Medwise.ai - Saving, Organising and Retrieving

Designing the bookmarking and tagging function for Medwise.ai
ROLE
UX Designer
TEAM
Solo Project (Mostly)
PROEJCT TYPE
UX/UI Design
YEAR
2021
PROJECT DESCRIPTION
Medwise.ai is a decision support system for doctors, nurses and other medical practitioners. It's built to be used primarily at the point of care and uses A.I. and machine learning to understand the questions asked. It then returns bite-sized answers and instructions that summarise the data scraped from peer-reviewed journals and industry-standard publications. There are ideas of adding a social element to the platform in the pipeline.
PROJECT GOALS
The goal of this project was to solve the problem of continuity. Being able to pick up where you left off, save answers for later or viewing what you've searched in the past.
Discovery & Definition

Research: User Interviews

Research had already been done before I joined the company. Users were allowed to test an early version of the platform and remark on what they liked, disliked or thought was missing. Though not best practice to ask users directly (instead of methods like ethnographic research), coronavirus restrictions limited what was possible. A positive was that the users were who we would be expecting to use the platform - doctors, surgeons and medical students.

Insights & Pain Points

• No organisation or way to see questions already asked and answers retrieved
• Unclear who the platform is for
• No integration with local guidelines
• Unclear about the source of the answer and how reliable it is (NICE, BMJ, PubMed, etc.)Context of upvote/downvote is unclear

Personas

After going through the data from the user testing, interviews and discussions with the team I grouped behaviour patterns and common goals to create 2 personas. I intended to use them for this project and for them to be used by the team in future sprints.

In all honesty I didn't find them too useful. Having a summary of the users we're designing for was good but it wasn't something that I found myself returning to often. I feel that if it was more detailed, created as a group effort and used for larger projects it will be easier to see the value.

Competitors Analysis

I thought it would be valuable to look at platforms that did something somewhat similar to ours and analyse how they dealt with the issue of saving and organising for quick retrieval. The three platforms I looked at were Quora, Instagram and Evernote.

Quora Bookmarking

• Static order. Everything was by default arranged by most to least recent.
• No _____ search feature to find things within this section of the platform.
• Infinite scrolling

This was possibly the most unintuitive platform out of the three. Would work fine with only a few answers saved but quickly became more cumbersome the more you used the platform. You would have to scroll, load and examine each one to find what you were looking for.
Quora Bookmarking

Instagram Bookmarking

• Master bookmarking page with pictures arranged by recency.
• Function to create collections/albums. Items allowed to exist in multiple albums simultaneously
• Ability to choose collection quickly when bookmarking
• Images so no ability to search specific posts

Saving and retrieving images is a different problem because there is no searchable language or text attached that's universal. That being said Instagram did well to mitigate the problem by allowing users to create albums. Being able to add

Evernote Tagging

• Tagging system
• Easy access from sidebar
• Ability to search specifically for tags

Evernote was the easiest to use in terms of saving and retrieving notes. The tagging system really allowed me to organise a system that worked for me. The ability to search tags specifically was also useful for expelling notes that also contained the word.
Evernote Tagging
Each platform uses systems that best suited to the type of assets that they need to save. Some worked better than others but testing them helped me to decide which method would work best for Medwise.ai and which elements would be most important.

Speed was important in both saving and retrieval. Reducing friction - especially in retrieval - would be vital to allow the user to work in fast paced environments like the emergency room of a hospital without much interruption.

Personalisation in Organisation would allow the user to customise the system in a way worked best for their way of working and the jargon used in their specialism.
After analysing my research against the needs of the platform I decided that a tagging system similar to Evernote would be the best to try. It would allow for quick personalisation and searchability.
Ideation
Entering into the ideation phase, I felt that before putting pen to paper it'd be useful to define the main user journeys. These ended up being:

1. Bookmarking the Q/A set from your search results
2. Applying a tag/category to that Q
3. Being able to find and/or search that desired Q/A set
User Flows
I then began to draw wireframes and sketch how these might look built on top of the platform that we already had.
This process continued into low-fidelity wireframes. Here are some examples of first adding a bookmark then tagging within the same flow.
Wireframe for Adding Tags to Q/A Set
Wireframe for selecting and applying Tags to Q/A Set
Retrieval is main part of the function. I was debating between two different ideas; a search box with the list of tags beneath arranged by most recent used. Or an alphabet pad that the user could click and bring up tags that started with that letter. Each had their pros and cons.

Search Pros:

Some of the pros included;

• It being easier to filter down to the exact tag that you wanted by typing in the letters, eliminating the need to scan through the unneeded.
• Displaying by recency. Since the tags wouldn't have to be arranged in alphabetical order. This would be useful if the user was dealing with multiple Q/A sets for a particular subject, or simply dealing with things over a number of days.

Search Cons:

The cons included;

• Clutter that would be apparent once the user had accumulated a large number of tags.
• Memory, by which I mean you would be required to remember at least the first few letters of the tag in order to bring it up. Maybe minor, but could be a nuisance for things that aren't related to what the user regularly deals with.

Alphanumeric Pad Pros:

Some of the pros included;

• Only needing to remember the first letter of a tag in order to narrow down.

Alphanumeric Pad Cons:

The cons included;

• Unable to narrow down by using multiple letters
• Precision - User has to be accurate with the mouse for smaller buttons
• Doesn't work as well on mobile
Prototypes and Outcomes
After analysing my research against the needs of the platform I decided that a tagging system similar to Evernote would be the best to try. It would allow for quick personalisation and searchability.
Adding & Removing Tags
Searching Tags & Removing Bookmark
Final Outcome and Design Elements

Final Thoughts

I was happy to have been able to finish this project, but there are a few things I would've changed. As mentioned before, being present with the user wasn't possible. I believe a UX designer or somebody with interviewing experience may have been able to get even more useful responses from the users.

Testing my solution with users also would've been preferred. I was able to do so with the team (that included a doctor) and friends and got positive responses. Knowing how well or poorly it worked with real users in their environment would've given me unbiased data to work with.

I learnt a lot working on this project and at Medwise.ai as a whole. Things were fast-paced and what we worked on was changing week to week. I didn't have all the resources or support I wanted at times, which is understandable as people had different priorities. I now get that it's the nature of the work. Besides, it gave me a chance to improvise and do the best I could with what I had, which can only be useful as I advance in my career.

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