Research Process
Phase 1: Understanding Current State
I started with secondary research to understand the current platform and user experience, identifying what had already been explored and where opportunities for new learning existed.
Secondary Research Synthesis
- Analyzed 4 existing user interviews and 3 surveys from previous quarters
- Identified recurring themes around "fighting the system" and workflow efficiences
- Discovered care coordinators (nurses, clinicians) manage 150-175 patients each and feel overwhelm due to time allotment vs. patient volume
Literature Review & Competitive Analysis
- Conducted in-depth literature review on emerging and existing technologies in aging-in-place and health monitoring care
- Analyzed competitive remote monitoring platforms and EHR systems, noting key features and opportunities
- Identified best practices in healthcare alert management systems
- Synthesized findings into design principles for healthcare interfaces
Research Artifact Refinement
- Updated existing personas to reflect actual behavioral patterns discovered in interviews
- Redesigned existing survey instrument to include standardized scales for quantiative analysis and workflow comparison questions to measure concrete efficiency gains and system use impact
- Incorporated technology comfort assessment to understand initial user onboarding friction and segment user responses
Stakeholder Alignment
- Conducted 2 interviews with CEO and board members to understand key business and growth goals
- Aligned on business goals of scaling patient numbers and care functionalities
- Aligned on success metrics of efficiency gains and user satisfaction
Phase 2: Identifying Barriers
In this stage, I focused on direct observation to unearth what our users can't, or don't know to, share during interviews. My goal was to see the platform through the nurse's eyes in their actual workflows, understanding not just what was difficult, but current workarounds they created
Accessibility Audit (Self-Initiated): While I was familiarizing myself with the platform, I recognized key accessibility issues. I took the initiative to propose an additional project (which was approved by the CEO herself!) to improve the platform through an accessibility audit
- Created a project proposal and presented to stakeholders, showing value of accessibility improvements that impact all users
- Identified 120+ accessibility issues through WCAG audit, collaborating directly with developers to resolve these issues
- Discovered visual navigation and visibility issues in key work flows
- Found inconsistency in branding materials
Contextual Inquiry: I conducted 3 remote observation sessions with nurses during actual workflows
- Discovered key workflow barrier where alerts pile up over weekend creating a near-impossible Monday morning flow for nurses
- Found key workflow barrier of nurses opening and switching between tabs rather than using within-tab navigation caused by lack of discoverability. Nurses were not aware of an existing functionality creating added time and blocks.
- Mapped the complete 17-click alert resolution journey
- Observed nurses' workarounds to system like physical sticky notes on monitors or adding notes to open text sections
- Identified confusion around functionality and terminology of new features that caused disuse
Phase 3: Design & Validation
Here, I moved from observation to action, translating insights into tangible design improvements. My goal was to validate that our redesigned workflow would actually reduce cognitive load during high-stress Monday mornings. I needed to ensure the solutions respected nurses' existing mental models while eliminating the friction points we'd identified.
Workflow Redesign: I collaborated closely with my PM to redesign the existing workflow and create a new user journey mapping
- Consolidated the 17-click journey into an 8-click streamlined flow
- Unified alert viewing and resolution into a single interface, eliminating tab-switching
- Implemented bulk action capabilities for managing multiple similar alerts
- Integrated "sticky note" functionality based on observed nurse behaviors
- Maintained familiar EHR patterns while removing redundant navigation steps
Collaborative Implementation
- Created tickets and implementation guidelines for development team
- Proposed new brand colors and brandbook meeting WCAG AA standards (maintaining the purple loved by nurses while fixing contrast issues)
- Worked directly with developers to prioritize fixes based on user impact
Usability Testing: I tested the redesigned workflow with 4 nurses to validate the three key hypotheses below and understand how this redesign was received by the nurses.
Guiding Questions:
- Efficiency gains: Would the new flow actually reduce time-on-task during Monday morning rush?
- Mental model alignment: Did the unified interface match nurses' expectations?
- Feature adoption: Would nurses use the new sticky note feature over physical notes?
Testing Approach:
- Created realistic scenarios based on Monday morning alert backlogs
- Measured task completion rates (improved from 75% to 100%)
- Tracked time-on-task (3.2 minutes to 1.7 minutes per alert)
- Gathered qualitative feedback on unified alert view and color system
Key finding: "I wish there was one page where I can see and resolve all the alerts" from the first interviews became "This is exactly what we needed"!