Unified Employee Platform – mSpace
Unified Employee Platform – mSpace
Prepared for
Prepared for
Prepared for
Date
Date
Date
June 15,2024
June 15,2024
June 15,2024
Background
Background
Background
Background
Axis Max Life Insurance Limited is an Indian life insurance company that has been operating for over 20 years. It provides a wide range of life insurance plans for protection and long-term savings. The company sells its policies through various channels, including its own agents and third-party partners. Its mission is to focus on understanding customer needs, offering excellent service, and ensuring its employees are well-trained.
Axis Max Life Insurance Limited is an Indian life insurance company that has been operating for over 20 years. It provides a wide range of life insurance plans for protection and long-term savings. The company sells its policies through various channels, including its own agents and third-party partners. Its mission is to focus on understanding customer needs, offering excellent service, and ensuring its employees are well-trained.
Axis Max Life Insurance Limited is an Indian life insurance company that has been operating for over 20 years. It provides a wide range of life insurance plans for protection and long-term savings. The company sells its policies through various channels, including its own agents and third-party partners. Its mission is to focus on understanding customer needs, offering excellent service, and ensuring its employees are well-trained.
Axis Max Life Insurance Limited is an Indian life insurance company that has been operating for over 20 years. It provides a wide range of life insurance plans for protection and long-term savings. The company sells its policies through various channels, including its own agents and third-party partners. Its mission is to focus on understanding customer needs, offering excellent service, and ensuring its employees are well-trained.
The project was planned to follow process of the Design Thinking
The project was planned to follow process of the Design Thinking
The project was planned to follow process of the Design Thinking
The project was planned to follow process of the Design Thinking
Discovering Gaps in Tools, Processes, and User Experience
In order to build a strong understanding of the domain and user needs, we began by conducting background research into existing enterprise tools used within Max Life Insurance. This included analyzing current workflows, identifying inefficiencies caused by fragmented systems, and reviewing internal documentation. To uncover user pain points and functional gaps, we carried out multiple stakeholder interviews with employees across distribution and non-distribution roles, as well as sellers, to gain insights into their daily tasks and tool usage. We also facilitated discussions with product owners and business teams to gather a holistic view of operational requirements. These efforts allowed us to map out key workflows and opportunities for consolidation.
In order to build a strong understanding of the domain and user needs, we began by conducting background research into existing enterprise tools used within Max Life Insurance. This included analyzing current workflows, identifying inefficiencies caused by fragmented systems, and reviewing internal documentation. To uncover user pain points and functional gaps, we carried out multiple stakeholder interviews with employees across distribution and non-distribution roles, as well as sellers, to gain insights into their daily tasks and tool usage. We also facilitated discussions with product owners and business teams to gather a holistic view of operational requirements. These efforts allowed us to map out key workflows and opportunities for consolidation.
In order to build a strong understanding of the domain and user needs, we began by conducting background research into existing enterprise tools used within Max Life Insurance. This included analyzing current workflows, identifying inefficiencies caused by fragmented systems, and reviewing internal documentation. To uncover user pain points and functional gaps, we carried out multiple stakeholder interviews with employees across distribution and non-distribution roles, as well as sellers, to gain insights into their daily tasks and tool usage. We also facilitated discussions with product owners and business teams to gather a holistic view of operational requirements. These efforts allowed us to map out key workflows and opportunities for consolidation.
In order to build a strong understanding of the domain and user needs, we began by conducting background research into existing enterprise tools used within Max Life Insurance. This included analyzing current workflows, identifying inefficiencies caused by fragmented systems, and reviewing internal documentation. To uncover user pain points and functional gaps, we carried out multiple stakeholder interviews with employees across distribution and non-distribution roles, as well as sellers, to gain insights into their daily tasks and tool usage. We also facilitated discussions with product owners and business teams to gather a holistic view of operational requirements. These efforts allowed us to map out key workflows and opportunities for consolidation.
