Develop a self-service logic configuration tool that allows non-technical study teams to create and manage complex clinical trial setup logic independently from their development team, accelerating the study setup process and reducing costs.
The tool must be versatile enough to accommodate the unique requirements of a wide variety of clinical studies, yet intuitive enough for non-technical staff to use effectively without specialized coding knowledge.
ROLE
Led the end-to-end UX research and design for a Clinical Trial Management System.
TASK
Timeframe
2025 - 2026
Client
JAEB Center for Health Research
Role
Sr. UX/ UI Designer
Successfully navigated large-scale, complex platform use cases and requirements, dynamic interfaces for diverse internal and external user, highly regulated industry, tight deadlines, a geographically distributed team and team organization challenges.
Balanced complex business requirements, technical constraints and an emphasis on usability.
APPROACH & CONTRIBUTION
Led team through ambiguity & complexity
Translated complex document-based specifications into synthesized logic scenarios
Served as a liaison between stakeholders & engineering team to align on requirements, solution, UI patterns
Spearheaded the vision for the logic builder utilizing Miro boards, wireframes, interactive prototypes.
Influenced Product Strategy & Roadmap
Established the logic framework for the tool by translating complex document-based specifications into validated logic scenarios.
Identified hidden complexities early.
Accelerated stakeholder sign-off by aligning the team on “how it works” (functional logic) before diving into “how it looks” (visual design)
Maximized user experience, design consistency and engineering efficiency
Clarified the user experience by developing an AI interactive prototype.
Maximized existing component usage and achieved design consistency by exploring different ideas and collaborating with engineering
The Need
The Jaeb Center for Health Research (JCHR) conducts multi-center clinical trials, provides safety monitoring and manages data for research projects. JCHR has an outdated Clinical Trial Management System (CTMS) that relies heavily on developer support and has inherited a lot of development and user experience debt throughout the years.
Desired Future
Create a custom, scalable, user-friendly platform to enable non-technical study teams to create and manage complex clinical trial setup logic independently from their development team, accelerating the study setup process and reducing costs.
Key Features
Clinical trial self-service set-up
Form Builder
Visit Scheduler
Dynamic Menu Builder
Logic Builder
Patient Onboarding
Informed Consent Form Creation
Document Management
CONTEXT
CONDITIONAL LOGIC BUILDER
From Complexity to Solution
Starting Point
Highly complex, study specific and comprehensive logic specifications as PDFs.
Understanding Context & User Needs
Current process of study team creating the Dynamic Menu - discovery workshop with stakeholders to understand the current process, key steps, dependencies and pain points.
Future vision of study team creating the Dynamic Menu - discovery workshop with stakeholders to capture preliminary ideas and dependencies.
Dynamic Menu - initial discovery session to capture key components, common logic scenarios, desired outcome for JCHR, the clinical site user and the study participants. Outcomes give the team context, direction and motivation.
System Logic Analysis - distinguishing between built-in system logic and user-defined logic to define the build-in capabilities of the new system and the requirements for the Logic Builder.
Logic Audit & Framework
Example of logic audit, analysis of a particular logic scenario and early explorations of conditional logic.
Common logic scenarios organized into conditional logic patterns.
Using AI as a Strategic Collaborator
Wireframes and exploration of the logic configuration tool in context. The Logic Builder was part of a larger user flow for setting up a dynamic list of patient’s ToDo list of study visits and required steps.
Dynamic Menu - a list of forms, instructions and links that a clinical site coordinator sees during a patient’s visit. To ensure accuracy and efficiency, these menu links update dynamically with every study participant depending on their progress in the study, their recorded data and the site coordinator’s actions at any given moment in time.
User Defined Logic - logic defined by the study team that determines the behavior of every component of the Dynamic Menu (form, text, link, image).
Logic Builder - a use-friendly interface used by a non-technical team to define the logic for the Dynamic Menu.
An online collaborative concept assessment session to align on approach and outstanding questions to be addressed.
AI assisted prototype helped bridge the gap between abstract concept and a tangible solution, test understanding of complex logic scenarios and refine the solution faster.
Final Figma prototype utilizing existing design system
PROJECT STATUS
Logic Builder development was planned in three phases. We successfully completed Phase 1—covering common use cases—but the client discontinued the project due to budget constraints.