Intuitive Learning

An all encompass platform which makes it easy for surgeons and hospital staff to complete surgical training courses

MY ROLE

UX Designer - User Research, Affinity Mapping, Wireframes, Mockups, Prototype, User testing, Interaction and Visual Design

TOOLS

Illustrator, Adobe XD, Invision, Excel

TEAM

Daniel Lau (UX Design Lead), Harshit Pandey (Senior Architect), Beto Hernandez (Lead Developer)

SUMMARY

Intuitive Learning is a learning platform for surgeons & OR staff. It is part of the unified ecosystem of Training and development that helps them towards becoming certified robotic surgeons and hospitals to track their progress.

Overview

Intuitive is a futurist company making the da Vinci surgical system which was one of the first minimally invasive surgical systems cleared by the FDA. Today a family of da Vinci systems and technologies are used by surgeons in United States and 67 countries around the world. With an installed base of over 4000 systems worldwide and 4 generations of system platforms.

As a UX designer in the team, I worked on conceptualizing and designing Intuitive learning which is an online learning management system for integrated team made up of surgeons and OR staff with access to technology, and educational content. The technology training is convenient, comprehensive modules available in 15 languages, so surgeons can learn anywhere and anytime.

The aim of this project was to develop a single unified platform which make it easier for surgeons and related OR staff to access technology training and for hospital management to track learning performance of the surgeon and OR staff over time.

Problem

1. How can we improve the technology learning process for surgeons and OR staff?

Surgery is a deeply human endeavor, requiring knowledge, experience, and understanding. Currently, the learning ecosystem is managed by CSR’s - Clinical Sales Representatives in charge of the specific hospital. There is no feedback on the performance and no way to track it. This leaves the surgeon and the OR staff in limbo unable to pursue advanced concepts. I will be discussing this problem in detail below.

2. How can we help hospital staff to better track & manage all learning for their respective hospitals?

At present there is no way for hospital admin to track the types of training and assessment a surgeon should complete nor do they have any way to assign certain courses for future training.

Constraints

  • We had limited access and timeframe to collect feedback from surgeons while they were onsite for their training.
  • Intuitive’s design system was being solidified at the time which led to going back and forth with the designs a few times.
  • Due to technological constraints the pdf’s have to be viewed in an iFrame - navigating which was confusing to some users while testing.

Research

INTERNAL UX AUDIT

Process: How surgeons undergo training & education to prepare for robotic surgery

Existing OC Community

As you can see from the screenshots below, the OC community is not user friendly and is challenging to navigate to the required courses. It was the CSR who had to guide them through the requirements since there is no recommendation/personalization.

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PROBLEMS FACED

QUALITATIVE INTERVIEWS

User research was an essential part of the process to map the inefficient way of having to interact with multiple systems and the disconnection between them costing time and energy. I interviewed a diverse range of individuals to understand all the issues they were facing.

INSIGHTS

After conducting countless interviews, heuristic evaluation of the current system and analyzing the data we were able to gather the following insights.

  • Surgeons feel they are not in control of what they are learning [Flexibility]
  • Heavy reliance on CSR to hold their hands and guide them [External]
  • They cannot find relevant content based on the robotic systems available in their hospitals [Content]
  • There is no analytics for surgeons as well as hospital admin to review and track progress [Tracking]
  • The surgeons cannot themselves download certificates of completed assessments [Certificate]
  • Problems with content availability in different languages and countries other than US [Content]
  • The hospital staff wanted an independent system to monitor what courses are taken by the surgeons and OR staff [System]

GOALS - UNIFIED SYSTEM

Ideation

USER NAVIGATION FLOW

WIREFRAMES

After research we started with low fidelity wireframes sketching out different variants for home and course description page. After getting comfortable with some solutions we moved to digital wireframes.

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ITERATIONS

Based on our initial feedback from ROCO’s we made the following major changes,

  • Moved the transcript section under my profile.
  • Added Video catalog under catalog on the home page.
  • Added tags on the course thumbnail for different roles to make it easier to find courses.
  • Record lesson completion by enabling user to self certify that they have completed the course.

Solution

Login Flow

It was essential for the user to agree to the disclaimer pertaining to their country so to make it a little interesting we added an image. During the login we prompt the user to select their system and software for better training recommendation. There is also an option to select these after logging.

Enroll & Complete Training

Users can enroll and unenroll from a course anytime. They can enroll from home or go to the course detail page to enroll. Within a course each module has a short description along with estimated time taken to complete and move to the next step. To guide users and show them their progress there is a top navigation indicating the current status.

Download a Certificate

We heard this concern over and over and wanted to make it easier to download certificate right from the home page.

Update Profile Setting

The user can see a list of all courses - completed, enrolled and in progress

Certificate

I also redesigned the certificate to be more minimal and in line with brand guidelines.

User Testing

We conducted usability testing with ROCO’s, OR staff and surgeons to get feedback. We asked the participants to complete 6 main tasks and calculated task completion time, completion rate, error free rate, task satisfaction. Along with these System Usability Scale (SUS) was used to measure the overall system usability.

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IMPACT

The platform has been instrumental in enabling surgeons as well as hospitals to successfully and independently complete trainings. Till date the platform’s helped:

  • Train 27,000 surgeons in US and 14,000 surgeons outside US
  • A combined total of 35,000 certificates have been downloaded.

Intuitive learning along with the integration of technology into patient care with a highly connected and comprehensive training continuum.

My Learnings

This is my first real world project and there were few areas I struggled in the beginning. Unlike school where all my colleagues were either designers or researchers like me, I was working with so many different stakeholders with varying opinions on what design is or should be. Both me and my designer colleague were constantly educating and defending our design decisions along with conducting design workshops to get the business stakeholders on the same page.

There was also constant evolution of the design guidelines which delayed our project timelines. It was a good learning experience working with the design systems team to define the UI elements for our platform and to understand how to apply the design principles laid out by the team.


MADE WITH IN 2021