TrialMed clinical trial management platform
Case Study · MedTech · 2024

Before the patient
drops out.

Clinical teams were managing complex patient information across fragmented tools and manual processes. I led UX research and product design for an MVP concept exploring how teams could recognise emerging patient risk earlier, understand what required attention, and move from signal to action.

RoleUX Researcher & Product Designer
CompanyThemison (anonymised)
Duration7 months · 2024
MethodsInterviews · Workshops · Figma
DeliverablesIA · Workflows · 3 dashboard levels · Prototype
00Project Overview

Patient dropout was the problem. Earlier visibility was the opportunity.

Patient dropout can disrupt clinical trials, but it is not something a dashboard can simply “solve”. The opportunity for the product was further upstream.

Our early research suggested that clinical teams were working across fragmented information, monitoring large numbers of patients manually, and sometimes recognising concerning patterns only after they had developed.

How might we help clinical teams recognise emerging risk earlier and understand where their attention is needed?

Product question that guided the MVP

That question became the foundation of the product.

My role

As UX Researcher and Product Designer, I led research and synthesis, developed the information architecture, shaped features and interaction patterns, facilitated collaborative workshops, and translated the emerging product direction into wireframes and an interactive Figma prototype.

I worked closely with the Product Owner, engineering, QA, a cognitive researcher, business stakeholders, and clinical experts. The project reached a testable MVP prototype stage, but not production measurement, so this case study focuses on the reasoning and product decisions rather than unmeasured outcomes.

01Discover

Understanding what happens before dropout.

Direct access to patients was heavily restricted, so I began by building an understanding of the problem through secondary research and the people closest to the clinical workflow. I reviewed academic literature around patient dropout and engagement in clinical trials, particularly in oncology, to establish the broader context and identify possible factors contributing to disengagement.

I then facilitated a workshop with the team to map the patient journey as we understood it across onboarding, waiting, treatment, and post-treatment. At this stage, the journey was deliberately treated as a set of assumptions rather than validated patient behaviour.

Clinical expert interview during TrialMed research

Clinical expert interview — building an understanding of workflows, information needs and constraints when direct patient access was limited.

Learning from clinical experts

Through semi-structured interviews with a trial physician and nurse, I explored their workflows, pain points, compliance challenges, information needs, and the ways they compensated for limitations in existing tools. Later, together with another researcher, we spoke with three additional clinical experts to challenge and refine our understanding.

01
Fragmented information
Important information was distributed across different tools and documentation, increasing context switching and making it harder to build a coherent picture.
02
Reactive monitoring
Clinical teams needed greater visibility into developing issues rather than discovering them only after they had become more serious.
03
Manual workload
Monitoring many patients and trial activities manually required significant attention and created opportunities for important information to be missed.
04
Information without prioritisation
Seeing data was not enough. Users needed help understanding what required attention and why.
02Define

Turning research into product requirements.

The research gave us a clearer problem, but it did not immediately tell us what the interface should look like. Rather than starting with “What should go on the dashboard?”, I started with the decisions clinical trial managers needed to make.

01
Which trial needs my attention?
Help managers identify where closer investigation may be needed across multiple trials.
02
What is happening inside that trial?
Bring the relevant status, patient and compliance information into one workspace.
03
Why has something been flagged?
Make important signals understandable and traceable to supporting information.
04
What needs to happen next?
Connect information to follow-up rather than stopping at reporting.
Research-informed Trial Manager profile and journey

Research-informed Trial Manager profile and journey — used to connect workflow context with information and decision needs.

Four design principles

01
Centralise
Bring critical information into one environment and reduce unnecessary context switching.
02
Predict
Surface relevant patterns and changes early enough for users to investigate them rather than simply reporting what has already happened.
03
Customise
Different managers have different responsibilities and priorities. The interface should allow them to organise information around their work.
04
Earn trust
A risk indicator is only useful if users can understand what sits behind it. Important signals should remain traceable to their underlying information.
03Product Architecture

Three questions. Three levels of information.

The information requirements suggested that a single dashboard would not be enough. Managers needed to move between different levels of decision-making. That led to a three-level product structure.

