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✱ Enterprise SaaS Design System May 2022 – Nov 2023

Formelio

Re-designing treatment and procedure tracking for medical professionals - and the design system that powers it all.

Formelio - Case Study Cover
Company
Formelio
Timeline
May 2022 – Nov 2023
Role
Product Designer
Tools
Adobe XD · Miro · FigJam · Figma
Overview

Formelio aims to accomplish the digital transformation that enables safe and standardised medical data exchange, storage and utilisation in health journeys for both healthcare professionals and citizens. My role spanned creating and managing the design system across all product lines, collaborating with stakeholders on new features, establishing design processes, and auditing accessibility.

⚠ NDA

To respect the NDA with Formelio, the medical business unit has been altered to logistics. Portmelio is a logistics and shipping company used as the representative use case throughout this study.

The Problem

Old design of
tracking overview.

Portmelio is a logistics and shipping company which aims to disrupt the traditional logistics landscape by providing innovative, customer-centric, and technology-driven solutions.

The existing tracking system had critical gaps that were surfacing through customer feedback and operational overhead.

  • Customer complaints and internal feedback consistently pointed to discrepancies in the tracking data provided.
  • Operational teams were spending excessive time manually correcting tracking data and addressing customer inquiries, leading to higher costs and reduced efficiency.
Old tracking overview UI
User Testing Insights

What users
told us.

We collaborated closely with researchers to conduct comprehensive customer interviews on our current design, aimed at gaining insights into the shipment order tracking process. We not only observed the effective aspects but also carefully documented challenges and pain points experienced by users.

  • Customers struggled to identify a clear and logical navigation path to access their shipment tracking information.
  • Current tracking systems failed to provide real-time updates and exact status information. When real-time updates are absent, users perceived the information as inaccurate, leading to uncertainties.
1
Step 1
Scoping the Re-design

Design
brief.

To ensure that we did not take this re-design too far, we wanted to draw a boundary. The design brief facilitated an understanding of the project's goals, objectives, and the specific problem to be addressed - helping us focus on the necessary items.

Collaboration with the product team was undertaken to ensure the design brief aligns the project's goals with broader business objectives. This alignment ensures that solutions proposed by the design team contribute to the overall success of the organisation.

A design brief isn't a constraint - it's a compass. It keeps the redesign focused on solving the right problem, not just making things look better.

Step 2 - New Components
2
Introducing Two New Components

Sketching to
solution.

Sketching facilitated the quick generation of various concepts and solutions without significant time investment. Before advancing to the high-fidelity design stage, it was critical to assess the feasibility of implementing the proposed components - ensuring design concepts could be effectively realised within the constraints of the technical infrastructure.

Component sketching process
Timeline component
Timeline - temporal event visualisation
01

Timeline Component

Our earlier design included tracking, but it fell short in communicating event statuses - completed, pending, or currently active. The timeline serves as a natural organiser, presenting events in chronological order. It allows users to intuitively grasp temporal progression, differentiate between events, and access event-specific timing details - all while alleviating the cognitive strain of the previous design.

Sidebar navigation design
Navigation - sidebar hierarchy
02

Sidebar Navigation

Users expressed frustration with the nested top bar navigation due to its complexity. The nested structure hid critical content and features, making discovery challenging. We switched to a sidebar navigation - always visible on screen, ensuring convenient access to crucial sections. Sidebar navigation can handle a wide range of content, making it adaptable as the application expands.

Outcome 01
98%
of users navigated to the right tab - easily understanding how to reach the treatment overview and tracking tab from the sidebar after the re-design.
Outcome 02
99%
of users identified the patient's history - finding the patient's current treatment, medication and their history after the re-design.
Reflections

What I learnt.

🎯
Reduce Assumptions
There's often a natural inclination to jump straight into solutions when presented with design challenges, which can result in flawed outcomes. Minimise speculation and place greater emphasis on understanding user needs and business considerations to define the actual design challenges more accurately.
🤝
Collaboration
Effective collaboration helps ensure that the design aligns with the organisation's goals. Working closely with the product team, researchers, and stakeholders at every stage meant that design decisions were grounded in real needs - not assumptions.
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