How Sword Health Activates UX Research Insights in a Regulated Healthtech Environment

How Sword Health Activates UX Research Insights in a Regulated Healthtech Environment

Company Logo
Company
Sword Health
Industry
Digital Health
Location
Global
Company size
500-1000

The Challenges

  • Strict data privacy and compliance (HIPAA) limited tool selection
  • Highly sensitive subject matter required careful data handling
  • Reports risked being overlooked or underused by stakeholders

The Solution

  • Centralized, secure repository in Condens
  • Clear, lightweight report structures tailored for engagement
  • Proactive communication that brings insights to stakeholders

The Impact

  • Research is visible, accessible, and consistently referenced
  • Stakeholders contribute to and engage with findings directly
  • Research findings directly influencing product decisions

About the company

Sword Health is a digital health company on a mission to free the world from pain. They provide virtual physical therapy and care solutions for musculoskeletal (MSK), pelvic, and mental health issues. By combining wearable technology, artificial intelligence (AI), and licensed clinicians, they offer high-quality care to patients at home, making treatment accessible and cost-effective.

Sword's user experience work centers on close collaboration between research and product design. Expert UX Researcher Raquel Félix from the UX Research team works closely with product, clinical, ops, and marketing teams. Expert Product Designer Christina Talamagka is a key partner in turning research insights into real product outcomes.

Raquel Félix
Expert UX Researcher
Christina Talamagka
Expert Product Designer
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This story is based on a Condens Coffee Chat with Raquel and Christina, where they shared how the team navigates the complexity of healthtech to make UX research impactful, visible, and actionable. Watch the full session here.

The Challenge

Conducting UX Research in a health tech environment requires navigating a complex web of boundaries. For Sword Health, the constraints are not just operational, but also ethical and legal. The team operates under strict HIPAA compliance and security rules as they handle Personally Identifiable Information (PII) and interact with vulnerable individuals experiencing pain.

Raquel explains that these regulations dictate the tools they can use and how they approach participants. "Recruiting can sometimes be harder because it narrows our possibilities to reach out to some specific members. Some tools are off-limits for us. We cannot work with every tool we want because some of them don't comply with these rules. And of course, most of all, since we care deeply for our members and understand the situations of healthcare and vulnerability that some of them might be in, there can sometimes be very sensitive moments while we are interviewing them."

Beyond compliance, the team faced a common industry challenge: ensuring busy stakeholders actually consume and act on the research.

So the challenge was twofold: How do you conduct agile research in a restricted environment? And once you have the insights, how do you ensure busy product and clinical teams actually use them? Let’s dive into their approach!

The Solution

Rather than just building around limitations, the Sword Health research team established a set of principles as simple, grounded ideas that guide how they work, communicate, and ensure research has real impact.

1. Prioritizing Clarity Over Completeness

The team actively works to demystify UXR reports, operating on the belief that a report’s value is defined by its utility, not its length. As a result, they moved away from massive, academic-style deliverables in favor of structured, digestible content.

„Clarity over completeness. This is to demystify UX research reports by proving that comprehensive doesn't mean long; it means useful. So we don't need to deliver or write a 300-page report to make knowledge more knowledgeable. We want to make decisions easier.“

Their Condens reports follow a flexible but consistent structure or "spine", as Raquel describes it. Their research reports include:

  1. A clear title for searchability and discoverability

  2. An image that illustrates the topic and provides immediate visual context

  3. Summary of goals, methods, participants, and timeline

  4. A "TL;DR" (Too Long; Didn't Read) section with top-level insights

  5. A "Diamond" section (an overview of main themes and findings)

  6. Deep dives into findings using color-coded text for enhanced readability

  7. Quotes and supporting evidence

  8. Conclusion with direct implications and recommendations

  9. Links to related reports and background documents

This structure ensures that even the busiest executive can get value immediately. By focusing on readability and relevance, reports naturally spark engagement and get used.

2. One Source of Truth, Many Touchpoints

The Sword Health UXR team uses Condens as the central hub for all their data. Reports, videos, journey maps, and transcripts—everything is securely stored in Condens, making it a single source of truth for all customer knowledge across the company. 

In Raquel’s own words: “Everything we do lives in Condens. [...] We share the insights and all the knowledge where the teams already work. So we go to Slack, emails, … We provide collaborative sessions, but we need to keep the evidence and knowledge centralized.”

Anchoring every deliverable in Condens and disseminating its insights in different channels enables the team to maintain traceability back to the source data and evidence.

3. Meeting Stakeholders Where They Are

The UXR team doesn’t expect stakeholders to log into Condens and hunt for insights. They treat research distribution like an internal marketing campaign, proactively pushing content to the platforms where their colleagues already spend their day. These include Slack, email for team newsletter, and even an internal AI concierge named Gyo that helps teams across the org navigate different questions.

