
At the beginning of this journey, we conducted interviews with potential users that were already doing business with the company. They provided us with insights and helped us create a much better experience. During the research period, I discovered that what the company had built prior to my arrival was not responsive. This forced me to pivot from doing user research into building a responsive version of the tool.
The users needed the ability to see elements on the page without being trapped at a specific browser size. We prioritized making it responsive over other features due to the amount of effort it was going to take to add this capability. Once that goal was completed, I created other pages and features based on stakeholders needs such as an affiliation system, an account management page and a more robust policy page.
Post launch, I started working on Dashboard’s second version which would address issues we had uncovered but didn’t get a chance to work on due to the tight deadline. I worked on reducing the usage of modals and moving their content to a separate page.
A new tabbing system allowed us to group content closer together and help the user navigate the quote better. The reduction of modal usage helped our analytics providing us with ability to track user interactions much better.