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Redesigned a clinical metadata platform across 20+ modules

SDTM Annotation page in the redesigned library: breadcrumbs above the title, Production, Draft and Retired tabs, and a table of form records with muted status chips and annotation codes

NDA · Client unnamed · Screens re-rendered · Decisions, constraints and outcomes unchanged

Role
Product designer, one of two
Platform
Desktop and mobile
Team
3 PMs, engineers, governance leads
Timeline
14 months, shipped
Client
Global pharma enterprise, via TCS
Contribution
Research, information architecture, design system, mobile

Before a clinical trial collects its first patient record, someone has to decide exactly what it will collect: every form, every question, every code. At a global pharmaceutical company, that work happens in this metadata repository, which had grown module by module into 20+ modules and 360+ screens, each built its own way. Over 14 months, I co-led its redesign with one other designer, not to add features, but to make it one calm, consistent tool on desktop and on a phone. Today, creating a record takes 33% less time, and the platform has been recognised with two India Pharma Awards.

Areas of focus

Beyond the screens themselves, my part was shaping the redesign end to end, from understanding how people actually worked to making sure 20+ modules held together as one product. The module-level design I shared with the other designer.

  • Listening firstI started with the people who use the tool every day, interviewing 20 to 25 of them to understand how their work really flows.
  • Setting the directionWith the PMs, I helped decide what the redesign should fix first, and what the tool should stop trying to do.
  • Holding it togetherI shaped the structure and the design system side by side, so every module follows the same logic and is built from the same parts.
  • Bringing everyone alongI worked closely with engineers and governance leads, and tested the designs with users twice before they went into build.

Problem

When I spoke with the people who use the repository, their work came down to five things: creating, editing, copying, filtering and searching records. The old tool made each of them harder than it needed to be, and the same four problems came up again and again.

  1. A new tool in every moduleButtons, type, colour and layout changed from one module to the next, so people had to relearn the interface each time they moved.
  2. Easy to get lostPages sat deep inside other pages, with no breadcrumbs and no clear way back. People found their way around from memory.
  3. Starting from scratch, every timeMost new records were near-copies of ones that already existed, yet each was typed out again, page by page.
  4. A desktop squeezed onto a phoneMobile was the desktop shrunk down, so a quick approval away from a desk meant pinching and zooming through a dense page.
    No two modules alike Type, colour and layout changed from module to module.

    Solution

    Rather than adding more to a tool that already did too much, we focused on creating a system that simplified all of its data. We addressed each problem in turn, and together those fixes turned 20+ modules into a single, steady product.

    One structure, every module

    Every module shares the same template and breadcrumbs, so you always know where you are and how to get back.

    The shared module template: navigation tabs, breadcrumbs, the page title and Production, Draft and Retired tabs

    Review on the go

    On a phone, people review, approve and assign in a few taps. Creating stays on desktop.

    The mobile review queue: records waiting for review, each with its status and who sent it

    Start from a copy

    Instead of a blank form, a new record begins from an earlier one, so people only change what’s different.

    The New record dialog with Copy from existing chosen and AE3001_LV1 picked as the record to copy

    Built from one system

    Every screen is drawn from the same tokens and components, so the product looks and behaves the same everywhere.

    A shared language for every module

    I built the foundations and components that all 20+ modules are drawn from, from colour tokens to form patterns.

    Design system foundations: colour scales, tokens, contrast pairs, typography, spacing and layout grids, corners, shadows and focus, and icons Desktop components: buttons in every state, form controls, chips and badges, navigation, form patterns and feedback
    Foundations Colour, tokens, contrast, type, spacing, corners and icons. Scroll inside to see the whole board.

    A clear way around

    Every module now follows the same template, with breadcrumbs and a persistent header. Whether someone is in Source Collection, ADaM or SDTM, the page works the way they expect.

    Redesigned Source Collection: CRF Questions on the shared template, with breadcrumbs, state tabs and the same table Redesigned ADaM: ADaM Datasets on the same template Redesigned SDTM: SDTM Annotation on the same template
    Source Collection CRF questions on the shared template.

    Starting from what already exists

    Most new records started as copies, so I made copying the main way to begin. People choose an earlier record, change what’s different, and the form checks anything that must stay unique. Form creation time dropped by 33%, from 12 minutes to 8.

    Copy, then check Start from an earlier record, and validation flags the copied Form OID before it can be saved.

    A phone app that does less, intentionally

    Rather than squeezing everything into the mobile version and making it feel more complicated, we focused on time-sensitive tasks such as reviewing, approving and assigning.

    Review and assign No create button anywhere: creating happens on desktop.

    The same page, then and now

    The library people opened every day, before and after the redesign. Drag to compare.

    Before: the old SDTM Production Library After: the redesigned SDTM Annotation page
    BEFOREAFTER

    Impact

    Fourteen months later, a tool that once felt different in every corner works as one product, and the difference shows up in people’s everyday work.

    • Reduced form creation time by 33%, from 12 minutes to 8, giving people back the time they used to spend retyping

    • 20+ modules and 360+ screens now work as one consistent platform, built from a single design system

    • Two India Pharma Awards recognised the redesigned platform for the client

    • Two TCS Excellence Awards recognised my part in it, across product strategy, information architecture and the design system

    Next time I’d roll it out module by module. Changing 20+ modules in a single release asked a lot of people who had used the old tool for years, and a gentler rollout would have let them learn as they went.

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