UX Designer, UX Researcher, UI Designer, Project Review, Client Review, Defining User Stories + Acceptance Criteria for Engineers, Overseeing Estimation Meetings with Engineers, Quality Assurance + PO Acceptance in UAT, Client Demo Creation

ElectRx is a US-based pharmacy benefits strategist that focuses on helping their customers save big and stay healthy with minimal effort, and for a fraction of the cost!

The main goal for the operations team at ElectRx, the group that maintains the primary information for patients, prescribers and who places their medication orders, was to streamline their onboarding and order placement process. To do this we consolidated various platforms that they were using into a single application, simplified their onboarding workflows, and tied the patient profile and order placement systems together for an easier user experience overall.

To start, I created a feature map that outlined the main application needs for our MVP build along with our potential future needs, all of which was based on a previously developed user discovery run by the product owner at Cadensoft as well as additional user interviews done by myself in segments: group, patient, subscriber, order, and eligibility import.

From there I began the design process with low fidelity wireframes that outlined all of their mandatory stages and matched their ‘happy path’ user flows, such as their employer onboarding and a separate onboarding flow for the patients that work at those companies, order placement and management, and their eligibility import process. This was followed by low fidelity prototyping, high fidelity renders, acceptance criteria and user story backlog creation to guide a team of engineers (based throughout the world) to develop the product platform, and a demo roadmap that guided the live client demonstrations of the tool.

The goal from a design perspective was to break these onboarding stages into easy to use screens that prioritize information hierarchy over complex or brand specific UI as well as make the development process simpler to meet the client’s deadlines. To achieve this we utilized the ANT Design System, with modifications to fit our own user needs. Doing this allows the user to update and modify information at later stages from user profiles and helps us organize fairly complicated systems of user data on their database in an organized way.

When it comes to the high fidelity stage of design, our goal was to keep things modular, best align with the color palette and typography of the client, as well as prioritize accessible, clean design decisions. This made it a simple transition from low fidelity frames into high fidelity because the main goal throughout the entire design process was to define specific, clear pathways from app entry to order placement with as much accurate information as possible.

I later wrote various user stories for the engineering team, defining acceptance criteria, re-direction points, engineering notes and validation scenarios. We walked through those user stories together and estimated the time it would take to properly build the application from beginning to end to review and approve the build with the client.

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