endorsedCompleted

Financial Dashboard & Community Platform for Captive Insurance Company

Services Covered:

Custom Software Development • UI/UX Design • Website Development

Industry

Financial Services

Duration

6 months

Budget

Confidential

Start Date

1 August 2022

Team Size

6-10 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

73/100

Good

Project Capability Score (PCS) estimates how capable Unico Connect is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

Neptune City, United States of America

Project Summary

Unico Connect designed and developed a financial dashboard and a community platform from scratch for a captive insurance company to allow members to review claims and insurance performance. Although the platform is still in development, the vendor delivered a simple, modern solution with clean UX that impressed internal and external stakeholders. The team was patient and flexible while managing an uncertain scope and coordinated work via Jira and Slack.

Key Challenges

Build a financial dashboard for members to review claims and insurance performance.
Create a community platform and onboard members to understand the insurance community.
Work through an uncertain project scope and learn the client's business operations.

Project Deliverables

Financial dashboard
Community platform
Wireframes and landing pages
UI/UX designs (Figma)
Hosting setup

Project Solution

Unico Connect provided custom software development and UI/UX services, designing and building a financial dashboard and a community platform from scratch. They began with a brainstorming phase using the client's brand guidelines and company background, spent about a month and a half learning the client's operations, then proceeded with UI/UX design and created wireframes and landing pages. The team developed the program using React Native, used Xeno for backend development, created designs in Figma, and helped set up hosting. Project management and communication were handled through Jira and Slack.

Project Outcome

Created a simple, modern solution that impressed internal and external stakeholders.
Synthesized complex information and turned around the product quickly despite an uncertain scope.
Received positive feedback on the system's simplicity and clean UX design.
Managed the project effectively via Jira and Slack; project management was described as exceptional.
Addressed typical bugs (none substantial); overall the vendor exceeded expectations.

Platforms

Mobile

Tech Stack

React Native
Jira

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Although the platform is still in development, Unico Connect has delivered a modern solution that impressed internal and external stakeholders for its simplicity and clean UX design. The team was prompt, patient, and flexible. They stayed on top of the project, managing it through Jira and Slack.”
Anonymous
Product Marketing Manager
Date: 03/02/2023