Project Information
Client — Veeva
Scope — Product / UX/UI / Digital Design System
Date Completed — 2025
Project Description
Veeva Clinical Visit Companion
This project focused on simplifying the rigid, protocol-driven visit schedules used in clinical trials—turning a complex mix of in-person, remote, scheduled, and flexible events into a patient-friendly mobile experience. I began by utilizing user feedback to establish a vision, assessing the key personas and defining their jobs to be done, then mapped their end-to-end journey to understand pain points around understanding the visit schedule, receiving reminders, scheduling and rescheduling within allowed windows, and joining virtual visits without friction.
Using those insights, I envisioned an ideal workflow and translated it into a cohesive design system that balanced clarity, compliance, and ease of use. From there, I created high-fidelity screens and an interactive clickable prototype that demonstrated how the experience would guide patients through upcoming events, scheduling actions, and one-tap video-call entry. This prototype was used to align stakeholders — from key executive leadership decision-makers to product delivery specicalists — around the UX direction and showcase how the solution supports patients while honoring the strict requirements of clinical research.
Process Overview
Persona Assessment &
Jobs to Be Done
I identified the core patient persona and defined their jobs to be done, focusing on how they understand their schedule, manage upcoming tasks, and stay compliant with the study. This gave the project a clear foundation rooted in real patient needs.
Journey Mapping
I mapped the end-to-end patient journey to illuminate pain points—like interpreting protocol tables, handling visit windows, and joining virtual sessions—so the experience could be designed around reducing friction at every step.
Workflow Definition
Using insights from the journey map, I outlined an ideal workflow that simplified complex protocol rules into intuitive actions, ensuring patients always knew what to do, when to do it, and what options were valid.
Design System Creation
I translated the workflow into a cohesive design system that emphasized clarity, accessibility, and trust, making it easy to maintain consistency across all screens and interactions.
High-Fidelity Mockups
I produced polished, high-fidelity screens that visualized the complete patient experience—from schedule overviews to reminders, scheduling flows, and one-tap virtual visit entry.
Interactive Prototype
In addition, I built a fully clickable prototype that demonstrated key interactions and user flows, enabling stakeholders to experience the solution firsthand and quickly align on the UX direction.