UX Lead: Cleveland Clinic Diabesity Program

In 2011 Cleveland Clinic was running a wildly successful program to help patients manage what they call "Diabesity." See, diabetes and obesity are inextricably linked in the United States, and it also turns out that a person newly diagnosed with diabetes does almost nothing to treat their condition when you just send them a bunch of mail.

Now that you've heard about this, you'll start seeing this word everywhere. Trust me. 

Now that you've heard about this, you'll start seeing this word everywhere. Trust me. 

People don't like being told they are sick, or that to get well, they need to change their behavior. And it turns out we are very bad at just changing our behavior on our own with little prompting or being held accountable over the long term. Also, people lie to their doctors! I still have no idea why people do that.

So the Clinic decided to get real people involved and by the time I arrived on the scene, they had a call center full of nurses who follow up with patients and their doctors to make sure they are "adhering" to their program. If a patient does what their assigned nurse and doctors say for a whole year and keep their A1C numbers level or lower, all treatment for their diabetes is FREE. 

FREE HEALTHCARE ... if you take care of yourself.

Because as it turns out, the cost of treating someone whose diabetes and obesity have gone unmanaged is astronomically higher than helping them stick to a plan with actual, real people involved. So the Clinic naturally wanted to expand the program to help more people and lower the eventual cost of treating diabesity.

The Business Problem
Remember the mandate for electronic medical records? People kind of... made a mess there. And these nurses paid the price -- to get a holistic picture of what was happening with a patient they had to access somewhere between TEN TO SIXTEEN discrete data sources, and then make their phone call. Assuming the patient answered at all, the nurse then had to then add any new information to multiple systems in different ways. The call center setup gave the Clinic a startling picture of how long all of that took, so they wanted a system that a nurse, doctor, nutritionist and even a patient could access to see what was going on.

The Approach
This pitch arrived on my doorstep  in mid-2011 because a technical sales guy at Avanade was told about the pitch by an Accenture sales guy. The Avanade guy had heard who I was, that I was good with clients and understood software development, so he just pinged me one day. I knew I didn't have the visual design skills or people on my team to pull off a whole design effort, so I reached out to a small agency I knew of in Chicago, c|change

The lead at c|change and I went to Cleveland and interviewed the people who would use the system, the internal teams running the disparate systems that were the nurses' data sources, and the business owners of the program. We returned to Chicago and spent two weeks collaborating with his designer on a set of screen views stitched together in a clickable PDF. The audience would need to see the flow and basic screens, but the tools just weren't quite there yet.

(Just three short years later, that process would be very different, result in a much more interactive prototype, and probably take a day or two with a designer.)

The Money Problem
In the end, the Clinic decided not to pursue the project because the Accenture price tag for it was in the millions. The cost wasn't going to be in design -- the cost was going to be figuring out how to get some very locked down, proprietary products to work together on the data side. I wish I knew what they decided to do after that, but just as the opportunity had appeared randomly, the Accenture guy disappeared.

What I learned
This might have been the first time I felt like the design skills I brought to the situation  could really, actually, materially make someone's life better. With the major medical experiences I underwent a few years ago, I can now see a trail between this project, my own experience, and my desire to use what I do best to really help people live better, happier lives. I haven't found the spot to do that from just yet, but I'm looking.

The Bermuda Triangle of Deliverables
They say never put something in your portfolio without a visual of your work. But I say this is a  project showing my approach to complex problems and working across multiple teams in multiple companies to pull off what really was a nice little proof of concept -- that I just don't happen to have pictures of right now.  

The interfaces were personable, friendly, and prioritized the most important information for the audience right there on the first screen. We used shades of the Clinic's green in their brand, photos of people, greetings and natural language to reinforce the human-ness in what could be a very dehumanizing situation for everyone involved. We made several screens for the nurses, a vision of how a doctor might interact with the tool (did you know a lot of doctors simply won't use email at all because they "don't type"?), and even a view for a patient to track their own progress.

It is a hard-won lesson: hold onto your stuff, you might need it for your portfolio one day. Especially for someone like me, who is looking forward, not back, most of the time. Whether through other team members doing work I led, multiple hard drive losses before the days of the cloud, NDAs that restrict me from showing my work, or just plain "I forgot to grab that stuff before I left," I just flat out don't have the screens. I'm working on it!


UX Lead: Target Canada: SharePoint Run Amok

In 2011, Target was making plans to expand its operations outside the United States, into Canada. They hired Accenture to help them figure out how to make it happen. Because Avanade was created half by Accenture to serve as its technical arm and half by Microsoft, which was trying to figure out how to be a bigger part of big business at the enterprise level, a sizable SharePoint-based practice existed named Collaboration. That practice was called in to help Target create an intranet that was compliant with Canadian law and worked for Target's business needs, because they were already running SharePoint.

After some pushing and pulling to get the project staffed, I, who was supposed to be running operations for the team but had proven I could handle client engagements well when necessary, was more or less drafted to help out. Target is known for believing the design of things is important, and they were asking where their UX Lead was for this project. They wouldn't kick it off until that person showed up.

I went up for one day and did a workshop with almost 50 stakeholders. I found out there were over 200 separate SharePoint collections, which meant search wasn't going to find any content. I found out there were people who had distinct roles and only used or published some pieces of content on the intranet, and I found out what the buyers needed to make operations feasible in Canada. Oh, and everything has to be available in French and English at all times, naturally.

It was not as much time as I like to spend with a client, but it was just enough to move a stalled project forward and gain their trust.

I worked with the technical architect on the project, and a designer on my team in Buenos Aires who was a freaking genius with a master page, to come up with three designs and a navigation system that was not only role-based but learned what to present as people used it. We figured out what to do to index the content across collections - or at least make it possible without completely starting over. Oh, and it was responsive and bilingual. SharePoint. In 2011. 

Pretty sweet design and architecture, for SharePoint. 

Sadly, the last I heard, the project didn't go as well when it was outsourced to a dev team overseas. I'm not totally sure what happened -- I left Avanade shortly after that because I wanted to start working with clients and doing UX work again.