B2B / Jun 2019 to Dec 2020 — Note: this project is anonymized to respect the client’s NDA
This client accompanies organizations with innovative projects in the pharmaceutical and medtech industries. Of the thousands of early science ideas they track, only a small number ultimately become successful and impactful products. The team needed an interface to document and track all these projects, sometimes for over a decade. I was responsible for developing high-level concepts, suggesting a new UX architecture, and high-resolution designs for this platform.
Conceptual & high-res design
We first conducted interviews with users who participated in or oversaw the validation and tracking workflow. The group included users from different countries to account for variations in how local teams conducted the process.
We found that they were struggling with several issues:
Users responsible for entering each project’s data didn’t feel motivated to do so accurately or consistently
Users looking for insight into overall progress across projects didn’t trust the data presented to them
All users struggled to get the big picture of how the innovation portfolio was progressing
As a result, we wanted the interface to:
help users visualize the overall mental model: a great number of poorly qualified opportunities turn into a smaller number of opportunities under assessment which in turn into an even much smaller of active projects.
promote trust in the data by calling out the source of the information, allowing users to give feedback on the quality of the data, and making explicit assumptions behind key visualizations (e.g., why certain data points were excluded).
allow users to navigate more easily between high-level insights and granular details.
