The Challenge

The team had developed an analytics portal maintained by the Aviva Investors Business Intelligence team. Hands-on UX design speciality was brought in (myself), to ensure that development and design continued with best practices standards.

Key challenges were to understand the new groups of users that would consume the custom designed application, the logic of reasoning, which would help prioritise and the data using best practice data visualisation and help simplify the user interface as well as improve upon the current experience.

Discovery Workshop photos
Discovery Workshop photos
Part of the UX documentation received by the client
An initial prototype was released to help the client visual the direction of the design project
An enhanced wireframe
The actual product
Some screens from the application

The Approach


This involved reaching working with several representatives of the customer within a workshop setting spanning two days to obtain the requirements and constraints for the design project. The first day was spent with users and the project team observed and the second day was spent working closely with the project team to ensure they understood the outputs from the first day.


Time was spent understanding corporate brand guidelines provided before doing anything else. That enabled me to understand where and if that restricted the internal design team who were unable to create a successful solution in a previous attempt. Learnings were used to push the envelope – relative to the organisation – creating handover documentation for developers who would later build the interface. Time was also spent understanding current solutions.


The Aviva Investor team used a style guide received the solution was expect excitement and the successful release led to them releasing the solution to other parts of the business. I was brought in to facilitate a second series of workshops to ensure that the internal team – who were now empowered – released an accurate product that answered the needs of the client.

Tools &Techniques Used

View Prototype

  • Discovery Workshop
  • Research
  • Pen / Paper
  • Adobe XD
  • Qlik Sense
Adobe XD Prototype
View Prototype