Insurance Company

Project Objectives and Challenges

To create a UI Style guide for object-oriented eco-system and design and lead the development of various company tools that supercharged the Homeowners Insurance Business Processes including Quoting, Underwriting, Claims, and Agent Relationships. 

Project Galleries

Product Launch – Connect – An Insurance Documentation Submission Tool and Manual

Connect Stakeholder Presentation

System Optimization – B2B Homeowners’ Insurance Agent Quoting and Underwriting Tool – Sample Screens

UI/UX Style Guide

Documentation Samples

Tasks

• Conducted technical, marketing stakeholder and end user workshops
• Led business requirements gathering sessions
• Created Product roadmaps
• Developed use cases, epics, and user stories
• Documented product specifications, including MVP
• Owned backlog and roadmap, including epics and user stories
• Led unit and end-to-end testing (UAT/SIT, Pre-release testing)
• UI/UX Design and Management in an Object-Oriented environment including comprehensive Style Guide creation.
• Led Agile team through development, testing, and release management, including mixed in-house and off-shore Scrum teams
• Managed production of data management system
• Power BI Report Creatin using DAX
• Managed Legacy CMS

Methodologies

1. Agile
   • Scrum/Kanban
2. User Acceptance Testing (UAT)
   • Pre-release testing
   • Hypercare testing
   • Testing workshops
3. System and Business Process Optimization
   • Stakeholder Relationships and alignment
   • Strategy and technology alignment
   • Business requirements gathering
   • End user feedback integration

Tools

1. Project Management and Development Tools
   • Jira (for backlog management, user stories, defect tracking)
   • Confluence (for documentation and collaboration)
2. UI/UX Design Tools
   • Adobe XD (for UI/UX design)
3. Communication and Collaboration Tools
   • Slack (for team communication)
   • Zoom (for virtual workshops and meetings)
   • Microsoft Teams (for collaboration and communication)
4. Data Management and Reporting Tools
   • SQL Server (for data management)
   • Power BI (for reporting and data visualization)
   • Excel (for data analysis and reporting)