01
Trial overview
Which trial needs my attention?
A high-level view across multiple trials, designed to reveal where closer investigation may be needed.
02
Trial workspace
What is happening inside this trial?
A dedicated workspace bringing together status, patient information, compliance-related signals and areas requiring attention.
03
Tasks & actions
What needs to happen next?
An actionable layer helping users move from recognising an issue to understanding what requires follow-up.

The dashboard architecture was therefore not the starting point of the solution. It was a consequence of the information needs identified through research.

04Develop

Shaping the solution with the team.

Once the information requirements and initial structure were clearer, I brought together engineering, the Product Owner, business stakeholders, a cognitive researcher, and QA. The purpose of the workshop was not to present a finished design for approval. It was to explore how the product requirements could become a feasible product together.

TrialMed collaborative workshop sketch

Collaborative workshop — translating information needs into a feasible dashboard structure with product and technical stakeholders.

Navigation: moving between levels without losing context.

As the product grew across overview, trial, and task levels, navigation became an important interaction problem. I explored the information architecture and navigation through low-fidelity wireframes before moving into higher-fidelity prototypes.

Low-fidelity TrialMed information architecture and navigation

Low-fidelity wireframe — exploring the relationship between the global overview, individual trials and deeper product areas.

05Defining the Dashboard

Deciding what deserves the user's attention.

Designing the dashboard was not only about arranging cards or visualising metrics. The more important question was which information belonged there in the first place.

Research and expert input helped establish the information users needed to make decisions. I used those needs to shape the hierarchy and worked with the Product Owner and technical team around what information the system could realistically provide.

01
Domain input
Clinical expertise helped us understand what information mattered.
02
Product & engineering constraints
Technical reality determined what information the system could provide.
03
My design responsibility
Translate those requirements into an understandable information hierarchy and interaction model.

The model generated the signal. The interface needed to provide context.

The predictive model itself was not my responsibility. But how its output became meaningful to a human user was a design problem. Rather than treating a risk score as a self-explanatory number, I designed the experience so users could move from a signal toward the information behind it.

06Designing for Flexibility

Different managers. Different priorities.

As the dashboards developed, another question emerged: should every manager see the same information in the same configuration? In collaboration with the Product Owner, we explored a more flexible dashboard model that allowed information to be organised according to different priorities.

TrialMed customisable dashboard and drag-and-drop menu

Customisable dashboard direction — allowing users to prioritise information while preserving the product's underlying hierarchy.

07Designing for Calm

Urgency without unnecessary alarm.

In a clinical environment, visual hierarchy has consequences. High-priority information needs to stand out, but if everything looks urgent, nothing is. The interface therefore used multiple signals — hierarchy, labels, icons, status indicators, and restrained use of colour — to distinguish different levels of attention.

Red was reserved for information requiring genuine urgency rather than being used as the default visual language for risk. The intention was to help users recognise priority without turning the entire dashboard into an alarm state.

08Deliver

From an inherited prototype to a testable product concept.

When I joined the project, an early prototype already existed. It had been created before substantial UX research and did not yet reflect the workflows and information needs we later uncovered.

Over seven months, the work moved from understanding the domain and defining the problem to establishing information requirements, product architecture, dashboard hierarchy, navigation, interaction patterns, and an interactive Figma prototype.

TrialMed v3 final iteration After
TrialMed original dashboard Before

Design evolution — original prototype (left) and the later MVP concept (right).

The result was not a finished or validated clinical product. It was a structured MVP concept ready for further validation and iteration.

Reflection & next steps

The project gave us a clearer understanding of the clinical workflow and allowed me to translate that understanding into a coherent product concept. But the project ended before we could establish whether the solution improved real-world clinical or business outcomes, so I cannot claim that the product reduced patient dropout.

The next step would be to validate whether clinical trial managers can identify which trial requires attention, recognise the patient or activity requiring investigation, understand why something has been flagged, locate supporting information, and determine the appropriate next action.

I would use task completion, time on task, navigation errors, comprehension of risk indicators, and qualitative confidence as proposed usability measures. If the product moved into production, the next level would be behavioural measurement: whether relevant risks were identified and acted on earlier.

What I learned: a dashboard is not primarily a collection of components or metrics. It is a prioritisation system. Before deciding how information should look, I need to understand what decisions users are trying to make, what information supports those decisions, and what deserves their attention first.

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