Project: Old Mutual Digital Experience (Client: Immersion UX) - 2016
From left: mobile design: Support chatbot / Desktop design: Customer dashboard- life planner tool / tablet design: Financial advisor dashboard
Overview
Client hired me as independent contractor to help assist with illustrative screens, concepts and associated design principles for Old Mutual Redesign 2016. The work we did set the ground work for future projects and helped ensure more projects for the client.
Cross & omni-channel journeys
Core journeys covered:
Sales - om.co.za Public | Goal Planning
Advisory - Financial Advisor Journey | Dashboard /Client overview
Client Sales & Service - om.co.za Public | Secure/authenticated
Service - Call Centre - Dashboard /Client overview
Claims - USSD - with Financial Advisor integration
High level Journey 1: Customer views main website, selects life planner tool, recommendations via results leads to product origination flow.
High level Journey 2 : Financial Advisor views internal dashboard, selects task and views associated customer profile then resolves customer issue in context.
Role
Research, Responsive UI Designs with associated style guide for teams to reference, Visual Design, Concepts & prototypes for final proposal and delivery of work
Looking back
The above work is very outdated in terms of design aesthetic. However, it was decent in 2016 for that point in time. But the core functionality, experience and overview of how each journey should flow from a high level perspective is clearly depicted. I didn't include too much of the flows, incase it becomes problematic for the client it was created for.