Define: Problems we want to solve
Define: Problems we want to solve
Define: Problems we want to solve
Define: Problems we want to solve
We created the concept map to bring clarity to the user journey and align all stakeholders on the structure and flow of the experience. The idea came while analyzing the complexity of the app’s features — I realized visualizing them in a connected, simple format would help identify gaps, overlaps, and opportunities early in the process.
We created the concept map to bring clarity to the user journey and align all stakeholders on the structure and flow of the experience. The idea came while analyzing the complexity of the app’s features — I realized visualizing them in a connected, simple format would help identify gaps, overlaps, and opportunities early in the process.
We created the concept map to bring clarity to the user journey and align all stakeholders on the structure and flow of the experience. The idea came while analyzing the complexity of the app’s features — I realized visualizing them in a connected, simple format would help identify gaps, overlaps, and opportunities early in the process.
We created the concept map to bring clarity to the user journey and align all stakeholders on the structure and flow of the experience. The idea came while analyzing the complexity of the app’s features — I realized visualizing them in a connected, simple format would help identify gaps, overlaps, and opportunities early in the process.
Major problems identified 🥽
Process centric as opposed to Job centric journeys
Separate login required for many applications
Design and development of high-converting sales landing pages tailored for real estate listings, lead generation, and promotional campaigns.
Same information is entered in different apps
Design and development of high-converting sales landing pages tailored for real estate listings, lead generation, and promotional campaigns.
Lack of smart nudges about next best steps
Design and development of high-converting sales landing pages tailored for real estate listings, lead generation, and promotional campaigns.
Decentralized dashboard
Design and development of high-converting sales landing pages tailored for real estate listings, lead generation, and promotional campaigns.
Different usage experience with each application
Design and development of high-converting sales landing pages tailored for real estate listings, lead generation, and promotional campaigns.
All the data collected through the research were collated, pressed, categorized, squashed, processed and presented here. We’re going to look at each of these in detail, and solve them one by one.
I designed some of the screens—because let’s be real, this was a big project and everyone had their own slice of the design pizza! 🍕 We were all cooking up different screens, but together, it turned into one delicious app. 😄🎨
So,Problem-Solution narrative lays ahead!
All the data collected through the research were collated, pressed, categorized, squashed, processed and presented here. We’re going to look at each of these in detail, and solve them one by one.
I designed some of the screens—because let’s be real, this was a big project and everyone had their own slice of the design pizza! 🍕 We were all cooking up different screens, but together, it turned into one delicious app. 😄🎨
So,Problem-Solution narrative lays ahead!
All the data collected through the research were collated, pressed, categorized, squashed, processed and presented here. We’re going to look at each of these in detail, and solve them one by one.
I designed some of the screens—because let’s be real, this was a big project and everyone had their own slice of the design pizza! 🍕 We were all cooking up different screens, but together, it turned into one delicious app. 😄🎨
So,Problem-Solution narrative lays ahead!
All the data collected through the research were collated, pressed, categorized, squashed, processed and presented here. We’re going to look at each of these in detail, and solve them one by one.
I designed some of the screens—because let’s be real, this was a big project and everyone had their own slice of the design pizza! 🍕 We were all cooking up different screens, but together, it turned into one delicious app. 😄🎨
So,Problem-Solution narrative lays ahead!
#1
Problem: Login required for many applications
Target application
List of Sales Application
List of Enterprise Application
Agents use a mix of sales and enterprise apps in their daily routine, but each app requires a separate login, turning a simple task into a time-consuming chore 🧹
This constant context switching not only disrupts their workflow but also creates a bad user experience.
From a UI/UX perspective, this violates Jakob’s Law
Agents use a mix of sales and enterprise apps in their daily routine, but each app requires a separate login, turning a simple task into a time-consuming chore 🧹
This constant context switching not only disrupts their workflow but also creates a bad user experience.
From a UI/UX perspective, this violates Jakob’s Law
Agents use a mix of sales and enterprise apps in their daily routine, but each app requires a separate login, turning a simple task into a time-consuming chore 🧹
This constant context switching not only disrupts their workflow but also creates a bad user experience.
