Case study · MedTech · CX discovery

CX discovery for a new intraoral scanner, before market entry

Research-led design for Acteon Group: field research with dentists and dental labs shaping the experience of a product-system that did not exist yet.

The Novum intraoral scanner and its scanning interface
ClientActeon Group
RoleUser Experience Designer
DurationNov 2019 – Feb 2020
Team3 designers + PM, PO, 4 engineers
CXStrategyUser researchServiceProcesses
Overview

Research before the product exists

Acteon Group wanted to enter the intraoral scanner market and needed strategic guidance on crafting a cohesive customer experience across the physical device, the digital interface, the services and the entire ecosystem.

There was no product yet: no scanner, no interface, no service. Our task was to make sure that when the product teams started designing, every decision would already be grounded in how dentists and dental labs actually work. We delivered a comprehensive CX guideline for the whole product-system, built on field research and on strategic decisions we facilitated with the business.

Acteon imaging portfolio

The industrial design team used our recommendations to design the physical scanner; the digital product team applied them to create the interface. This case is a good example of what design research looks like when it drives a product from zero, and of how I work when the deliverable is not screens but evidence, alignment and direction.

Traditional impressions: putty pressed against the patient’s teeth.
Intraoral scanning: accurate 3D capture, in real time.
Why intraoral scanning. Traditional impressions are uncomfortable, error-prone and slow. Intraoral scanners capture accurate 3D images in real time, are more comfortable for patients and enable immediate digital workflows for prosthetics and surgical guides.
My role

What I actually did

I worked as User Experience Designer in a three-person design team (Service Design Director, mid-level Service Designer and myself), alongside the client’s PM, PO and four engineers. My contribution ran across the whole arc of the project:

Field research

Conducted interviews and shadowing sessions with dentists in their studios and technicians in their labs, following protocols I helped design.

Competitor analysis

Analyzed the leading intraoral scanners on the market across four dimensions: device, software, workflow and service.

Process & experience mapping

Mapped the AS IS journeys of dentists and lab technicians, connecting steps, touchpoints, timing, data outputs and pain points.

Insight analysis & synthesis

Turned raw research material into structured insights and per-insight CX recommendations, and presented the synthesis to the client.

Workshop design & facilitation

Organized and facilitated the Workflow TO BE work session where research became prioritized product decisions.

Service envisioning

Contributed to the TO BE end-to-end experience and to the CX guideline handed to the industrial and digital product teams.

Approach

Double Diamond, focused on Discover and Define

A multidisciplinary setup from day one: our UX team brought research, experience and service design expertise; the client’s team contributed business strategy, product direction and R&D; external technology consultants covered the latest technical advancements. This early alignment meant decisions later in the project could be made quickly and with shared ownership.

A new product born at the intersection of design, business and technology.
Double Diamond focused on Discover and Define, opened by a kick off and closed by the experience definition.

The project was structured in two research phases followed by a decision phase:

Twelve weeks, two phases: dentists first, dental labs second, each closing with analysis and synthesis.
Research preparation. Before any session: participant screener developed, recruitment through a specialized agency, semi-structured interview protocol written per user type, and a shadowing guide defining what to observe and how to document it. Rigor in preparation is what makes six field days produce a defensible strategy.
2Thought-leading dentists interviewed
3Dentists: interviews + shadowing in their studios
3Dental lab technicians: interviews + shadowing in their labs
Research 01

Dentists, at the chair

The three market-leading scanners, analyzed through the dentists who use them daily.

Interviews explored confidence and knowledge of scanners, training and learning curve, purchase decision drivers, the support they receive, pros and cons of their current device, the data they acquire, their typical workflows, and their needs, wishes and issues.

Shadowing meant observing real scans on real patients: upper arch, lower arch, bite. For each session we mapped every step, touchpoint, timing, data output and action performed by the dentist and assistants, monitoring risk factors and exceptions. We paid particular attention to the usability of the physical product with all its accessories, to the type and effectiveness of software feedback, and to how the studio environment shaped the experience. High points and low points were documented from the perspective of the dentist, the assistant and the patient.

Shadowing sessions in dental studios: real scans, real patients, real environments.
At the chair: following a full scan sequence, upper arch, lower arch and bite.

“I trust the machine on the mathematical accuracy. What matters the most to me is the clinical acceptability.”

Dentist

“Having colors: from the work perspective it’s not that useful, but from a patient perspective it’s a marketing tool. Patients want to see.”

Dentist

“The issue with these tools is their obsolescence. I would like to rent or lease the scanner to better update or change it.”

