Chelsea Tang

Product Design
Adobe
Modernist Studio
YMCA Changemakers
Creative
About

Modernist Studio - Supervisor Dashboard

I worked on the Supervisor Dashboard designs used by supervisors for managing data analysts of clinical trial data. For the designs, I condensed multiple levels of organization (clinical programs, studies, and individuals) and statistics in an easily navigable experience. I designed wireframes, flows, and prototypes for both finalized and MVP versions of the platform, iterated upon feedback from the client, and pitched final designs to the client. Moreover, I added nested components that were essential and comprehensive of various states to the design library.

Timeline

Summer 2022
4 weeks

Client

A HealthTech Company
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Tools

Figma

Working with

1 Product Manager
1 UX Designer
1 Engineer
The solution: A Quick Look

The Core Experiences

See the high level...

Through use of hierarchy to split up information at different levels, supervisors are able to discover high-level insights through overviews about the studies and programs they are in charge of.

...and the low level

Supervisors can drill-down into specific studies and team members to view an overview of their progress and find issues. This way, they can assign tasks to team members and manage appropriately through data insights.
The Problem

Data analyst supervisors can't easily discover clinical studies and data analysts who are falling behind schedule.

This is due to the modular nature of the current UI, which makes it difficult to find clinical studies at risk and properly manage data analysts to assign tasks.
Context

What is the application?

The platform is utilized by data analysts and supervisors for cleaning clinical trial data, addressing issues, queries, and meeting objectives. This specific dashboard is for supervisors.
Context

What do supervisors do?

Supervisors oversee analysts managing clinical trial data, ensuring they meet time based critical FDA milestones.
Original Design
design problems

The application feels like a collection of individual items, and there is a lack of direction for the user.

Isolated studies

Statistics of studies are isolated, and there are no overarching insights being made about multiple studies.

Lack of direction

Extracting actionable insights from the presented statistics is challenging due to the lack of visual cues for attention.
Context

Data hierarchy

An obstacle to tackle regarding the design of creating high-level overviews was the data layering and hierarchy. It is difficult to design a display that prevents the user from getting lost in data while being able to drill down to specifics.
Process
Research

Competitive analysis

Before creating designs and wireframes for the Supervisor Dashboard, I researched existing management applications to understand what kind of information would be helpful for supervisors and how to go about the information hierarchy.

Analysis questions

1. What kinds of data visualizations are useful for team management?
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2. How are the individual progresses of team members tracked?
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3. How can the statuses of different clinical trials be displayed?
Applications investigated
Iterations
Reflecting on Research

Guidelines for iterations from research

After conducting research, I created some guidelines to remind myself of my goals while iterating. These were informed by my competitive analysis research and the client's requests.

Insightful

The dashboard provides useful insights for supervisors.

Ease of navigation

It is easy for supervisors to navigate the layers of data.

Clarity

Supervisors understand where the data is coming from.
Iteration

Main dashboard display

I explored multiple displays for the main dashboard. This would be the first page that the supervisor interacts with and would be a main hub for the persona.
Option 1
High-level of programs & team members
Option 2
status groupings
Option 3
High-level overall and status groupings
Option 4
Groups with team members
Iteration

Study data display

I explored multiple displays for displaying information about each study. It is important for these pages be easily navigated to between studies for supervisors to skim various studies to find issues.
Option 1
Full page with Side tab navigation
Option 2
Drop-down items
The Solution

A dashboard design that gives supervisors the power to view the data at a high-level and drill down to specifics.

Having high-level overviews of multiple layers within the data allows for supervisors to pinpoint and issue, drill down to find the cause, and resolve the problem.
Core Feature

An overview of all 3 levels of data

Each hierarchy level has an overview of the progress statistics and milestone progress. This provides metrics for the overarching clinical trial groups as well as granular data analyst (team member) profiles for quick breakdown of data and identification of issues.
Design Breakdown Overview

Dissecting the page

Feature

Designs that prompt action from supervisors.

Supervisors identify areas for action in the dashboard by pinpointing "At-Risk" programs, studies, and team members that populate towards the top of lists. They can then use overview sections and drill-downs to dissect the data to understand the reasons behind the "At-Risk" label.
Feature

Drill down and discover root causes of issues.

The overview pages provide a high-level overview of multiple studies; however, when the supervisor wants to understand the root cause of an issue, they can drill-down.
User Flow

Navigate from high-level overviews to detailed understandings

The navigation system allows for users to first gain an overview at every level of the data hierarchy to allow them to understand what is most critical to look at. Users can then view specific pages and learn about details that align with their needs.
Feature

Data visualizations

Progress on the study's issues, queries, exception listings, and weekly objectives are shown through visual graphics. Moreover, progress status is also broken down by each data analyst's progress to find outliers and problems.
Reflection
Learnings

Utilizing and contributing to a design system with detailed developer documentation.

This was the first project that I rigorously used and contributed to a design system/design library, and I learned about UX design principles and product sense thinking from the Design Director on the project. For the MVP version that would go out to the development team, I created detailed documentation for developers so the designs could stand on their own by adding notes to explain aspects of components thoroughly along with documented component states.​
Challenges

Designing in an unfamiliar technical space.

At the start of this project, I was thrown into a product that was very foreign to me. The platform works with the regulations and system of the FDA clinical trial system, which was a topic I had no experience with. Grappling with little context of the problem space but reframing my mindset to the needs of an unfamiliar audience was a skill I gained quickly from working on this project. I learned to ask important and essential questions to the client and how to design products without knowing all the details.
Made with love © 2023 Chelsea Tang
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