Redevelop a monitoring tool to better manage activity in insurance
Coface, a credit insurance provider, offered its global clients an activity monitoring service to track claims, disputes, and premiums. This service no longer reflected the group's innovative image, leading to a complete overhaul focused on user expectations.
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In a few figures...
1480M€
turnover in 2019
A major international player, for whom the quality of digital tools directly contributes to its image and service performance.
4100 employees
A large organisation, with group-wide information steering and dissemination needs.
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Key user profiles
The redesign was planned for account managers, brokers and Coface clients.
The project
Our approach
JEMS didn't just change the Business Objects tool from SAP to Microsoft Power BI. The team rethought the entire service starting from personas and a UI/UX mockup, while integrating the necessary data flows to feed the visualisation tool with relevant datasets.
The diagnosis
The existing tool no longer reflected the image of innovation expected by Coface and no longer adequately met users' expectations. The challenge, therefore, was not merely to modernise the visualisation layer, but to rebuild a more useful, more readable service that was better aligned with the actual needs of account managers, brokers, and clients.
The key deliverables
- Usability testing of the previous tool to gauge customer satisfaction
- Stakeholder Alignment with a Lean UX Canvas
- Platform prototyping in Sketch
- Creating overview tables in Power BI
- Powering the tool by creating data source APIs
How can Coface rework its monitoring tool To better meet user expectations?
The benefits
A reimagined user experience
The overhaul starts from the actual needs of the users and not from a simple improvement of the old tool.
A more innovative image
The new device aims to better reflect Coface's positioning and innovative image.
A more performant visualisation
The creation of summary tables in Power BI improves the reading and utilisation of information.
Better integrated data
Integrating feeds and creating APIs allows the tool to be supplied with relevant data.
More adaptive management for business uses
The service is designed to better meet the needs of account managers, brokers, and clients.
