Support Operations Dashboard
(6 months)
Summary
A large health care provider needed an internal tool that would provide employees with a way to:
Track key performance indicators (KPIs) against targets.
View KPI trends over time.
Create strategy level plans and detailed action plans to achieve goals.
Leverage established best practices across hospitals.
Project Details
As the UX designer on the project, I was responsible for:
Requirements gathering, including facilitating all design sessions with the client.
Sketching out the 4-5 key screens and working closely with the client to understand the relationships between all features.
Creating an interactive Axure prototype (only certain actions are interactive, as dictated by user test scripts).
Because the site would be interaction heavy, I decided to move quickly into prototyping after requirements and sketches.
Planning and conducting user tests with eight participants across the organization.
Coordinating with the visual designer and facilitating visual design client feedback sessions.
Acting as the liaison between design and build phases, managing changes and tracking decisions throughout the build.
Interactive Axure prototype
Final Visual Design
After user testing the wireframes and incorporating the findings, I worked closely with the visual designer who created the below comps.
Landing page dashboard showing KPIs, strategy-level Action Plans, and a table comparing different hospitals
Ability to drill-down into one of the KPI metrics from the dashboard and view additional details
Ability to create and share Action Plans across hospital departments and sites
Behind the Scenes
Understanding complicated internal health care metrics was key to the project. I spent a great deal of time with my client counterpart digging into the details. Some initial sketches that helped jump start the conversation are shown below.
Project Challenges & Learnings
Print Constraints
The UX and UI design for Strategy Plans and Action Plans needed to be pre-formatted and print ready (11x17 A3 letter size). This limited the designs in both size, layout, and color.
Technical Constraints
The solution was partially built out in Tableau and partially in Sharepoint. Unfortunately, the decision to use Tableau was not made until after design phase was complete. Tableau is not an easy platform to customize and the designs needed a great deal of re-work. There were additional complexities related to Tableau and Sharepoint 'talking' to each other which also affected design decisions.
Understanding the technical constraints and working around them required flexibility and close coordination with the tech team.
Accessibility
Needed to accommodate color blindness in the visual designs, which was somewhat challenging due to the number of colors required.