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Re-designing Claim Management Dashboard

Sector
Insurance Claim, FinTech, SaaS
My Role
Entire product design, UX Research, UX Design, UI Design, Prototyping
Tools
Figma, Figjam, Miro, Chat-GPT, Ux Pilot, Microsoft 360, Canava
Deliverables
A dashboard product screens in Figma.
Project Name
Tas Precision
Project Duration
4 Weeks
Project owners
Media Clock
Project stakeholders
BA, PM, Developers, QA, Client
Overview
The TAS Precision Dashboard Redesign project focused on transforming an outdated and complex claim management system into a streamlined, user-friendly, and data-driven platform. The redesigned dashboard consolidates job tracking, claim approvals, and user management into a single, intuitive interface. It enables teams to monitor project progress, view performance analytics, and manage claims seamlessly — all within one cohesive environment.
Purpose of the SaaS Product
The main objective of this redesign was to simplify daily operations for TAS Precision’s internal teams by creating a clear, consistent, and responsive interface. The platform was reimagined to:
  • Present data in a visually structured and accessible way.
  • Enable faster decision-making through real-time job tracking and performance insights.
  • Provide role-based access and control, ensuring each user interacts only with relevant information.
  • Reduce manual errors and administrative effort by automating repetitive workflows such as claim updates, approvals, and notifications.
This redesign aimed to enhance both usability and efficiency, helping teams move from a cluttered, text-heavy interface to a modern, insight-oriented experience.
Problem Statement
The previous system was visually dense, difficult to navigate, and lacked information hierarchy, forcing users to manually dig through multiple tables to locate claims or job details. There was no effective way to track claim status, manage users, or filter jobs dynamically, leading to frequent confusion and delays in operations.
The challenge was to redesign the claim management experience—creating a dashboard that not only organizes information logically but also empowers users to act quickly and confidently through simplified layouts, clear visual cues, and data transparency.
Design Process

Meeting With Stakeholders

Secondary Research

Primary Research

Building Personas

Solutions

User Flow/ IA

Low Fidelity wireframes

Building Design System

High Fidelity Wireframes

Prototyping

User Testing

High Fidelity Screens

Check Figma File here

Conclusion
The redesign of the TAS Precision Claim Management Dashboard transformed a cluttered and data-heavy system into a clean, intuitive, and efficient workspace. By rethinking the information hierarchy and aligning the design with real user workflows, the platform now enables faster decision-making, better visibility into claims, and smoother coordination across teams. The new interface not only improved usability but also strengthened trust and productivity among internal stakeholders, marking a major step forward in operational efficiency.
If there was more time available…
If I had more time, I would focus on integrating data visualization dashboards with advanced filters and predictive insights to help teams identify trends and performance gaps quickly. Additionally, I’d conduct usability testing with different user roles to refine micro-interactions, accessibility, and mobile responsiveness—further optimizing the platform for real-world use and scalability.
Learnings
  • Gained a deeper understanding of designing data-heavy dashboards while maintaining visual clarity and usability.
  • Strengthened my ability to create role-based user experiences, ensuring relevant access and simplified workflows for each user type.
  • Learned how to balance functional density with visual minimalism, presenting complex claim data in a digestible way.
  • Improved collaboration with cross-functional teams (BA, PM, developers, QA) to ensure design feasibility and smooth handoff.
  • Enhanced my skills in information architecture and system mapping, especially for SaaS-based enterprise products.
Challenges Solved
  • Simplified complex claim tracking and job management through structured layouts and clear categorization.
  • Solved the issue of information overload by introducing filtered views, visual hierarchies, and concise data tables.
  • Improved navigation efficiency with a sidebar-based structure, enabling faster access to key functions like jobs, users, and notifications.
  • Enhanced task visibility by adding performance summaries, activity logs, and real-time job progress indicators.
  • Reduced manual errors and confusion by automating claim updates and improving system feedback loops.

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Email:

Kunalshankar77@gmail.com

Phone:

+91-7980072892

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