From a UI/UX perspective, this violates Jakob’s Law
Agents use a mix of sales and enterprise apps in their daily routine, but each app requires a separate login, turning a simple task into a time-consuming chore 🧹
This constant context switching not only disrupts their workflow but also creates a bad user experience.
From a UI/UX perspective, this violates Jakob’s Law
Jakob’s Law says that people spend most of their time using other apps and websites, so they expect your app to work like those.
Let’s see some of the app screen i am talking about
Before the Glow-Up: What Wasn’t Working
Let’s see some of the app screen i am talking about
Before the Glow-Up: What Wasn’t Working
Let’s see some of the app screen i am talking about
Before the Glow-Up: What Wasn’t Working
Let’s see some of the app screen i am talking about
Before the Glow-Up: What Wasn’t Working
Existing Designs
Existing Designs
Existing Designs
Existing Designs
Solution: Simplify access, sleek design, and a touch of gradient magic to turn a boring login into a delightful doorway. ✨
Solution: Simplify access, sleek design, and a touch of gradient magic to turn a boring login into a delightful doorway. ✨
Solution: Simplify access, sleek design, and a touch of gradient magic to turn a boring login into a delightful doorway. ✨
Solution: Simplify access, sleek design, and a touch of gradient magic to turn a boring login into a delightful doorway. ✨
NEW
NEW
NEW
NEW
The all new beautiful ‘mSpace’
The all new beautiful ‘mSpace’
The all new beautiful ‘mSpace’
The all new beautiful ‘mSpace’
Onboarding screen: This help users understand the app’s purpose, highlight key features, and guide first-time users through a smooth start. They set expectations, build trust with clear messaging, and make permission requests feel seamless and user-friendly.
Biometric Login: Introduce fingerprint or facial recognition feature, it offers users a fast, secure, and hassle-free way to access the app. It eliminates the need to remember passwords, reduces login time, and enhances the overall experience—especially for field agents who need quick, on-the-go access.
Small changes but big impact
Removed the background image to give more focus to the input field.
Eliminated unnecessary information to create a cleaner, more spacious layout.
Placed the app name at the top, using original branding and colors for consistency.
Onboarding screen: This help users understand the app’s purpose, highlight key features, and guide first-time users through a smooth start. They set expectations, build trust with clear messaging, and make permission requests feel seamless and user-friendly.
Biometric Login: Introduce fingerprint or facial recognition feature, it offers users a fast, secure, and hassle-free way to access the app. It eliminates the need to remember passwords, reduces login time, and enhances the overall experience—especially for field agents who need quick, on-the-go access.
Small changes but big impact
Removed the background image to give more focus to the input field.
Eliminated unnecessary information to create a cleaner, more spacious layout.
Placed the app name at the top, using original branding and colors for consistency.
Onboarding screen: This help users understand the app’s purpose, highlight key features, and guide first-time users through a smooth start. They set expectations, build trust with clear messaging, and make permission requests feel seamless and user-friendly.
Biometric Login: Introduce fingerprint or facial recognition feature, it offers users a fast, secure, and hassle-free way to access the app. It eliminates the need to remember passwords, reduces login time, and enhances the overall experience—especially for field agents who need quick, on-the-go access.
Small changes but big impact
Removed the background image to give more focus to the input field.
Eliminated unnecessary information to create a cleaner, more spacious layout.
Placed the app name at the top, using original branding and colors for consistency.
Onboarding screen: This help users understand the app’s purpose, highlight key features, and guide first-time users through a smooth start. They set expectations, build trust with clear messaging, and make permission requests feel seamless and user-friendly.
Biometric Login: Introduce fingerprint or facial recognition feature, it offers users a fast, secure, and hassle-free way to access the app. It eliminates the need to remember passwords, reduces login time, and enhances the overall experience—especially for field agents who need quick, on-the-go access.
Small changes but big impact
Removed the background image to give more focus to the input field.
