Transforming a pharmaceutical cost-savings platform

Pharmacy managers were missing critical cost-saving opportunities — all because they had to wait to speak with a sales rep.

Due to deadline pressure, AmerisourceBergen wanted to simply re-skin this internal dashboard for the customers. I pushed for a different approach.

Mimic case study hero image
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Team

Members

  • Sole designer (me)
  • Team of 6 developers
  • Research team
  • Director of Product
  • Product owner

My role

  • Discovery
  • Stakeholder management
  • Usability testing
  • MVP launch
  • Future roadmapping

Background

The internal tool

The original tool was built in PowerBI. It had 23 dense columns filled with complex pharmaceutical jargon and lacked visual hierarchy. I knew a direct copy would frustrate customers and risk adoption.

Original PowerBI dashboard for the internal sales team

The original PowerBI dashboard for the internal sales team contained a table with 23 columns

Challenges

Stakeholder management

Leadership strongly pushed for a direct port of the internal dashboard to meet tight deadlines.

Despite pressure, I advocated for a foundational redesign focused on clarity and exploration by making a case for user adoption.

Building alignment

Early on, I uncovered major misalignment on feature expectations for the MVP. I brought stakeholders together, clarified priorities, and helped the team shift from a “ship fast” mindset to a “ship smart” one.

Proposed initial design with filters drawer

The initial proposed design I was given was a direct port of the internal sales tool, and there were misaligned expectations around features

Solution

  • Replaced overwhelming filters with interactive tables to guide users through the data
  • Converted the KPI unit from dollars to percentages to better align with how pharmacy managers actually make decisions
  • Merged related data and reduced the column count from 23 to 10
  • Implemented a feature that converted between ID systems to address a customer pain point discovered during usability testing
Redesigned Opportunities Dashboard

Validation

Customer feedback

I built clickable prototypes, collaborating with the research team to test the tool with 10 customers and confirmed the redesign’s effectiveness.

Out of the two other tools tested alongside it, the Opportunities Dashboard earned the highest usability score of 8.2.

Redesigned PRoX KPI visualization

Customers praised the clarity, usability, and business value of the product.

It's really helpful for us to see the opportunities laid out better and to be able to play with them.

This would give me a reason to log onto AmerisourceBergen.

C-suite presentation

The research team and I presented the Opportunities Dashboard designs alongside the usability findings at a C-level stakeholders meeting.

The stakeholders unanimously approved the next phase of development, securing buy-in for this proposal originally pitched by the Senior Director.

Slide from the C-suite presentation

Roadmapping

To ensure a smooth handoff, I established a foundation for future success by analyzing user testing feedback and developing a comprehensive future enhancement roadmap.

Enhancement roadmap

To guide resource allocation, I mapped out features based on urgency per customer feedback and development complexity

Conclusion

I led this project for just over a year, successfully launching a working MVP by the end-of-year deadline.

What was a simple copy request evolved into a customer-focused product that was not only easier to use but gave AmerisourceBergen users a reason to log on.