About
Workplace Experience is the primary platform providing a way for internal and external financial professionals to monitor and manage their benefit programs. It is a data-driven platform that provides tools and features such as an overview dashboard and financial reporting.
Workplace Experience is a crucial tool for Transamerica large and mega market clientele ($50M-$1B and $1B+ in assets, respectively). It provides a way to gather key insights on the overall health of a plan and participants, along with tools that facilitate important transactions.
We needed to create a refreshed and responsive web experience for the new platform, which included a dashboard and a reporting center. Additionally, we needed to design the new platform with the goal of sunsetting the legacy platform, which was still an active product.
For a more in-depth look, check out the full project details.
My role
UX designer, UI designer
Company
Transamerica
Category
Responsive web
Focuses
Redesign, new design
The design challenge
Data and insights are very important to the WX user base. Managing plan health and potentially hundreds of thousands of participants requires a lot of time. My focus was to help bring more insights and data to the user and minimize the time and numbers of steps to do so. My task was to redesign the legacy dashboard and reporting tools.
Dashboards are almost always the first thing the user sees once logged in. Dashboards, therefore, are huge opportunities to influence user behaviors (such as increase engagement) and to set their expectation for the session experience. It was evident from our outdated legacy dashboard that we needed to improve the functionality and provide a refreshed, modern look and feel.
Reporting capabilities allow users to dig deeper into data and insights, which is a critical requirement for managing plans and participants. How could we create a reporting tool that was intuitive and made report creation easy? My focus was to design a new reporting tool, which we called the Report Center.
Our initial discovery phase shed light on key requirements we needed to account for:
There were many user types that needed to use the platform. Dashboard and the Report Center needed to be flexible and address the needs of various user types.
Power users did not want much or any of the features to be removed from legacy. We had to make sure to meet a 1:1 feature parity.
We needed to address the weaknesses in the legacy IA around Dashboard and reporting. E.g. users were not aware of certain features due to poor findability.
Dashboard legacy
Report center legacy
The process
Defining UX outcomes and themes for Dashboard
After themes were defined, we created site maps to identify legacy IA challenges around dashboard and reporting. IA analysis helped us understand the product offering, which shed light on how feature parity could be met. Afterward, we conducted a full UI review of the legacy feature sets, identified weaknesses in the experience, and reviewed all research available.
Test & learn
Our team conducted usability testing on the Report Center and creation process. We created robust, clickable prototypes for the virtual usability sessions. The usability sessions brought to light the flaws in the design, which we addressed in the upcoming iteration. We discovered we needed to increase transparency around terminology and improve the IA.
Research findings
The solution
For a more in-depth look, check out the full project details.