Modernizing Internal Workplace
Problem statement
The legacy system had a poor layout, confusing navigation, inconsistent design elements. It left a memorably bad impression on the user. The application was clunky and sluggish and deterred the user from completing the tasks.
Legacy system
The solution
A redesign of the application so that the legal and litigation team admins can initiate and maintain and the end users can respond to the Significant Claims and Regulatory Actions processes. Though this product was a new implementation, we made sure to conduct a consistency review with other products within the organization across different business units. This would ensure that different products across platform provide the same experience, although each had it's own unique purpose to solve.
Process flow to map the landscape
Before I finalized the designs, there was continuous collaboration between design and engineering to understand how Power BI apps are built, what kind of technology is used. I discovered that a tool Express is used to build the app. I explored the tool to understand how it translates the designs from figma, if just page designs are uploaded or it accepts prototypes. Also there were multiple review sessions with the admin and the end users, testing the prototypes, and gathering their feedback if the new designs simplify those complicated processes for them. Based on the feedback received from the users, the designs were iterated and finalized.
The challenges and compromises
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A major challenge in this project was technical constraints as this was a power BI application. With those constraints, not all components could be built as designed. I designed a notification system, so that whenever a new entry gets added, The admin will be notified via the application. But it required a lot of effort and customization. So, we had to finally decide to send email notifications. That might not be the best solution, but as designers we need to balance user needs and business needs.
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The team for this project was not very familiar with design thinking processes and design principles. I had to conduct few workshop sessions to help them understand the value of UX design, the processes we follow and "why" we do them. By creating personas and journey maps, I visually tried to connect them with the users. I also had to tie the user goals with business impacts for stakeholder buy-in.