EIP Matrix
Data collection & Analysis Tool
EIP (Early Intervention in Psychosis) Matrix is a data collection and analysis tool, commissioned by NHS England (South) and used by EIP program managers, providers, and local clinicians across the South of England. The existing EIP Matrix tool enables registered users to submit data which is then transformed into visual reports, and compare the data to nationally set expectations.
The Vision
The aim is to rethink how the existing tool works in order to improve user experience, build a better way of showing data, and be able to evolve when either the data or the coverage of EIP providers changes.
the Clients
TIME4RECOVERY . NHS England
the team
Working together with business stakeholders, 1 PM, 2 developers.
The design part is led and executed by myself.
design process
Understand
Interpret
Design
Design process
Following the Design Thinking approach we developed a plan which is divided into three stages:
Understand
Understand the existing tool, clarify initial problems, uncover user insights.
Kick-off initial problems
We kicked off the project with an in-depth briefing session to understand the goals, limitations, and diagnose the problems. Since the clients (EIP program managers) are also users of the EIP Matrix tool, we define the initial problems based on their needs and insights:
1. Data is not shown in structured segments;
2. Entering data is inefficient;
3. Limitations on evolving when either the data or the coverage of providers changes.
Understand existing tool
Over the first several days I focused on understanding the current state of the tool. The complicated data segmentations filled with technical jargon and abbreviations confused me a lot. Even though most of the users are healthcare practitioners, are they feeling comfortable in using this complicated tool? Are they able to find the data and information they want efficiently?… This prompted me to move forward and talk to real users.
_IA of current tool
_Where users enter data / admin reviews data
_My confused face
Understand Users
Due to the complexity of the organization structure, there are different types of users who are supposed to perform different daily tasks and have different user rights. How are they using this tool differently? What's their using frequency? How can admin manage the complicated user rights?... With lots of questions prepared, I conducted a few user interviews to understand their behaviors and needs.
_Organisation structure & User Persona
Interpret
Synthesize the research with empathy for the user, reframe the problems.
User needs
Based on the user insights and pain-points we got from user interviews, some user needs are sorted out based on the 3 types of users.
Problem reframe
The research results indicate that the initial defined problems do not explain accurately what we want to solve. In this case, we formulate the 3 main problems:
Design
Visualize the solutions in a way that they can be validated as well as refined early and often.
Wireframes
Wireframes are created under the division of 4 parts: Data dashboard, Admin part, Data entry part, and Onboarding part. All stakeholders including developers are involved in the early design stage to give feedback from both business and technical points of view.
Principle
Follow a step-by-step approach to view data
final designs
A customizable data dashboard
- Customize dashboard based on interests
- Review data step-by-step
- Compare data in different dimensions
- Module design
A hassle-free admin part
- Review reports progress
- Automated user rights control
- Organized panels
- Lower learning costs
- More...
An easy data-entry survey
- A step-by-step approach based on data segmentation
- Auto-check impossible numbers and missing fields
-Save for later…
Chart design
- Compare data in different dimensions
- Hover-on indicators
- "Jargon" tooltips
- 3 sizes of card design for better layout
Credits
Credits
Product Design - Lan Wang
PM&Dev - Zolabo