Over 4 weeks, I led an end-to-end study identifying usability challenges and an eventual redesign for Bulk-Edit Actions, a key workflow actuaries need to take in Milliman Integrate. This helps them complete this task at least 20% faster. This is currently being shipped!

Given I was one of two designers on the Integrate product team, I set about tackling this challenge. At the core of the problem...

I'm in the middle of updating this case study, so please reach out for details on the process. Let's take a sneak peak into the before and after.

Step 1: Changing Metadata
Within the correct file row, actuaries need to click the "override" button which brings me to a pop-up. Here, they change the value for "Category Metadata" and press save.
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Issue #1: Inability to specify which projections to apply to
This applies the change to all projections for the file, which isn't what actuaries often want. Often, they want to apply to certain projections, such as to projections 10-80 only.‍

Step 2: Applying Certain Projections
Since that applied the change to all projections, they now need to click the "Change" button on the right, which brings me to another pop-up. Here, they can specify which projections they need to apply it to (ex: projections 10-80).
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Issue #2: Redundant clicks, pop-ups, and screens
I often need to only apply a change to specific projections, so I always need to do this two step pop-up process. It's annoying; time adds up!

Issue #3: Lack of filtering ability
I can't filter for projections 10-80. Often, there could be hundreds of projections, and I might need to specify for projections like "8, 12, 89".‍
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Step 3: Checking my Changes
I've completed my change and press "save". It brings me back to the screen, but it doesn't accurately show me the change I just made!

Issue #3: Inability to review changes. I have to re-click in.
On the side, it says "applied to all job steps", which is inaccurate. I can't see at first glance if my changes were correct, or if I mistyped something.

Previously, the screen conveyed incorrect information per row, only showing the metadata for the largest bulk of projections. Each row now dynamically reflects the metadata values for all subset of projections, not just the largest bulk. When they've made a change, updates for specific projections are listed inline, allowing users to see a clear, detailed summary at a glance without additional navigation.

Outcome: Reduced the need for actuaries to re-click into "Override" to check their change.
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I designed a consolidated pop-up interface that streamlined the workflow and introduced advanced filtering functionality. By combining the "override" and "change" actions into a single pop-up window, actuaries can now adjust metadata and specify projections within the same screen, eliminating the need to navigate through multiple steps. Advanced filtering in added.

Outcome: Reduced clicks. Screens reduced from 4 to 2. Actuaries completed task at least 20% faster.

I was one of two designers on the Integrate product team, working on a complex platform. I also took a lead on introducing UX Research to the organization! Here are some learnings.

Adopt key strategies for getting up to speed. It's hard to design solutions when grasping the problem space feels difficult. Integrate was complex and actuarial work is highly technical, so I realized that I needed to catch up quickly. I started recording meetings (with consent), ending each knowledge sharing session asking “do you have resources to share?”, leveraging genAI as an advanced Google search tool on unfamiliar actuarial terms, and more. I'm in the process of writing up a medium article of some more strategies I learned to leverage -- so stay tuned!