CellaR
Cellar Application is a product by Reliance General Insurance that helps insurance agents maintain leads.
Structural and informational problems had stalled the creation of the project for 2 years.
There were alternatives to this application: some agents preferred a pen and paper approach while some relied on third party apps.
Results:
Timeline
Aug - Dec 21’
Duration
3 Months
Problem Statement
How might we reinvent
a lead management tool
to eliminate usability barriers
and boost user adoption?
Team size
1 UX Designer
10 Developers
1 Product Manager
CTO
Reasons for Revamp:
I conducted a comprehensive Heuristic analysis in order to understand the project at hand. I identified several User Experience issues that could be fixed.
Key Performance Indicators:
Setting clear goals at the start of the project is crucial for aligning the team on priorities and ensuring focus on key objectives.
Roles & Responsibilities:
Upon being onboarded as a Product Designer, I dove straight into the heart of the action. I conducted insightful interviews with both on-field agents using the application and those who were not, aiming to uncover the underlying issues from all perspectives. To translate these findings into tangible solutions, I meticulously crafted paper and digital wireframes, along with low and high-fidelity prototypes, ensuring a comprehensive design process that addressed the agents' needs and challenges.
Card Sorting:
I conducted affinity mapping based on user interview feedback. The insights were categorized into five key areas: UI Design, User Feedback, Features, Navigation & Usability, and Performance. This method highlighted common themes and areas for improvement, incorporating direct user quotes and detailed findings.
Persona:
I developed Ramesh Gupta's persona by analyzing user feedback from interviews, capturing his needs, goals, and pain points as a Senior Insurance Agent. This persona reflected real-world behaviors and effectively communicated key findings to stakeholders.
Wireframes:
Our wireframes were built on existing designs to ensure a smooth, easy-to-use experience, focusing on simplicity and comfort.
High Fidelity Prototype:
Here is how our designs solved the problems of the existing product.
Cellar Application is a product by Reliance General Insurance that helps insurance agents maintain leads.
Structural and informational problems had stalled the creation of the project for 2 years.
There were alternatives to this application: some agents preferred a pen and paper approach while some relied on third party apps.
Banking// Product Design// Contextual Enquiry
CellaR
Results:
Roles & Responsibilities:
Upon being onboarded as a Product Designer, I dove straight into the heart of the action. I conducted insightful interviews with both on-field agents using the application and those who were not, aiming to uncover the underlying issues from all perspectives. To translate these findings into tangible solutions, I meticulously crafted paper and digital wireframes, along with low and high-fidelity prototypes, ensuring a comprehensive design process that addressed the agents' needs and challenges.
© 2024
© 2024
Aryan Roy
Key Performance Indicators:
Setting clear goals at the start of the project is crucial for aligning the team on priorities and ensuring focus on key objectives.
Card Sorting:
To conduct the affinity mapping for the CellaR Application project, I collected user feedback from interviews and organized it into five key categories: UI Design, User Feedback, Features, Navigation & Usability, and Performance. This approach was chosen to systematically highlight common themes and specific areas needing improvement. Each category contained direct user quotes and detailed findings, providing clear insights into user experiences. This structured method allowed for a focused and user-centric strategy for the app's revamp, ensuring that the most critical user concerns and suggestions were effectively addressed.
Persona:
Creating Ramesh Gupta's persona involved analyzing user feedback to capture his needs, goals, and pain points as a Senior Insurance Agent. By conducting interviews and categorizing information, the persona accurately reflects real-world behaviors. Presenting this persona to stakeholders effectively communicates key findings, guiding the design and development team to implement user-centric features that enhance satisfaction, streamline workflows, and boost productivity.
Wireframes:
Our wireframes were developed to build upon existing designs and patterns, ensuring a seamless and comfortable user experience. The primary focus was on creating an application that is extremely easy to use. Emphasis was placed on:
High Fidelity Prototype:
