Modern Claims Platform

Modern Claims Platform

Modern Claims Platform

Modern Claims Platform

The client sought to modernize an outdated, mainframe unemployment insurance system used by state agents to manage claims. The goal was to improve efficiency, reduce manual workarounds, and support more consistent decision-making across roles.

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?
The legacy Mainframe system was built on 30+ years of code with limited flexibility. Agents relied on command prompts, memorized codes, and manual note-taking to complete basic tasks.
What wasn't working?
The legacy Mainframe system was built on 30+ years of code with limited flexibility. Agents relied on command prompts, memorized codes, and manual note-taking to complete basic tasks.
Who was affected?
State eligibility specialists and adjudicators were overwhelmed by cognitive load and inconsistent workflows, which impacted claim timeliness and accuracy.
Who was affected?
State eligibility specialists and adjudicators were overwhelmed by cognitive load and inconsistent workflows, which impacted claim timeliness and accuracy.
Why was it important to solve?
The outdated system was difficult to learn, prone to human error, and poorly equipped to scale during surges in unemployment claims. Modernization was critical to reduce agent burnout.
Why was it important to solve?
The outdated system was difficult to learn, prone to human error, and poorly equipped to scale during surges in unemployment claims. Modernization was critical to reduce agent burnout.
“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 remote workshops with state agents, policy leads, and IT to surface pain points and opportunities
  2. Adapted user interview methods to meet strict government privacy rules by designing a custom Mural template agents could fill out before, during, or after each session
  3. Conducted interviews with 10+ user groups, focusing on journey pain points without recording audio
  4. Audited workflows and legacy screen flows in legacy system and prior iterated versions of the new system to capture UI patterns and task inconsistencies

UX Value Driver Statement

"[The Modern Claims Platform] is a highly intuitive, organized, and modern Unemployment Insurance Claims Management System that adapts to the diverse needs of [client staff]. Its seamless navigation is tailored to each user’s role, providing flexible and streamlined access to essential information while unifying workflows and automating tasks. The trusted system leverages user feedback to demonstrate its commitment to continuous improvement, ultimately empowering its users to seamlessly manage unemployment insurance claims."

Design & Prototyping

  1. Produced over 40 low-fidelity wireframes to explore consolidated workflows, shared UI components, and role-based interactions
  2. Delivered two distinct design concepts to help stakeholders evaluate interaction models and layout approaches
  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 aligned with the technical roadmap

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 muscle memory and mental models
2. Cross-functional collaboration can unlock scalable design patterns, but requires flexibility for policy differences
What did I learn?
1. Designing for legacy system users requires deep empathy for muscle memory and mental models
2. Cross-functional collaboration can unlock scalable design patterns, but requires flexibility for policy differences
What would I do differently?
1. Involve training coordinators earlier to ensure new workflows align with onboarding practices
2. Push sooner for live data environments in testing to better reflect real claim complexity
What would I do differently?
1. Involve training coordinators earlier to ensure new workflows align with onboarding practices
2. Push sooner for live data environments in testing to better reflect real claim complexity
Key Takeaways
1. Modernization isn’t just tech—it’s behavior change.
2. Good UX in government means balancing consistency, clarity, and compliance.
Key Takeaways
1. Modernization isn’t just tech—it’s behavior change.
2. Good UX in government means balancing consistency, clarity, and compliance.

Impact Statement

Helped lay the foundation for modern, human-centered claims processing that improves agent efficiency and claimant outcomes across state workforce agencies.

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