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video animation of computer showing the member profile of Zoe Baker, scrolling through different sections: contact card, policyholder, enrollment and dependents information.

MED Dashboard

  • Company

    Medical Mutual

  • Role

    End to end product design

  • Stakeholders

    PO, PM, 1 design lead, 3 product designers, 5 engineers,

  • Tools

    Figma

Project overview


Medical Mutual of Ohio is an American mutual health insurance company. It is the oldest and largest health insurance company based in Cleveland, Ohio, and serves more than 1.6 million customers. Employing 2,500 people, Medical Mutual is one of the biggest employers in downtown Cleveland.

Medical Employee Dashboard is an application designed for group administrators to manage employee benefits. I joined the project from sprint 0, leading and working with the design team in the creation of the MED system, ensuring a cohesive and user-friendly experience for both internal and external users.

The goal of this project is to create a unified portal that combines the three systems into one intuitive platform.

The problem

Group Administrators at MedMutual faced challenges managing employee benefits, claims, and reports due to reliance on three separate, outdated systems.

Empathize

User research

screenshot of a teams call where you can see the team members

We conducted user research sessions with group administrators managing small and large organizations to understand their needs and expectations. This included interviews, competitive analysis of digital negotiation tools, and a heuristic evaluation of legacy systems. From our findings, we identified key positives, pain points, and aspirations, which we turned into actionable insights. These insights were then shaped into user stories, prioritized, and added to the backlog to guide development.

image showing an interview questionnaire, note taking board with sticky notes in different colors and insights

Crafting personas

Detailed personas were crafted, which served as references throughout the design and development of the new platform.

The research process enabled us to understand the Group Admins and Total Rewards Analysts daily challenges and preferences.

These personas allowed us to create a story that resonated with users, team members and stakeholders.

chart of a persona called Susan Matthews, a total rewards analyst showing information about herself, motivations, goals and painpoints. chart of a persona called Garry Jones, a total rewards analyst showing information about himself, motivations, goals and painpoints.

Ideation

Experience maps & user flows

Collaborated with designers, stakeholders, project owners and project managers to create user flows.

flow showing all the information architecture of the application

Design

Design System

I led the migration from XD to Figma and collaborated with the team to establish a structured Figma workspace. Working closely with developers, we adopted Material Design as a foundation and created a custom design library aligned with MedMutual’s branding.

image of branding colors, typography styles and components like text inputs, date pickers, dropdowns and toasts that were used in the project.

Design Explorations

A Roster to find users

Up until now, users had to joggle between Excel sheets, emails and the three legacy systems to find information about users.

We introduced a flexible roster where Group Admins can quickly search and find specific information about policyholders.

green iMac computer with a green background showing a screen with a roster of employees.
green iMac computer with a green background showing a screen with a roster of employees.

Access member details

Users receive multiple calls and emails during their day requesting specific sensitive member information.

We introduced a Member Details Page to be a reliable and fast source of truth to find the information they're looking for.

green iMac computer with a green background showing a screen with a roster of employees.
green iMac computer with a green background showing a screen with the member profile of Janes Jones showing her contact card, policyholder and enrollment information

Be alerted when errors occur

Users would submit changes and would not get informed about the change results. They had to reach out to other departments to find information.

We developed an Alerts & Notifications feature that indicates submission successes or errors, providing solutions for any issues encountered.

green iMac computer with a green background showing a screen with a roster of employees.
green iMac computer with a green background showing a screen with the member profile of Janes Jones showing her contact card, policyholder and enrollment information

Easy member enrollment and updates

Open Enrollment is a fast-paced period where users need to select benefits for the policyholders and their dependents. Updating enrollment was a tricky task with the outdated systems.

We created a wizard with steps to allow an intuitive, more organized and easy way to manage and update member's benefits.

green iMac computer with a green background showing a screen with a roster of employees.
green iMac computer with a green background showing a screen with the member profile of Janes Jones showing her contact card, policyholder and enrollment information

Automatic draft saving

Users were concerned about losing their progress when submitting benefit applications due to potential shutdowns during the process.

We introduced an automatic and manual saving mode that got updated every time the user navigated to the next step.

green iMac computer with a green background showing a screen with a roster of employees.
green iMac computer with a green background showing a screen with a form for Open Enrollment with options to Save or Delete a draft.

Testing

User testing

Continuous user testing enabled us to validate our designs, ensuring they met user needs and improved overall user experience by identifying and addressing potential issues early in the development process.

Using think-aloud sessions with internal users, we observed participants as they navigated interactive prototypes and verbalized their thought processes while completing tasks. Additionally, we expanded our insights by recruiting external participants through usertesting.com.

From these sessions, we were able to gather valuable feedback and iterate on these critical functionalities to enhance the user experience.

screenshot of a teams call where you can see the team members

Takeaways & Impact

01

310% Enrollment Growth with MED

Because of MED, Medical Mutual has grown their 2025 Medicare Advantage enrollment to 310% above their 2025 Annual Enrollement Period goal.

02

Figma migration

Migrated the team's design system to Figma, established file management rules, and led workshops to train designers and developers. This effort led to full adoption of Figma across projects and departments, including product owners, improving collaboration and workflows.

03

Industry insight

Multiple interviews to policyholders, internal and external group admins and daily collaboration with employees from departments like Membership gave me deep insight into the benefits management and insurance world.

04

Testing, testing, testing

Stakeholders' initial project vision didn't fully match user needs. User testing allowed us to validate the real user challenges and address them correctly. Alerts and Notifications were a good example of this.

Testimonials

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Client Image

Tarun Seth

UX Specialist IV @ MedMutual

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Client Image

Annina DaFonseca

Digital Product Owner @ MedMutual

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Client Image

Michael Johnson

UX Specialist II @ MedMutual

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