A refresh look for the Anthem: Smarthelp dashboard
Anthem: Smarthelp dashboard project (2022)
Anthem: Smarthelp is a platform for associates leveraging data democracy, cognitive insights and Innovative AI / ML enabling best-in-class constituent experience.
Why redesign?
Anthem is updating the Smarthelp application, which prompted a redesign of their dashboard. The rationale for the project included:
- The import web application app locations are below the fold-line and hard to fine at first glance
- Smarthelp demo videos and about documents are outdated
- Remove unnecessary widgets
- No step-by-step onboarding process for new Smarthelp application users
My role
I worked with the ux director, project manager and development team. I focused on:
- Information architecture
- Low- and high-fidelity wireframes
- Design mock-ups
- Prototyping
Problems that needed to be solved
- A step-by-step onboarding process for new users within the Smarthelp application
- Organizing customized dashboards for users, from Anthem help agents, administrators to department managers
Platform
Internal web application
Information architecture
To help me organize and drive my designs forward, I laid out a user flow for the new Smarthelp application dashboards moving forward. I concentrated on:
- Creating an onboarding process for brand new users within the Smarthelp application
- A more organized dashboard to alleviate confusion
Wireframes
Before laying out my design mock-ups, I started sketching out my ideas on paper for these Smarthelp dashboard projects.
My notes and sketches
Design mock-ups
After putting down my ideas and notes on paper, I moved forward with creating high-fidelity mock-ups for the onboarding, help desk agents, administrators and department manager dashboards.
Onboarding dashboard mock-ups
Smarthelp login page
Smarthelp onboarding welcome page
A first time user will be able to start the onboarding process or go directly to the basic dashboard.
Onboarding, step 1 - Select your apps
Step 1, Check the box to select all of the apps you would like to request access to.
Onboarding, step 2 - Select your apps access level
Step 2, Use the dropdown to choose the access level you would like to request for the app.
Onboarding, step 3 - Submit apps for approval
Step 3, Let's submit your apps for approval or clear all of your apps selections.
Onboarding, step 4 - Review requested app access
Step 4, Review, remove, change your app access level and submit apps for approval.
Onboarding, My apps location
Your approved apps location. You are able to pin your favorite apps to your Priority Apps section, update your app access level and app help docs if needed.
Onboarding, App request status
Step 1, You can review your requested apps status.
Onboarding, Approved apps location
Step 2, You are able to see the review status of your apps within this slide out.
Onboarding, My priority apps section
You can customize your apps location in the priority apps section and are able to Unpin your apps to your Apps section, update your app access level and app help docs if needed.
First time user dashboard view
Help agent dashboard mock-ups
Smarthelp login page
Help desk agent dashboard page
Add apps dropdown - unchecked apps experience
Add apps dropdown - 2 checked apps experience
Successful alert - apps submitted
Error alert - apps submit error
App request status drawer for review
Alert - information app approval
Administrator dashboard mock-ups
Smarthelp login page
Administrator dashboard
Administrator pending items dashboard
Administrator approved items dashboard
Department manager dashboard mock-ups
Smarthelp login page
Smarthelp department manager dashboard
Department manager pending items dashboard
Department manager's my access items dashboard
Next steps
Once the final mock-ups were complete, I presented them to the stakeholders and development team. Impressed with the designs, I created redlines and sent my designs to the development team to build and implement.