UI, UX

Usay’s – 4C Plus CRM system

Project details

Client

Usay Compare

Date

2018

Category

UI, UX

Overview

Cloud based CRM system for rapid private medical insurance price quotation and comparison, conditional fact finder questionnaire (medical and health history). 4C+ CRM system software will use in-house only with 200 advisors, multiple user roles (admin, super admin, call centre, line manager, advisor).

UX related tasks

• Conduct user research, qualitative and quantitative interviews, behavioural tests, moderated and unmoderated tests
• Face to face user interviews, online surveys, logical testings
• Define information architecture, user journeys and interaction design, card sorting
• Mind & site mapping, brainstorming, workshops and presentations
• Wireframing using MockFlow, Axure RP8 and Balsamiq
• Prototyping (low and high fidelity) using Axure RP8, Adobe XD
• UI design using Adobe Photoshop, Illustrator and Sketch
• Create full design/css specs
• Usability testing sessions, A/B testing, mobile interaction testing

Business analytics related tasks

• Product development from the early concept phase
• Requirement gathering and management, recommendations
• Create functional requirement documents
• Deliver and manage business model (UML) and road map
• Manage documentation trough the development lifecycle
• Create customer and user journey, personas and scenarios
• Create and manage user stories
• Agile/Scrum analysis, sprint planning, reviews trough Jira/Confluence
• UX/CX insights and analysis, translate insights into action
• Acting as Agile/Scrum Master and Product Owner

Softwares & Tools

• Mockflow, Balsamiq and Axure – rapid and interactive wireframing
• InVision, Adobe XD, Axure for lo/hi fidelity prototyping
• Adobe CC/CS (Photoshop, Illustrator, InDesign) – UI and visual design
• TextMate, Coda, Sublime Text, Dreamweaver – hand coding HTML, CSS, PHP
• XMind & Axure RP – process flows charts, information architecture and prototyping
• XTensio – scenarios and personas
• ElementsCloud – system mapping and business modelling, documentation, collaboration
• Visual Paradigm – system modelling
• ActiveCollab and Asana – project and task management
• UX, Usability testing, analysis – Usabilla, Userzoom, Usabilityhub
• Other tools – MOZ, Google Analytics, SurveyMonkey, Google Docs, MS Office, Webmaster tools

Team & Technology

Software developers (14), tech leads (2), dev-op admin, software testers (3), project manager, product owner

Development environment & project management: Agile/Scrum/Jira

Technology: Laravel PHP, React/Native, Vue.js, HTML5/CSS3,

Deployment, automation and microservices: Kubernetes, Docker

Status & Links

Status: under development

Wireframe: Click here

4C Plus Wireframes
4C Plus Wireframes
4C Plus - Fact Find
4C Plus - Clients
4C Plus - User Journey
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