Effortless employee benefits management by eliminating tedious workflows and ensuring error free efficiency
Effortless employee benefits management by eliminating tedious workflows and ensuring error free efficiency
Effortless employee benefits management by eliminating tedious workflows and ensuring error free efficiency
My role
My role
My role
Product Designer - UI/UX Designer
Product Designer - UI/UX Designer
Team
Team
Product Designer
Product Designer
1
1
UX Researcher
UX Researcher
1
1
Product Manager
Product Manager
1
1
Skills used
Skills used
Product thinking, User interviews, Usability testing, Information Architecture, Visual design, Prototyping
Product thinking, User interviews, Usability testing, Information Architecture, Visual design, Prototyping
Product thinking, User interviews, Usability testing, Information Architecture, Visual design, Prototyping
Status
In production
The Context
The Context
Our clients, HR professionals responsible for managing employee benefits such as health cover, claim assistance, and wellbeing workshops, were struggling with their processes. The existing workflows were tedious, and the available tool had limited functionality, making it undesirable to use.
Our clients, HR professionals responsible for managing employee benefits such as health cover, claim assistance, and wellbeing workshops, were struggling with their processes. The existing workflows were tedious, and the available tool had limited functionality, making it undesirable to use.
Updating members to the insurance policy is called endorsement
Updating members to the insurance policy is called endorsement
The Problem
The Problem
The reliance on manual intervention for communicating employee data for and ensuring action on that data for an endorsement led to inefficiencies and data errors. These errors and communication delays extended the turnaround time (TAT) for enrolling new employees and their dependents in health benefits, resulting in poor onboarding experiences. Additionally, the HRs lacked visibility over the entire process of endorsements and claims.
The reliance on manual intervention for communicating employee data for and ensuring action on that data for an endorsement led to inefficiencies and data errors. These errors and communication delays extended the turnaround time (TAT) for enrolling new employees and their dependents in health benefits, resulting in poor onboarding experiences. Additionally, the HRs lacked visibility over the entire process of endorsements and claims.
The reliance on manual intervention for communicating employee data for and ensuring action on that data for an endorsement led to inefficiencies and data errors. These errors and communication delays extended the turnaround time (TAT) for enrolling new employees and their dependents in health benefits, resulting in poor onboarding experiences. Additionally, the HRs lacked visibility over the entire process of endorsements and claims.
The Goal
The Goal
Address user points and streamline workflows by enhancing tool’s user experience and functionality to minimise manual intervention, reduce data errors, and speed up communication. Ultimately, which will lead to delightful employee onboarding experience and provide HR professionals with better oversight of the entire process.
Address user points and streamline workflows by enhancing tool’s user experience and functionality to minimise manual intervention, reduce data errors, and speed up communication. Ultimately, which will lead to delightful employee onboarding experience and provide HR professionals with better oversight of the entire process.
The approach
The approach
Root cause analysis
Root cause analysis
Our team of three conducted a thorough analysis of the existing workflows, identifying pinch points and inefficiencies. We held multiple user interviews with HR professionals and internal teams to gather comprehensive insights into their pain points and process understandings.
Our team of three conducted a thorough analysis of the existing workflows, identifying pinch points and inefficiencies. We held multiple user interviews with HR professionals and internal teams to gather comprehensive insights into their pain points and process understandings.
Prototyping and Usability testing
Prototyping and Usability testing
Based on our findings and analysing the deprecated dashboard user flow, I designed testable prototypes incorporating the value propositions we had defined. Also conducting usability tests to validate our hypotheses, documenting any misalignments and iterating on the solutions until we achieved a satisfactory prototype.
Based on our findings and analysing the deprecated dashboard user flow, I designed testable prototypes incorporating the value propositions we had defined. Also conducting usability tests to validate our hypotheses, documenting any misalignments and iterating on the solutions until we achieved a satisfactory prototype.
Beyond the scope
Beyond the scope
While I was entrusted with reshaping this tool and design new flows and make it desirable and usable, I also took the opportunity:
Actively participate in monthly business reviews, gaining nuanced insights that guided new feature decisions.
Attend mixer events to engage with HR professionals directly, gauging their satisfaction with our product.
Create marketing materials to promote and highlight the new features.
While I was entrusted with reshaping this tool and design new flows and make it desirable and usable, I also took the opportunity:
Actively participate in monthly business reviews, gaining nuanced insights that guided new feature decisions.
Attend mixer events to engage with HR professionals directly, gauging their satisfaction with our product.
Create marketing materials to promote and highlight the new features.
The impact
4 Days
4 Days
4 Days
Decrease the endorsement turnaround time (TAT) from 3 weeks to 4 days on an average.
Decrease the endorsement turnaround time (TAT) from 3 weeks to 4 days on an average.
62%
62%
62%
Increase in adoption of the new dashboard tool and it’s features.
Increase in adoption of the new dashboard tool and it’s features.
24%
24%
24%
Reduction in grievance calls from HRs regarding claims and endorsement status.
Reduction in grievance calls from HRs regarding claims and endorsement status.
20%
20%
20%
Increase in client retention for the following year
Increase in client retention for the following year
Zab Faizan - 2024
Zab Faizan - 2024
Zab Faizan - 2024