Ila Bharadwaj
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Plan Management: Insurance Services

HR practitioners at ADP were managing employee benefit plans across two disconnected tools, manually reconciling data and chasing approvals at every step. I redesigned the plan management experience from the ground up, bringing enrolment, renewals, and carrier sync into a single unified platform that cut admin time and reduced the risk of errors during open enrolment periods.

Role
UX/UI Designer
User Research · Interaction · Visual Design · Prototyping & Testing
Company
ADP Pvt. Ltd.
Timeline
April 2022 – May 2022
Impact
2
Legacy platforms decommissioned and migrated
5
Objectives delivered across discovery to design
3
Research findings directly shaping final design
Reduced manual effort for HR Practitioners
Business driver

ADP needed to decommission a legacy insurance platform and migrate benefit plan management to a unified service. HR Practitioners were managing plans across disconnected tools, creating manual overhead, inconsistent data, and a poor admin experience at scale.

↓ Manual Reduced repetitive placeholder creation
1 Platform Unified benefit plan management
Before
Legacy platform with fragmented plan management
Manual placeholder creation for each benefit plan
No unified view of active and inactive plans
Age-banded enrolments a complex, time-intensive task
After
Unified insurance services platform in ISAPPS
Automated plan modification across all policies
Full enrolment history, active and inactive plans
Simplified age-banded enrolment flow
Overview

Insurance Services is part of ADP's offering to empower companies through easy, reliable methods to manage open enrolment and benefits for employees and to educate and encourage employees to make informed healthcare decisions.

The project focused on providing a retail-like experience for HR and people management teams, enabling them to enrol teams, understand options, and make the best decisions, all within a single unified platform.

Project in Focus, ISAPPS Plan Management

This project was part of my professional work at ADP Pvt. Ltd. The aim was to develop a comprehensive platform for managing benefit plans, providing users with a seamless and centralised experience. The unified solution allows users to handle all benefit enrolments in one place, adding new plans, modifying existing ones, and terminating plans as needed.

By integrating all these capabilities into a single platform, the solution ensures users can oversee benefit plans without navigating multiple systems. The objective was to streamline the process, reduce complexity, and enhance efficiency by consolidating all benefit management tasks into one cohesive application.

Goals
Goal 01
Legacy Migration
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Decommission the legacy platform and migrate to a unified insurance services platform, consolidating all benefit management in one place.
Goal 02
Reduce Manual Effort
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Reduce manual effort for HR Practitioners by creating a more automated experience, eliminating repetitive placeholder creation.
Goal 03
Intuitive Experience
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Bring a more intuitive experience for practitioners managing benefit plans, reducing cognitive load and time-on-task significantly.
"Users need a way to continue the same process but with minimal effort."
— Research Anecdote
Understanding the Approach
Break down the current system
Map the full existing process end-to-end and identify where friction and inefficiency live.
Focus on key areas
Pinpoint discrepancies between the current experience and user expectations.
Discovery sessions
Run initial sessions with HR practitioners to gather real requirements from the ground up.
Design & vet
Create designs and validate thoroughly with internal stakeholders before user testing.
User testing
Run with real users, capture feedback, and iterate before development begins.
Current Plan Management Experience, reference from ADP website
Image reference from ADP Website, Current Plan Management Experience
UX Strategy
Focus on breaking down the requirements into two parts as per the service teams assigned, ensuring clear ownership across the project.
Create a plan modification experience for all policies accessible through the client dashboard on the ISAPPS home page.
For MVP, focus purely on automation and reducing manual effort. Categorisation and advanced organisation are deferred to the next phase.
Revamp the tool to create a modern, clean UI experience fully aligned with the latest ADP Design System guidelines.
Personas

Two primary user types drove the design, HR practitioners managing enrolments at a company level, and benefits administrators handling plan configuration and policy details.

Persona 1, HR Practitioner Persona 2, Benefits Administrator
Persona images sourced from Adobe Stock with licence
Research Findings & Highlights
01
Users want to edit enrolments for any employee and view their history for both active and inactive plans
02
Customise the deductions for employees by modifying and creating new plans
03
Make age-banded (age group ranges) enrolments a simpler process for users and practitioners
"Users have to manually create different enrolment types as placeholders during policy creation, which takes up most of the time when modifying at a later stage."
— Research Highlight
Sitemap
Sitemap showing information architecture for ISAPPS Plan Management
User Flows
User flow, Plans
User Flow, Plans
User flow, Enrolments
User Flow, Enrolments
Screens at a Glance

Low-fidelity flows covering the end-to-end journey of adding a benefit plan, from plan selection through configuration and confirmation.

Screens at a glance, Plan Management low fidelity flow
Low Fidelity Flow, Adding a Plan
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