user research . IA redesign. cross-platform mobile app

Benefits Enrollment:
Creating an On-the-go Mobile Experience

Project Context

Interaction design
Visual design
Prototyping

Dec 2019 - Mar 2020
(7 Design sprints)

1 interaction designer
1 visual designer
10 Developers ​
1 Project manager

Problem

BenefitExpress provides employees with effortless enrollments and benefits information. Their clients include Autodesk, Crate and Barrel, Lululemon, and GAP.

BenefitExpress operates in a competitive marketplace where its solutions aim for a "unique, laser focus on client service delivery and support" in today's landscape that certainly requires a customer experience built around mobile.

With competitors investing heavily in mobile and a growing user base, It is business-critical to fill in the gap with an engaging mobile experience.

Goals

The goal is to deliver an on-the-go experience that allows users to have ID cards and benefits info "in your back pocket". Providing benefits policies and coverages that are easy to consume.

We want to create full-design customization to their customers' branding. With this market differentiator in mind, this will enable BenefitExpress to give client branded-skins to the app, so their customers' employees feel they were using their own company's application.

My Role

  • As the interaction designer, I researched and applied the best practice for cross-platform mobile design and development.
  • I mapped user flows and created wireframes.
  • I contributed to building a design system and Hi-fidelity mockups.
  • I prototyped the end-to-end mobile experience for client reviews and development handoffs.

Problem

BenefitExpress provides employees with effortless enrollments and benefits information. Their clients include Autodesk, Crate and Barrel, Lululemon, and GAP.

The vast majority of the BenefitExpress users don't sit at desks every day, only tapping away at keyboards. Instead, they're on factory floors, construction sites, and operating retail cash registers. So it certainly requires a customer experience built around mobile that helps employees better engage with and adopt the benefits that their companies provide.

Moreover, with competitors investing heavily in mobile and a growing user base, It is business-critical to fill in the gap with an engaging mobile experience complementary to the website.

Project Context

Dec 2019 - Feb 2020 (4 Design sprints)

Interaction design, visual design and prototyping

1 interaction designer, 1 visual designer, 1 Project manager, 11 Developers ​

Goals

The goal was to deliver an on-the-go experience that allows users to have ID cards and benefits info "in your back pocket". Providing benefits policies and coverages that are easy to understand.

We wanted to integrate the client-branded skins into the app as a market differentiator. This will provide employees with a cohesive experience with the rest of the applications in the IT ecosystem.

The app needed to achieve the native app look and feel on Android and iOS platforms with one code base to reduce development effort without compromising the user experience.

My Role

  • As the interaction designer, I researched and applied the best practice for cross-platform mobile design and development.
  • I mapped user flows and created wireframes.
  • I contributed to building a design system and Hi-fidelity mockups.
  • I prototyped the end-to-end mobile experience for client reviews and development handoffs.

Outcome

Benefits home

The new benefits cards provide easy access to medical, vision, and dental details. Users get notifications on important deadlines, annual enrollment, and life event changes to make being on top of your benefits effortless.

Benefits details

When an unexpected medical event happens, the benefits details helps employees understand what the benefits policies cover.

View all elections

Now users have a complete view of all enrolled and future benefit elections. The View All Elections feature helps users select the best benefits plan for them and their families.

ID card

Forget your insurance card at the doctors office? Benefitexpress has all your ID cards and benefits info "in your pocket" when you need the most.

Process

User Research Insights

Lack access to desktop

A large number of users who are in the field who do not have access to a computer and thus call the call center for enrollment help.

Time constraint

When customers take breaks from work, they have a limited amount of time to comprehend benefits-related tasks.

Existing usability issues

Customers complains about usability issues from the website around locating useful links and single sign-on.

Benefits/enrollment info

Customers have hard time tracking the enrollment status and understand benefits-related information.

Change insurance plan

Open enrollment tends to be the busiest time at the call center specially towards the end of their open enrollment window

Login issues

Login issues are the #1 issue of why customers are calling the call center.

Information Architecture

We first mapped the existing site IA, and marked 7 menu items that will be readout info on the app, and users will be redirected to the website to complete these actions. Then we conducted an open card sorting exercise with a team of 8 users and labeled bottom navigations and sub-components for each menu.

Wireflows

I choose wireflows that combine wireframes and flowcharts to help document the complex workflows and interactions with multiple steps. Because the mobile app doesn't have many unique pages but instead features a few core pages that change content (or layout) dynamically based on user interaction.

Upon opening the app, fingerprint and facial recognition (when the device supports both biometrics login) detection will be used to sign in to the app.

Design for Cross-platform

To reduce the development time, we use cross-platform framework using a single code base. Here is a few examples where I applied the usability best practices from Material Design and Human Interface Guidelines to create a cohesive and on-brand cross-platform application.

Biometric Logins

Upon opening the app, fingerprint and facial recognition (when the device supports both biometrics login) detection will be used to sign in to the app.

Dialogs

Dialogs inform users about critical tasks that require a decision, and they can contain multiple actions. I am using platform-specific alerts here because only two actions with short text labels fit horizontally.

Selection control

I choose to use platform-specific controls that clearly indicate how users should interact with them.

Delete gestures

I used the action gesture that makes the app feel more native to each platform. Android uses long press gestures to let users interact with elements and access additional functionality. iOS uses swipe gestures with graphics to communicate the actions users can perform.

Design for Cross-platform

To reduce the development time, we use cross-platform framework using a single code base. Here is a few examples where I applied the usability best practices from Material Design and Human Interface Guidelines to create a cohesive and on-brand cross-platform application.

Biometric Logins

Upon opening the app, fingerprint and facial recognition (when the device supports both biometrics login) detection will be used to sign in to the app.

Dialogs

Dialogs inform users about critical tasks that require a decision, and they can contain multiple actions. I am using platform-specific alerts here because only two actions with short text labels fit horizontally.

Selection control

I choose to use platform-specific controls that clearly indicate how users should interact with them.

Delete gestures

I used the action gesture that makes the app feel more native to each platform. Android uses long press gestures to let users interact with elements and access additional functionality. iOS uses swipe gestures with graphics to communicate the actions users can perform.

Android Vs. iOS Product Demo

Customization
We designed the ability for app to be configured to match each client's branding. The Benefitexpress mobile app offers a familiar employee experience right from the start.​

Impact and Takeaway

As the result, we successful launched the Benefitsexpressway app on apple app store and google play store, and received 5 star rating in the first a few months after launching which is aligned with our project. There are some important aspects my design team and I learned about employee benefits app:
Branding configuration An employee benefits app should be anything but generic. It should have the same look and feel as the employer website and other branded materials. Configured to match each client's branding. Mobile experience should definitely embrace this.

Help users learn their benefits
Benefits policies are complex. The mobile product should empower individuals to have control and convenience over their benefits offerings. Whether it’s learning more about benefit plans, adding a life event or accessing ID cards, mobile app is a convenient resource for the moments where healthcare matters most. There are many important deadlines associated with employee benefits such as with annual enrollment or life event changes and keeping track of them doesn’t have to be a challenge, by pushing notifications that appear for employees based on specific events or actions required.  Not only will this help improve enrollment participation and avoid missed deadlines, providing employees easy, on-the-go access to all their benefits information could also reduce the amount of questions and calls fielded by call center teams.  

Design for consistency
When designing for cross-platform mobile apps, being consistent is one of the most important part of building the brand, the design elements and experiences that speak your core brand that should preserve on both platform. but also, don't reinvent the wheels, leveraging the existing resources like Material design and human interface guidelines and build your design based on it, this will make your mobile experience more consistent and platform specific/native.

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