„We are not passively waiting for [stakeholders] to find where the report is, where that knowledge is. We disseminate that on our own.“

For example, every report launch is accompanied by a carefully crafted Slack post. These snippets are designed to hook the reader by including a catchy title, estimated reading time (e.g., ‘5-minute read’), and a direct link to the report.

a screenshot of the slack messages sword health's ux research team sends to their stakeholders

If you want to follow their example, here is the structure broken down into its key elements:

a structure of slack messages that sword health's ux research team uses to inform stakeholders

Perhaps their most effective tactic is their approach to scheduling meetings in which the stakeholders participate to understand the key research takeaways. Instead of engaging in calendar Tetris by asking for availability, they prioritize 2-3 key decision-makers (mainly those who requested the research or would benefit from these insights) and book the slot proactively.

„We don't ask, we schedule it. We take a proactive approach that, of course, respects everyone’s time, but it also demonstrates confidence in the value of the session. Asking leads to delays, scheduling conflicts, or sometimes rescheduling. So we just see the best hour... ‘Oh, these 2 are going to be there, OK,’ and then we invite the secondary stakeholders as optional.“

Live sessions are short (often 30 minutes), held inside the Condens report, and intentionally conversational. Stakeholders are encouraged to interrupt, ask questions, and leave comments directly in the report. As Raquel shares, “It’s not just me presenting. It’s a conversation.” This shifts the format from a static report to a dynamic one. If something sparks debate, they’ll schedule a follow-up or move into a FigJam workshop to dig deeper.

4. Share Early and Often

In a regulated industry, things move slowly, but product decisions don’t. If a pattern starts to emerge halfway through a study, the team doesn’t wait until every interview is complete to communicate it. They’ll flag them to stakeholders with clear context: “Of course, we say this is still in progress, but it’s something they can already start thinking about”. This allows product teams to start ideating earlier, reducing the time-to-insight dramatically.

5. Observe and Adapt

Finally, the team applies UX methods to their own internal process. They acknowledge that stakeholders are users too, and what works today might not work in a few months. Teams change, stakeholders rotate, and communication habits evolve.

As Raquel expands on this: “We don’t track it formally, but we are aware and observe how our stakeholders interact with what we deliver, where we deliver, and in what moments we deliver. So we need to observe this constantly, but this is who we are. We are researchers; it’s part of our work. If we don’t do that, we’re not doing a good job.”

Impact

The ultimate measure of this system is how it influences the product. Christina Talamagka, Expert Product Designer at Sword, works closely with Raquel’s team. Once the research is shared, Christina steps in to translate insights into design. Her process starts with Condens: “I pick the most relevant user research reports… I go through them, I take notes, and then I put everything on my Figma file.”

From there, she reframes key insights into How Might We (HMW) questions, opening up opportunities for ideation. Using the Lotus Blossom technique, she brainstorms around each HMW, going deeper where it makes sense, and “only then [does she] start to sketch and proceed to the rest of the design process.” It’s a structured way of exploring ideas and branching out opportunities.

a summary of how sword health's design team turns condens insights into product designs

Christina is also building an “idea box”—a lightweight repository of HMWs grounded in research—to use during product planning and roadmap conversations. This allows her to keep user needs front and center, even beyond the immediate project.

One of the biggest mindset shifts Raquel’s team has achieved is getting stakeholders to treat research as ongoing, evolving knowledge, rather than just static slide decks.

„A report should be a living document. When stakeholders actively engage with research findings, they are more likely to understand and support recommendations. This increases transparency and buy-in.“

With Condens, stakeholders comment directly in reports, tag colleagues, and engage in discussions, which helps build accountability and ownership. Reports are also linked in weekly design updates and an internal newsletter, helping extend their reach beyond the immediate project team.

What You Can Learn From Sword Health’s Approach

Sword Health’s process is a clear example of how research can drive change in even the most regulated environments. They demonstrate that the key isn’t flashy tools or long documents, but rather staying close to the principles that matter most:

  1. Be clear, not exhaustive

  2. Centralize knowledge but distribute access

  3. Treat reports as starting points, not endpoints

  4. Respect the audience’s time and habits

  5. Keep listening and iterating, even after delivery

For teams in healthtech (or any other complex, sensitive, fast-paced industry), Sword Health’s approach offers a practical blueprint for making research stick by combining Condens with clear processes and consistent stakeholder engagement.

It didn’t happen overnight, Raquel noted that “the first year and a half was about connecting with people and building trust.” However, UX research is now a visible, respected function, influencing everything from product design to clinical workflows.


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