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
With this labor of love, I sought to level up my design colleagues' data savvy. My director tasked me with combining Analytic Consultant and Designer best practices into easy, repeatable patterns.
We also wanted to shift the culture from a dashboard visual design focus to identifying flows of business and clinical questions that Artificial Intelligence (AI) or people could use to present actionable insights in new ways, such as conversations or catalog searches.
My role
I evangelized user research and Design Thinking workshops to trace from user needs to the questions they ask, to an effective information architecture, to the use of AI in designs. I inventoried 350 existing dashboards, finding 75 patterns for visualizations. I organized them by question on an internal site, adding guidance about personas, data and analytics, organizational maturity, and measuring design outcomes.
Results
Cross-functional teams on multiple products used my materials to accelerate workshopping and developer specs. I designed an IBM executive training curriculum and piloted it with two teams beyond Watson Health, leading a corporate IBM education team to include the topics in a course.
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.
This project showcases my content strategy and design background. I've started, led, and contributed to workgroups defining standards for audiences of 25 to 25,000 practitioners.