Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)
-
Upload
goncalo-veiga -
Category
Internet
-
view
464 -
download
2
description
Transcript of Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)
![Page 1: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/1.jpg)
Re-inventing anInsurance Agent Portal
through UX
![Page 2: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/2.jpg)
Tough times in the insurance industry
![Page 3: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/3.jpg)
Previous Agents Portal
![Page 4: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/4.jpg)
Ready for Change
Motivated to challenge the status quo
![Page 5: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/5.jpg)
2 possible paths
New Design
Usability
thing
![Page 6: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/6.jpg)
Challenge
Create a Page Design
![Page 7: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/7.jpg)
day1
day2
day3
Learn about the appMeet the users
Wireframing
New vision presentation
![Page 8: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/8.jpg)
PROJECT
WON
![Page 9: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/9.jpg)
PROJECTS CAN BE WONWITH BLACK AND WHITE
Wireframes are a great tool to sell a visionMainly when enriched with business and user
context
![Page 10: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/10.jpg)
MandateStart from Scratch!
Extremely supporting environmentDesignated liaisons inside organization
Outlined a UX process plan
![Page 11: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/11.jpg)
Great Multi-disciplinary Team
Mkt
UX
ITBiz
![Page 12: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/12.jpg)
Busin
ess
Anal
ysis
User
Res
earc
h
Wire
fram
es
Visu
al D
esig
n
Live
Styl
egui
de
Go L
ive
![Page 13: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/13.jpg)
Busin
ess
Anal
ysisLearn the “business” ropes …
1wee
k
![Page 14: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/14.jpg)
Busin
ess
Anal
ysis
Define clear goalsUnderstand the businessInterview main stakeholdersReview current application(s)Get some application analyticsFigure out the different user profilesIdentify what to ask the users
![Page 15: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/15.jpg)
CONTEXT IS KING
Don’t learn the business with the usersCreate a context rich environment
Identify goals and constraints
![Page 16: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/16.jpg)
Busin
ess
Anal
ysis
User
Res
earc
hLet’s meet the users…
2weeks
![Page 17: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/17.jpg)
User
Res
earc
h UserTechnology
The car alone will not win any competitionswithout a great fit with its driver
![Page 18: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/18.jpg)
User
Res
earc
hPlanning
Identify the different user profilesTalk, at least, to 2 users for each profileDress apropriately – blend inDon’t take a comitee – 2 people, max 3Bring someone they already trust
Go analog – digital is scary
![Page 19: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/19.jpg)
User
Res
earc
hWhat To Do
Create rapportCompliments and ComplaintsWhere do they spend their timeKnown Unknowns vs. Unknown Unknowns3 things we must fix3 things we cannot breakGather, organize, prioritize
![Page 20: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/20.jpg)
Users missed the previous app
Difference between internet and enterprise users
![Page 21: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/21.jpg)
User
Res
earc
hConclusions
Simplify navigationEasier access to informationRe-organize main pagesImprove invoice managementBetter overview of their business
![Page 22: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/22.jpg)
EMPOWERING USERSCHALLENGES THE COMPANY
Better support to users usually means more access to data
More data access means higher transparencyTransparency exposes company inneficiencies
Company must be willing to buy this fight
![Page 23: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/23.jpg)
Busin
ess
Anal
ysis
User
Res
earc
h
Wire
fram
esDay dreaming …
3weeks
![Page 24: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/24.jpg)
Wire
fram
es
![Page 25: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/25.jpg)
Wire
fram
esSolution Design
Don’t let ideas escapeRich context makes it a ton easierInformation organization is keyKeep sketchingIA comes hand-in-hand with mockupsChallenge designs continuously
![Page 26: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/26.jpg)
Simplified navigation
Intelligentsearch
![Page 27: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/27.jpg)
Focus onfrequent
ActivityEvents
![Page 28: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/28.jpg)
MOCKUPS ARE A POWERFULCHANGE MANAGEMENT
TOOLEveryone can understand what the changes mean
and where the company is headedYou can defeat the unknown … make change easier!
![Page 29: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/29.jpg)
Busin
ess
Anal
ysis
User
Res
earc
h
Wire
fram
es
Visu
al D
esig
n
![Page 30: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/30.jpg)
![Page 31: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/31.jpg)
![Page 32: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/32.jpg)
![Page 33: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/33.jpg)
![Page 34: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/34.jpg)
VISUAL DESIGN IS KEYFOR INITIAL ADOPTION
Usability benefits only kick in after the initial impression
![Page 35: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/35.jpg)
Busin
ess
Anal
ysis
User
Res
earc
h
Wire
fram
es
Visu
al D
esig
n
Live
Styl
egui
de
2weeks
![Page 36: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/36.jpg)
Live
Styl
egui
deWhy a Live Styleguide
Styleguides are key for consistency and quality perception … but also easily forgotten.Live Styleguides support development, by providing snippets of code.Living Styleguides contain ready-to-use components by development, abstracting implementation details.
![Page 37: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/37.jpg)
Live
Styl
egui
deOutSystems Living StyleguideWeb blocks ready to use by developersnot copy-paste, just drag-and-drop …
![Page 38: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/38.jpg)
A LIVE STYLE GUIDE GETS YOU IN THE DOOR
By creating a ready-to-use componentyou jump start the development project
![Page 39: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/39.jpg)
Busin
ess
Anal
ysis
User
Res
earc
h
Wire
fram
es
Visu
al D
esig
n
Live
Styl
egui
de
Go L
ive
![Page 40: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/40.jpg)
Go L
ive
Keep it real
Keep testing with real usersIdentify user difficultiesPrepare users for what’s comingUnderstand rampup needed for usersTeasers and Presentation VideosControlled rollout with a BETA version
![Page 41: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/41.jpg)
IT AIN’T OVER UNTIL THE FAT USER SINGS
It’s easy to get it wrongStay close to the users and react, fast
![Page 42: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/42.jpg)
“a lot more friendly”
“this is awesome”
“more information, more depth”
“clean and beautiful, nice job”
“this is really good” x 12 times
comments from agents on beta launch
![Page 43: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/43.jpg)
Thanks to everyone at
which brought this vision to realityand that supported us all the way
![Page 44: Re-inventing an Insurance Agents Portal through UX @ UX-Lx 2014 (Lusitania Seguros)](https://reader034.fdocuments.in/reader034/viewer/2022051608/53f8e9fb8d7f72b82e8b48c5/html5/thumbnails/44.jpg)
Gonçalo VeigaOutSystems UX Services Lead
@goncaloveiga