Designing customer facing, and financial professionals web pages and apps that help them meet client needs for flexibility, protection, and growth.
Authenticated Dashboard & Product Pages —Website
My Role
I participated in the end-to-end dashboard redesign process while collaborating with another designer, led the product/policy redesign process, and continued working with Product Owners and engineers.
The Challenge
The previous dashboard UI did not share much with the user. The dashboard did not align with the rest of the product leading to confusion and loss of trust with customers. The challenge was to convince stakeholders to migrate to this new design that would provide customers with an experience that would give a high-level overview of their entire account.
Solution
Utilizing strategy to create a new dashboard design to make the experience more user-friendly. I also wanted to extend the same experience to MassMutual's policy and product pages to keep it consistent, provide navigation relief, and elevate the experience.
Design Process
The Data and Science team shared some statistics that led to thinking about making the UI more intuitive. We looked at the heatmaps and funnels of the existing experience and decided on our next steps.
Generative Research
I set out to identify the more profound needs of our customers to create a set of opportunities that would be prioritize. Afterwards, I partnered with the research team to create a study guide.
I also worked on a competitive analysis alongside qualitative research to create a competitive edge.
After the research, I validated the hypothesis that customers would prefer having more visibility of their accounts on the dashboard. They would also like to have more visibility on their policy/product pages and align with the new design.
Comparing analytical data with the key insights from the study, I conducted a workshop to facilitate rapid idea generation. It was a series of brainstorming sessions for the dashboard, followed by the policy/product pages.
Later I shared the ideas with key stakeholders to align with their expectations and gather feedback.
Rapid Validations
Wireframing with creative solutions based on the insight sheet was a highly iterative process that went through various evaluations. Finally, ending with two directions for the dashboard and policy/product pages.
I connected with the PO and engineering team to share our objectives and expectations for the usability study. This alignment allowed them to get a headstart in project development based on some outlined defined goals.
Results
Since the design had a very different visual language than the prior UI, there was a need to add to the Design System. I collaborated with multiple Visual Designers to add and adjust components that will be used for all other projects in the authenticated space.
After the first iteration and a usability study, I validated the hypothesis that users would prefer having more visibility on their dashboard followed by the policy/product pages.
Later, I continued monitoring the data and making minor tweaks to the design. I also continued migrating the legacy designs to the updated Design System.
Due to NDA restrictions, detailed information is limited. Please contact me for further discussion.