Renewal Report Maintenance
Creating a self-serve interface for business users to upload report assets and generate or regenerate advisor documents throughout the year.
Making document generation more self-serve for business users.
Business teams needed to upload spreadsheets and static marketing pages used to generate renewal, six-month claims experience, and nine-month claims experience documents. The UX goal was to simplify upload, generation, and regeneration into one clear workflow.
The challenge
- Multiple document types released throughout the year
- Inputs from reporting and marketing teams
- Need to reduce dependency on technical support
- Clear state management for upload and generation
My contribution
- Mapped user task flow
- Created wireframe and high-fidelity flow
- Recommended UI optimizations
- Focused on self-serve usability for internal business users
The experience had to make business users feel in control of a process that was previously more technical and dependent.
The flow prioritizes clear upload steps, visible document context, and straightforward regeneration behavior.
Selected Screens
A clearer internal workflow for repeat document production.
The proposed experience gave business users a more understandable path for managing document inputs and generating report packages with less friction.