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Case studies  / 

Old Mutual

Designed a new digital platform that increased the efficiency of Old Mutual employees 

old mutual.jpg

About the company

Old Mutual provides financial solutions to individuals, small and medium-sized businesses, corporates and institutions across several market segments and geographies in South Africa, the Rest of Africa and certain other emerging markets.

Business Objective

Complete design transformation from the old Legacy system to new web application

Problem Statement [known & unknown]

Known: The application (Old Legacy system) was very old and hard to use, difficult to maintain, unscalable, nonmobile, the interaction was difficult, operated using the keyboard, and no branding, etc. 

Unknown (Identified at the time of User research): There were multiple pain points in which the major showstopper issue was - Users had to toggle between multiple windows to access the data. Every screen used to open in a different window and thus making it difficult and frustrating for the user to complete a single task within the expected timeline. 

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

Key UX activities performed:

  • Established a strategic proposition

  • Explored the existing system, Expert review

  • User research  (Contextual Inquiries, User Interviews, Focus group discussions, Surveys)

  • Analytics Study

  • Customer Journey Mapping

  • JAD discussions 

  • Interaction design

  • User testing and modifications 

Examples of UX activities performed onsite [Capetown, South Africa]
Old.jpg
Before 
new.jpg
After

Problems

Solution Applied

  • Old legacy system – Hard to use

  • Interaction was difficult

  • Operated using the keyboard 

  • No branding

  • The new user-friendly web app

  • Easy to use, efficient and effective

  • Operated using mouse clicks 

  • Intuitive corporate branding & UI design

The Outcome

The customer is satisfied with the returns on investment!

Complete design transformation / Task completion time reduced / Single window to access different functionalities and data / Automation wherever possible

©2024 by Ram Joshi

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