IUH Monthly Operations Review Dashboard
OVERVIEW
IU Health is Indiana's largest employer. They have 15 hospitals, along with many smaller urgent care locations. Most importantly to this case study, they have data- a LOT of data.
IU Health's vision is to make Indiana one of the nation’s healthiest states and they are using all the data they have to make that vision a reality.
My role was to help the data analytics team make that data accessible, easy to understand, actionable, and even delightful to absorb. The Monthly Operations Review was a big step forward in IUH using data to create actionable steps toward their vision.
HIGH LEVEL TIMELINE
May 2024- Nov 2024
MAKE OF THE TEAM
UX/UI Lead- Myself
UX/UI Designer- Jordan Nash
A whole team of wonderful data analyists, SMEs, and PowerBi Architects.
KEY GOAL
Create an actionable, high-level view of operations
MY ROLE
I was the lead designer on this project with UI support from my fellow designer, Jordan Nash.
I conducted the discovery research workshops, established the UI style guide, page layouts, flows, and patterns and visual content for the Monthly Ops Review.
BUSINESS GOALS
The main business goal for the Monthly Ops Review was to establish the universal "buckets" of operations information that was valuable and actionable across all regions as well as across many departments. We started with the emergency department as a pilot but the end goal was to implement this same process and organization to all departments.
UNDERSTANDING THE USER
We met in -person with emergency department (ED) directors, the ED department chair, Nurse managers, ED doctors, and business leaders to get all the perspectives of "what's important?" when it comes to the data we collect currently and the data we think we need to collect for a full picture of operations.
BREAKING DOWN THE PROCESS
Based on insights gathered from both of the full-day workshops we hosted, we had defined the "buckets" of data and went through each one to see how each type of data was actionable from both an operations and business perspective and most importantly, how it tied back to the company vision.
We started to go through the various ways of visualizing types of data to make sure we followed the "1-3-10" rule which is that in 1 second, the viewer should know what they are looking at, in 3 seconds, they should know what is means (i.e. good or bad), and in 10 seconds they should know what action to take on the data.
IMPLEMENTATION
During this stage, my role was to get the proposed visuals into mockups that we could walk through with the whole team (everyone who would be actually using this report to make high-level decisions) and test to make sure that each visual could drive actionable steps or conversation for improvement within operations.
Once we had the general layout in rough mockups for each page, I put everything into a high-level prototype we could walk-through. Then once we had the green flag from all partied involved, we published our pilot for the emergency departments.
LESSONS LEARNED
My involvement in this project significantly contributed to my growth as a designer, researcher, colleague, and as a person.
Working to understand current processes and then to streamline the thinking into more high-level and actionable visuals was a really valuable experience for me. Especially working in a field I had very little background in. I had to fully trust the subject matter experts in their field while gaining their trust in me as an expert in my field of design. It was a great experience on both sides of how to come together and make something innovative, impactful, and awesome!