Insurance management system

The system is designed to offer superior features compared, aiming to help businesses solve problems more efficiently and manage their sales and customer relationships better. Our goal is to create a robust platform that enhances usability, security, and overall performance, providing businesses with the tools they need to succeed.

Market research

Competive analisis

Personas

Wireframes

High-fidelity UI

Prototype

Mini usability study

Accesibility evaluation

Category

Insurance

Where?

South Africa, Johannesburg

When?

Nov 2023 - Jan 2024

What?

CRM System

Why?

Insurance management

Role

Designer, Researcher

Insurance management system

The system is designed to offer superior features compared, aiming to help businesses solve problems more efficiently and manage their sales and customer relationships better. Our goal is to create a robust platform that enhances usability, security, and overall performance, providing businesses with the tools they need to succeed.

Market research

Competive analisis

Personas

Wireframes

High-fidelity UI

Prototype

Mini usability study

Accesibility evaluation

Category

Insurance

Where?

South Africa, Johannesburg

When?

Nov 2023 - Jan 2024

What?

CRM System

Why?

Insurance management

Role

Designer, Researcher

Login page

Project Goals

Forgot password option

Login with external accounts

Easy enter password reset with verification code

Project Goals

Forgot password option

Login with external accounts

Easy enter password reset with verification code

Thinking about the user flow

Navigation bar

The bad

Collapsed menu tucked away in tab

Difficult for users to see witch page they were on and require extra steps to navigate between pages.

Lack of visibility

After redesign

The good

Always visible

Clearly indicates current page user is on

Allows user to easily switch between pages just with one click

Adjusting navbar

The alignment of the side navigation bar was modified to dynamically fit our development team's dimensions. The change did not look as good as the UI design dimensions, s adjustments were made to ensure a visual appealing and functional layout

Mobile friendly design

To optimize the system for mobile use, we designed icons with sufficient space around them, ensuring touch targets are easily accessible and user-friendly. This approach enhances usability and interaction on mobile devices.

Static field

The change

Considering how fields would look with varying sizes, the updated look and feel ensures flexibility and consistency in the design, accommodating different layout needs.

This design change allows the static field to be used as a single component for developers with a cleaner interface.

Empty state graphics

In maintenance

Not found

No access

Broken

Upload files

No data

Files uploaded

No connection

No files

Design system

Colors

Icons

Editor toolbar component

Normal state

Selected state

Hover state

Dropdown menu

Wrap up

Currently, the system is still in development, with some users having access to a beta version for testing. There are many improvements and extensive testing to be done to refine the system. Our development team is actively working on various enhancements and tasks to ensure the system meets high standards before its official release. As we progress, the UI will be continuously created and improved to provide an optimal user experience.