BenefitSync

Benefit counselor app for open enrollment

Web app / UX / Design system

Project

Make improvements to the existing scheduler so that it is a more user-friendly web app, so that employees are able to schedule time with a benefit counselor advisor prior to enrollment periods so they can clarify any questions they may have.

Issues with existing application

  • Duplication of dates appearing within the sidebar
  • Dates showing when not available
  • Not user friendly
  • Too many options for selection of scheduled date

Solution and Implementation

  • Created a 3 step process for scheduling
  • Only show dates and times available
  • Confirmation for the user

Personas

In order to gain a better understanding of the workflow, it was good idea to create some assumption-based personas.

Flowchart

Gain a visual workflow on where to start and end.

Wireframes

Design System

Created a set of standards for consistency and facilitating collaboration. Design System

Spacing and grid

Established a grid system and base 8 spacing for consistent use and layout.

Designs

Complete high-level designs.

Before and After

Screens before the revamp of the application.