As Solution Case Study

UX/UI Design for As Solution’s Business Insurance Info Collection

Macbook Air

Design challenge and responsibilities overview

PROCESS HIGHLIGHTS

Timeline

Jan 5-28, 2024

Responsibilities

Tools

UX Research

Design Thinking

Figma

Wireframing

Sitemapping

User Experience Design

User Interface Design

Disciplines

Challenge

Redesigning As Solution’s Business Insurance Information Collection Process.

Redesign As Solution’s Business Insurance Information Collection Process to Enhance User Experience and Efficiency

Opportunity

Understanding the company and their goals

BACKGROUND

As Solution aims to streamline the process of collecting business insurance information, providing a user-friendly and efficient platform for companies. The goal of the app is to simplify the insurance application process, making it easier for businesses to provide necessary details and receive tailored insurance solutions. With a focus on innovation and customer experience, As Solution strives to be a trusted partner for businesses looking for comprehensive and accessible insurance options.

The objective of this redesign is to enhance the overall user experience, improving the efficiency and clarity of the information collection process while maintaining As Solution’s professional and intuitive branding.

The Process

Research

Desk Research

Identifying Problems

Synthesis

Persona

Ideation

Developing a Solution

Moodboard

Mid Fidelity

Final Designs

Final Prototype

Reflection

Conclusion

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Desk Research

RESEARCH

I began by researching As Solution’s current platform to identify pain points in the information collection process. Key issues included complex workflows and missing features like real-time updates and data validation, which highlighted the need for a more streamlined, user-friendly design.

After conducting desk research, I focused on real users to better understand the issues they face while using the platform. User feedback revealed several pain points, highlighting areas that needed improvement. Below are some of the most critical insights from user reviews:

Identifying Problems

RESEARCH

“It’s time to put in some effort”

“This isn’t so bad”

“I don’t feel like it’s

working”

“I give up”

They explore tools to manage and collaborate on the information efficiently.

Frustrated by complexity, the user considers abandoning the task.

Overwhelmed by inefficiencies, the user gives up on finding a solution.

Starting

Trying

Conflicting

Quitting

User wants a seamless way to fill in and manage business insurance information while collaborating effectively with others

User

The user sets out to streamline the business insurance information collection process.

To define the problem, Users seek enhanced customization options and a more intuitive navigation system. Key features requested include a robust search engine, clear content categories, adjustable font sizes, light/dark mode, customizable notification settings, and the ability to save and comment on content.

To simplify and create a logical flow for the information collection process, the design will focus on a clear and intuitive navigation system. The bottom navigation bar will include key sections like Dashboard, Insurance Options, Documents, and Settings. A side panel will provide easy access to the user’s profile, history, and collaboration tools, ensuring a streamlined and efficient user experience.

Developing a Solution

IDEATION

To better understand the user, I developed a persona that represents the ideal user of As Solution's platform. The primary users are business owners, entrepreneurs, and professionals looking for efficient insurance solutions. As Solution's platform serves a diverse range of industries, attracting users who need to quickly and accurately provide business insurance details. The typical user is aged 30-50, with a focus on those who value streamlined processes and efficient collaboration.

User Persona

SYNTHESIS

Milan Fribz, 35

Co-founder of Tech Startup

MBA in Finance

Paris

Milan is wholeheartedly dedicated to the success of his tech startup and is eager to stay at the forefront of industry trends and innovations. He possesses a deep passion for entrepreneurship and remains determined to build a thriving business. As a co-founder, Milan actively seeks opportunities to network, engage with potential investors, collaborators, and like-minded individuals who share his entrepreneurial enthusiasm.

Needs

Milan is actively seeking efficient ways to stay on top of industry trends and innovations, with a preference for reliable, on-the-go information sources due to his time constraints. He avidly consumes inspiring success stories of fellow entrepreneurs to draw insights and guidance for his own entrepreneurial journey.

Pain Points

Milan relies on As Solution as a primary tool for collecting business insurance information, but he finds the process time-consuming and inefficient.

The platform’s cluttered interface makes it difficult to navigate, slowing down the user experience.

The absence of clear categories and filters causes unnecessary frustration when trying to locate specific insurance options.

The lack of real-time data validation and progress tracking creates confusion and adds pressure during the information submission process.

Frequent interruptions, such as loading delays and unclear prompts, negatively impact Milan’s overall experience with the platform.

Emotional State with AS

Content

Satisfaction

Engagement

To immerse myself in As Solution’s identity, I reviewed their branding guidelines, including typography, color palette, and imagery. This allows me to make design improvements while preserving the platform’s core aesthetic and ensuring a consistent user experience.

Moodboard

IDEATION

The sitemap for the information collection process is designed to streamline navigation. Key sections include "Siren" for business identification, "Nombre de Sinistre" to track claims, "Activité de l'Entreprise" for company details, and "Établissements" to specify locations. "Établissements à Assurer" helps users select insured establishments, while "Sinistre" manages claims, "Garanties" covers available guarantees, and "Devis" provides quotes for coverage options.

Sitemap

IDEATION

Mid Fidelity

Below are some screenshots showcasing the design process of gathering information. These visuals illustrate key stages, from initial wireframes to refining the user interface, helping to ensure a seamless and efficient user experience in collecting business insurance details.

Below are some designs showcasing the error messages implemented in the interface. These messages are crafted to clearly communicate issues to the user, providing helpful guidance on how to correct the errors and ensuring a smooth and frustration-free experience.

Final Prototype

FINAL DESIGNS

Errors

Below are designs illustrating the overlays used in the interface. These overlays are designed to provide additional information or prompt user actions without disrupting the main workflow, ensuring a seamless and intuitive user experience.

Overlays

After completing this case study for the business insurance information collection platform, I’ve reflected on the growth I’ve experienced as a designer. I’ve enhanced my technical skills, incorporating techniques like auto-layout, grids, and more, which have made my designs more consistent and structured. I’ve also refined my interaction design abilities by prototyping realistic user interactions, considering how users would engage with buttons and flows. Most importantly, I’ve strengthened my design thinking, focusing on identifying areas for improvement and incorporating UX principles early in the process. I’m excited for the next project and the opportunity to continue growing as a designer!

Conclusion

REFLECTION

Portugal

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