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 complex study setup logic independently from their development team, accelerating the study setup process and reducing 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 Discovery & Strategy
Facilitated stakeholder workshops to extract user needs, critical pain points and requirements.
Facilitated client-co-creation and alignment by identifying critical logic scenarios.
Spearheaded the vision for the logic builder, utilizing interactive prototypes as a vehicle for team and client co-creation and rapid alignment.
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Logic Audit & Framework
Established the logic framework for the tool by translating complex document-based specifications into high-fidelity, validated user scenarios.
Informed the project roadmap by identifying hidden technical complexities early
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Using AI as a Strategic Collaborator
Bridged the gap between abstract concepts and a tangible solution by developing an interactive prototype.
Clarified complex logic by interactively prototyping nested conditions.
Identified technical constraints early, flagging complex conditions that required additional pre-configuration.
Facilitated team consensus on the core architecture.
Accelerated stakeholder sign-off by aligning the team on “how it works” (functional logic) before diving into “how it looks” (visual design).
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APPROACH & CONTRIBUTION - DETAILS
User-Centered Discovery & Strategy
Dynamic Menu - Current Process - Discovery Workshop
Dynamic Menu Creation - Future Vision - Discovery Workshop
Dynamic Menu - Components, Logic, Desired Outcomes - Discovery Workshop
Dynamic Menu - Logic Needs - Discovery Workshop
Logic Audit & Framework
Example of logic audit, analysis 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.
Miro board from an online collaborative concept development session to align on approach and outstanding questions to be addressed.
AI prototype to align with client and team on user experience and interaction. The prototype bridged the gap between abstract concept and a tangible solution, tested complex logic scenarios and helped refine the solution faster.
Final 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.