Texas Health
Role
Product Manager
Industry
Medical
Duration
5 months
Key Results
Improved sprint output by 50%
Created highly collaborative environment
Realigned system to match CDC vaccine standards
The Problem
Identify ways to improve the reporting and ordering tool, create good habits for capturing more data from primary users, and rebuild cross functional collaboration. Increase end user satisfaction while improving monthly compliance for CDC requirements.
The Goal
From the first week as the product manager, it was clear we had issues translating expectations to development. We gained technical debt and only released 1/2 of the sprint’s efforts. This is equal to $125,000 of loss every 2 weeks. Creating more technical debt and general confusion. From an initial contextual inquiry, many of the customers found the product to be stagnant.
Work through 3 rounds of design thinking to flush out which changes are needed before developers touch a line of code. Before this project new features were deployed with out user testing. My goal was to infuse the IT project with user testing before feature build would begin. We will then have the sprint cycles with user research and design methodologies.
Round I User Testing
9 Interviews
30 Minutes
Open-Ended Questions
New and Legacy Users
Heuristic Evaluation
Each page in the process had very similar problems to this page. This would leave end to end processes incomplete to create large compliance issues later. It was essential to improve the system and have the user rely much less on dense onboarding training. We needed to bring this system up to code for a private industry system. A redesign was necessary to focus on reducing cognitive load.
Findings
With dense training and a system that have poor UX, it is not designed to assist users in accomplishing tasks in a consistent manner.
Comments
“…the application should be designed to be a lot easier to navigate on your own versus having all these different training modules that are more complex than they really need to be.”
“If I have a to do task list to go over with providers, this will cut down work 95% [for staff]”
Round II Iterations
Group Tasks
Better Task Completion
Improved Situation Awareness
It was out of scope to change training modules, so we needed to focus on using out of the box functionality in Salesforce to rebuild the reporting and ordering flow.
User Testing
12 Interviews
60 Minutes
Open-Ended Questions
Internal and External Users
Comments
“We are still going to have huge issues with the waste transfer. There is a form to sign and upload as the final step in wasting. Could we make that easier?”
“I have to enter a lot of data for reporting and ordering.”
“Can I just use this to report vaccines and not place an order?”
Step IV Final UI
Before
After
