CLAIMS MANAGEMENT

Claims Management Case Study

Making a modern visual system and redesigning a Claim Processing App to Enhance UX/UI and Drive Client & Investor Growth.

Role
Product Designer
Company
NeatProcess
DURATION
4 Weeks
DOMAIN
Supply Chain Tech
UX Research
UI Design
Prototyping
User Testing
B2B Claims Management Platform Overview

THE APPROACH

Design Process
01 The Challenge
02 The Solution
03 The Impact

Neatprocess is a B2B supply chain logistics management company that helps enterprises manage their supply chain operations.


They needed help in redesigning their claim processing app to improve both UX & UI, enhance the South African client experience, and attract new clients and investors.

Primary Challenges

Through user research and stakeholder interviews, I identified 4 critical problem areas affecting the claims management process.

Unintuitive UX

Unclear, cluttered workflows make the app hard to navigate, causing confusion, delays, and frequent claim errors.

Unused AI features

The app offers AI tools for automation and insights, but poor integration makes users overlook them and miss their value.

Missing Notifications

Users often miss notifications due to a poorly placed messages section, leading to delays and reduced satisfaction.

Outdated UI

The outdated and inconsistent interface lowers user confidence, no consistentdesign patterns makes the app harder to use.

The design strategy focused on creating a unified, intuitive platform that would streamline the entire claims process while providing transparency and real-time updates to all stakeholders.

KEY DESIGN DECISIONS

  • Claim fields categorized for quick overview.
  • Sidebar adds quick access to messages/history.
  • Left sidebar shows notifications across pages.
  • Improved claim search with quick filters.
  • AI tools highlighted with accent buttons.
  • New design system ensures modern look.
  • New stats page offers quick insights.
  • Admin pages include user management, leaderboards.

The new claims management platform has significantly improved operational efficiency and customer satisfaction across all touchpoints.

Faster Processing Faster, simpler, reliable claims
Reduced Errors Modern interface boosts adoption
Customer Satisfaction Better AI feature adoption
Cost Reduction Better user-admin communication
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