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Risk Control Revamp

Redesigns and launches for Liberty Mutual's global safety website to help business policyholders improve workplace safety, reduce the cost of risk, and follow nationally recognized standards. Additionally, as product owner: research, ideation, journey mapping, and wireframes for future system upgrades.


Homepage: Before and after

Before and after GIF

My role: UI/UX Designer​ and Product Owner

  • I led two site-wide rebrands: one in 2016 and one in 2019.

  • I managed the site operations through a customer-centric lens, and coordinated with copywriters and subject matter experts on a day-to-day basis to continuously improve content strategy.

  • I executed all phases of the site's UI, with the goals of improving site usability, and strengthening brand application and engagement.

  • I prioritized and planned web design work based on site metrics, user feedback, and insights from corporate web forum, company-wide design meetups, and technology initiatives.

  • As the technology liaison on the business side, I logged site issues to be fixed in the short-term, and kept project team aligned with national and global technology initiatives in the long term.

  • I helped facilitate design thinking workshops as part of continuous improvement and showcasing future vision, integrations, and capabilities.

  • I designed the site's internal and external marketing materials


Image of Carolyn helping lead an event storming workshop

Rebrand #1 — Nov 2016

Main improvement: Information Architecture


Milestones

  • Introduction of user studies

  • Improved information architecture including card sort

  • Restructured page layouts designed with HTML and CSS

  • Introduction of interactive elements

  • Introduction of iconography​

  • Creation of style guide



Project plan

  • Bring up to current (2013) brand standards to create consistency/familiarity with other LM products and services

  • Create icons to decrease wording-heavy content and improve navigation to popular pages

  • Create new information architecture

    • Eliminate unnecessary links, pages, and redundant, outdated, or significantly low traffic content

    • Design and test functionality of rotating news, accordion, and tabbed webparts working with tech intern

    • Streamline navigation between safety tools, training, and resources – validate with card sorting exercise

    • Create all new page layouts with inline HTML; implement on 84 pages

    • Rewrite technical language and labels into plain language

  • Create style guide for consistency moving forward

  • Create new promotional materials including video working with vendor


Style guide and card sort








Rebrand #1 — Final design






 

Rebrand #2 — July 2019

Main improvement: Accessibility


Milestones

  • Definition of scope and Standard of Work agreement within project budget

  • Full site content audit

  • Creation of detailed prototypes and drafted CSS edits

  • Daily touch points with contracted developers throughout 11 month project span

  • Focus on accessibility — including elimination of inline styles, addition of image-alt tags, elimination of text embedded in images, menu style switch from pop-out to accordion, and increased color contrast

  • Training and documentation for site editing team

  • Design and project management of internal and external marketing materials to increase engagement, including email design, laptop decals, screensaver, and promotional video



Mockups

Provided new CSS, altering colors, fonts, div sizes, and marked up additional changes for contractors showing specs and interactions.


Customer centric opportunity: 404 page



Rollout

I coordinated the project rollout across teams of site editors, marketing, developers, and others. With several contingencies, I kept the plan visible and in an accessible location.

Metrics

In the first month after launch, there was a:

  • 61% increase in page views

  • 33% increase in unique visitors

  • 53% increase in number of visits

  • 141% increase in downloads


 

Research and design for future system upgrades


Feature prioritization: KANO Model






2018 UX survey results


Key findings:

  • Desire to access SafetyNet by direct URL

  • Desire to see information customized by industry and loss areas

  • Desire to take self-assessments


Customer journey maps / service blueprints

To identify where customer pain points and manual processes intersected, myself and my manager conducted journey mapping with 7 different functions within the department to understand touchpoints for "Owen Onsite" persona. We created a total of 15 journey maps.

Image of example journey map
Example journey map (note that this is now outdated)

As a result, I took the lead on researching and designing 3 concepts:


1. Customization concept

Based on the customer survey responses and business opportunities from the journey mapping, a customized SafetyNet was validated. I drafted some layout ideas for mobile and desktop:

Image of Mobile version of SafetyNet with customized information
Mobile version of SafetyNet with customized information

A concept similar to this ended up being built by myself and a few others at Liberty Mutual's 2019 global hackathon.



2. Self-assessment hub concept

As identified in journey mapping and dug into in a 3 day event storming workshop, these tools contain proprietary formulas that allow Liberty's risk control consulting to be world class—but they still reside on excel, with a confusing interface, high effort for training new hires, and inability for customer self-service. Myself, another designer, and a developer reimagined these tools from sketches to coded prototype.





3. Field recommendations hub concept

The Risk Recommendations Portfolio is a concept for a cloud-based application that aggregates safety recommendations from field visits to generate customizable reports. It extracts report data currently in Word, PDF, and Excel formats to automatically generate account-level and location-level reports, saving hundreds of service director hours. Additionally, it gains insights into risk performance and content development needs. Machine learning would improve accuracy over time, and extract key words/trends support Risk Control service and elite underwriting operations.


I completed research, interviews, and wireframes before the project was put on hold due to COVID-19.




 

Example of KPIs

Part of a quarterly stakeholder report I put together:


Shift in content strategy based on COVID-19:

Image of COVID-19 data

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