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.
Goals
- Create a clearer self-serve workflow for uploading report assets.
- Support generation and regeneration of recurring advisor documents.
- Reduce dependency on technical support for repeat document production.
- Make document state, inputs, and next steps easier to understand.
Expectations
- Help business users complete document maintenance with less uncertainty.
- Provide a workflow that can support multiple yearly report cycles.
- Make input requirements from reporting and marketing teams more visible.
- Keep the interface simple enough for operational use.
Business users responsible for recurring report production.
Primary users included internal reporting teams, business users managing renewal documentation, marketing partners providing static pages, and operational stakeholders who needed a clearer way to generate or regenerate advisor-facing documents.
MVP Strategy
The MVP focused on the core upload-and-generate workflow first. The goal was to make the most frequent maintenance actions clear before adding more advanced document management behavior.
Data-Driven Decisions
Design decisions were guided by the yearly document release cycle and the repeated handoff between reporting, marketing, and business users. The interface emphasized the steps and assets most critical to successful document generation.
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.
Design Process
This section shows how the solution evolved from workflow mapping and early structure into a high-fidelity prototype and final production-ready interface.
User Task Flow
Mapped the end-to-end workflow so the team could align on user actions, system steps, and decision points before designing screens.
Wireframes
Explored page structure, content hierarchy, and core interactions before moving into visual design.
High-Fidelity Mockup Flow
Connected the key screens into a realistic flow to review navigation, states, and handoff expectations with stakeholders.
Final Production UI
Refined the main interface around clearer inputs, document context, and a more self-serve maintenance experience for business users.
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.