Tangram Platfrom
Tangram was designed and biult from the ground up to provide ipTiq, a modern white-label policy management and servicing solution combining multiple software and technologies into one.
I joined six months into the project, working to formalise a scalable design system and leading the discovery, design and implementation of the underwriting and service request features.
Impact
Successfully introduced agile design and lean research methodologies.
Delivery of a customer-focused product within 9 months.
B2B Platform
A ground up approach would be an rewarding as it was ambitiosue. By project complex plocy managemtn was no diffrent, I was able to gather the pain points from older systems and
Exsisting system cost money to lisense and to biuld feature for, often with limitations and long turnaround times to update or improve.
to continue to oporate the new platform would be desigj and biult in 3 key stages with each stage going live reducing the need for old software and not impacting all teams at once.
Provide
More control of our core technology and cost base.
asbility to adapt and differentiation within the market.
Build-in the flexibility to meet growing needs of our customers
Tecnology :
the
Policy Lifecycyle
Policy Admin
Payment Services
Service Requests
Communication History
Mid-Term Adjustments
Underwriting
Case Review
Integrate Automated UW
Standard Acceptance
Loadings & Exclusions
Evidence Request
Personalised Approach
Consumers want a tailored experience that fits their financial situation. They expect personalised help that reflects their spending habits and golas.
Always the best Deal
Common frustration and time sink is the complexity of comparing and switching. Consumers want to be on the best deal a hassle-free.
Clear view
Managing multiple subscriptions can often feel overwhelming, leaving users struggling to keep a clear, holistic view of where their money is going.
Funding
Barclays Venture's initiatives were developed through a series of funding gates, similar to startup funding rounds. Each milestone needed to meet specific objectives, keeping to legal and compliance standards and proving the feasibility of the product.
I report on the design impact. I aligned our design process to capture and present direct customer feedback and used smoke tests to gauge market size and interest as supportive evidence to meet KPIs.
Design
The core of the Life Admin experience is built on users' open data, automation, and machine learning, which do not inherently create a customer-facing solution. To overcome this, I made the Insight cards, a user-friendly way to show simple actions to present clever tailored ways to help when based on individual user's circumstances and products,
The rest of the dashboard design focused on surfacing upcoming outgoings.
Onboarding
Energy Switching
