Designing an actionable dashboard
Role - Lead Product Designer, Contractor
Team - 1 PM, 5 designers, 3 engineers
Project Timeline - Design 3 weeks
Empowering providers with actionable coverage insights through a custom build dashboard
About Stroll Health
Stroll Health is a startup that aims to bring affordable healthcare to everyone. Their platform allows doctors to manage referrals digitally and tailor their referrals to each patient by directing them to specialists that are within their network. With less out-of-network referrals, patients are able to comfortably and affordably be proactive about their health.
Problem
The platform is missing a dashboard where users are able to track the progress of either their practice or hospital on a high level overview or their own performance.
Users
- Doctors - Users of the main functionality of referral searching
- Hospital Administrators/Practice Owners - Users that would be the primary users of the dashboard
Goal
Design a comprehensive dashboard that is able to give users an overview of performance and motivation to use the platform more.
Scope & Constraints
Given the 6-week timeline, I led the team through a lean design approach—rapidly iterating through ideation, prototyping, and validation to stay closely aligned with user needs. We dedicated the first 2 weeks to research, including competitive analysis, persona development, and user interviews, followed by 4 weeks of continuous wireframing, high-fidelity prototyping, and user testing.
Research
Within the 2 weeks that was dedicated to research, the team completed some competitive analysis with similar companies to Stroll Health and user interviews to find their needs and behaviors.
Managing medical referral operations is difficult.
Healthcare has been slow in transitioning to digital. Through research, we learned that the referral process has especially been stuck in the world of paper. This makes the management and data insights all the more difficult especially retention rates of patients.
These are the key points that we took away:
- Proper data visualization is very important
- Must be very intuitive or it will not be considered given the fast paced nature of hospitals
- Simple interface with structured information architecture
Wireframing
With the research completed, the team prototyped version one of the dashboard. However, user interviews revealed some issues.
"My eyes don’t know where to start. It makes it overwhelming to take in at once."
Ordering
Information would be better absorbed if the KPIs are arranged in chronological order than by importance
Structure
Importance should be shown through the information architecture which is weak in this version
Details
Must have availability to view the data that makes up the information being presented on the dashboard
Iteration
Out of the main issues that was presented by version one, the information architecture issue was the one that prompted the most important change. I wireframed a new structure for the dashboard. Hierarchy is important for simplicity.
For the final design, I chose a color blind friendly color palette and a san serif font.
Although color blind doctors are rare, it could be more common within administrators. No colors that symbolize negativity/positivity were used (i.e. Data represented in red could misrepresent positive data).
I decided on a san serif font to not have the type draw too much focus from the labels or more importantly, the data that is represented in the dashboard. It would ensure readability especially for graph labels.
Solution
We developed a clean, modern interface that highlighted the transparency that was ideal for managing operations. Data was also presented as actionable so that users are able to achieve efficiency with the insights that the dashboard provides. Some of the features were highlighted below.
Drill downs: How I got these numbers
Every number and graph was generated by individual data points. Doctors and administrators are able to view the status of current and past patients.
Benchmarks: Setting goals
Setting benchmarks make the data on the dashboards able to answer the question: "Are the changes I made helping me in reaching my goals?"
Comparisons: See if you're doing better than your work rival
Setting benchmarks make the data on the dashboards able to answer the question: "Are the changes I made helping me in reaching my goals?"