Enterprise Healthcare UX Research | UHC M&R | MTAG

Member Touchpoint Optimization Application

Reducing communication overload across 175M annual healthcare member touchpoints through research-driven product design.

175M

Annual Touchpoints

$22.6M

Revenue Protected

+500%

Productivity Increase

71.8

SUS Score

Good Usability

MTAG Figma Design.png

Project Overview

UHC Medicare & Retirement (M&R) members received an overwhelming volume of outbound communications, creating member abrasion, reduced engagement, and business risk. The Member Touchpoint Advocacy & Governance (MTAG) team needed a way to visualize, investigate, and reduce communication overload across campaigns, channels, vendors, and member groups.

Role: Lead UX Researcher

Methods: User Interviews, Observation, Usability Testing, SUS Survey

Stakeholders: Member Touchpoint Advocacy & Governance (MTAG), Product, Engineering, Senior Leadership

Product: Member Touchpoint Optimization Application

Impact Area: Retention, SUS Score, Campaign Performance, Operational Efficiency

My Contributions

My Responsibilities

Led mixed-method UX research

Conducted user interviews and observation

Planned and executed usability testing and SUS survey

Synthesized qualitative and quantitative findings

Created journey maps and stakeholder storyboards

Presented recommendations to product and leadership teams

Influenced product strategy and design decisions

Why This Problem Mattered

175M

member touchpoints in 2022

Without a centralized way to understand touchpoint volume and campaign overlap, teams struggled to identify which communications contributed to member overload. This created risks for retention, campaign performance, inbound call volume, and overall member experience.

Fragmented touchpoint data

Limited visibility into campaign overlap

Manual investigation slowed decision-making

Research Approach with AI-Enhanced Activities

User Interviews

Employed an internal AI bot to gather business background information for an interview research plan. Conducted interviews to examine user workflows and pain points.

Observation

Observed MTAG team operations to understand real workflow constraints and recurring behaviors.

Usability Testing

Evaluated the MVP experience and identified friction points in key tasks. Used Miro AI to analyze qualitative data and generate themes.

SUS Survey

Collected quantitative usability feedback to support design validation.

What We Learned

Users lacked a single source of truth for member touchpoint data.

Communication overload was difficult to detect before campaign launch.

Manual investigation significantly slowed decision-making.

Teams needed member-level context to assess touchpoint relevance.

"I know the data is available. I just need a quicker turnaround to get the data I need." - Hunter B., Data Analyst

Understanding the MTAG Workflow

A journey map created from user interviews to uncover operational bottlenecks, data challenges, and decision-making pain points.

MTAG Team User Journey .Pdf - 1
Gather Data Validate Data Analyze Touchpoints Identify Risks Recommend Actions

Pain Point

Users struggled with fragmented data, limited visibility, and lengthy manual investigations.

Opportunity

Provide a centralized view of member touchpoints and streamline data discovery.

Business Risk

Operational delays and incomplete visibility increased the risk of communication overload and ineffective campaigns.

Visualizing the Human Impact

MTAG Pinpoint.pdf.png

Interview results were translated into a storyboard that was presented to senior leadership, including the Dev team, designers, VP, and the Director, helping teams align on both user pain points and business priorities.

Designing the Member Touchpoint Optimization Platform

Working closely with product managers, engineers, and senior designers, I translated research insights into actionable design recommendations that informed the development of the Member Touchpoint Optimization platform.

Design Member Touchpoint Optimization Application.png

Member Filters

Help users narrow the analysis by member characteristics and population segments.

Campaign Filters

Allow teams to isolate campaigns, vendors, channels, and program categories.

Touchpoint Visualization

Surface communication volume patterns across time and member groups.

Risk Identification

Help teams identify bombardment risks before they affect member experience.

Testing and Iteration

MVP Usability Testing

Evaluated whether users could complete core analysis tasks.

Research Findings

Identified friction points, unclear labels, and workflow gaps.

Design Recommendations

Shared actionable recommendations with design and engineering teams to improve product usability.

SUS Survey

Quantitative usability feedback used to validate experience quality.

Research Validation

Quantitative Results

71.8

Grade B

Good Usability Rating

50th–85th Percentile Ranking

0–100 SUS Scale

Qualitative Feedback

  • User Friendly

  • Empowering

  • Sufficient

  • Game-Changing Tool

User interviews and usability testing indicated that the platform helped users feel more confident and efficient when analyzing member touchpoint data.

Outcomes & Business Impact

$22.6M

Revenue Loss Avoidance

↓ Calls

Reduced Inbound Call Volume

25%

Time Efficiency

+500%

Productivity

Protected Critical Campaigns

71.8

SUS Score

Reflection

What Worked

Mixed-method research, strong stakeholder engagement, and close agile collaboration helped connect user pain points to product priorities.

What I Learned

Enterprise UX research requires balancing user needs, operational constraints, technical feasibility, and measurable business outcomes.

What I Would Improve

I would integrate behavioral analytics earlier and track longitudinal adoption data after launch.