From Strategic Ambiguity to a Validated AI Vision

Work

Early Stage Product Strategy

Role

End-to-end UX design & AI Design

Delivery Cycle

2 months

ElsevierClinical Decision Support

Work

Early Stage Product Strategy

Timeline

2 months

Role

End-to-end UX design & AI Design

Overview

Overview

ClinicalKey AI is the AI component of Elsevier’s ClinicalKey platform, a desktop-based research and content delivery tool used by clinicians to find and access medical information and evidence. While ClinicalKey AI already supported AI-assisted research, its primary role was still as a reference and information retrieval tool.

Goal

Goal

Our goal was to explore how ClinicalKey AI could evolve from a reference and research tool into a more active clinical decision support experience. We experimented with different AI capabilities, workflows, and product concepts to understand where the existing technology could meaningfully support physicians during clinical decision-making.

1

Initial Questions

Our team was asked to investigate three foundational questions:

What enterprise-level analytics would provide the greatest value?

What patient data is most valuable to an external CDS tool?

How could agentic AI improve clinical workflows?

How could agentic AI improve clinical workflows?

We entered discovery expecting to answer three strategic questions. Instead, we discovered the questions themselves weren't well defined. Different stakeholders were describing different versions of success. Product leaders emphasized AI capabilities, clinicians discussed workflow friction, and commercial teams focused on differentiation. Each perspective was valid, but they weren't pointing toward the same outcome.


Orienting to the problem space

To align stakeholders around a common goal, we facilitated a future visioning workshop centered on defining success. We synthesized the team's expectations into shared themes, transforming several competing priorities into a single strategic focus: agentic AI solutions for general practitioner physicians.

Misalignment

Each stakeholder had a competing definition of success.

Bridging the Gaps

We consolodated all our project information and began to look for patterns. We engaged with our stakeholders regularly as we sorted the data via workshops and alignment sessions.

Shared Direction

By holding brainstorming sessions and future visioning workshops we established a shared vision for the project.

2

Discovery

With a clearer understanding of the opportunity space and the physicians we were designing for, the next step was grounding our direction in real clinical workflows. I designed and ran 8 co-design sessions with generalist physicians to uncover their needs, challenges, and opportunities for AI-assisted decision support.

Rather than asking abstractly "what do you want from AI," participants worked through a structured matching exercise, pairing real clinical use cases (drawn from prior research and jobs-to-be-done work) against candidate AI capabilities. By doing this, we were able to sift through the chatter of what physicians wanted and identify the capabilities that clustered around the same underlying need.


We then took these use cases and capabilities and mapped them together to identify 4 concept area's to test

Four use cases emerged as recurring themes

What's the most likely diagnosis, and what workup confirms or rules it out?

What treatment or management option is right for this patient, right now?

What's the best next step — treat, test, escalate, observe, or change course?

How should these labs, imaging findings, or risk scores be read in context?

Four capabilities emerged as priorities

Surfacing missing, incomplete, or conflicting information and what to check next

Personalizing insights to how the clinician actually assesses and manages patients

Anticipating the next clinical question or decision point

Highlighting which pieces of patient data are actually relevant right now

3

Concept testing

With four concepts ready to evaluate, we conducted concept testing with five healthcare professionals to understand what resonated, identify risks, and refine the experience. Below are the two concepts I tested with key feedback themes and the resulting validated direction.

Validating Clinical Perspectives

A CDS experience designed to improve decision quality, confidence, and efficiency.


  • Support more informed clinical decisions

  • Strengthen evidence-backed recommendations

  • Improve defensibility of decisions and reduce denials

  • Decrease time-to-decision and operational burden

“I use AI mostly to confirm what I’m already thinking about” -P06

“I use AI mostly to confirm what I’m already thinking about” -P06

"Its good to have differential diagnosis and data that supports it” -P05

"Its good to have differential diagnosis and data that supports it” -P05

Bridging workup gaps

A CDS experience designed to reduce unwarranted variation and support better clinical decisions


  • Strengthen medical necessity justification for pathway deviations

  • Promote safer, more consistent clinical decisions

  • Prevent avoidable readmissions through earlier intervention

  • Minimize diagnostic delays with better decision support

“There can be 100s of labs, patients who have been there for months, complex cases, AI needs to be able to know how to interpret all that.” - P09

“There can be 100s of labs, patients who have been there for months, complex cases, AI needs to be able to know how to interpret all that.” - P09

4

Validated Direction

Patient Context

Kept patient context as a key trust signal, helping clinicians verify relevance while refining EHR integration through ongoing testing

Patient Context

Kept patient context as a key trust signal, helping clinicians verify relevance while refining EHR integration through ongoing testing

Clinical context

Combined clinical context and confidence cues to reduce cognitive load and support clinician judgment without over-directing decisions

Clinical context

Combined clinical context and confidence cues to reduce cognitive load and support clinician judgment without over-directing decisions

Workup Recommendations

Combined workup gaps and clinical validation into a focused recommendation experience that provides actionable guidance while preserving clinician judgment

Impact

Validated Product Direction

This work transformed an ambiguous AI opportunity into a validated product direction, giving embedded teams the foundation to move into MVP development and real-world testing.

Reduced Product Uncertainty

Created shared alignment across product, clinical, and business stakeholders around the future direction of AI-powered clinical decision support.

Defined Target Users & Use Cases

We identified general physicians as the initial target users and validated the highest-impact use cases for a third-party clinical decision support tool.

Lets Talk

If you'd like to learn more about this project feel free to contact me.

Lets Talk

If you'd like to learn more about this project feel free to contact me.