Modern Claims Platform

Modern Claims Platform

Modern Claims Platform

Modern Claims Platform

The client sought to modernize an outdated, mainframe–based unemployment insurance claims system used by state agents. The goal was to improve efficiency, reduce manual workarounds, and support consistent, role-focused decision-making across the agency.


As Lead UX Consultant, I ran a value driver workshop, conducted secure interviews with 10+ user groups, and delivered 40+ wireframes along with two distinct design concepts to build stakeholder confidence.

Role:

UX Lead

Industry:

Government

Tools Used:

Figma, Mural

01

The problem

01

The problem

01

The problem

01

The problem

What wasn't working?
Users struggled with a 30+-year-old mainframe system, relying on memorized codes, broken navigation, and manual note-taking to complete routine tasks.
What wasn't working?
Users struggled with a 30+-year-old mainframe system, relying on memorized codes, broken navigation, and manual note-taking to complete routine tasks.
Who was affected?
Many types of agency users, from adjudicators to training, were overwhelmed by cognitive load and inconsistent workflows, leading to productivity inefficiencies.
Who was affected?
Many types of agency users, from adjudicators to training, were overwhelmed by cognitive load and inconsistent workflows, leading to productivity inefficiencies.
Why was it important to solve?
The outdated system was difficult to learn, prone to human error, and poorly equipped to scale during peak claim periods.
Why was it important to solve?
The outdated system was difficult to learn, prone to human error, and poorly equipped to scale during peak claim periods.
“I usually have a sticky note on my desk just to remind myself what step I’m on. Otherwise, I’ll lose track when I have to switch screens or look something up.” – Adjudicator, user interview

“There are so many codes to remember. If you’re new, you basically have to shadow someone for weeks just to learn how to use the system.” – Training supervisor, user interview

02

My process

02

My process

02

My process

02

My process

Discovery & Research

  1. Facilitated a UX Value Driver workshop with key stakeholders to define success metrics (task time, error reduction, adoption) and align on UX principles (intuitive navigation, role-based views, automation).
  2. Designed a custom Mural template to capture detailed interview feedback while adhering to strict privacy rules of no audio recordings, allowing users to provide written input before, during, and after sessions.
  3. Conducted 10+ user group interviews across units (Adjudication, Call Center, Fraud, Training, etc.), uncovering key needs like export capabilities, filtering gaps, and automated calculations.
  4. Audited legacy and prior prototype screens to map inconsistent UI patterns, manual entry steps, and missing keyboard-shortcut support.

UX Value Driver Statement

"The Modern Claims Platform is a role-based web application that adapts to diverse staff needs by unifying workflows, automating routine tasks, and delivering real-time data. Grounded in user feedback and accessibility principles, it offers intuitive navigation and continuous improvement to empower agents to manage claims efficiently."

Research Findings

  1. Excel-style exports & advanced filtering were top requests to replace manual spreadsheets.
  2. Automated workflows (e.g., form generation, calculations) emerged as essential to cut repetitive steps.
  3. Role-based dashboards with customizable shortcuts resonated with diverse needs of the different user groups.
  4. Early incorporation of accessibility principles (contrast, labels) ensured inclusive design without a separate audit effort.

Design & Prototyping

  1. Produced 40+ low-fidelity wireframes exploring unified navigation, consolidated workflows, and automated modules.
  2. Delivered two distinct design concepts, beyond scope —one aligned to an existing system theme, the other a fresh “portal-style” approach — to demonstrate polished visuals that allowed stakeholders to compare more comprehensive aesthetic and interaction directions
  3. Prioritized modularity, scalability, and WCAG compliance to support long-term modernization goals
  4. Partnered closely with product owners and developers to ensure proposed designs fit anticipated technical constraints and budget parameters

03

Impact & lessons learned

03

Impact & lessons learned

03

Impact & lessons learned

03

Impact & lessons learned

03

Impact & lessons learned

What did I learn?
1. Designing for legacy-system users requires deep empathy for existing mental models and muscle memory.

2. Privacy-compliant research methods can uncover richer insights when recordings aren’t allowed.

3. High-fidelity visuals can be critical for stakeholder confidence, even when user testing isn’t in scope.
What did I learn?
1. Designing for legacy-system users requires deep empathy for existing mental models and muscle memory.

2. Privacy-compliant research methods can uncover richer insights when recordings aren’t allowed.

3. High-fidelity visuals can be critical for stakeholder confidence, even when user testing isn’t in scope.
What would I do differently?
1. Ensure UX is involved from project scoping to minimize handoff delays and enable early usability testing.

2. Build iterative feedback loops into the timeline to refine high-fidelity designs based on emerging insights.
What would I do differently?
1. Ensure UX is involved from project scoping to minimize handoff delays and enable early usability testing.

2. Build iterative feedback loops into the timeline to refine high-fidelity designs based on emerging insights.
Key Takeaways
1. By collapsing multi-screen processes into a single, unified workflow, there would be an estimated 60% time savings per core task.

2. Workshop outputs and interview syntheses were directly incorporated into the project's requirements.

3. High-fidelity mockups helped overcome prior design shortcomings, restoring excitement in the modernization efforts.
Key Takeaways
1. By collapsing multi-screen processes into a single, unified workflow, there would be an estimated 60% time savings per core task.

2. Workshop outputs and interview syntheses were directly incorporated into the project's requirements.

3. High-fidelity mockups helped overcome prior design shortcomings, restoring excitement in the modernization efforts.

Impact Statement

Although the project paused before implementation, it defined clear user requirements, showcased refined design concepts, and quantified potential efficiency gains to create a human-centered blueprint for the agency’s future claims modernization.

04

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I'm seeking new, senior level UX & product design roles,

let’s chat about how I can be a great fit for your team!

Created by Kara Lam

Built in Framer

I'm seeking new, senior level UX & product design roles,

let’s chat about how I can be a great fit for your team!

Created by Kara Lam

Built in Framer

I'm seeking new, senior level UX & product design roles,

let’s chat about how I can be a great fit for your team!

Created by Kara Lam

Built in Framer

I'm seeking new, senior level UX & product design roles,

let’s chat about how I can be a great fit for your team!

Created by Kara Lam

Built in Framer

I'm seeking new, senior level UX & product design roles,

let’s chat about how I can be a great fit for your team!

Created by Kara Lam

Built in Framer