GoKlaim

From concept to completion!

Discover how the Go Klaim platform came to life without the hassle of hiring a designer!

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Project Thumb

Web, Mobile

Corporate Services

B2B SaaS

Growing Business

Boston, MA

Company Overview

Go Klaim is an intuitive platform that allows organizations to streamline the management of employee allowances and claim processes. Designed with both executives and employees in mind, it offers a seamless experience for executives overseeing allowances and enables employees to register claims, track reimbursements, and redeem their benefits efficiently.

Challenges

GoKlaim was grappling with a user experience that left both executives and employees struggling. The platform's claim workflows were confusing, and onboarding new users was more complex than it needed to be. Users found it hard to monitor claim statuses at a glance, leading to high support demand for registration guidance. Additionally, the lack of mobile access meant that employees couldn’t manage claims on-the-go, further complicating everyday tasks. All of these pain points called for a design that could simplify processes and enhance accessibility.

Our Design Approach

Discover
  • Discovery workshops
  • User Research
  • UX Audit
  • Heuristic Evaluation
UI/UX Design
  • Wireframes and prototyping
  • Usability testing
  • UI Design
Deliver
  • Design System
  • UI Screens

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User Research

After conducting initial user research and gathering feedback from users across different roles, we identified some key UX issues and challenges.

Analysing data - What users are doing?
By analyzing usage patterns through tools like Mixpanel, we identified key friction points where users faced challenges, such as confusing claim workflows and complex onboarding for new employees.
Talking to users - Understanding the “WHY”
We conducted interviews with both executives and employees to understand their frustrations. After getting all the insights from the interview we collated and documented personas and user segments to use these to understand user goals, behaviors, and contexts better.
Pain points Uncovered
  • Complex task Management
  • Inefficient claim tracking led to user frustration.
  • Difficulty in monitoring the status of claims and allowances at a glance.
  • High support demand for guidance on claim registration.
  • No access to claim platforms outside the office on mobile devices

Ideate - Prototype - Test

Based on the insights, we held brainstorming sessions with stakeholders, generating 50+ ideas focused on simplifying workflows and enhancing scalability. We created wireframes to establish a clear information architecture that minimized redundant steps in claim registration and approvals.

Solution

Through meticulous user research and iterative prototyping, we crafted a streamlined claims platform that simplifies complex workflows. By prioritizing usability and optimizing the information architecture, we enhanced accessibility, making the claims process faster and more intuitive for all users.

Intuitive Claim Tracking System
  • Developed a clear claims tracking interface with status updates and alerts, so employees can easily follow their reimbursement progress.
  • Improvements:  Higher claim tracking accuracy, reduced user frustration, and improved satisfaction with the process.
Streamlined Task Navigation
  • We created a simplified navigation system to guide users seamlessly through claims processes, reducing time spent on redundant steps.
  • Improvements: Better access management and increased platform efficiency.
Status Tracking at a Glance
  • Designed a real-time allowance and benefits tracker with clear, visual data representation.
  • Improvements: Enabled easy access to historical claim data for better transparency and record-keeping.
Mobile-Optimized Experience
  • Developed a mobile-first experience, ensuring employees could register and track claims effortlessly from any device.
  • Improvements: Integrated touch-friendly elements and intuitive navigation to boost mobile accessibility.

The Impact

After implementing the UX improvements, we tracked several key metrics to measure the impact of our work:

50%

Reduction in user onboarding time

40%

Quicker claim processing, boosting user satisfaction

25%

Increase in employee engagement & self-sufficiency

35%

Decrease in support queries on claim processes

Kreeya's work on our SaaS platform was exactly what we needed. She completely revamped the user experience, making it more intuitive and user-friendly. Her design expertise has significantly boosted user adoption and engagement.

Tarun Aleti

Co-founder, CTO at Goklaim

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