Redesigning the partner portals, B2B to enhance their user’s experience and retain their customers by providing a user-friendly application.
Design Brief
What we solved!!
Problem
- To reduce the turn around time for issuing the policy and eliminate the dependency on Back Office
- To redesign a user-friendly application with better UI and graphics
Solution
- Transformed the UI of the existing application to provide a fresh look and made the responsive application
- Introduced the new features like ‘Save as Draft’ and informative way of plan selection
Process
User Interviews - Discover
- Prepared a set of open – ended questionnaire designed in a way to get reliable feedbacks from the user.
- Identify user pain points
- Visited the users and interviewed them to understand their work practices, pain-points, expectations.
Contextual Enquiries - Discover
- Prepared a set of open – ended questionnaire designed in a way to get reliable feedbacks from the user.
- Identify user pain points
- Visited the users and interviewed them to understand their work practices, pain-points, expectations.
Heuristic Evaluation – Discover
- Evaluated the existing application on ten heuristic principles laid by Neilson and Norman group.
- Prepared a report with all the issues found and their respective recommendations.
Competitor Analysis – Discover
- Studied the competitors to gain insights into their applications, features and the process
- Prepared a detailed report of the analysis comparing 5 top competitors in the market on the basis of various parameters like process, design, usability etc.
- This helped us to identify potential opportunities to work on in out product and to understand where our product stands in terms of industry trends
Data Synthesis – Discover
- Transcribed the interview recordings and found out the meaningful data for sense making
- Used Thematic coding to identify the text and passages that belong too the same category or theme into four categories : Observations, Design Ideas, User Statement and Insights
User ’s needs Formulation – Discover
- Formulated the requirements based on the results from the coding and again categorised them according to MoSCoW.
User Persona – Discover
- Created user personas based on the two sets of users involved in the user interviews.
- Collected their demographic details analyzed their responsibilities along with goals and the problems they face in achieving their objective through the existing application
User Journey Map – Discover
- Considering the user personas taken into account, drafted the user journey that the users would take to accomplish the major goal of issuing a policy
- Journey Map helped us to understand different phases of the journey, touch-points in the journey, user ’s pain-points and also helped to identify opportunities
Task Flow – Design
- Understood the business logics and with the help of the requirements document, designed a solution which was simple and also identified the screens and action
Paper Prototype – Design
- Created paper prototypes that helped us to present our initial idea and approach to the customer and also have given a food for thought to the stakeholders to provide their feedbacks.
- Creating paper prototypes helped us to make the changes easily and instantly as per the feedback received from all the stakeholders.
Wireframes– Design
- Created static grey scale prototypes based on the ideas generated during paper prototypes and white-boarding
- Converted the static wireframes into interactive prototype for all the flows in the application
- This prototype consisted of by-flows created using dynamic panels, variables etc.
- Also created several re-usable widgets as masters like Calendar control for date, month and year selection, date and time, login screens along with the validations
Visual Design
- Created multiple options for visuals of the prototype created by using different types of illustrations, design language.
- Considering the branding guidelines provided and the selected option, visual designs for the unique screens was delivered.
- Created RWD designs along with visual guide to help the developers and maintain consistency in the future designs
Delivery and Collaboration Model
- Created multiple options for visuals of the prototype created by using different types of illustrations, design language.
- Considering the branding guidelines provided and the selected option, visual designs for the unique screens was delivered.
- Created RWD designs along with visual guide to help the developers and maintain consistency in the future designs
