ECHO
Turning clinical trial data into clearer day-to-day decisions
ECHO (real-name confidential) is an internal platform developed for Medical Liaisons (MLs) and Clinical Medical Managers to assess clinical site performance and support the successful delivery of clinical trials. The tool provides actionable insights into enrolment, retention, and patient health data, while improving collaboration with investigators through clearer, more timely information.
Client
Client Confidential
Services
Product Discovery & Vision
UX Research
UX / UI Design
Industries
Health Tech
Challenge
Medical Liaisons face significant challenges when navigating clinical trials across multiple sites. Limited access to up-to-date enrolment and retention data made it difficult to engage effectively with investigators and proactively support recruitment efforts. In addition, the lack of clear visibility into participant health measurements restricted meaningful, data-driven conversations and hindered informed decision-making.
Approach
The project began with close collaboration with Medical Liaison stakeholders in the US, including on-site visits to clinical locations to understand day-to-day site operations. Through qualitative research and shadowing sessions, clinical trial workflows were explored and user journeys mapped, helping identify critical pain points and high-value tasks for Medical Liaisons and Clinical Medical Managers.
Insights from this discovery shaped a holistic view of the site operations ecosystem, with design progressing iteratively through high-fidelity prototypes, tested with end users, and delivered in an agile development process with product and engineering teams to ensure a technically robust, scalable, and implementation-ready solution.
Qualitative Investigation
Individual experience & sequence
Focus Groups
Shadow Sessions & Observations
A/B testing
Service Design & Strategy
User journey mapping
Service blueprint
Opportunity Solution Tree
Agile Development
High fidelity prototyping
Design / Dev Handover
Design System
UX / UI Design
Solution
ECHO was redesigned into a comprehensive, task-oriented platform that enables medical teams to assess site performance and plan targeted support more effectively.
Key features included:
Search and filtering
Quickly find clinical sites by location, investigator, or preference.
Site summary dashboard
Centralised access to key site information, investigator contacts, and trial milestones.
Enrolment Insights
Clear enrolment trends with comparisons against regional and national benchmarks.Retention tracking
Visibility into participant status, treatment progress, and retention trends.
Patient health metrics
Identification of outlier participants to support safety, monitoring, and decision-making.AI-assisted insights
An AI-powered chat feature providing contextual information about site performance, protocols, and individual metrics.
Outcome
The redesigned platform significantly improved how clinical trial data is accessed, understood, and acted upon by medical teams.
Increased adoption across Medical Liaison teams
End users and internal teams praised the platform’s improved usability, clarity, and performance.
Faster access to critical insights
Key enrolment, retention, and patient data became easier to locate and interpret.
Improved site engagement
Medical Liaisons were better equipped to have informed, data-driven conversations with investigators.
Improved decision-making confidence
Clear visualisation of health metrics and outliers supported safer, more proactive trial management.
