Exergy web platform

Overview

SilverBridge started a redesign of its legacy Exergy policy administration product with the goal of enabling the modernisation and digitalisation of the financial services business and its processes.

The goal of this project was and still is, to identify any usability issues with every release and determine the critical features to prioritise for the next iteration of the product. 

The solution suite caters for the modernisation of core insurance policy administration functions in the individual and corporate long-term insurance and pension fund administration industries.

Role

User experience designer, Visual Design, Prototyping and Testing

Timeline

August 2019 - Ongoing

Skills

UXpressia - Customer Journey Maps, Adobe Creative Suite, Balsamiq, Azure DevOps, Camtasia for Instructional videos

Background

SilverBridge is a Pretoria-based company that provides technology solutions to the individual and corporate long-term insurance and pension fund administration industries. 

Learn more about SilverBridge
I am the UX team at SilverBridge

I joined SilverBridge as a UX Designer in 2019 as the only designer in the product development team. I am responsible for leading UX across key parts of the product development side of our product. 

I've grown tremendously in the time I've been at SilverBridge, some key achievements listed here. 

Improved Usability

Due to the COVID pandemic, no usability testing was possible. I have been actively working towards conducting UX research and usability testing during UAT. 

Establishing a design system

This has helped the UI developers to understand how and why we choose to implement certain components over others.

Implemented a design process.

This has helped our team establish more structure for how we conduct our work and allow other teams to gain visibility across our iterations.

Establishing a design kit

This has helped to maintain consistency in the look and feel across different parts of the web. 

Our Journey

Exergy WinForms

Legacy system (on-prem)

Customer Journey Map

UXPressia

View Customer journey map

Design System

Adobe XD

View prototype

Wireframe

Balsamiq

View Wireframe

Brainstorming

Microsoft Whiteboard

Prototype

Adobe XD

User Flows

Adobe XD

View User Flow

Exergy Web

Microsoft Azure Cloud Solution

View Prototype video