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National Insurance Company

PROJECT: Homeowners Insurance Online Quote and Purchase
ROLE: UX/UI Director
DURATION: 11 months
TOOLS: Illustrator, Photoshop, Jira, Microsoft tools

Web and mobile re-design and prototype for company's Homeowners Online Bind Quotation and Purchase online process based on an existing style guide – DVTS (Digital Visual Template System).

The Problem

The Resolution

Was liaison between client and the offshore UI team - leading an offshore team of IBMiX consultants.

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Tasked with updating and creating all pages of the Homeowners online quotation process and Purchase process by leveraging our IBMiX offshore team.

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Ran the project in Agile - seven 2-week sprints.

Led an offshore team that designed UI screens for all screens for online homeowner's Insurance Quote and Purchase. Met with BA team daily and solution screens. Created lo-fi designs for my team to finalize.

Acted as a Coordinator and worked closely with the client's BA team and our IBM Delivery Manager & Executive to help staff the team at the beginning of the project and throughout the project, helping coordinate any issues we had along the way on a daily basis.

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Assisted client's UX Researchers in writing test scripts and running usability studies of our designs.

Held daily stand-ups with the offshore team to ensure that they understood the directions coming from the client’s Business team, I prioritized and reviewed their work, answering any questions and following up with any concerns/feedback from business.

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Offshore team consisted of a Project Manager,  a UX Lead, a UX Designer, a tech lead, and 3 developers.

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Client team consisted of 3 Product Owners and 3 Business Analysts.

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We were tasked with updating the client’s CCL – Content Component Library, UISA – UI Specifications and Assets and Query Tracker – which was used to track bugs.

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Query Tracker tracked required updates for each page with columns for team issue clarifications, target date completion, actual completion date, action taken, and status.

Product Owners created use case documents that included process flow diagrams.

I met with Business Analysts on a daily basis to review each use case committed to a sprint.

I then created design solutions to hand-off to the design team.

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UI Specifications & Assets Document

The UISA document was used to track all feature updates for all sprints

High Level Designs & Features

High fidelity comp example of the homeowner's quote and purchase process.

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1

Customer-Friendly Design

2

24/7 Support

3

Multilingual Functionality

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4

Advanced Tech

5

Licensed Professionals

6

Online Policy Purchase

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