Project Details
Client:
United States Pharmacopeia
Tool:
Figma Pega
United States Pharmacopeia's Workflow Digital Transformation
USP's case management relied entirely on Excel spreadsheets and email communications—an outdated approach that created significant workflow challenges. We transformed this fragmented system into a centralized digital platform, addressing critical issues with document control, communication tracking, and process visibility.
Key Solutions
The digitally transformed product centralized communication, provided a visual case lifecycle tracker, integrating document version control with automated status updates and allowed users to customize workflow templates.
Results
Implementation of the new system resulted in:
80% reduced email volume and improved communication clarity
Enhanced visibility into case progress
Streamlined document management
More efficient workflow processes
Design Process
Information Architecture
We developed a structured information architecture to organize key elements including case documentation, communication threads, version history tracking, and status updates that reflect case approval decisions from meetings. This organization formed the foundation for an efficient and user-friendly system.
User Interface Design
The user interface design phase prioritized several key aspects to create an efficient and user-friendly experience, focusing on the following elements:
Intuitive navigation
Clear status indicators
Streamlined communication tools
Accessible document management
Design Process
Information Architecture
We developed a structured information architecture to organize key elements including case documentation, communication threads, version history tracking, and status updates that reflect case approval decisions from meetings. This organization formed the foundation for an efficient and user-friendly system.
User Interface Design
The user interface design phase prioritized several key aspects to create an efficient and user-friendly experience, focusing on the following elements:
Intuitive navigation
Clear status indicators
Streamlined communication tools
Accessible document management
Design Process
Information Architecture
We developed a structured information architecture to organize key elements including case documentation, communication threads, version history tracking, and status updates that reflect case approval decisions from meetings. This organization formed the foundation for an efficient and user-friendly system.
User Interface Design
The user interface design phase prioritized several key aspects to create an efficient and user-friendly experience, focusing on the following elements:
Intuitive navigation
Clear status indicators
Streamlined communication tools
Accessible document management
My Team
Throughout the week, I collaborated with the business architect and business analysts to validate designs against client requirements and worked with developers to ensure technical feasibility.
I worked closely with both the design director and senior designer daily. The manager provided design direction based on his platform technology expertise and delegated tasks to the Senior Designer and me. Together, the Senior Designer and I would brainstorm and create mockups, which we'd review with our manager before presenting to the client team.
My Role
As the staff UX/UI Designer, I was responsible for:
Designing mockups and creating prototypes for testing purposes
Present designs to 20+ stakeholder clients to drive alignment on design outputs
Lessons Learned
Key takeaways from the project:
Importance of user involvement in design process
Since our stakeholders were the actual end users, involving them directly helped us understand their pain points and gather immediate feedback, leading to more effective design solutions.
Value of iterative testing and refinement
Our final mockups were shaped through extensive user testing and multiple design iterations, ensuring a polished end product.
Need for clear change management strategy
The transition to an automated, centralized system required a carefully planned change management approach that aligned the Pega platform's capabilities with existing workflows.
Benefits of centralized system architecture
The streamlined communication and documentation process eliminated technical barriers, allowing users to concentrate on their core tasks rather than struggling with the interface.
My Team
Throughout the week, I collaborated with the business architect and business analysts to validate designs against client requirements and worked with developers to ensure technical feasibility.
I worked closely with both the design director and senior designer daily. The manager provided design direction based on his platform technology expertise and delegated tasks to the Senior Designer and me. Together, the Senior Designer and I would brainstorm and create mockups, which we'd review with our manager before presenting to the client team.
My Role
As the staff UX/UI Designer, I was responsible for:
Designing mockups and creating prototypes for testing purposes
Present designs to 20+ stakeholder clients to drive alignment on design outputs
Lessons Learned
Key takeaways from the project:
Importance of user involvement in design process
Since our stakeholders were the actual end users, involving them directly helped us understand their pain points and gather immediate feedback, leading to more effective design solutions.
Value of iterative testing and refinement
Our final mockups were shaped through extensive user testing and multiple design iterations, ensuring a polished end product.
Need for clear change management strategy
The transition to an automated, centralized system required a carefully planned change management approach that aligned the Pega platform's capabilities with existing workflows.
Benefits of centralized system architecture
The streamlined communication and documentation process eliminated technical barriers, allowing users to concentrate on their core tasks rather than struggling with the interface.
My Team
Throughout the week, I collaborated with the business architect and business analysts to validate designs against client requirements and worked with developers to ensure technical feasibility.
I worked closely with both the design director and senior designer daily. The manager provided design direction based on his platform technology expertise and delegated tasks to the Senior Designer and me. Together, the Senior Designer and I would brainstorm and create mockups, which we'd review with our manager before presenting to the client team.
My Role
As the staff UX/UI Designer, I was responsible for:
Designing mockups and creating prototypes for testing purposes
Present designs to 20+ stakeholder clients to drive alignment on design outputs
Lessons Learned
Key takeaways from the project:
Importance of user involvement in design process
Since our stakeholders were the actual end users, involving them directly helped us understand their pain points and gather immediate feedback, leading to more effective design solutions.
Value of iterative testing and refinement
Our final mockups were shaped through extensive user testing and multiple design iterations, ensuring a polished end product.
Need for clear change management strategy
The transition to an automated, centralized system required a carefully planned change management approach that aligned the Pega platform's capabilities with existing workflows.
Benefits of centralized system architecture
The streamlined communication and documentation process eliminated technical barriers, allowing users to concentrate on their core tasks rather than struggling with the interface.