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HST eChart - Questionnaire Designer

Duration: July 2019 -  Present

My Role: Lead Designer

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In eChart, administrators of surgical centers design questionnaire templates containing list of questions which the clinicians use to ask the patients to gather their health/medical information. The admin portal in eChart has separate sections to design questions and questionnaires.

Initial Design Problem

When designing a new questionnaire or editing an existing one, if users wants to add or edit a question, they have to leave the questionnaire section, go to the questions section to complete the task and return back to the questionnaire section to add the created/edited question.

My Role

End-to-end designer responsible for scoping, gathering design requirements and coordinating with stakeholders at every stage and iteration.


Preliminary Research

The first step involved evaluating the whole workflow and breaking down the design problem into smaller pieces based on the primary requirements from PM. In addition, I conducted my own heuristic evaluation of the screens to identify usability issues.

Primary design requirements: 


  • When editing an existing questionnaire:

    • Be able to edit and add new questions.  

    • Be able to add multiple questions at once.

  • Adding new questionnaire:

    • Be able to add new questions.

  • Provide clarity and orient the user to understand that they are searching for and looking at predefined questions.

Duration: Sept 2017 -  Dec 2017


Initial Sketches for Ideation


These were the first set of wireframes based on the inititial design requirements presented to the stakeholders for feedback.

Feedback from PM and Engineers


  • Add Question Overlay

    • Ability to add multiple questions at a time.

  • Edit/Add a Question

    • Question field should just be text editor – users do not use or understand the plain text option.​

  • Enhance the category drop-down functionality

  • Ability to flag a question, so that it appears in a separate “flag” bloc

  • Editing a response type: Be able to change the response type.  Currently, the user is not able to.

  • A questionnaire or question at any level can be tagged.  A Tag represents an attempt to classify a question in terms of who might be interested in the content.

User Testing Feedback:

  • Delete functionality: Show confirmation message prior to deleting a questionnaire/question.

  • Side by side view of existing questionnaire and questions significantly reduced the task time and number of clicks.

Duration: Sept 2017 -  Dec 2017

Duration: Sept 2017 -  Dec 2017


Based on the findings from the Affinity Diagramming Exercise, the users' needs and pain-points were clear and we were able to create 4 different user personas who will be the primary users of our web-tool. 


User Journey Mapping

To define our key features for the web-tool, we needed to first create a user journey map for the end to end technology commercialization process, and based on the issues identified at the different stages of the user journey, we come up with features that would address those issues. Following is the customer journey map across the different stages of the technology development process.

Duration: Sept 2017 -  Dec 2017

User Journey Map
Untitled (1).jpg

Brainstorming and Design Synthesis

Based on our research, we brainstormed several ideas and further proposed our design to function like a website and encompassing:  1) an interactive tool for more personalized recommendations including an interactive map to locate technology clusters, and 2) More generalized information for less tech-savvy users. 

Design Synthesis



Federal Researchers


Univ. Profs.

Post-Docs, Researchers

Industry Professionals

Industry Professionals

Thought Leaders

Policy makers, leaders etc.



Simple clear design that resonates with majority of the users' familiarity


More generalized information for influencers


Interactive tool for guided personalized recommendations


Interactive map to locate tech. clusters to collaborate based on preferences 

Guided user journey flow

Guided User Journey (1).jpg

Architecture Mapping

Based on the customer journeys and findings before, a site architecture map was created to help inform the design of wireframes 

Architecture Mapping


The next step was creation of wireframes based on the ideas extracted from the User Journey Map. There were further shared with our external web consultants - Palantir

Below are a few initial wireframes. 

Duration: Sept 2017 -  Dec 2017


Low-fi prototype

A low-fi prototype is currently in progress to be submitted to Palantir to communicate a better understanding of the design ans flow


Iteration 1

Based on the user testing session, I received the following feedback, and made the respective iterations:

Feedback: 'Pathways to Innovation' and 'Cross-sector collaboration' are meant to be used by Researchers/Inventors and Industry Leader        specifically, hence the flows need to be tailored accordingly

Revision: An interactive tool which specifically caters to comprises of cross-sector collaboration and pathways to innovation

Feedback: The user flow is currently more 'exploratory' and needs to be more 'directional'

Revision:  1)  More simplified and streamlined user journey.

                  2)  A landing homepage which directs to the user to the specific part of the tool based on their role.

Feedback: 'Thought Leaders' are mostly concerned with general information related to their sector.

Revision: Thought leaders would be led to a separate section which covers general information about the sector and best practices.

Feedback: Maps should be accessible by all as a reference

Revision: A separate tool called 'Resource Maps' accessible from the home page and independent of the interactive tool.

NIST Project Website task flow.jpg

Final Iteration

Based on the final usability assessment, I received the following feedback, and made the respective iterations:

Feedback: "No way to know what my responses are, and if I need to revise them"     

Revision: Appropriate feedback and ability to revise responses.

Feedback: Support required when entering responses.

Revision:  A collaborative learning center feature.

Hi-fi Prototype

Hi-fi Prototype

The above design was handed over to EGI after approval and will be in development on securing additional funding from NIST.


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