Case Study
Employer dashboard design
A smart, intuitive dashboard for Medical Mutual’s employer admins — centered on delivering what matters most at first login, and replacing three separate systems with one place to manage benefits.
A smart, intuitive dashboard for Medical Mutual’s employer admins — centered on delivering what matters most at first login, and replacing three separate systems with one place to manage benefits.
To manage employee benefits, Medical Mutual admins had to use three different systems to perform key tasks — supporting open enrollment selections, providing plan options, and managing employee inquiries and invoices — along with miscellaneous tasks still done manually today, like managing enrollments.
Finding reports for my specific needs is challenging and time-consuming, often leading to editing known ones instead of finding better pre-made options.
Supporting open enrollment selections and picking the right plans requires painstaking data monitoring and manual synthesis.
Sorting through complicated details to respond to basic recurring questions can be frustrating, especially when I have to do a lot of navigating.
Manually finding and validating invoices before sending them to be paid is tedious, so I typically skip it entirely.
As a solo person managing overall tasks elsewhere, I only need my platform notifications to focus on benefits administration actions to either prepare for or do.
Needing support is rare for me and mostly about obscure topics. It doesn’t need to be a primary focus, but it does need to help me define the problem and find the right person.
Each pain point became a dashboard widget designed around what admins actually need to do.
Align preset report options to users’ real needs and make them easy to identify for admins who are responding to inquiries, fulfilling compliance needs, and helping their team make business decisions.
Simplify staying in-the-know year-round, so admins can submit on-time open enrollment selections and assess plans efficiently.
Clearly display invoice statuses and changes so admins can promptly identify potential errors or pending payments — for increased payment accuracy and timely corrections.
Surface action-focused notifications that integrate into general task management, enhancing focus, planning, and timely completion of tasks now and in the future.
Ensure easy but unobtrusive access to the right support — letting admins stay on task, reduce back-and-forth, and get answers faster.
Emphasize key member and group information, with drill-down capability for efficient inquiry response and member management.
I facilitated a prioritization workshop with a cross-functional team of design leads, product managers, and business owners — prioritizing concepts based on user needs and desires, weighing the feasibility of building each one, and adding them to the existing feature backlog.
The new employer dashboard is a smarter, more intuitive command center for benefits management. With customizable widgets and tailored insights, it brings key information to the forefront — helping employers track, compare, and act with ease. No more scattered data or manual workarounds: just clear, centralized control built for confident decision-making.
Admins can now reach every key task from one centralized place. This streamlined experience has the potential to reduce task completion time by 40% and improve overall administrative efficiency, reducing errors and support inquiries by an estimated 25%.