Reimagining pharmaceutical claim management

Dashboard where users can upload claim documents or upload marketing material to generate annotations. Can also view KPIs of total claims and message validated for company.

Project snapshot

In this project with global life science services provider Eversana and TensorIoT, we set out to to use generative AI to create marketing materials (like marketing brochures for a specific pharmaceutical drug) with clinical trial data. Currently, it is difficult for the human behind the computer to find the related data needed to create these materials, since there is no centralized database. It requires a lot of searching, as a lot of the data is paper-based.

Working closely with Eversana, I helped shape the Proof of Concept (PoC) into a scalable solution, ready for real-world use. My role involved optimizing processes to improve task success rates and reduce time spent on key tasks to earn customer buy-in, ultimately raising standards in healthcare innovation.

Pretty cool, right? (hopefully the answer is yes)

Skills used

 1. Visual design
 2. Information architecture
 3. Communication

Tools used

 1. Figma
 2. Jira
 3. Material UI
 4. Microsoft Outlook
 5. Slack
 6. Google suite
 7. Microsoft Teams

My impact in the process

Dashboard where users can upload claim documents or upload marketing material to generate annotations. Can also view KPIs of total claims and message validated for company.

A diagram highlighting my impact in the process. Tap for a larger view!

The team

Eversana

 1. UX team: Lead UX designer, Business analyst
 2. Project manager
 3. Stakeholders: VP of marketing, VP of Technologies

TensorIoT

 1. UX/UI designer (my role)
 2. Project manager
 3. Solution architect
 4. 2 front-end developers
 5. 1 Back-end developer
 6. 2 Machine learning developers

The challenges

In this project, I faced a few "challenges"

(if you'd like to call it that, I enjoyed working on this project immensely, and genuinely found the obstacles great opportunities to learn and be better. I will admit, working with great people made it very supportive process.)

A table of the challenges I faced on the Eversana project, along with the solution and impact I had.

An adaptive approach (tbf, when is not adaptive?)

One, two-step design process (credits to Ciara)

In my role, I focus on collaborating with key stakeholders to understand their needs and get their sign-off. Working with Eversana’s UX designer and business analyst added an extra layer to this process, so I adapted my approach by closely aligning with them to make sure we met all business and UX requirements upfront.

I flagged a potential timeline risk to the project managers, as the two-step approval process could delay stakeholder sign-off. As the project progressed, this risk did start to impact our timeline, but because I had proactively communicated it, we were able to address the issue quickly and stay on track.

Multi-tenancy - truly a BEAST to design (but, like a very cool, very complicated dragon-kind-of beast)

Final multi-tenancy designs

SuperAdmins can access the entire list of companies and their associated data from this page. They would simply select the company they would like to manage from this dropdown and click "Go".

Company list

Business unit table. Displays related indications and KPIs of total claims and messages validated.

Business unit table (organized by company)

Screen that displays table of brands associated with Business Unit and Company.

Brands (associated with Business unit and Company)

Dashboard where users can upload claim documents or upload marketing material to generate annotations. Can also view KPIs of total claims and message validated for company.

HopeWell brand dashboard

Multi-tenancy allows one software instance to serve multiple clients, each with secure, separate data. For this system, we had to design for five distinct user roles with different access levels:

1. Eversana SuperAdmin: edit access to all customers and brands.
2. Eversana Admin: edit access to certain customers and brands.
3. Eversana’s External Customer Admin: edit access to their own brands.
4. Eversana User: read-only access to certain customers and brands.
5. Eversana’s External Customer User: read-only access to their own brands. Solving this multi-tenancy setup took close teamwork and careful planning to balance functionality with our timeline.

The original design idea

A sketch of the initial design for multi-tenancy. It displays the ability to search by company, business unit, brand, and indication.

Eversana’s original idea for multi-tenancy

Eversana’s UX designer proposed a highly customizable information architecture for adding clients, business units, brands, and indications, all on one screen. I realized this might be out of scope, but I double-checked by brainstorming and consulting with the developers to confirm what was possible within the timeline. We confirmed it was not feasible for this phase and collaborated to design a scalable solution (aka the "final multi-tenancy designs carousel" above) that fit the timeline. The Eversana team appreciated my ability to handle this complex feature and commended my transparent communication, which kept everyone aligned and built trust.

User testing: more to come

Extensive user testing wasn’t possible at this stage due to budget and time constraints (click here to view a case study where I conducted usability testing). For now, our main goal was to secure buy-in from Eversana’s customers by demoing the product (we’re still awaiting feedback from customer demos to see the full impact of our work). The Eversana team understands how valuable user insights are, and they plan to work with real users in the next phase to refine the product even further.

Built it, demo'd it… Now waiting for customer feedback!

I successfully delivered the project, even though we ran a few weeks past the original deadline due to unexpected development challenges. I kept Eversana informed of any timeline changes, showing my commitment to transparency and reliability. This open communication strengthened our collaboration.

In the project’s final retrospective, Eversana shared their admiration for my quick adaptation to the pharmaceutical field, despite my lack of prior experience. They appreciated my ability to understand their specific needs and deliver designs tailored to their requirements. Their satisfaction with the final product led to discussions about the next phase, where we’re excited to continue working together.