I started with HealthEquity in 2019. I was hired to build a UX team to support a growing company. While at HealthEquity, we acquired several other organizations, each needing to be integrated with the design system built to support such an occurrence. I oversaw and contributed to the development of our design system, making it quick and easy to build screens for developers that were clamoring for ways to update the code they were working on. We did some interesting dashboard work for both clients and members which you can see in further detail on my Dashboards page
HealthEquity Personas
As we started considering the member homepage, we wanted to ensure we had the right personas. We started with some templates I brought with me and combined that with the information we gathered through interviews with customers, clients, and subject matter experts.
The team picked in, but ultimately one of the interns was asked to take this as one of her tasks to become more familiar with personas. I believe in personas as long as they don’t become stale. The persona is most useful by driving research to understand the customer.
Once the template was ready, team members focused on specific roles.
We started working with journey maps to verify that the problems we were solving were true flows that needed to be improved. This is the template we started using to chart those journeys.
HealthEquity Member homepage
We started working on the member homepage as we brought the two companies together. Another series of iterations of widgets and layouts until we found one that helped our members achieve what we were going for. This next gallery shows where we started and some of the iterations throughout the process.
We landed on this iteration. While donut charts aren’t necessarily my favorite to convey a fair amount of data, this instance was minimal and easy to read.
HealthEquity Mobile App and Mobile Responsive
The next big project was improving the mobile app, as it was receiving 2-star reviews in the app stores. After we finished our iterations for mobile, we also wanted to improve the experience for our clients and made sure we had a robust mobile responsive version for them to use.
We also worked on improving our processes. We were asked to try and find the areas we could use for improvement and where we could focus our training.
We then brought some extra project management to the team, working first in Microsoft Planner but eventually moving to SmartSheet in a Kanbanesque fashion. We also created project templates so everyone would remember what was needed when they started new projects.
While working at HealthEquity, my proudest achievement was making gains in creating accessible websites for our members. We worked carefully with a third-party contractor to deliver the promise of creating health and wealth for everyone. I had my time all work on making a slide that could easily communicate that for our sales deck. This is the one I thought covered it best.