Eliminated unnecessary information to create a cleaner, more spacious layout.
Placed the app name at the top, using original branding and colors for consistency.
#2
Problem: Decentralized dashboard
The current ecosystem involves multiple dashboards spread across various sales and enterprise applications, each with its own design, data structure, and access point. This decentralization results in a disjointed user experience where agents and employees must constantly switch between platforms to access critical information. As a result, users struggle to maintain workflow continuity, face difficulty in prioritizing tasks, and waste time trying to piece together insights from scattered sources. The lack of a centralized, unified dashboard significantly hinders efficiency, decision-making, and user satisfaction.
Solution: Centralized dashboard & Integrated workflows
Solution: Centralized dashboard & Integrated workflows
Solution: Centralized dashboard & Integrated workflows
Solution: Centralized dashboard & Integrated workflows
Helpful Reminders: Personalized recommendations are provided to suggest the best course of action for each user role, based on their specific workflows. These suggestions are intelligently connected to their performance and activity KPIs, helping users stay focused, improve productivity, and achieve their goals more efficiently.
Performance Hub: In the Performance section, we track both sales and activity KPIs by displaying the target numbers alongside the achieved numbers. A progress bar visually represents the user’s performance, along with a shortfall status that helps them understand how much more they need to achieve—keeping them informed and motivated. I also added a filter option that allows users to view their performance data monthly, quarterly, or yearly.
Helpful Reminders: Personalized recommendations are provided to suggest the best course of action for each user role, based on their specific workflows. These suggestions are intelligently connected to their performance and activity KPIs, helping users stay focused, improve productivity, and achieve their goals more efficiently.
Performance Hub: In the Performance section, we track both sales and activity KPIs by displaying the target numbers alongside the achieved numbers. A progress bar visually represents the user’s performance, along with a shortfall status that helps them understand how much more they need to achieve—keeping them informed and motivated. I also added a filter option that allows users to view their performance data monthly, quarterly, or yearly.
Helpful Reminders: Personalized recommendations are provided to suggest the best course of action for each user role, based on their specific workflows. These suggestions are intelligently connected to their performance and activity KPIs, helping users stay focused, improve productivity, and achieve their goals more efficiently.
Performance Hub: In the Performance section, we track both sales and activity KPIs by displaying the target numbers alongside the achieved numbers. A progress bar visually represents the user’s performance, along with a shortfall status that helps them understand how much more they need to achieve—keeping them informed and motivated. I also added a filter option that allows users to view their performance data monthly, quarterly, or yearly.
Helpful Reminders: Personalized recommendations are provided to suggest the best course of action for each user role, based on their specific workflows. These suggestions are intelligently connected to their performance and activity KPIs, helping users stay focused, improve productivity, and achieve their goals more efficiently.
Performance Hub: In the Performance section, we track both sales and activity KPIs by displaying the target numbers alongside the achieved numbers. A progress bar visually represents the user’s performance, along with a shortfall status that helps them understand how much more they need to achieve—keeping them informed and motivated. I also added a filter option that allows users to view their performance data monthly, quarterly, or yearly.
#3
Problem: Calendar Blackout
Agents currently lack a centralised calendar to schedule and track meetings with customers. This disconnect means their seniors have no visibility into field activities, leading to gaps in planning, miscommunication, and sometimes even false reporting.
Solution: Smart Scheduling with a Shared Calendar
Solution: Smart Scheduling with a Shared Calendar
Solution: Smart Scheduling with a Shared Calendar
Solution: Smart Scheduling with a Shared Calendar
Introduce an in-app calendar feature where agents can log, schedule, and update their customer meetings. This calendar would sync with their daily activities and make schedules visible (with permissions) to their reporting managers. It ensures transparency, accountability, and smarter planning across teams.
Introduce an in-app calendar feature where agents can log, schedule, and update their customer meetings. This calendar would sync with their daily activities and make schedules visible (with permissions) to their reporting managers. It ensures transparency, accountability, and smarter planning across teams.
