Collaborative workspaces

Screenshots of three different workspace screens in Accurx. They are shown in desktop browser windows.

Quick summary

In Accurx, workspaces are where NHS healthcare professionals communicate with each other about patient care. My team was responsible for launching this functionality and moving all users into the correct workspaces.

My key outcomes:

  1. Clarified the product vision across teams.
  2. Designed mission-critical flows for workspace creation, onboarding, access management and configuration. Consistently delivered to tight timelines.
  3. Added new and improved design system components.
  4. Successfully transferred key cohorts into workspaces, with over 90% completion rate for new flows.

Clarifying the product and business vision

"What exactly is a workspace?" was the key question being asked around the business when I joined the team. As it was going to be a fundamental part of Accurx's offering, I started by building a clearer picture.

Screenshot of online whiteboard showing how pharmacies and acute Trusts are structured.
I led meetings with key stakeholders to understand how different parts of the healthcare system were expected to use workspaces. The goal was to ensure our proposition aligned with their needs, processes and structures.
Quotes from users saying what they think workspaces would be for.
I teamed up with user researchers to find out how users perceive the workspace concept. This influenced the team's strategic approach as well as the content throughout the designs.

Collaborating at every step

Once aligned on the vision, I worked on the practical design pieces needed. For example, allowing users to create workspaces, add people to them and self-manage them through different roles and permissions.

Over several months, I continuously worked with user reseachers, developers, product and other stakeholders to add each piece.

Screenshot of online whiteboard showing a design critique activity.
I held critiques for each new design piece, gaining feedback across disciplines and teams.

Raising the bar for design quality

Throughout the project I shared designs and findings across the business and wider design team, which led to improved design system components for navigation, statuses, active/inactive states and notifications.

The existing workspace switcher menu compared to the updated version I designed.
Bringing clarity and improved styling to every component. This is a redesign of one of the menus for switching organisations in the desktop app version of Accurx, repurposing it for the new workspace model.
Screenshots of an account security screen. This shows how 2 existing screens were merged into an improved design.
While we added workspace functionality to different areas of the product, I took opportunities to improve existing flows wherever possible.
Screenshots of an early and later version of the workspace list screen.
A screen for joining and creating workspaces, which went through many iterations. As healthcare workers are under constant time pressure, I pushed for a simpler, more focused experience.

Strategically introducing new features to users

The way a feature is rolled out is just as important as the feature itself. I collaborated on content and onboarding flows that help users move to the new way of working in Accurx.

As a result, we were able to successfully transfer key cohorts into workspaces and built a playbook of tactics to transfer all users.

Screenshots of designs that introduce workspace functionality. An example of an email and different modal components.
Multiple flows and tactics were used to achieve the end goal of moving all users into their correct workspaces.