Quote to Pay
The solution was presented at the HP User Group Conference where I presented the focus on designing for digital and how the Quote-to-Pay initiative addresses challenges for enterprise communication providers.
SKILLS
- customer experience design
- information design
- customer journey mapping
- prototyping
- public speaking
- CCM composition
A multi-department overhaul of the business unit workflow for generating insurance proposals, quotes, claims, and more. It incorporated a Sales Agent Interview portal that generates output to the preference-based channel including email, SMS, eSignature, claims App, web and print output to showcase HP Exstream Software.
MY ROLE
Lead cx designer, subject matter expert, presenter
GOALS
- Develop a production workflow and associated communication templates including print, web, mobile channels for insurance quotes, policies, and claims processes
- Implement and present functional product at industry conference presentation
- Establish a templated solution for quick-to-market implementation
CHALLENGES
- Many stakeholders and business units involved
- Implementing a fully functional demonstration under tight deadline
- Developing cross-media output with latest composition software features
RESULTS
- Successful rollout of scalable accelerator product for various vertical markets
- Ongoing business collaboration and product design support