Process

Control Setting

First thing to do is establish a baseline, the design team synced to gain alignment on the UX principles and values, both as an organization and overall accepted standards.

Focus Areas

Then, we strategized on the approach in gathering data: our research team will embark on user interviews to identify user segments and map user journeys. Our design lead will perform workshops to align stakeholders. I, along with Brendan – another UX designer, will explore the competitive landscape and conduct a comprehensive heuristic evaluation on the current Ordering platform.

Competitive Analysis

Our Design Ops Manager identified 7 of McKesson’s competitors. I collected product screens and information available online. There’s not a clear apple-to-apple comparison but I focused on products that appear to have similar functionality we were after, Ordering process. With the screenshots, we noted our qualitative observations and for a quantitative analysis, I established categories that are aligned with our design principles and assigned a ratings scale. Both Brendan and I did the scoring while our lead, Auldyn, would provide a tie breaker, if needed. For objectivity, we studied the overall concordance level as well as the concordance level within +/-1 between our scores.

Heuristic Evaluation

Then, it was on to the heuristic evaluation of McKesson’s Ordering platform. I selected the industry wide accepted criteria for usability evaluation: Jakob’s 10 Usability Heuristics. Relevant screenshots were collected and a  spreadsheet was created for scoring. The same method of scoring was applied to preserve objectivity as much as possible. With the quantitative results, we noted our observations and made some recommendations.

Presentation

After gathering and synthesizing the information, the Design team formed a well-rounded conclusion that made a strong case for innovation. The summary, along with other research insights, was delivered to leadership.