Case Study
Case Study
SaaS Application
Platform Redesign
Platform Redesign
Platform Redesign
Principal Designer
Principal Designer
Principal Designer
Research
Research
Research
UX/UI Design
UX/UI Design
UX/UI Design
Overview
Underwriters faced workflow delays due to complex navigation, lack of mobile support, and inaccessible data in a legacy insurance platform. This redesign project delivered a streamlined, responsive, and customizable dashboard experience to improve decision-making and support the nuanced needs of diverse insurance lines.
Underwriters faced workflow delays due to complex navigation, lack of mobile support, and inaccessible data in a legacy insurance platform. This redesign project delivered a streamlined, responsive, and customizable dashboard experience to improve decision-making and support the nuanced needs of diverse insurance lines.
Underwriters faced workflow delays due to complex navigation, lack of mobile support, and inaccessible data in a legacy insurance platform. This redesign project delivered a streamlined, responsive, and customizable dashboard experience to improve decision-making and support the nuanced needs of diverse insurance lines.
95%
User satisfaction rate
User satisfaction rate
40%
Productivity increase
Productivity increase
30%
Productivity increase
Productivity increase
Process
1 Month
1
Research
Conducted interviews, surveys, and user testing to identify pain points like difficult navigation, information overload, and inefficient report access.
1
Research
Conducted interviews, surveys, and user testing to identify pain points like difficult navigation, information overload, and inefficient report access.
1
Research
Conducted interviews, surveys, and user testing to identify pain points like difficult navigation, information overload, and inefficient report access.
2
Ideation
Created user flows and wireframes that prioritized fast data retrieval, centralized communication, and customizable views tailored to different underwriter needs.
2
Ideation
Created user flows and wireframes that prioritized fast data retrieval, centralized communication, and customizable views tailored to different underwriter needs.
2
Ideation
Created user flows and wireframes that prioritized fast data retrieval, centralized communication, and customizable views tailored to different underwriter needs.
3
Design
Delivered high-fidelity mockups for a revamped dashboard, group overview pages, and census history. Emphasized mobile optimization, task delegation, and visual data clarity.
3
Design
Delivered high-fidelity mockups for a revamped dashboard, group overview pages, and census history. Emphasized mobile optimization, task delegation, and visual data clarity.
3
Design
Delivered high-fidelity mockups for a revamped dashboard, group overview pages, and census history. Emphasized mobile optimization, task delegation, and visual data clarity.
4
Test
Validated improvements through user feedback and peer reviews. Iterative usability testing guided enhancements, leading to strong adoption metrics post-launch.
4
Test
Validated improvements through user feedback and peer reviews. Iterative usability testing guided enhancements, leading to strong adoption metrics post-launch.
4
Test
Validated improvements through user feedback and peer reviews. Iterative usability testing guided enhancements, leading to strong adoption metrics post-launch.
Challenges
The platform’s original structure overwhelmed users with cluttered data and disjointed navigation, making even basic tasks time-consuming. Designing for multiple lines of insurance while supporting both detail-heavy and high-level tasks required flexible UI solutions. Collaborating closely with engineering ensured that ambitious design ideas remained feasible, resulting in a smoother handoff and faster implementation.
The platform’s original structure overwhelmed users with cluttered data and disjointed navigation, making even basic tasks time-consuming. Designing for multiple lines of insurance while supporting both detail-heavy and high-level tasks required flexible UI solutions. Collaborating closely with engineering ensured that ambitious design ideas remained feasible, resulting in a smoother handoff and faster implementation.
The platform’s original structure overwhelmed users with cluttered data and disjointed navigation, making even basic tasks time-consuming. Designing for multiple lines of insurance while supporting both detail-heavy and high-level tasks required flexible UI solutions. Collaborating closely with engineering ensured that ambitious design ideas remained feasible, resulting in a smoother handoff and faster implementation.
