CASE STUDY #2

Scaling for enterprise level products

Adapting a digital platform to accommodate its first commercial insurance offering

Project overview

In my role as ‘Director, UX and Marketing’ at Munich Re, I had the opportunity to be one of two designers behind the addition of the first commercial insurance product to Parachute's digital platform.

This project's introduction of an enterprise-level product was both exciting and challenging because it:

This project's success required a new level of close and agile collaboration from the UX team. As a result of our learnings, we decided to move the entirety of the UX work in-house for all future projects.

Detail of Homepage (Figma)

Detail of Homepage (Figma)

The challenges

Our developers were used to leveraging much of the existing functionality, screen designs, and microcopy when adding new insurance products to the platform.

Since this was a commercial product, some elements had to deviate from what was in use for our life and health products.

As the project unfolded, we discovered that certain modifications would have downstream impacts as much of the code was shared across all products. We had to conduct multiple interactive sessions with the business analysts and developers to uncover challenges, with some design changes happening well into the development sprints.

Requirements gathering and wireframing

As with previous projects, the wireframes were created by an external agency.  

Because this project had a large number of stakeholders, including our insurance subject matter experts and the insurance carrier HSB, it proved challenging to maintain the wireframes in sync with the various rounds of copy revisions.

After presenting the wireframes to stakeholders in the early part of the project, the UX team decided to use the Figma designs we would create in-house, instead of the wireframes, as the reference for the developers.

Plan and FAQ (Wireframes)

Plan and FAQ (Wireframes)

UX copywriting and design collaboration

Copywriting needs were extensive because wording that we typically used across personal insurance products (field labels, admin emails, help articles) had to be customized for this commercial product.

Business adaptation of questionnaire (Figma)

Business adaptation of questionnaire (Figma)

My colleague and I had to collaborate very closely to accommodate changes and still meet tight deadlines.  He worked on the Figma designs while I led a copywriting team of two and provided my input on the designs.

We communicated with each other via Confluence and in Figma, clarifying which copy was new or could be re-used from other products. I ensured the designs reflected the correct wording and signed-off on the final copy and translations.

Development and user acceptance testing (UAT)

The UX team attended showcases at the end of each sprint, providing feedback on the development as it progressed. I was very involved in the UAT phase, creating bugs when changes for the commercial product had been missed, and retesting to confirm the proper implementation of copy and designs.

Product Marketing Page (Figma)

Product Marketing Page (Figma)

Learnings from the project

While this project presented many challenges, we were able to meet deadlines and the HSB Total Cyber product went into production in April 2022.

Due to the success of our close collaboration on copy and Figma designs, my colleague and I decided to also bring the wireframing work in-house for upcoming projects.

After launch, I updated the wireframes with the final UX and copy, in preparation for future commercial products.
Streamlining the design cycleImproving user productivity