Each item recaps a project experience (estimated 1 minute reading time per project).
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Context
Merative rapidly sought to modernize its flagship Health Insights (HI) suite that provides analytic insights on the claims data of Payers and Employers.
My role
I led the redesign to modernize HI, including task flows among the main experiences: dashboards, an Analyst tool, and a BI tool.
I workshopped with business leaders to understand the executive vision and requirements, from which I developed use cases and storyboarded a "concept car" demo.
A newly onboarded designer and I made a multi-flow clickable Adobe XD prototype for validation, marketing, and sales purposes. We collaborated with the cross-functional agile team to determine, release, and demo MVP software.
I co-led a "No AI without IA" strategy to tag visualizations by a business or clinical question, with metadata to enable machine learning, powerful search and filtering, and conversational flows to deliver insights. I designed and delivered a content catalog, bringing aspects of the strategy to fruition.
Results
We went from concept to MVP delivery in about 7 months with a coherent, integrated platform that has been well-received by salespeople and clients.
Context
The New Jersey Turnpike Authority sought to integrate and modernize its various technologies to better support its workflows. IBM Research had an asset we could harden into a scalable industry solution for Transportation.
My role
I spent more than 500 hours conducting on-site ethnographic research, workshops, and design playbacks, leading to a fulfilling client relationship. Because I understood the differences between the buyer versus user perspective and what trainees needed, in contrast to seasoned Roadway Operators, I knew where to innovate and where to be conservative with change.
One of the key challenges was designing for dense data (hundreds of dynamic signs and other equipment), which I solved with a roadway matrix view. Life-size paper prototyping helped Roadway Operators to envision how much content could be displayed on the command center's wall monitors.
Results
This project outcome satisfied a range of stakeholders, leading to a client reference and IBM case study. The CTO said, "Tricia's leadership, caring, and communication skills were instrumental in helping us to achieve both a technical and cultural transformation."
Context
A government client's CIO sought to enable Business Users with easy-to-use analytics so the Business Users could rely less on the few available Analysts. Also, Analysts could focus on their strategic work items instead of handling one-off requests from Business Users.
After engaging with IBM Research for months, the CIO was ready to see UX designs when our Development team became involved. I could access 40 pages of Research interviews but could not conduct additional interviews.
My role
I was tasked with designing a configurable analytics framework after understanding the shared and unique analytic tasks of personas and their departments in the ecosystem.
I carefully parsed the 40 pages of existing user research. I organized it into use cases by the nature of the analytic task. I distilled that into a 1-page model that I validated with the client. I then was able to design a flexible user experience that addressed the varying needs, including report scheduling and report templates capturing Analyst wisdom.
Results
The CIO praised me for "anticipating the needs" of a variety of Business Users, to whom I now was granted access. I engaged them in Design Thinking workshops to co-create designs for additional use cases.
Context
The Technical Writing and Architecture communities were addressing a pervasive client pain point -- separately.
My role
I joined the Architecture Community, then initiated and led a "solution information" workgroup. I recruited 22 like-minded people representing 50+ IBM teams.
After studying the problem, we produced a white paper of our research findings, with suggested action owners. It included a cost-avoidance business case.
We also pitched an incubator project and received funding for an easy GUI toolkit enabling client-facing personnel and clients themselves to combine product-level technical information into customized solution information for the client's exact set of products and services without having technical writing or design skills. I learned a lot about being a Product Owner.
Results
The toolkit made a formerly time-prohibitive task feasible. It had 50+ downloads globally and was piloted with at least two clients. Several teams incorporated our white paper actions into their Fall/Spring plans.