Allianz Ayudhya Agent Sales Dashboard
Role
UX/UI Designer
Timeline
Apr - Jul 2025
Team
1 Project Manager
1 UX/UI Designer (me)
1 Visual Designer
3 Software Engineers
Skills
User Research
User Interview
UX/UI Design
Design System
Before this project, only large Allianz Ayudhya sales offices received performance data, through Excel reports shared on request. Smaller agents had no way to track their own progress. I conducted user interviews, built personas, and led weekly design iterations with the client's marketing and business teams. We shipped a mobile-first dashboard in under four months.
Research
I interviewed an insurance agent who also managed a sales office, which gave me both the individual and manager perspective in one conversation.
Built a persona around the Head of Agent Sales Office, the core user driving daily sales decisions.
Drafted a sitemap with the PM to align on key sections before presenting to the client's marketing and business teams.
Design & Iterations
We had 3 days from kickoff to first draft. I proposed a mobile-first mid-fidelity approach since most agents access tools on their phones.
Started with mobile-first mid-fidelity wireframes to validate ideas quickly without losing usability context.
Weekly iterations with Allianz's marketing and business teams, refining based on feedback each round.
Final Mid-fidelity
After multiple review rounds, the final mid-fidelity wireframes became the foundation for the visual design stage.
Visual Design
We explored three visual directions, then evolved the chosen concept to feel brighter and more modern. The goal was an interface agents would actually want to open every day, not just something functional.
Explored three visual directions. The third felt like the strongest foundation to build on.
Refined into a Glassmorphism-inspired concept that felt clean and uplifting while keeping sales data front and center.
Applied the final direction across all flows.
Design System
Built a design system alongside the dashboard to maintain visual consistency and make future iterations faster.
Quality Control
After development, I reviewed the implemented UI, logged adjustments in our issue tracker, and worked with developers to ensure pixel accuracy.
Every agent can finally track their own progress.
