VELOCITY GLOBAL

Tools to manage and sell global benefits

Replacing spreadsheets with custom tools to help internal teams manage and sell benefits plans across 100+ countries.

Benefits plans for 100+ countries were being managed through a series of linked spreadsheets, creating a burdensome system for internal users to update and
Benefits Operations
Sales Team
- Create structured data for benefits plans
- Improve sales team experience of searching for and sharing benefit information with clients
UX Researcher
Lead Designer (me)
Product Manager
Engineering Team
Benefits Ops
Sales Team
4 months

Before

Sample locations were updated in different applications based on where they were in processing

Samples that fell off the happy path may not be identified until a customer inquired about them

Lab sites were using different methods for tracking samples

After

One application as the source of truth, updates from other applications pushed to new app

Proactive issue identification for sample delays, mis-scanned samples, and missing samples

Consistent scanning process in all lab locations

What We Built

After

Distilled 3 sections of information
Used icons to represent the most sought-after pieces of information
Stacked ranked findings so that clinically actionable findings are at the top

After

Created a therapies-first view
Stacked ranked based on level of evidence
Solved duplication by allowing therapies to be associated with more than one finding

Challenges

Breaking Our Own Structure

The organization system used in our PDF report was created for a static user experience. In order to bring the knowledge and scientific expertise into an interactive we needed to rethink how we organized, presented, and grouped data.

What I Did:

Synthesized research information with the UX Researcher into 3 mental models

Created information systems with SMEs from the Clinical Reporting Team that were clinically correct and matched the mental models we developed

Cross Functional Collaboration

The project was already underway when I joined the team and we had engineering resources that were idle and stakeholders that weren’t able to align.

What I Did:

Divided the work so that Engineering was unblocked and could start building foundational parts of the experience
Collaborated with cross-functional partners to align on product goals

Process

Research: Defining Mental Models

We spoke with oncologists who were familiar with our reports about what information they were looking for, how they used the report, and pain points. We found there were three different mental models for how they approached our report.

Therapy Centric

I am looking for therapies that are goingto be approved by insurance.

Foundation: Design Principals

1. Avoid unsatisfying clicks - No more than 3 clicks to get to the finest level of detail (avoid frustrating navigation/unsatisfying clicks)

2. Utilize progressive disclosure - The base level of information should tell the user enough that they want to click and they know what they are clicking on, while also revealing enough information that I don’t have to click to understand what’s most important.

3. Reduce the cognitive load - the interactive experience should link together pieces of the report that in the printed form place additional cognitive load on the user to navigate. ie. page number references, see X section for additional information.