Esurance's customer facing policy management web application was old and outdated. It's last rebrand was in 2013. It was also non-responsive which created a poor experience for 40% of our customers who used the application on mobile devices.
To better understand the problem I flew out to one of our offices with members from my team and we conducted a heuristic review of the web application with SMEs and other stakeholders. We then met with developers to better understand the technical constraints of the application and the dev resources that would be allocated to the project.
Once we had a better understanding of the application and the project scope we were able to identify the problem we should tackle first: the navigation. This part of the application was key to increasing our digital share for the mobile web and would have the most positive impact on the user experience.
The project manager and I started to look for examples of how others solved similar complicated navigation problems for the mobile web. We gathered everything we could find and then reviewed it the next day. We then started to do some time-boxed sketching of our own ideas and reviewed them together.
After we reviewed each of the designs I started to create some low-fidelity mockups and we reviewed them with our developers and designers. We identifed the solution that seemed to work best under the technical constraints and decided to test that one. I created a low-fidelity prototype in Invision and our research team created tasks for 8 participates.
The prototype performed really well. 8 out of 8 users were able to complete the tasks flawlessly. Once the new navigation made its way into production we used Heap analytics and Hotjar to measure its impact. We found that users were more likely to start our key flows which reduced overall call volumns to our associates. We also noticed that users were able to perform tasks faster and easier from the Heap data and Hojar videos we oberserved.