IQVIA required a comprehensive performance dashboard that could consolidate complex healthcare data into actionable insights. Key challenges included balancing clinical and administrative metrics, ensuring data accuracy, and creating intuitive visualizations for users with varying levels of technical expertise.

• Design intuitive performance dashboard for healthcare metrics

• Create visualization tools that make complex data accessible

• Implement information architecture that supports clinical workflows

• Ensure compliance with healthcare data regulations

Discovery & Requirements

The discovery phase focused on understanding the complex needs of healthcare data users:

• Stakeholder Interviews: Conducted sessions with key healthcare stakeholders to understand metrics requirements

• User Research: Identified primary user groups and their specific dashboard needs

• Data Assessment: Evaluated available data sources and integration requirements

• Workflow Analysis: Mapped how the dashboard would integrate into existing clinical and administrative workflows

Design Strategy

The design strategy balanced data complexity with usability:

• Information Architecture: Organized metrics into logical groupings aligned with user mental models

• Visualization Selection: Chose appropriate visualization types for different metrics and KPIs

• Interaction Design: Created intuitive filtering and exploration capabilities

• Accessibility Considerations: Ensured dashboard met accessibility requirements

Implementation Approach

Implementation focused on leveraging existing tools while creating custom solutions where needed:

• Tableau CRM Integration: Leveraged Tableau CRM capabilities for advanced visualizations

• Component Design: Created reusable dashboard components for consistency

• Design System Application: Applied Lightning Design System principles to maintain consistency

• Technical Collaboration: Worked closely with data engineers to ensure feasibility

The project delivered significant improvements to data access and decision-making:

• User Adoption: Dashboard successfully adopted by target user groups

• Efficiency Improvements: Reduced time spent gathering and analyzing performance data

• Data-Driven Decisions: Enabled more informed clinical and administrative decision-making

• Stakeholder Satisfaction: Received positive feedback from healthcare leadership resulting in a 5/5 CSAT score

• Healthcare Data Complexity: Healthcare metrics require careful contextualization to be meaningful to different user groups

• User Segmentation is Critical: Different healthcare roles (clinical vs. administrative) have distinct dashboard needs that must be addressed

• Visual Hierarchy Matters: Establishing clear visual hierarchy helps users quickly identify critical metrics versus supporting data

• Balancing Depth and Accessibility: Creating interfaces that are both simple enough for quick insights and deep enough for detailed analysis is challenging but essential