RI Policy Summary is a policy summary management module for global client teams to manage policy summary information. Based on a legacy Willis Online product, the goal was to deliver a more modern, intuitive experience in line with corporate standards.
I conducted a number of interviews with senior management and client representatives to try to gain an understanding of our typical users - who they are, their goals, environment, pain points with the existing system and key tasks. I documented these findings as Personas, which were used by our delivery team throughout the design process to help steer the design and to also serve as a starting point for future research.
Risk Manager
"I want to see all my worldwide insurance coverage that the WTW network handles in a central location, so that I can manage the company insurance portfolio effectively"
Wills Online
Microsoft Outlook
Network Devices
Desktop / Laptop
Karen assesses the potential risks to the profitability or existence of the company. Karen put plans in place if things go wrong and decides how to avoid, reduce or transfer risks.
As a risk manager she is responsible for managing a diverse and distributed portfolio of exposures and the associated risk transfer solutions.
By analysing the existing application and the data from the personas, I worked closely with our delivery partner to map out the key user journeys for the product for each persona.
RI Policy Summary User Flow
Risk Manager
Working closely with our delivery partner and our internal product team, I led the design of the new Policy Summary product using corporate brand and UI guidelines. The designs were then used as specifications for the development team and I provided ongoing support liasing with our global UX team as required.
Software used: Sketch and InVision.
