Enterprise UX · Design systems
A contract changes. The context should stay. Each person needs the right level of detail for the task at hand.
At a glance
I designed contract-management workflows as part of a wider upgrade to the core insurance system.
The project introduced a new core insurance system covering the full insurance lifecycle: product configuration, calculations, contract management, CRM, tasks, workflows and related processes.
The challenge was to balance the needs of different stakeholders and departments with technical constraints, established processes and working habits. The goal was a smooth transition to a system that made everyday work clearer and more efficient across the organisation.
My role was to make the right information available to the right people at the right time, simplifying their everyday work. Insurance products and contracts are complex, and each department needs different information and ways to work with it.
One of the more challenging tasks was helping users view and work with contract changes over time. I designed screens that provide different views of contract attributes and how they change.
I designed a timeline that selects a complete contract version and keeps changes in context. We tested five navigation approaches before selecting the vertical timeline.
Users can switch between dates and inspect the contract as it stood, with version comparison and changed attributes close at hand.
I designed related swimlane views for insurance coverage and payment changes.
These views let users follow specific attributes through time alongside the broader contract history.
I introduced progressive disclosure across the tools. The information shown first can be configured by role or department.
Less frequently needed attributes stay easy to reach in deeper layers of detail.
I added shortcuts and modal views that take users directly to a relevant section.
This keeps the initial view focused while providing direct access to more complex information.
I can’t share the system in detail. The concept below illustrates one part of the experience.
As of 18 September 2026
Select a start date, then an end date.
Important changes
Coverage limit updated
Payment frequency changed
Contract created
In trials across the internal-tool suite, users reported clearer case understanding, faster information gathering and less manual work. These are qualitative findings; a reduction in cognitive load has not been measured.
The design brings complete contract versions, attribute histories and role-based detail into a connected workflow.
After implementation, users praised the system. They particularly appreciated being able to insure multiple locations under a single policy, tailor coverage to each client’s needs, review a clear quote summary and quickly find the policy they needed.