HR Hotline | Zywave

UX Research, Low-fidelity UX Design

Background:

Insurance Brokers are increasingly asked to help clients with the frequent, challenging changes to compliance and HR regulations plaguing their small businesses. HR Hotline is a popular tool within Zywave’s Client Cloud suite. This project was aimed at scaling the HR Hotline service more effectively with resource constraints. Additionally, more user information was required to design updated workflows.

Actions:

  • Stakeholder / internal interviews

  • Qualitative interviews

  • Storyboarding

  • Journey mapping

 

Insights:

  • Brokers asked questions on behalf of their clients

  • HR Hotline employees needed to ask multiple follow up questions to answer the original question

  • Certain timeframes of the day were the busiest for certain channels of HR Hotline, impacting response times

Result:

A simplified workflow and stripped-back functionality were sufficient to solve the internal and external pain points, thus removing the scope from the project. Pushing users to write an email as the primary action was effective enough to queue requests for the small HR Hotline team.

We discovered that brokers were asking questions on for their clients and we needed to consider how to tie back answers to specific client data. This also prompted further research on client pain points.

There were limitations with our response time and levels of staffing within our HR expert team. We needed to create opportunities to queue customers through a digital workflow.

 

Final UI

 

The final UI was simplified and stripped down, focusing on driving users toward an email request.

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