User Research | Dashboard Design | B2B
Employer Dashboard Design
ROLE
UX Researcher + Designer
TIMELINE
2 months
TEAM
1x Researcher
1x Designer
CHALLENGE
To manage employee benefits, today medical mutual admins have to use 3 different systems to perform key tasks - Supporting Open Enrollement Selections, Providing Plan Options, Manage Employee Inquiries and Invoices, along with other miscellaneious tasks which are done manually today like Managing Enrollments.
RESULT
A smart, intuitive landing page concept for admins—centered on delivering what matters most at first login.
IMPACT
This newly designed dashboard allows admins to access all key tasks from one centralized place. This streamlined experience has the potential to reduce task completion time by 40%, improve overall administrative efficiency, reducing errors and support inquiries by an estimated 25%.
Critical User Pain Points
Difficult Report Discovery
Finding reports for my specific needs is challenging and time-consuming, often leading to editing known ones instead of finding better pre-made options.
Manual Enrollment Tracking
Supporting open enrollment selections and picking the right plans requires painstaking data monitoring and manual synthesis.
Inefficient Q&A Workflow
Sorting through complicated details to respond to basic recurring questions can be frustrating, especially when I have to do a lot of navigating.
Tedious Invoice Processing
Manually finding and validating invoices before sending them to be paid is tedious, so I typically skip it entirely.
Unfocused Notifications
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.
Unclear Support Path
Because needing support is rare for me and occurs mostly for 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.
User-Informed Widgets
Findable Reports
Align preset report options to 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 decision.
Real-Time Aggregate Enrollment & Usage View
Simplify staying in-the-know year-round for admins to submit on-time open enrollment selections and perform efficient plan assessment.
Efficient Invoice Access
Clearly display invoice statuses and changes for admins to promptly identify potential errors or pending payments for increased payment accuracy and timely corrections.
Actionable Notifications Center
Surface action-focused notifications that integrate into my general task management to enhance focus, planning, and timely completion for tasks both now and in the future.
Multiple-Choice Support
Ensure easy but unobtrusive access to the right support allowing me to stay on task, reduce back and forth, and improve response efficiency.
Skimmable Member & Plan Information
Emphasize key member and group information with drill-down capability for efficient inquiry response and navigation to manage members.
Additional Widgets
New Actionable Dashboard
The new employer dashboard is a smarter, more intuitive command center designed to simplify 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.
Strategy Alignment Workshop
Facilitated a prioritization workshop with a cross-functional team of design leads, product managers and business owners to prioritize concepts based on user needs and desires while coupling with the feasibility aspect of building specific concepts and adding these concepts to an existing backlog of features.
