Streamlining the market access planning process
Reimagining the market access planning process by building an internal analytics-focused tool that analyzes complex data into better strategy and business outputs
Medix (client name changed for confidentiality) is a medical manufacturer with the goal to improve Medix's market access planning process. My role was to build the end-to-end design, and user experience of the two web tools.
My role
UX/Product Design, Design Strategy, Interaction Design, User Research, User Testing
Team
Designers (2), product owners, data analysts, engineers, content/industry experts
Year
2022-2023
CONTEXT
Approach
Build a best-in-class product that manages Medix's end-to-end access planning, including advanced market access analytics, to generate deeper insights and align decision-making across teams.
Problem
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Complex planning process and disorganized data structure
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Disaggregated granular level of data that requires manual work causing inconsistent levels of insights and outputs
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Data tracking is complex and hard to discuss customer strategies across siloed teams that manage their own brands
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Inconsistent level of insight and outputs across brands
OBJECTIVE
Customer insights tool: focuses on analyzing market performance and customer behavior data to predict decision-making and improve market access strategy and customer planning
Design two user-centric web tools to power Medix's new process
Modeling tool: focuses on generating assumptions and models to standardize business outputs
The impact
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More granular insights and modeling
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Improve productivity and efficiency in the process
PROCESS
In order to build the best-in-class product, our team collected feedback from Medix's internal analytics team (the users) and involved them throughout our entire build process – validating their workflow, prioritizing features, and testing design usability and visuals.
3 months
Help Medix users understand their end-to-end work process across their teams and identify their pain points and needs.
Team
Data analysts, content experts, designers
My responsibilities
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Conduct user interviews to understand work process, pain points and needs
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Organize ideation workshop to validate work process
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Test concepts with users to establish the product and prioritize feature before build phase
3 months
Week 1: Strategy
Prioritize features to build and validate the calculation logic of data that feeds into the engines
Team
Data analysts, content experts, designers, POs
My responsibilities
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Advise on designs, test mockups and new concepts
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Collaborate with content experts to better understand client's work flow, map out user flow for the product and design the correct data visualization that communicate the correct strategy/logic
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Conduct weekly concept testing, user interviews and prototype testing
Week 2: Design
Design and test high fidelity prototypes (and the feature's usability) with core users to sign-off on key flows, screens, usability, and visualizations
Team
Designers, POs
My responsibilities
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Manage the entire product design and UX for both engines products
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Set up design library and frameworks for Medix (and our working team) to use as guidelines for product build (e.g. standardize color, type and accessibility)
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Act as a knowledge translator and design educator between our working teams
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Communicate the design vision across multi-functional teams, from wireframes to low-high fidelity prototypes
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Collaborate closely with developers to handoff designs and advance designs to porduction delivery through agile process.
Week 3: Develop/Build
Engine's calculated logic, prioiritized features and high-fidelity prototype are passed to the engineer team for development.
Team
Product team - designers, engineers, POs, data analysts, content experts
My responsibilities
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Work closely with dev team to solve for design and tech bugs
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Conduct functional testing and user acceptance testing by conducting journey level test to ensure product meets user stories and business requirements
ROLE OF DESIGN
Along with our team’s design director, I built this new product for Medix from the ground up, establishing foundations, a design system library, and testing the usability of product features.
Product assets include:
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Define Medix's color palette and accessibility guidelines
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Establish frameworks for tooltips, error states, toast banner
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Define frameworks for Medix's data visualizations (e.g. charts, tables, graphs)
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