SyncEase Portal
Insurance
SyncEase Portal
A user-friendly tool that aligns employee management systems.
My Role
UI/UX Designer and Consultant
Tools
Figma, Jira, Notion, Microsoft Teams
Timeline
5 months
Team
1 Project manager, 1 Business Analyst, 1 Designer, 2 QA's, 8 Developers
Project Overview
I initially collaborated with a Senior UX Designer to modernize the SyncEase portal, improving usability and streamlining insurance management. Midway through, I took over as the lead UX designer, driving the project to completion. Using Agile methods, I iterated rapidly with stakeholders, crafted high-fidelity UI designs and prototypes in Figma, and worked closely with developers and business teams. The result: a modern, intuitive portal that simplifies policy and claims management.
Problem
The client's existing medical insurance admin portal was outdated, lacking modern UX standards, and presented usability challenges, making it difficult for businesses to manage health insurance policies and claims efficiently.
Solution
We redesigned the SyncEase portal, implementing contemporary UX principles, intuitive design patterns, and enhanced affordances to create a user-friendly web interface. This modernization facilitated seamless alignment between employee management systems and insurance information, streamlining the management of health insurance policies and claims.
Revitalizing Healthcare: A Modern Redesign for a Seamless Insurance Experience
The client engaged us to redesign their medical insurance admin portal, revitalizing its functionality and aligning it with contemporary UX standards, including usability heuristics, intuitive design patterns, and enhanced affordances. This project focused on modernizing a desktop portal while preserving and upholding their established brand guidelines.
**This project has been rebranded to maintain client confidentiality while staying true to the challenges, solutions, and outcomes of the original work.
Process:
1. Agile Innovation: Rapid Iteration and Real-Time Refinement
In this project, we adopted Agile methodologies to drive rapid iteration, enabling us to test and refine ideas quickly. Agile's iterative approach allowed us to gather feedback early and often, ensuring the app consistently aligned with user needs and project goals while staying on schedule. By breaking down the design process into sprints and implementing ideas in real-time, we identified and addressed potential issues proactively, resulting in a polished, user-centered final product.
2. Breaking Barriers: Creative Problem-Solving
Complex challenges called for outside-the-box thinking, and creative problem-solving was key to overcoming them. By analyzing user pain points and exploring innovative solutions, we developed a design that balanced functionality and user delight, transforming limitations into opportunities for growth.

3. Visualized Excellence: UI Designs and Prototypes
I created high-fidelity UI designs and interactive prototypes to bring the app’s vision to life. These prototypes served as a vital communication tool, enabling stakeholders to visualize the final product and ensuring alignment between design, development, and user expectations.


4. Bridging Teams: Collaboration with Business Analyst, PM, and Developers
Working closely with the Business Analyst, Project Manager, and Development team fostered seamless collaboration throughout the project. This synergy ensured that the design aligned with technical constraints, business goals, and user needs, resulting in a cohesive and efficient workflow.
5. Real-Time Innovation: Live Collaboration with the Client
By working directly with the client’s Project Owner and designing live during sessions, we ensured the client’s vision was captured accurately. This hands-on collaboration minimized delays, facilitated instant feedback, and accelerated the decision-making process, making the design truly user-focused and client-approved.Let me know if you'd like further adjustments or additional context!
Results:
Partnered closely with cross-functional teams and the client to align objectives and deliver a cohesive solution.
Leveraged rapid iteration and live design sessions to quickly address feedback and refine the product.
Delivered high-fidelity prototypes that reduced revisions and ensured a clear vision for stakeholders.
Ensured consistent alignment with brand guidelines, enhancing trust and reliability in the final product.