project summary

We needed to update the process of employers uploading their contributions for employees as our platform wasn’t very scalable and also followed an older wizard like process.

improvements

We simplified the process giving a file upload method for those with larger employee populations added the ability to sort and filter from the listing version. The original wizard had eight steps we cut that down to three.

review & confirmation

Through simplifying the process we were able to use a new asyncronous system which could scale and handle many submissions, this later got updated to become near syncronous allowing for small batches to be processed right away.

project summary

This project was to reimagine how we could update and improve our Claims & Expenses use cases. With this we were also looking to merge the claims and expenses from two different platforms.

improvements

We designed an interface that is fully responsive and could meet the needs for both claims and expenses platforms through uniting the experience. Improved search and filtering were also key parts to this update along with other key UX enhancements.

add new expense

A new process for manual expense creation was designed where we only displayed critical information up front and expanded the complexity as needed for the user.

details & documentation

We provided options for editing details and uploading documentation. Alerts were designed for when documentation was required.

planning & research

Most of the time for this project was assigned to getting the design right and a significant number of industry comparisons and interviews were completed to finalize the direction of the design.

project summary

With designs being updated to a number of systems HealthEquity needed a new way of managing the collection of data from partners and clients. The customer data exchange project was created to facilitate and map the data for consumption and display.

status flightboard

We needed a way to display file statuses to partners and clients, with this in mind a status flightboard was designed.

configuration iteration

With the need to map the data accordingly from many data sources we went through a number of iterations before finalizing on a direction for the configurator.

configurator

With a more step by step approach we were able to build out a pretty solid application for our unique data mapping needs.

project summary

Update our view of what a brokers needs and pain points are in relation to their experience using our products.

journey map

Map out the journey a broker takes to onboard with our products and continue using them

persona

A detailed persona was put together from all the research helping us determine future work for our brokers.

project summary

Merge and update all our platform identity solutions to a single unified solution.

full flow view

To help stakeholders understand everything that is going on with the identity project I built the following flow I left it spagetti like to illustrate the complexity and issues we were dealing with across all the scenarios.

login

The project needed a basic login page as well as the ability to be custom branded by a client.

account setup

A combined account setup solution was required to get new members signed up and associated to their accounts set up by their employer.

account linking

Solutions for linking accounts under a single username and password were designed for ease of use.

project summary

I built Tyrian our design system to help our team keep our designs consistent and provide developers clear direction.

foundation elements

Our visual approach is defined by our foundational elements.

iconography

As we implemented our design system we had a gap in consistency with our icons as they were sourced from a variety of fonts and svgs we needed to consolidate and unify our look and feel with a wholistic icon font.

the icon font

I started by collecting all the icons we were using and brought them into a single design file where I could group them into categories, from there I established clear parameters for how to make each icon consistent and unified into a single font. In the end I ended up designing and reworking over 500 icons for the Tyrian Icon font through a handful of iterations.

components

Components are the building blocks of the design system

patterns

Patterns define how we apply our styles and components in certain use cases.