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UlatusCase StudiesAn Interactive Product Onboarding Tool
An Interactive Product Onboarding Tool

An Interactive Product Onboarding Tool

Case study on building an interactive, self-paced onboarding tool that unifies training resources for Field Medical Excellence and Medical Teams worldwide.

An Interactive Product Onboarding Tool

The Challenge

Research materials the team needed were scattered across multiple portals, making them difficult to find and time-consuming to access.

Complex scientific content had to be organized in a way that worked for Field Medical Excellence (FME) teams onboarding into new therapeutic areas.

The Approach

01

We gathered input directly from Medical Directors and the FME board to understand what new team members actually needed to know first.

02

We identified the key training resources already in use across different platforms and geographies, so nothing essential was left out.

03

From that groundwork, we built an interactive PDF storyboard structured as self-paced learning modules.

04

The tool brought together a disease overview, product resources, clinical data, and ongoing updates in one place.

The Impact

The finished tool gives new Medical and Scientific Liaisons a user-friendly way to onboard quickly and effectively.

FME and Medical Teams now share one unified knowledge base, accessible globally.

Field associates can pull up real-time product and disease information whenever they need it for healthcare provider conversations.

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