Digital Quality Assurance Handbook
Pflegecampus wanted to help medical companies digitalize the process of creating and maintaining a digital quality assurance handbook in-house.
(01 ) Project Overview
Mission
Design a new product feature to enable the user to create the entire handbook inside the platform, assign members of the staff to read different parts of it and track their performance
Outcome
The new quality assurance handbook feature that we designed includes a Drag- and Drop Editor that enables the user to create 4 different types of content. Each piece of content can be marked as a must-read and assigned to a member of a medical team with a certain deadline.
(02) Project Background
As of today, in Germany every medical company needs to create and keep an updated written version of a Quality Assurance Handbook in order to comply with the law. In order to prove to the authorities that new laws are being read and implemented in the day-to-day work, a record of all the stuff members who have read and signed a document needs to be kept. In addition, different parts of the handbook need to be read by different parts of the medical staff.
Help healthcare companies to digitalize their quality assurance handbooks
The new feature should help customers with existing handbooks to transfer those to the platform and the ones that have none -create a new digital copy.
Assign reading tasks and track performance of medical staff
In addition, with the new feature customers need to be able to assign reading tasks to different sections of the handbook, track their performance.
The medical staff needs to be notified when new reading task was assigned to them, read the section of the book that was assigned to them and mark as complete in the platform. All reading tasks are to be saved on the platform for future reference.
(03) Process
Project Requirements
To ensure that the new feature will meet the needs of the business clients, the following list of project requirements had to be in place:
- Content editor to add, adjust and review content of the handbook
- A central place for management of the progress of the staff
- A revision process to ensure the content of the handbook is free or errors and corresponds to the law standards
- Version control- ability to see version history of the files and restore items
- The possibility to assign parts of the book to staff members to read by a certain deadline
- For medical staff: a place to see your reading tasks, read assign passages of the book and confirm to your manager
MVP/Feature Prioritization
After an initial kick-off meeting we clarified the main problems that had to be solved and brainstormed a list of possible product solutions. Using the feature bucket method, I prioritised the core features by splitting them into 3 main categories: Must Have, Nice to Have and Not now.
(03) Process
Market Analysis
Before moving to first sketches and ideation, I researched possible competitors on the market in order to find out how they solved the problem (quality assurance management). The research showed that there is little to no competition on the German market and that there is an opportunity for Pflegecampus to become a market leader in the industry.
First Sketches
Before creating the UI design in Sketch, I created rough sketches in my notebook, so the product team (designers + devs) were able to go thorough them and discard design solutions which were not technically possible.
(04) Outcome
Content editor to add, adjust and review content
A Drag- and Drop Editor enables the user to create 4 different types of content: text, attachment, video and organigramm. Each piece of content can be marked as a must-read and assigned to a member of a medical team with a certain deadline.
A central place for management of the progress of the staff
Once management assigns a reading task to the medical staff it appears in the ‘Education Planer’ panel. The User can see all details such as the version, how many people were assigned to read the task, what is the time frame to complete the task and whether or not it is mandatory to read it.Once the medical staff member marks the task as ‘read’ , the progress bar is updated to reflect the progress.
For medical staff: a place to see all reading tasks, read assign passages of the book and confirm to manager
The platform enabled the medical staff to read the assigned pages, mark them as read and see their progress.
Note: due to confidentiality agreement, I am not able to disclose the full project details.
(05) Results
4.5% of the customer base immediately upgraded to the Professional Plan
The early Beta version was released on 28.06.2022 to about 30 selected clients who were able to thoroughly test it and give us valuable feedback.After evaluating the results, we made adjustments to the user interface before launching the feature to the entire user base (approx. 4.000 users).
The Quality Assurance Handbook was available to clients only if they purchased the new Professional Plan (5-10% more expensive). The feature was promoted through a newsletter as well as on the homepage. 1 month after the launch 4.5% of existing customers had upgraded to the new plan, resulting in 3% revenue increase for Pflegecampus per month.
