Leafpoint Mobile Health

MVP Analytics Dashboard Design

Team: Allyson Stevens + Ceci Cheung + Daniel Goodman + Sarah Klein

Timeline: 3 Weeks

My Role: Product Manager, User Researcher, User Interface Designer, Prototyper, Client Manager

Tools: Figma, Notion, Adobe Illustrator, Zeplin, Miro, Whimsical

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Mobile health engagement that improves outcomes for members and patients.

Our clients at Leafpoint came to us with a need to create an analytics dashboard for their minimum viable product slated to launch in February 2021. It required that we had a full understanding of the company roadmap so we could prioritize features.

The result is a high-fidelity clickable prototype and design system that the clients loved and can expand to meet their needs for iterations to come.

This project was full of pivots and put my strategic skills to the test. A key feature of the brief was pushed to version 2.0 and, though we weren't designing it, we needed to ensure our solution could incorporate the 2.0 features and more. 

Further than that, the brief stated my team would have access to users and research the clients had conducted. As it turned out, we did not, so our skills were put to the test and we successfully created a product our clients loved under extreme ambiguity.

20

Test Subjects

8

Iterations

3

Research Rounds

Quick Links - For access, please contact me.

Use these links to view full project details or keep scrolling for a high-level overview of this project.

Research

At the beginning of the project, my team was notified that our clients were operating in stealth mode and we wouldn't have access to any industry research, couldn't reach out to comparable companies, and there were no users to interview because a product didn't exist.

Pivot #1

The team was uneasy having such ambiguity and uncertainty from the very beginning of the project. As the team lead & product manager, I asked questions and identified a path forward.

If we couldn't interview managers at insurance companies, we would target physicians - a market the client plans to expand to in future iterations.

User Interviews

I recruited and interviewed seven physicians and my team recruited and interviewed three analytics generalists.

Our primary finding was physicians needed a better way to follow patient progress and give them resources to help them maintain their health. The electronic medical records make it too complicated to see overall insights.

C&C Analysis

The team performed a competitive and comparative analysis finding the key fetaures on other platforms to be patient data management, data visualization with bar charts and histograms, and analytic insights instead of just raw data.  

Analytics dashboards are also tightly intertwined with the campaign generation process so we needed to keep that in mind in our designs in spite of the fact that campaign generation wasn't in our scope.

Synthesis

I-Statements

I need to help my members be more informed about their health.

I want to know if members followed through on our discussion/order.

I want a way to see all new updates for members and a history of our communication.

I find it difficult to contact members.

I turn to social workers to help members find community resources.

Personas

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Mina 

The Go-Getter

AGE 28  |  MANAGER @ CIGNA

NEW YORK, NEW YORK

"I want to help members take the right steps to stay on top of their health why ensuring my company is using their resources efficiently."

MINA NEEDS A BETTER WAY TO HARNESS DATA SO SHE CAN INCREASE COMPANY ROI AND ADVANCE IN HER CAREER.

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Austin

The Champion of the Underdog

AGE 31  |  MEMBER COMMUNICATIONS MANAGER @ CMS

BALTIMORE, MARYLAND

"There has to be a more efficient way to help us improve health outcomes for low-income members."

AUSTIN NEEDS A BETTER WAY TO ENGAGE WITH HIS MEMBERS SO HE CAN HELP THEM ACHIEVE OPTIMAL HEALTH OUTCOMES.

How might we....

Display member updates?

Display useful insights at a glance?

Display communication history?

Find out about actions members take?

Inform members of community resources?

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We believe that by providing a clean, informative interface that interprets available data into actionable insights, Mina and Austin will be able to turn KPIs into better health outcomes through business decisions. 

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Design Studio

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The team held a design studio where we invited our client to participate. We used dot voting to choose which sketches to move forward with. After 3 rounds of sketching, I compiled the work into one set of final sketches. 

Usability Testing & Design Decisions

Given our limited direction and lack of access to primary users, my team chose to build quickly and test often, getting in as many iterations as possible to ensure we were on the right track. The process we went through led to a 12.7 point increase in our system usability score and saved countless hours of development and thousands of dollars in expenses for the client.

Below is an overview of some of the design decisions and usability testing results.

 

86%

of users struggled to find the campaign filter.

50%

of users struggled to recognize engagement rates were related to the segmented members.

29%

of users found it cumbersome to scroll through the campaign page.

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Before the team started working on the UI, I created preliminary components in Figma based on our final sketches. 

This enabled our team to have our first set of medium-fidelity wireframes in just under four hours.

Each frame was consistent and when we edited each screen, we could make major changes to the components, saving us countless hours and late nights over the course of the project.

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With each iteration, the designs were tested.

The contextual navigation was confusing to users in the first round. They couldn't figure out how to use the sort and filter functions and wanted an easier way to see the campaign status.

I created tabs inspired by a file cabinet to give a clearer way to sort campaigns in the fewest clicks.

From there, I created an all-in-one sort, filter, and search function which users found to be much clearer when they wanted to find a campaign with specific parameters.

At the request of the client, we removed the "All Campaigns" view and the option to see a graph of overall campaign performance.

The contextual navigation turned into more of a secondary global navigation. 

I thought it was important to keep the navigation consistent across each page - even if certain menu items differed - this helps create familiarity for Mina and Austin and helps them move through the application faster so they can get to what they really need to do.

Introducing Tabs for Clarity

Users had a difficult time realizing that the engagement rates on the member dashboard corresponded with the segment shown below.

My team implemented the same tab system from the campaign dashboard and subsequent tests were much clearer.

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Adding the "All" Tabs Back In

Initially we had removed the "All" tabs from the campaign dashboard and the member dashboard pages at our client's request.

After extensive testing, I found users found it most logical to have an "All" view and said they preferred it to be the first thing you see on the dashboard.

I spoke with our client and went over our test data. He was amenable to including the "All" tab in the final product after the significant user feedback.

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Hi-Fi-MemberDashboard-All

Adding Descriptive Text

With so much information in one place, users were finding it difficult to keep everything straight.

We implemented the text with the campaign cards, providing quick insights at a glance. Users found this to be incredibly useful and made it significantly easier to understand.

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Mood Board

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System Usability Scale

After each usability test we had participants take the 10-question system usability scale survey. The improvements we made through each iteration led the product to from a failing SUS score to a passing SUS score.

70.1%

System Usability Score for Mid-Fi Prototype

82.7%

System Usability Score for High-Fi Prototype

Next Steps

Although I'm thrilled with the progress we made on this project with so few resources, I do advise that Leafpoint performs more research with their core target users as soon as possible. I also have made a few other suggestions to help the platform succeed beyond the MVP.

More Usability Testing

Test the dashboard with Leafpoint's core audience to gain more insight before handing off to developers.

Increase Data Vizualization

Put the power in Mina and Austin's hands to control how their data is displayed on the platform.

Implement Social Determinants of Health

Increase the capabilities of the platform by using external data sources to make more informed campaign decisions.

Expand to Include More Channels

Expand channel offerings to capture the maximum number of members and patients for clients.

High-Fidelity 

Prototype

Click the button below to view the high-fidelity prototype.

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Interested in working together? Get in touch!