Redesigning the Vhi app dashboard for a better digital customer experience

Leading Irish healthcare and insurance provider, Vhi Healthcare, asked us to redesign the dashboard of their core customer-facing app. The dashboard is the first touchpoint for customers and functions as the gateway to access all additional information and features. With over 50% market share and a long-standing presence in the Irish healthcare market, Vhi had identified the need to ensure their key digital products were effective, engaging, and aligned with the changing needs of their customers.

Data showed that users weren’t interacting with the dashboard in the way Vhi intended, with many features going unnoticed or unused. As Vhi’s key design partner, we set out to redesign the dashboard to help people complete the tasks they came for, create a strong first impression, and open up new opportunities to engage customers by highlighting valuable features and integrating carefully selected promotional content.

Phase 1: Data analysis and observations

We exported customer data gathered over a 1 year period across both iOS and Android devices, showing the number of successful logins as well as the usage data around 12 specific app features.

The data showed that many features simply weren’t being used by Vhi customers, who tended to navigate only to a few common sections such as Online Doctor, Parkrun or ‘Snap and Send’. This meant that many of Vhi’s services were being underutilised by customers who may benefit from them.

The design of the app was also overcrowded and lacked consistency, with lots of individual elements that had been designed separately and didn’t work well together.

Phase 2: User interviews

We also conducted user research to enable us to create a dashboard that was truly based on user insight, with findings categorised into needs, wants and pain points. User interviews help us to better understand the ‘why’ behind the analytical findings.

The primary need for all users was to be able to complete a specific task — they initially downloaded the app when they had a task to complete and were often unaware of other features. Pain points were centred around the need to re-enter information causing frustration, not knowing certain features existed or understanding how to use them, and too much space being dedicated to features that are irrelevant for them.

After our research and initial design exploration, we came up with 3 distinct concepts that aligned with business and customer goals.

Before showcasing the concepts to users, we held a Q&A session with Vhi’s app stakeholders to find out what they thought of the concepts from a business perspective, and to make sure our goals and objectives were aligned. This was also the chance to make sure our UX was feasible for the Vhi development team.

When each stakeholder voted on their concept of choice and shared their thoughts, Concept B was the clear winner, with the team loving its quick access to tasks, personal notifications, and bold promotional area.

We then conducted a round of low-fi concept testing with Vhi app users to understand what features and ideas worked well with returning users. We discovered that users wanted to see activity history and all documentation in one place, and that a minimal and clean layout was important. This feedback would help us move forward with a user-centred solution.

Avoiding wasted efforts by gaining deeper user understanding: Personal, not personalised

This early concept testing was particularly insightful around the topic of personalisation. The Vhi team had been planning on rolling out new functionality to allow users to build their own custom dashboard, fine-tuning exactly which tiles and features they wanted to see.

Speaking to real users highlighted that this level of personalisation was not required. Whilst users agree that personal data is what makes the app feel personal, they see the content as being set by Vhi and don’t want to waste time setting up the customised homepage themselves. A friendly tone of voice, along with their individual policy number and name, would be enough. This insight saved a significant amount of time and budget on complex design and development work.

Based on our learnings from this phase of user testing and client feedback, we moved forward with the final dashboard concept, looking at areas in finer detail and ensuring every scenario had been considered.

The end result was a clear, uncluttered layout that was packed with useful features. It was friendly and personal, yet primarily functional and task-based. It also included spaces to subtly promote benefits and new features.

After launch, a final round of usability testing and interviews were conducted with Vhi app users, which revealed the positive impact of the new dashboard, as well as helping us to further build our understanding of Vhi customers’ needs, pain points and behaviours to inform future projects.

And ongoing, we work together with the Vhi team to measure performance and look for ways to continually optimise the customer experience.