Dentist

To structure what we observed, we mapped the full ecosystem of elements involved in a scan: actors, physical touchpoints from the wand to the docking station, software, and every control and feedback interaction between them.

Ecosystem elements: actors, touchpoints and interactions of the intraoral scanning experience.

Two synthesis tools structured what we learned. First, dentist user types: archetypes of decision drivers, behaviors, motivations and attitudes, built on explicit assumptions (primary decision makers, technology-aware, already using or considering a scanner). They let the team reason about strategy in terms of needs and mindset rather than demographics.

Second, the AS IS journey of the dentist, mapped with key moments and pain points, where each research insight was paired with a concrete CX recommendation to be discussed with the client in the work session.

The dentist’s AS IS journey: high points, low points and recommendations across the whole experience, from purchase to daily use.
A widening of scope we brought to the table. Observing the product in real scenarios made clear that the customer experience did not stop at the device. We framed six interconnected CX areas for the client: user experience, software, communication, content, business model and product design. This framing became the backbone of the recommendation cards used in the workshop.
Research 02

Dental labs, where the file becomes a product

Interviews with technicians covered the services they provide (prosthetics, surgical guides), their collaboration and communication channels with dentists, their influence on dentists’ scanner purchase decisions, the software and file formats they use, their step-by-step data workflows and the issues they encounter with the files they receive.

Three labs, three software ecosystems: shadowing sessions and their analysis outputs.

Shadowing showed how received files are actually processed into finished outputs, and which software tools help or hinder along the way. Experiencing different types of labs clarified the distinction between dental labs and production centers, how they collaborate, and their respective roles toward dentists and the final product for the patient.

Inside the labs: from the received file to CAD/CAM, plaster models and finished prosthetics.

“We are at a point where intermediaries need to be eliminated. With Medit there is no third-party company involved: one of the reasons we chose it.”

Lab technician

“A company should generate revenue from the ongoing services after the scanner sale: cloud, software, support. Not the scanner alone.”

Lab technician

“Unfortunately we often miss essential information needed to complete the work, so we have to call the dentists for details.”

Lab technician

This second phase surfaced a theme that shaped the final guideline: the moments where the workflows of dentists and technicians overlap, file handling and transfer above all, are where a new entrant can win or lose the ecosystem.

The dental lab workflow AS IS, with UX recommendations mapped onto the dentist-lab handover points.
Define

The Workflow TO BE workshop

I organized and co-facilitated the work session that turned research into decisions, bringing the tech and business teams around the same material. The goals were explicit: share research and analysis insights, validate the AS IS workflow, validate the CX guidelines, prioritize areas of intervention, prioritize product requirements and features, and envision the workflow TO BE.

From the AS IS workflow, through insight cards, archetypes and the Decisions Canvas, to the TO BE action cards.
Walking the client team through the AS IS workflow.
Sorting recommendations on the Decision Canvas: yes, maybe, no.
Insight and recommendation cards: each research finding paired with an actionable CX direction.

Decisions and product-system requirements were shaped by both best practices and innovation triggers, and covered five areas: scanner, stand and accessories, software and tech ecosystem, communication channel, and UX recommendations, with nice-to-haves explicitly parked for future releases.

The consolidated Workflow TO BE: the future dentist experience, step by step, with the decisions attached to each moment.
Outcome

From decisions to design

The Define phase closed with a CX guideline for the whole product-system: decision recaps per area, the annotated TO BE workflow, and UX recommendations covering both the dentist and the dental lab side.

Pages from the CX guideline: decision recaps, workflow legend and moments impacted by each decision.

The guideline became the starting point for two parallel design tracks: the digital product team translated the software and UX recommendations into the scanning workflow interface, while the industrial design team developed three concept proposals for the scanner wand. Research done before the product existed ended up literally shaping its physical form and its screens.

Three concept proposals for the scanner wand, developed by the industrial design team from the CX guideline.
Grip study: gun grip and pencil grip, both supported per the ergonomics recommendations.
The scanning interface: guided scan stages, live feedback and on-screen suggestions.

Trust in the process

The company was unfamiliar with these methodologies, but trusted the process and engaged actively throughout: relationships built at the outset carried the project.

Cross-disciplinary collaboration

Tech team members joining shadowing sessions and syncing with UX and business bridged the gap that often separates design and development, aligning goals and speeding decisions.

User-centered design pays off

Deep understanding of both dentists’ and technicians’ workflows, with direct end-user input, led to a more intuitive and effective product concept.