Insurance Accounting

Data Viz App

for Northern Trust

Led the research & design of Insurance Accounting

Application data visualization app

for Northern Trust

Project Summary

Northern Trust wanted to provide a simple and elegant user experience for Insurance clients, which was impacting user adoption of some of Northern’s clients.


To surpass expectations and achieve this objective, Northern collaborated with our team due to our proficiency in crafting highly customized analytic dashboard, with compelling and simple to comprehend data visualizations, which catered specifically to user needs and business goals.

Project Details

Role :

Product Design Lead

User Researcher

Product Designer

Duration :

14 weeks

Tools :

Miro, Sketch

Challenges

Data Viz

Client Experience

While leading design at Inspire11, my team consulting with Northern Trust, I led a team of researchers and designers through a comprehensive process of research and design. This involved conducting in-depth research interviews with IAA staff, executive stakeholders, and a few clients, followed by collaborative ideation sessions with subject matter experts to develop iterative concepts and wireframes.


Subsequently, we crafted visual designs aligned with Northern Trust's design system.

Process

The framework we used to conduct research and design for Insurance Accounting Analytics was a pretty standard design thinking process.

EMPATHIZE

DEFINE

IDEATE

PROTOTYPE

PROTOTYPE

TEST

Key

Team Members

Product

Design Lead

(me)

User

Researcher

(me)

Product

Designer


Visual

Designer


Design

We started our work by conducting several stakeholders and employees interviews. We then held a few co-creation workshops with employees and a few clients, where we created with the attendees, as well as validating our concepts.


Some of the final screens we created:

Prototyping

As part of presenting to the clients, we created several prototypes of the experiences to
”show versus tell” the stakeholders and client sponsors. We iteratively presented and validated the experience with both SMEs and employees.

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