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