BUSINESS CONTEXT
With every new clinical trial, the study team at the Jaeb Center for Health Research (JCHR) launches a study-specific web application for participating clinical sites. Site coordinators—such as nurses or practitioners—use these applications to manage participant visits and record patient data.
Dynamic Menu
At the core of each study setup is a “Dynamic Menu.” This is a system of complex logic that determines which options a coordinator sees during a patient’s visit. To ensure accuracy and efficiency, these menu links update automatically based on the study protocol, the individual patient’s progress, and previously recorded data.
Current Workflow
Currently, creating these menus is a highly manual and iterative process. The study team first outlines the logic in a Word document; the development team then translates that document into code, followed by a phase of rigorous testing to ensure the system functions as intended.
Timeframe
2025 - 2026
Client
JAEB Center for Health Research
Role
UX/ UI Designer
TASK
Goal
Develop a self-service configuration tool that allows non-technical study teams to manage “Dynamic Menu” logic independently. By empowering the study team to handle these configurations directly, we aim to eliminate the dependency on the development team, accelerate the setup process and reduce costs.
Challenge
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.
MY APPROACH & CONTRIBUTION
User-Centered Problem Solving
Workshop Facilitation
Conducted discovery and ideation workshops with client and internal development team to align on needs and solution.
Logic Needs Analysis
Deconstructed complex, document-based specifications into structured user scenarios, establishing the logic framework for the tool.
Prototyping & Alignment
Defined direction and initial concept.
Used AI to created a quick, interactive prototype to align all stakeholders on the user experience.
Created a Figma prototype to utilize the existing design system and UI patterns.
Logic Audit & Analysis
Brough Clarity & Structure
Distilled common logic patterns and edge case examples into a structured framework. Identified outliers and complexities.
Facilitated Ideation & Planning
Spearheaded vision for the logic builder. Facilitated cross-functional consensus.
Cross-functional Team Collaboration
Knowledge Sharing & Alignment
Socialized logic use cases and research findings, worked with the client and development team to align on a shared understanding of the desired user experience.
Planning
Used the logic audit to flag complexities, informing the project’s timeline and planning.
TASK
Understand the Problem Space & User Needs
Dynamic Menu - Current State - Discovery Workshop
Dynamic Menu Creation - Future Vision Discovery Workshop
Dynamic Menu - Components, Logic, Desired Outcomes - Discovery Workshop
Dynamic Menu - Logic Needs
Bring Clarity & Structure
Example of logic audit, analysis and early explorations of conditional logic
Common logic scenarios organized into conditional logic patterns
Prototyping & Alignment
Wireframes and early exploration of the logic configuration tool in context
Miro board from an online collaborative concept development session
AI prototype to align with client and team on user experience and interaction
Figma prototype utilizing existing design system
PROJECT STATUS
The development of the Logic Builder was structured into three phases. Phase 1, which covered the simplest and most common use cases, was successfully completed. However, due to budgetary constraints, the client decided to discontinue the project.