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Eli Lilly · Clinical Trials

Beacon Platform — Patient Experience Strategy & IA

Reframing clinical trial participation as a guided decision journey — UX strategy and IA from discovery through enrollment in a regulated research environment.

UX Strategy Information Architecture Decision-Support Design Clinical Trials FDA · MLR
Eli Lilly Clinical Trials
UX-led
Journey from discovery through enrollment
3
Progressive disclosure stages
MLR-ready
Regulatory-compliant patient experience architecture
Challenge
Problem reframe
UX approach
Decision log
Research → insight
Deliverables
Hindsight
The challenge

Lilly's clinical trials platform assumed patient awareness and education within a highly regulated research environment — collapsing complex clinical realities into a linear promotional model that didn't reflect how patients actually navigate a trial decision.

The information architecture treated the enrollment decision like a marketing conversion. Patients needed a guided UX decision framework, not a brochure. The experience gap wasn't informational — it was structural.

My role: I led UX strategy and information architecture for the clinical trial participation platform, working directly with clinical, regulatory, and digital teams. I owned the experience framework, journey design, decision support models, and content hierarchy from discovery through enrollment.

From brief to reframed problem

The most important design decision in this project happened before any design work started — reframing what the actual problem was.

Client brief

"Build a platform that educates patients about Lilly clinical trials and helps them find trials they may be eligible for."

Reframed UX problem

The architecture treats enrollment like a marketing funnel. But patients aren't making a purchase decision — they're making a medical one, under uncertainty, often in a health crisis. The platform needs to be built around how people actually make high-stakes health decisions, not around trial inventory search. The right model is a guided decision journey, not a discovery engine.

This reframe shifted the IA from a search-and-filter taxonomy to a three-stage progressive disclosure model — awareness, consideration, action — structured around patient readiness, not content volume.

UX approach

I defined a UX framework that mapped what patients needed to understand, feel, and do at each stage before asking them to act. Three stages — awareness, consideration, action — each designed as a standalone UX module that scaled without requiring structural rebuilds.

I owned the IA, content hierarchy, and decision support design across the full platform — translating clinical and regulatory requirements into a patient experience architecture that progressive disclosure logic could hold together across every page.

The phased delivery strategy balanced launch urgency with long-term scalability. Phase 1 established core experience across five sections. Phase 2 expanded on that foundation without requiring architectural rework.

Key design decisions
Decision point Alternatives considered What we chose & why
IA model — search-first vs. journey-first
Trial search and filter as primary navigation — patient enters condition and location, sees matching trials.
Journey-first progressive disclosure. Patients in consideration aren't ready to evaluate trial specifics until foundational understanding is established.
Clinical content — verbatim vs. plain language
Expose inclusion/exclusion criteria verbatim from protocol. Legally safest; no interpretation risk.
Plain language primary with clinical language in footnote register. Verbatim criteria actively harmed comprehension — MLR approved the translation layer.
Stage gating — linear vs. non-linear access
Allow users to enter at any stage and navigate freely across all trial information.
Soft-gated stages with visible navigation between them. Full open access created cognitive overload; soft gating guides without blocking.
Regulatory disclosures — interrupt vs. integrate
Standard MLR approach: disclosures in footer and modal interrupts at key decision points.
Disclosures designed as content components, not interrupts. Interrupts destroyed the decision-journey flow. MLR approved the integrated approach.
Phase 1 scope — comprehensive vs. staged launch
Full platform across all trial types and disease areas at launch.
Phase 1: five-section modular foundation. Phase 2: expansion without architectural rebuild. Comprehensive launch risked quality dilution.
Research → insight → recommendation
Research input
Competitive audit of 8 clinical trial patient platforms

Heuristic review of trial platform IA across pharma and research network sites. AI-augmented pattern extraction across structural models, content hierarchies, and patient pathway design.

Key insight
Every platform built for awareness was designed for action

All eight platforms surfaced eligibility criteria and enrollment CTAs at the awareness stage. None modeled the cognitive and emotional arc of a patient newly navigating a trial decision.

UX recommendation
Three-stage progressive disclosure keyed to patient readiness

Stage 1 (Awareness): normalize the concept. Stage 2 (Consideration): evaluate fit in plain language. Stage 3 (Action): eligibility screening and enrollment pathway.

Transferable to

Digital health patient engagement & DTx onboarding. The three-stage model applies to any health platform where users must build understanding before they can meaningfully act — patient recruitment, condition management apps, and health-tech enrollment flows face the identical structural problem.

Figure 01 · Deliverable
Patient Journey Map & UX Site Architecture

Patient journey map & UX site architecture — phased UX delivery strategy for the Beacon platform, balancing launch urgency with long-term scalability. Phase 1 established core experience across five sections, each designed as a standalone UX module while serving as the foundation for Phase 2 expansion.

Figure 02 · Deliverable
IA & Experience Design Framework

Information architecture & experience design framework — translated the UX site architecture into a full information hierarchy model, mapping how clinical content is sequenced across all trial types to support progressive patient understanding from awareness through enrollment.

Figure 03 · Wireframe · Pre-productionBeacon_WF_R19
Beacon Platform Desktop Wireframes R19 — five-section spread

Desktop wireframes R19 — five-section spread showing the complete Beacon patient journey at desktop viewport. Sections in sequence: Homepage (awareness entry, cancer-to-trials narrative hook), Clinical Trials Overview (What Are Trials, Potential Benefits, FAQ accordion), Trial Detail (eligibility criteria in plain-language UX treatment, common questions, risk disclosure integration), Resources & Guides (downloadable decision aids, What to Ask Your Doctor), and Find a Trial Near You (trial-matching interface). Regulatory disclosures designed as structural content components throughout — not footer or modal interrupts. Pre-MLR working copy; structural hierarchy and progressive disclosure logic are the deliverable.

Figure 04 · MLR-approved artifact
Beacon Platform — Produced Site Pages

MLR submission artifacts — three representative pages from the complete Beacon platform illustrating UX content hierarchy and progressive disclosure design across three distinct stages of the patient decision journey. Clinical references and regulatory disclosures integrated as structural UX elements.

Role
UX strategy and IA lead
Deliverables
Journey map, IA framework, desktop wireframes (R19), MLR-approved site pages
Regulatory context
FDA · MLR
Industry
Pharmaceuticals · Clinical research
If I ran this again

The progressive disclosure model held across the full platform. Two things I'd refine: first, instrument a readiness signal at entry so patients who arrive already informed — via HCP referral or prior trial experience — can branch at Stage 1 rather than moving through awareness linearly. Second, start the plain-language eligibility negotiation with MLR in the strategy phase, not mid-design. Getting there earlier buys timeline and produces a sharper Stage 2.