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
Our Design Team redesigned the Health Insights dashboards as the dashboards were reimplemented in a new Business Intelligence (BI) tool.
Because the Analysts who would be customizing the out-of-box dashboards for our clients were not BI programmers, our cross-functional product team kept the dashboard coding simple, at the expense of some slicker visual design. Our Product Director questioned whether the resulting dashboards had enough "Wow."
My role
I had 3-5 days to respond to the Product Director's question, working alone. I researched state-of-the-art dashboard design, including competitors, designs shared online and cited in "best of" articles, and real-life examples showing our BI tool's visual design possibilities.
I identified what I liked and disliked about each dashboard I curated. I synthesized the strongest characteristics into three coherent "makeovers" of one of our dashboards. I shared my findings with the cross-functional team..
Results
Given this information, the Product Director was satisfied and ultimately agreed with our approach. I was able to use one of the three makeover options to accelerate a Health Equity dashboard design project.