Redesigning a Clinical Evidence Studies approval and tracking application

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, MS Teams, JIRA

How I gathered user requirements to redesign a Clinical Evidence Studies management system into a comprehensive user friendly application

01

Context

OASIS (Observational Analytics Study Intake System) was a system intended to provide approval and tracking of all Boehringer Ingelheim Real World Evidence (Clinical Evidence) activities.

02

The Problem

OASIS was originally built to handle a small number of Real World Evidence (RWE) studies. It grew over the years and had become challenging to navigate through. It required better usability, project management, stability and scalability.

Process of submitting and approving a request in OASIS

03

User Groups


Who are the primary users?

  1. Requesters- Any employee (typically epidemiologists) in the company looking to conduct a RWE study and possess all the necessary details related to the study.

  2. Reviewers- All persons within a Primary Reviewer Group in the RWE team reviewing an OASIS request assigned to them

04

Defining User Requirements

Objective

  • Assess the requesters' experience with submitting study requests in OASIS and the reviewers' experience with evaluating those requests.

Method

  • Semi structured interviews

  • Sample size: 16

Below are the personas defined after user interviews

KEY INSIGHTS

  1. Need for a centralized system for intake of requests and tracking

    • The OASIS system involved multiple touchpoints for various actions—requests were submitted on one platform, updates were sent via emails that were deleted after 90 days due to the company retention policy, and reviewers evaluated studies on a separate platform.

    • Users required a seamless, end-to-end solution that enables them to perform all actions in a single location


  2. Lack of transparency of requests

    • Users lacked clarity on the status of their application after submitting a request.

    • Lack of visibility into requests submitted by colleagues, making it difficult to identify and prevent duplicate submissions.


  3. Project management challenges

    • Each request was assigned to multiple reviewers within a therapeutic area, leading to confusion about which reviewer will take up the request.

    • Additionally, if one reviewer submitted a decision, others were not notified and were unable to edit the decision


  4. Some activities required manual intervention

    • When studies required additional review, emails were manually sent to the respective reviewers

    • If reviewers needed additional information about a request, they had to manually follow up with the requesters


  5. Unstable system caused multiple errors

    • Some requests remained in OASIS for weeks without any progress.

    • Details were interchanged between two requests, causing confusion.

    • The requester form lacked an autosave feature, leading to data loss if users exited before completing the submission.


  6. Poor usability of the requester form

    • The requester form contained multiple unclear fields, causing delays in form submission as users had to repeatedly clarify these fields with reviewers or managers.

    • A single form was used for all types of requests but not all fields were applicable to every request type.

KEY INSIGHTS
  • Gold loan Intenders and low frequency competitor users are likely to use the machine when there is no other option in hand and if rate of interest offered at the kiosk is lower than other players.

  • Ex -Rupeek users are likely to use the machine in any situation due to their trust in the brand and ease of process.

  • Users would like to select the loan scheme (a scheme includes permissible value against gold, interest rate, tenure etc) at the kiosk rather than selecting it after 2 hours.

  • An acknowledgment receipt showcasing a photo of the jewels deposited and the scheme selected instills more trust in users.

UI and hardware
  • Heavy textual content added cognitive load

  • Indication of system status was required

  • Icons were mistaken as actionable buttons

  • Affordances would be required to assist users with locating the biometric scanner and to help them place jewels within the deposit box

05

Personas

2 personas were defined:

  • Competitor and new to gold loan customers

  • Ex-Rupeek customers

05

User Stories

As a requester,

  • I want to use OASIS so that I can submit a new OASIS request 

  • I want to submit a separate form for each type of request

  • I want a requester form with clearly described fields so that I can enter my study details correctly

  • I want to receive automatic email notifications for my request updates with a link tracking back to the OASIS app so that I can stay updated on the progress of my requests and easily access them in the OASIS app.

As a reviewer,

  • Review the study request and submit my decision

  • I want a comprehensive reviewer form that includes all the necessary details to minimize the need for multiple interactions with the requester

  • I want an improved process to assign requests so that there is no confusion around who must review the request.

    The process should:
    1. Provide a clear and visible indication of the assigned reviewer for each request.
    2. Ensure that only one reviewer is assigned to a request at a time.
    3. Allow for reassignment of reviewers if needed.
    4. Automatically notify the requester and the assigned reviewer about the assignment.

As a requester/reviewer:

  • I want to view:
    1. The approval status of my request in the form of a progress tracker
    2. A list of my previous requests

  • I want to be able to view an overview of all OASIS requests with the ability to apply filters such as therapeutic area , date of submission, status of the requests,  countries, study lead etc

Let’s work together

SWARNA

©

Swarna Pandu

2024

Let’s
work together

SWARNA

©

Swarna Pandu

2024

Let’s
Collaborate

©

Swarna Pandu

2024