Driving efficiency and usability in a clinical studies management system

Project Type

Professional project at Boehringer Ingelheim

My Role

UX Researcher and Designer

Methods

User interviews, service blueprinting, wireframing and prototyping, usability testing

Deliverables

Personas, User stories, Service Blueprints, Research reports

Tools

Figma, Dovetail, Klaxoon, Excel, JIRA

How I mapped the service design of a clinical studies management system, saved $2M in data costs, reduced time on task by 41% and increased user satisfaction by 40%.

01

Context

Boehringer Ingelheim is one of the world's leading pharmaceutical companies with a focus on the research and development of human and animal pharmaceutical drugs

The product I worked on was an Analytics Clinical Study Management System.

02

The Problem

The system was originally built to handle the approval and execution of a small number of clinical studies. Over the years the scale increased and had become challenging for users to navigate through it. It required better usability, project management, stability and scalability.

03

Research Approach


Method

Details

Rationale

Stakeholder interviews

Stakeholder interviews

1:1 interviews with project manager, project owner, process owner, director

1:1 interviews with project manager, project owner, process owner, director

To gather context about the project, the goals and expected outcomes

To gather context about the project, the goals and expected outcomes

User interviews

User interviews

1:1 semi-structured remote interviews with 5 users from each user group-requesters, reviewers and analysts

1:1 semi-structured remote interviews with 5 users from each user group-requesters, reviewers and analysts

To learn in depth about users experiences from the previous version and identify pain points that needed to be addressed in the new design

To learn in depth about users experiences from the previous version and identify pain points that needed to be addressed in the new design

Service blueprint

Service blueprint

Developed service blueprints to evaluate the user interactions, touchpoints and backend processes for different study types

Developed service blueprints to evaluate the user interactions, touchpoints and backend processes for different study types

The system redesign involved not only front-end actions but also numerous back-end processes that needed evaluation, which could be effectively mapped using a service blueprint.


Service blueprints are instrumental artifacts that help not only researchers but also stakeholders in visualizing the current experience being delivered.

The system redesign involved not only front-end actions but also numerous back-end processes that needed evaluation, which could be effectively mapped using a service blueprint.


Service blueprints are instrumental artifacts that help not only researchers but also stakeholders in visualizing the current experience being delivered.

User stories

User stories

Translated insights from user interviews and journey maps to user stories

Translated insights from user interviews and journey maps to user stories

To kickstart the agile product cycle

To kickstart the agile product cycle

User testing

User testing

Once the mid-fidelity prototypes were developed, I tested them with 3–4 users from each user group. 1:1 testing with observation (task based) and think aloud

Once the mid-fidelity prototypes were developed, I tested them with 3–4 users from each user group. 1:1 testing with observation (task based) and think aloud

User testing not only helped in evaluating the usability but also the efficiency of the new processes for request submission, approval and tracking of requests

User testing not only helped in evaluating the usability but also the efficiency of the new processes for request submission, approval and tracking of requests

With the constraints of an NDA, I am only able to briefly explain my research process

04

Impact

  • The processes were streamlined using the future-state service blueprint I developed, and the new application was designed based on user stories.

  • Automating certain steps and enabling self-service reduced users' dependency on colleagues.

  • Transparency in the system was improved, saving $2M in data costs, reduced time on task by 41% and user satisfaction increased by 40%.

05

Reflections

Advocating for users in a low UX maturity environment

In a low UX maturity setting, I’ve driven user advocacy by educating stakeholders, demonstrating impact through insights, and embedding user needs into decision-making. Through storytelling, workshops, and quick wins, I’ve influenced teams to shift from assumption-driven to evidence-based approaches.

Navigating an enterprise environment

Enterprise environments often come with complex organizational structures, multiple stakeholders, and lengthy decision-making processes. My experience in such settings has taught me how to navigate cross-functional teams, align diverse perspectives, and balance business priorities with user needs. I have learned to tailor my communication strategies, distilling research insights into actionable recommendations that resonate with leadership while ensuring execution teams have detailed guidance.

Let’s work together

SWARNA

©

Swarna Pandu

2024

Let’s
Collaborate

©

Swarna Pandu

2024

Let’s
work together

SWARNA

©

Swarna Pandu

2024