi-country, native mobile app and responsive website, used by doctors at bedside, to provide clinical care.

The Process

  • Preliminary desk research to understand offline app usage across apps
  • Long-form survey creation to better understand user behavior
  • Translation -- and localization -- of survey, to be run in Brazil, France, Germany, and America
  • Creation of survey in Alchemer, including complex logic branching to meet country requirements
  • User Recruitment (on product through Pendo, via email through marketing campaigns)
  • Survey analysis and stakeholder presentation

The Results

Nearly all business assumptions were disproven by the survey results.  Offline wasn't a "by country" challenge, or a "by care facility type or location" thing...  It was far more nuanced than that.  User needs extended down to the Use Case, of "today I'm working near the MRI machine and there's cell interference", and caused us to rethink our entire feature approach.

The Ask

"Can you design these 100+ screens with reusable design patterns so the Tech Team can avoid rework  when building?

Also, coordinate what you're doing with the Corporate Design System team.

And make sure the international branding team is happy too."

The Product

Design Pattern Library, organized by components, to document the Design System Branch used by our product.

The Process

  • Review of all currently-used design patterns across ALL products in corporation
  • Coordination with global branding, marketing, and corporate design team
  • Tech Lead coordination, to ensure integration with Angular (later React)
  • Design of 100+ screens in Sketch (later Figma)
  • Invision + Zeplin used to prototype clickable behavior
  • Ongoing maintenance of product's Design System Branch

The Results

The original ask here was just to help the Dev Team avoid rework. No one specifically asked me to create a Design Pattern Library. But I knew the product was big enough, and the team large enough, that it was the best strategy.

I'm proud to say that several of my design components now live in the corporate design system -- user tested, and user loved.

Brand Experience