Company
Guidewire
Target Platform
Web Interface
My Role
Lead UX designer
Date
Mar 2020 - Aug 2021
Partner Portal
Guidewire offers an insurance suite, and using the partner portal, it provides an onboarding interface for all its partners. In addition to that, the portal serves as a hub for information such as pricing and partner training.
CHALLENGE
The partner portal has not been updated since it launched over 10 years ago. The time-consuming process of onboarding new partners using the portal is quite a frustrating experience when searching for information.
Can this portal offer superior and rich experience without introducing a huge learning curve for all existing partners?
APPROACH
Critical complaints from new partners on finding the information on the website and interacting with the legacy systems. Yet, within the B2B space, maintaining the existing flows is equally important and partners get used to doing things certain way.
Hence, the right balance was to enhanced and upgrade the portal only for the blocked paths and not to change the other aspects of partner interactions.
SOLUTION
The solution consisted of 3 key aspects:
-
Intuitive visual indicators/ checkpoints to increase user awareness
-
'Information hub' – one place to access information based on category
-
'Visual' - first approach for dashboard
FLOWS AND WIREFRAMES
OUTCOME
This was the first significant update to the partner portal for Guidewire. Partners had a learning curve due to the new interface, but overall, the onboarding time for new partners was reduced to <10 mins from approx 20 min in the past.
Guidewire also received overwhelmingly positive feedback directly from the existing and new partners on the training, education and information hub.