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Case Study: Clinical Analytics 

Optum

I was a senior UX designer for Provider Value Dashboard, a clinical analytics tool that helps insurance companies determine which providers issue specialty medication and how much they could save through generic or non-specialty alternatives. The dashboard tool worked within the constraints and abilities of Power BI.

My Role

UX Designer

Status & Timeline

In development and testing as of April 2023.

Tools

Figma

Power BI

Working with Power BI

I had to find ways to customize this tool with Optum branding using Power BI. This meant working closely with developers to understand and push the limits of technical constraints. 

Mockups and Prototypes for Provider Value Dashboard

I designed sorting and filtering components, updated navigation, and icons. I also set a data visualization style for charts and graphs in Figma that worked with Power BI.

User-Centered Components

My team determined which components needed improvement based on user research's identified pain points. I worked with development to ensure the components I designed worked within Power BI's constraints, then handed them off to Dev with detailed specs. 

Design Challenges and Solutions

The main challenge in designing this product was working within the constraints of Power BI, a data visualization tool.

I overcame these challenges by meeting with development bi-weekly to review and discuss the feasibility of designs, iterating and evaluating alternatives, and finding the best solution that was on brand. 

©2025 by Suzanne Gerber

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