Formus Navigator
 Designing trusted AI decision support for surgical planning

More Impacts

•  Converted 12-month biomechanics research into live, mobile-responsive web app now used in real surgeries.
•  Cut surgeon screening time from raw data tables to 30-second traffic-light scan.
•  Converted sideline research project to second highest product priority.
•  5,000+ LinkedIn impressions
Project Brief
Formus wanted to test and develop a brand new product for Surgeons. I guided a small team on their user testing and go-to-market strategy

Project Overview

From research concept to commercial product

Navigator focused on translating emerging AI capabilities into clinically trusted decision workflows. The challenge was not only usability, but enabling surgeons to confidently rely on automated recommendations within high-risk treatment planning contexts. My role involved shaping product direction through research synthesis, defining interaction models that communicated system confidence, and accelerating implementation through engineering-aware prototyping. Working closely with researchers, engineers, surgeons, and commercial teams to translate complex bio-mechanical research into a fast, trusted experience surgeons could use in seconds.

Strategic Context

Medical device industry: $500B+ global market with strict regulatory requirements.

Orthopedic surgery planning: critical need for dislocation risk assessment.

AI in healthcare: Emerging technology requiring trust-building design.

B2B medical SaaS: Complex sales cycles with multiple stakeholder groups.

Cross-functional leadership

Collaborated with Head of Research, Biomechanics Specialist, AI Engineer, CEO.

Guided technical team on user-centred design principles.

Balanced clinical accuracy with commercial viability.

Navigated regulatory considerations from medical software.

COnstraints
Regulatory safety requirements in medical software (risk of misdiagnosis or clinician trust loss) required extreme caution on automation and messaging design.

• Limited engineering resources meant we could not build full automation initially, the project required staged manual validation (see rollout detail below).


Trade-offs
• Decided not to automate AI fully in beta opting for manual review + human-in-the-loop verification to ensure clinical accuracy and trust, delaying automation but reducing clinical risk.


Business Awareness
• Target metric: $2K MRR by end of 2025 tied directly to company OKRs. This influenced prioritisation of features (simple risk indicator over richer analytics).

• Adoption risk: surgeons are highly risk-averse and slow to adopt new tools. Early sign-ups driven by trust signals (KOL endorsements, clinical validation messaging).

solution
Asking our Users

This project was born from a basic concept. Surgeons we excited about understanding "soft-tissue", or how muscles were affected and could better recover after hip surgery and how they could better anticipate and avoid hip dislocation. We started out by asking our key thought leaders of what it was that mattered to them with user interviews.

Iterating and Iterating
some more

The scope of this project was over a year long and much of that time was spent on us working to understand and refine what surgeons wanted and how to best present that information to them.

Initial prototypes were confusing for surgeons, leading us to redesign towards clarity.

I want it, I bought it

Once we knew we had a product surgeons wanted to use, I created an effective go-to-market strategy.
We used a range of tools and created a list of over 14 early surgeon sign ups, keen to test our new product. We eventually released it as a stand alone software product and is currently being used in real life surgeries with signed up, paying customers.  

context & challenge

Testing If “Soft Tissue” Was Worth Solving

Formus was exploring how soft-tissue analysis and spinopelvic data could improve surgical outcomes, particularly around dislocation risk in hip replacement surgery. Early research produced valuable insights, but much of it lived in dense data tables and long-term concepts that were not yet commercially viable or practical for surgeons in day-to-day workflows.

The challenge was not simply visualising data, but identifying which problem to solve first. Surgeons needed something immediate, simple, and credible. Without that clarity, there was a risk of building an academically interesting tool that would struggle to gain real adoption.

Surgical planning decisions carry irreversible patient outcomes. Introducing AI-generated recommendations into this workflow required careful design of transparency, confidence signalling, and cognitive load reduction.

The goal was to enable clinicians to interpret system outputs quickly while maintaining professional autonomy and trust in the planning process.

