From Fragmented Processes to a Funded Product Roadmap

The client

The world's largest pure-play consumer health company by revenue, a powerhouse built on over 135 years of heritage. Spun off from its parent company in 2023, they have rapidly transitioned from a corporate division to a global leader, recently earning a prestigious spot on the Fortune 500 list. Their portfolio includes 10 brands that generate roughly $400 million or more in annual sales each, spanning iconic names across pain relief, skincare, oral care, and baby care. Their products reach approximately 1.2 billion people daily across more than 165 countries.

Industry:

Consumer Health

Personal Care Product Manufacturing

What we did

Research
Design
UX Strategy
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Outcomes

20+
Stakeholder Interviews
50+
Hours of Ideation Workshops
346
Pain points, needs, and opportunities tagged

Key takeaways

  1. Understanding the Claims Development Process
  2. Transforming User Needs into Innovative Solutions
  3. Delivering an Immersive Concept Pitch
01.

Understanding the Claims Development Process

Project summary

Our team partnered with a consumer health organization to support the conception of a new internal Claims Console. Through discovery research and collaborative workshops, we assessed the existing claims development process and identified key user needs and operational gaps. We translated these insights into a future-state concept, which was pitched in an immersive concept walkthrough designed to align stakeholders and build momentum toward further investment.

Our process

Stakeholder Interviews

Conducted more than 20 interviews with stakeholders across functions to understand how claims are created, reviewed, and approved today, and where the process breaks down.

Brainstorming Workshops

Worked closely with our client to digest findings, brainstorm solutions, and define the best strategic approach to concept delivery.

Iterative Prototyping

Designed multiple concept iterations, calibrating each to better align with our client’s vision for the product, and the ideal fidelity of our deliverable.

Concept Walkthrough

Created a semi-functional concept walkthrough in Figma, which summarized our project and introduced the Claims Console, offering a comprehensive walkthrough of its potential functionality.

02.

Transforming User Needs into Innovative Solutions

Recommendations

  • Managing Existing Data: Centralized visibility into active/inactive, ownership, and approval status.
  • Tracking Status and Approvals: Clear workflows that reduce ambiguity across legal, regulatory, and R&D teams.
  • Rapid Competitive Response: Tools to assess, adjust, and validate claims as the market evolves.
  • New Claims Development: A structured path from idea to approved Claims, grounded in data and compliance needs.
03.

Delivering an Immersive Concept Pitch

Impact

By facilitating deep-dive sessions with over 20 cross-functional stakeholders, we synthesized complex claims data into a unified product vision. This discovery phase culminated in the delivery of a 20-screen interactive prototype for the 'Claims Console,' showcasing high-fidelity features and innovative workflows. This clarity became the catalyst for executive buy-in, moving the initiative from concept to a fully funded development roadmap with shared confidence across teams. This work helped the initiative get through portfolio review, gain an executive sponsor, and secure Phase 1 funding.

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