The Project

New product discovery research , UX research and design for Connect2Trials, a digital platform for patient engagement and retention in clinical trials.

The Challenge

Connect2Trials was a product idea first conceived by Abish Ghimire, CEO of Ribera Solutions – a software development and digital transformation company. Abish recognized a core problem in the clinical trial industry — poor patient engagement that led to low retention and millions in lost revenue. He formed Connect2Trials as a set of possible product ideas, but did not know what to develop or how the Covid-19 pandemic was affecting the landscape.

Bryan was hired initially for product research, to discover market needs and industry pain points. Our objective was to have clarity moving forward on what product to develop and confidence that it would meet an acute need, thus having business value significant enough to support the effort.

This role would continue to evolve with the product, from concept development to UX design, and now product management.

The Team

Abish Ghimire, CEO (Project Lead)

Eric Weiss, Full Cycle Product Development (Product Strategist)

Bryan Rill, (Research Operatons, Product Manager)

Lisa Rill (Content Writer)

Ribera Solutions (Software Development)



The Approach


Abish envisioned a patient engagement and retention platform with a value proposition that being able to easily connect with trial patients and helping them complete the trial saves money and time for all stakeholders. The envisioned solution would enable improved patient engagement and implement strategies to retain trial customers. Specifically, it would

  1. Improve patient experience → Increase retention rates → better trial results (reduced risk and shortened timelines)
  2. Improve remote engagement between providers and patients
  3. Improve operational efficiency

But is that what the industry really needs? If so, why haven’t they focused on patient engagement before? What types of data and workflows are most needed? And what would this solution look like in terms of specific features?  These were the questions that framed the research effort.

In our initial dialogues, we also framed Success Criteria for the MVP:


  1. We are able to sign-up 10-20 CROs within the first year of launch.
  2. Our app interface would produce WOW factor with patients and all stakeholders.
  3. Make it easy to communicate easily in real-time with patients.
  4. In a controlled group setting, we would be able to quickly prove the value of the platform to stakeholders, directly related to improved patient engagement and increased retention.
  5. Define SOP for site/patient onboarding that is easy and hassle free.
  6. Have a clear business model identified.

Phase 1: Research

To meet these needs, we recommended a human-centered design approach that began with discovery, focusing on empathizing with all clinical trial stakeholders involved in patient engagement. By understanding their needs and pain points, we could then design a solution with confidence that it would improve people’s lives. A thorough exploration of the problem space would also help my client become a subject matter expert, helping him approach and work with future clients.



  1. Map out the problem space, identifying pain points, trends, and areas of opportunity.
  2. Map business process and workflow diagrams. This included:
    1. Existing processes and transition map to digital process.
    2. End-to-end trial process with various stakeholders (pharma, medical devices, CRO, sites, patients, caregivers, ClinOps, Customer Support)
  3. Avoid scope creep by determining the optimum sets of high value added, big problem solving features.
  4. Validate assumptions made to ensure that the envisioned product features meet critical needs of patients and providers.


Methods & Tools

To meet Phase 1 goals, we chose a qualitative research design to provide actionable insights  and help drive product development. This methodology included:

  • Recruitment of stakeholders from each of the key roles in the clinical trial ecosystem.
  • Exploratory open-ended Interviews (N=30) via zoom.
  • Codebook creation and interview tagging in Dovetail, a QDA software platform
  • Data visualization to identify key patterns and themes
  • Workflow diagramming in LucidChart
  • User Journey mapping in Miro
  • Developing a knowledge management system in Notion
  • Secondary research that explored industry and academic literature, research studies, related products, online communities, conferences, and advocacy groups.



  • Insight cards that summarize and present research findings with embedded user quotes, video highlights, and links to source data.
  • Data visualizations of problems and needs
  • User journey maps
  • Process flow charts
  • Facilitation of knowledge sharing workshop for all internal stakeholders
  • Research report
  • Keynote presentation for potential partners
  • Concept validation
  • Confidence

Research Artifacts

Click on an image to zoom in



Three focal areas informed and drove concept development:

  1. Research into the broad patient engagement problem space illuminated industry trends, pain points, opportunities, constraints, and areas where innovations are succeeding or failing.
  2. Research into stakeholders, workflows, and existing processes revealed where systemic needs are, cultural and other factors that will affect adoption.
  3. Research into patient experience, by contract, was granular and focused on individual experiences and needs, revealing what mattered most and how to improve engagement.

The most significant discovery was that while creating a patient engagement platform is needed and can readily meet most needs, implementing that solution faces the steep challenge of site burden. The clinical trial industry remains largely paper sourced, and digital transformation is bringing its own suite of new problems. Site staff are overburdened by too many systems, a lack of training and support, and simply not enough time to give patients the level of engagement they seek. Poor patient engagement is compounded by the industries’ historical treatment of patients as ‘subjects’, where all that matters in trials is ‘good data.’

We came to two conclusions:

  1. A patient engagement platform that facilitates meaningful, humanized interactions can solve the problem of poor retention.
  2. Getting sites to adopt this platform requires reducing their burden. It must eliminate complexity rather than adding to it.

From these and other insights, we have moved into the next phase of human-centered design– defining the concept and validating it with target users.

Phase 2: Product Design

Phase II began after early concept development and is ongoing. In Phase 2 we generated concepts, solicited feedback on solutions, and chose the best product design path among several UX iterations. The MVP is currently in development, with Bryan supervising this effort as the Product Manager.


  1. Develop detailed UX artifacts
    1. User personas, stories, and flows
  1. Concept validation (ensure product meets core needs)
  2. Iterative UX feedback and optimization
  3. Iterative feature development to MVP
  4. Develop product strategy
    1. Improve sales and adoption
    2. Identify key stakeholders and competition
    3. Understand organizational constraints / enablers
  5. Write stories and create product roadmap.


  • Storyboards
  • Concept Development
  • Concept Validation surveys
  • Preference/ Comparison Testing
  • Initial Usability Tests (paper prototypes, wireframing)
  • Story writing (Jira)
  • Workflow diagramming (Miro)
  • Project managent
  • (PMF) Product Market Fit research


UX Artifacts

Click on an image to zoom in


The Connect2Trials platform is currently in development. After completion, we plan to run pilots with three clinical trial sites in San Diego, USA and Sydney, AUS.