Introduce an in-app calendar feature where agents can log, schedule, and update their customer meetings. This calendar would sync with their daily activities and make schedules visible (with permissions) to their reporting managers. It ensures transparency, accountability, and smarter planning across teams.
Introduce an in-app calendar feature where agents can log, schedule, and update their customer meetings. This calendar would sync with their daily activities and make schedules visible (with permissions) to their reporting managers. It ensures transparency, accountability, and smarter planning across teams.
Date picker: Personalized recommendations are provided to suggest the best course of action for each user role, based on their specific workflows. These suggestions are intelligently connected to their performance and activity KPIs, helping users stay focused, improve productivity, and achieve their goals more efficiently.
Floating Action Button: In the Performance section, we track both sales and activity KPIs by displaying the target numbers alongside the achieved numbers. A progress bar visually represents the user’s performance, along with a shortfall status that helps them understand how much more they need to achieve—keeping them informed and motivated. I also added a filter option that allows users to view their performance data monthly, quarterly, or yearly.
Plan your Route
Meeting status with Tag
Date picker: Personalized recommendations are provided to suggest the best course of action for each user role, based on their specific workflows. These suggestions are intelligently connected to their performance and activity KPIs, helping users stay focused, improve productivity, and achieve their goals more efficiently.
Floating Action Button: In the Performance section, we track both sales and activity KPIs by displaying the target numbers alongside the achieved numbers. A progress bar visually represents the user’s performance, along with a shortfall status that helps them understand how much more they need to achieve—keeping them informed and motivated. I also added a filter option that allows users to view their performance data monthly, quarterly, or yearly.
Plan your Route
Meeting status with Tag
Date picker: Personalized recommendations are provided to suggest the best course of action for each user role, based on their specific workflows. These suggestions are intelligently connected to their performance and activity KPIs, helping users stay focused, improve productivity, and achieve their goals more efficiently.
Floating Action Button: In the Performance section, we track both sales and activity KPIs by displaying the target numbers alongside the achieved numbers. A progress bar visually represents the user’s performance, along with a shortfall status that helps them understand how much more they need to achieve—keeping them informed and motivated. I also added a filter option that allows users to view their performance data monthly, quarterly, or yearly.
Plan your Route
Meeting status with Tag
Date picker: Personalized recommendations are provided to suggest the best course of action for each user role, based on their specific workflows. These suggestions are intelligently connected to their performance and activity KPIs, helping users stay focused, improve productivity, and achieve their goals more efficiently.
Floating Action Button: In the Performance section, we track both sales and activity KPIs by displaying the target numbers alongside the achieved numbers. A progress bar visually represents the user’s performance, along with a shortfall status that helps them understand how much more they need to achieve—keeping them informed and motivated. I also added a filter option that allows users to view their performance data monthly, quarterly, or yearly.
Plan your Route
Meeting status with Tag
Usability Testing
The first prototype was reviewed with Max Life’s business stakeholders and evaluated through a series of usability tests. These sessions, conducted with employees across different roles, involved completing key tasks using the interactive prototype. We observed how users interacted and gathered both behavioral insights and verbal feedback. Based on this input, we iteratively refined the interface to improve clarity, navigation, and task completion speed. The testing process helped ensure the platform was not only intuitive and accessible, but also aligned with the actual day-to-day needs of the users.
Here’s the Drive link to my usability testing gems 💎— screenshots, reactions, and all the fun feedback that helped shape a smoother experience. Enjoy the chaos!
Let's Talk
Feel free to reach out for collaborations or just a friendly hello 😁
© 2026 Naveeta Goswami. Made with 💛 and too many coffee breaks.
Let's Talk
Feel free to reach out for collaborations or just a friendly hello 😁
© 2026 Naveeta Goswami. Made with 💛 and too many coffee breaks.
Let's Talk
Feel free to reach out for collaborations or just a friendly hello 😁
© 2026 Naveeta Goswami. Made with 💛 and too many coffee breaks.