Discovery and problem framing

Pivital pivoting and proven data

Initially product requirements were still emerging and clinical expectations varied across regions. I structured early discovery by synthesising stakeholder assumptions, reviewing prior research inputs, and identifying gaps in understanding around surgeon trust and decision validation behaviours. This enabled clearer prioritisation of experience risks and informed the interaction principles used throughout the design phase.

Discovery focused on understanding how surgeons currently assess dislocation risk, what signals they trust, and how much time they realistically have during planning. I led and supported interviews with surgeons, KOLs, and internal clinical experts, alongside ongoing feedback from sales and research teams.

A key insight emerged early. While soft-tissue modelling was compelling, surgeons were more concerned with quickly identifying high-risk patients. They needed a screening tool they could trust at a glance, not a deep analysis tool that required interpretation. This insight prompted a major pivot in product direction, from long-term exploration to solving an immediate, high-value clinical problem.

Discovery Trade-offs

Trade-off: Breadth vs Depth
After initial interviews, we debated collecting many shallow insights vs deep structured case studies. We chose deep interviews with a few Key Opinion Leaders (KOLs) to uncover actionable clinical needs, increasing confidence in product direction, even though it slowed early momentum.

Impact on Business
Deep insights ensured feature relevance (validated by surgeon prioritisation) and reduced later redesign cost; a strategic investment in long-term adoption (as reflected in early trial metrics).

Research and Design

Defining the right problem
Design iteration and validation

Observability & UX Signals

Because Navigator’s AI outputs were complex and trusted, we defined UX signals to measure quality and risk:

Error alerts: explicit doubt indicators when AI confidence was below threshold
User override patterns: logs of when surgeons manually adjusted risk indicators
Session drop-offs: where surgeons exited without completing a scan.

These signals informed prioritisation for design iteration and helped stakeholders quantify usability vs risk.

Wireframe Prototyping

Safe Rollout Strategy (Feature Flags & Phased Release)

To reduce risk and gather real-world learning, we released a beta version behind a controlled access gate (effectively a feature flag/limited cohort rollout).

Phase 1: Internal teams + selected surgeons:
Formus x-ray upload and manual data analysis: collect usability signals

Phase 2: Stand-alone beta with opt-in surgeons:
User x-ray upload and manual data analysis:  collect behavioural data and error patterns

Phase 3: Expand to broader clinical partners once confidence thresholds met:
Integrate to Formus Hip Software under feature flag.

Trade-off
• Limited early access slowed full adoption but minimised risk of adverse clinical outcomes and gave structured data for iterative improvement.

CI/CD-Aware Design
• Although this was a Webflow beta, the conceptual feature gating and staged release aligns with CI/CD best practices, decoupling deployment from exposure and enabling controlled experimentation.

Reflections and learnings

This project reinforced the importance of patience in discovery, particularly when working with highly specialised users.
Co-ordinating time with surgeons slowed early research, and in hindsight, formats like round-table discussions could have accelerated learning. A key lesson was knowing when to pivot from exploration to execution.

Soft-tissue research was valuable, but solving an immediate problem created momentum, trust, and adoption.

Using research synthesis, UX strategy, and go-to-market thinking to guide direction,  I gained deep respect for the bio-mechanical engineers and researchers on the team. Where they worked in equations and models, my role was to translate that depth into clarity surgeons could act on. Navigator ultimately succeeded because rigorous research was paired with clear, human-centred design

Strategic Learnings

Business & Scale
• Next steps include integrating Navigator into wider product flows to improve stickiness and lifetime value. Investigating keeping it as a stand alone product and or as a new Formus Hip Integrated feature.
• Define agreed success thresholds (e.g. reduction in surgical complications or time saved) tied to commercial contracts, for both stand alone and Formus Hip integration.

AI Framing & Risks
• Fully automated AI screening was deprioritised in beta due to trust concerns and capacity. Future iterations will explore incremental automation only after clinical signal quality is measurable.

CI/CD Initiatives for Next Phase:
• Plan to work with engineering on true feature flags and environment staging to safely introduce new AI behaviours and automate deployments.