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Case studies  / 

Vertafore

The newly reborn scalable intranet has benefited the users with essential info, facilities, and features

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About the company

Vertafore technology solutions
transform the business of insurance for
over 45 years to more than 20,000
agencies, carriers and MGA customers.

Business Objective

To re-designed the Intranet to make it more of an 'Information Hub!

Problem Statement

Information Architecture - scope for improvement, layout - Missing hierarchical content display, frequently used user tasks kept below the page fold, could not accommodate new features, obsolete presentation, users not able to find what they want, increase in helpdesk tickets and calls, decrease in Intranet usage, the system is not engaging and collaborative, etc.

My approach towards finding the insights and providing a precise solution to overcome the problem

Key UX activities performed:

  • Explored the existing system

  • User interviews & contextual Inquiries

  • Analytics study

  • Information architecture 

  • JAD discussions 

  • Low & High fidelity prototypes

  • User testing

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Examples of UX activities performed onsite [Seattle, USA]
  • User-friendly content grouping

  • Structured information

  • Upfront and consistent access to frequently used tasks

  • Scalable card design 

  • Intuitive branding

Solution Applied
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The Outcome

The revamped design received positive response from the staff

Increased user adoption rate / Increased efficiency / Regular News & Event updates  / Increased team collaboration / Reduced helpdesk requests and calls / Loading time reduced

©2024 by Ram Joshi

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