Nextdocs Trial Exchange
Minimum Product Research & Design
Personas • Sitemaps • Prototype • Wireframes • Mockups • Tablet App
Problem
Customize SharePoint design to brand and simplify UI for a Minimum Product.
Time
2 weeks - User Research
3 weeks - Rapid Prototype
4 weeks - Detailed Design
3 weeks - Visual Design
3 weeks - Tablet App Demo
NextDocs Team
Joel Tachau (UX Designer)
Mark Frantz (Product Manager)
Peter Hill (Designer)
Tools
SharePoint
Balsamiq, Visio
Illustrator, Photoshop
Challenge
Focus on Minimum Product features
Get away from SharePoint chrome to differentiate NextDocs
Redesign product with consumer-like experience
Establish new look & feel and apply to other products
Sprint 0: discovery and major design ahead of sprints
Whitelabel design customized for each sponsor
Knowledge Map
I gathered knowledge about the users across the company and through industry research and training in order to build personas and deliver a product that is most usable and most valuable to primary users.
Personas
Provisional personas were created, mapped and shared with product and development teams.
Sitemaps
NextDocs Trial Exchange provided a simple, easy-to-use interface for investigators and site staff to access and contribute documents to the Trial Master File (TMF). It allowed trial site staff to contribute documents to an established eTMF workstream, receive and complete tasks generated by the sponsor, view document statuses, and retrieve documents on demand.
Usability Test Balsamiq Prototype
Evaluate the initial prototype for the IDC External Portal.Â
Identify main usability issues.
Determine if Tasks & Notices should be combined.
Build understanding of users and their needs.
Customer Relationship Building
Wireframes
Dozens of wireframes were created in two rounds to detail layout and functionality on each page for the developers.
Windows 8 Tablet App Prototype
The Trial Exchange design was applied to a Windows 8 Tablet App and prototyped for demonstration at a pharmaceutical conference.