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Insurance · Marsh McLennan · 2023 – Present

Claims Intelligence
Suite

Marsh McLennan's enterprise claims analytics platform — giving risk managers, brokers, and claims operations teams a live intelligence layer over their insurance portfolios. Before this product, that meant spreadsheets.

I led design across 5+ products, owned the Figma design system, and built the pipeline that took stakeholder intent all the way to sprint-ready story — without losing design thinking in translation.

What I owned

  • Design system governanceStrategic
  • Stakeholder feature pipelineStrategic
  • Daily PO syncsExecution
  • Sprint delivery · Figma hi-fiExecution
  • Design QA & dev handoffExecution

5+

Products owned

4

Designers governed

3

Product teams

2yr

Engagement

1

Design system

The Mandate

Five products. No system.
Start from governance.

What existed before

5+ internal products with inconsistent interfaces — different button styles, different chart palettes, different interaction patterns across the same product suite.

Risk managers juggling spreadsheet exports alongside the platform — the tool wasn't trusted as a single source of truth.

No design system or shared Figma library. 4 designers working in isolation, duplicating components and introducing drift every sprint.

No formal pipeline between stakeholder requests and design execution — features went from verbal ask to Jira story with no design thinking in between.

What I was brought in to do

Build and govern a Figma design system as the single source of truth across all 5 products and 4 designers.

Own the upstream: run stakeholder conversations, drive design thinking, and write feature briefs before a single story was created.

Establish the sprint rhythm — daily PO syncs, backlog grooming, Figma hi-fi as the definition of done.

Prove that a senior designer can be an active engineering partner — not a handoff point.

02 · The Product

Making claims data
actually useful

BlueJi is Marsh McLennan's enterprise claims analytics platform. It gives large corporations — manufacturers, logistics companies, healthcare groups — a live intelligence layer over their workers' compensation and auto liability portfolios.

The core job: turn raw claims data into decisions. How many open claims? What's the loss ratio trend? Which states are driving exposure? Where does our benchmark sit against the industry? All of it, in one place, filterable in real time.

BlueJi — Workers Compensation Summary dashboard
Workers Comp Summary · BlueJi

The problem before BlueJi

Static PDF reports

Emailed weekly. Outdated by the time they landed.

Disconnected systems

Claims data in one tool, benchmarks in another, exposure in a spreadsheet.

No self-serve filtering

Any custom view required a request to the analytics team — days of wait time.

No geographic view

State-by-state exposure was invisible without manual pivot tables.

Who uses it

Risk Manager

  • Monitor loss ratio & claim counts

  • Report portfolio health to C-suite

  • Track trends across LOBs and policy years

I need to see the full picture before my Monday morning call.

Claims Manager

  • Track open vs closed claims by state

  • Drill from summary to individual claim

  • Monitor litigation rates by business unit

The state-level breakdown is the first thing I check every morning.

Broker

  • Compare business vs country benchmarks

  • Advise clients on coverage adequacy

  • Surface exposure trends before renewal

I use the benchmark view to make the case for a coverage change.

User persona artifact

Persona card, user journey map, or stakeholder type mapping artifact — risk manager, claims manager, broker profiles with goals and pain points.

03 · My Role

Two layers,
one designer

My role at Marsh operated on two distinct levels simultaneously. Most senior designers are either embedded in delivery or elevated into strategy. Here I held both — and the value was in the connection between them. Strategic insight made sprint execution sharper. Execution experience made strategic decisions more grounded.

Strategic Layer

Design leadership & product shaping

  • Design system ownership

    Single Figma SSOT across 5 products, 4 designers, 3 product teams

  • Stakeholder pipeline

    Ran structured conversations with ops leads and account directors to surface feature needs

  • Design thinking facilitation

    HMW framing, ideation, prototyping — before a story ever hit Jira

  • Feature brief authoring

    Structured handoff doc translating design outcomes into PO-ready language

Execution Layer

Sprint delivery & design ops

  • Daily PO syncs

    Aligned story scope, flagged edge cases, caught scope creep before it cost a sprint

  • Backlog grooming

    Prioritised design stories against engineering capacity every sprint

  • Hi-fi delivery

    Figma annotated screens as the definition of done — not wireframes, not concepts

  • Design QA

    Reviewed dev builds against Figma spec before and after release

The two layers weren't separate workstreams — they ran in parallel every day. Strategic work informed what the team executed. Execution experience sharpened strategic decisions. Neither layer worked without the other.

What this looked like in practice

Morning

PO sync

Review yesterday's dev build, clear blockers for the sprint story, align on edge cases.

Execution

Mid-morning

Stakeholder conversation

Listen to an ops lead describe a pain point. Probe for the real need behind the request.

Strategic

Afternoon

Figma design work

Hi-fi screens for the current sprint story — annotated, component-library compliant, handoff-ready.

Execution

Late afternoon

Feature brief

Draft the design brief for next quarter's big feature — problem framing, solution direction, open questions.

Strategic

Figma design system workspace

Screenshot of the Figma file showing the component library, token structure, or branching governance setup.

Sprint board / backlog artifact

Jira board, sprint backlog, or story map showing the PO-to-designer workflow in action.

04 · Feature Pipeline

From stakeholder ask
to sprint-ready story

Big features didn't start in Jira. They started in conversations — with operations leads, account directors, and power users who knew what was painful. My job was to take that raw input and run it through a rigorous design thinking process before a single story was written.

Feature pipeline — Discover → Define → Deliver

01

Stakeholder

Request surfaces

02

Research

User needs validated

03

Define

HMW + scope

04

Ideate

Concepts explored

05

Prototype

Figma flow built

06

Brief

Feature doc written

07

Stories

Sprint-ready

DiscoverDefineDeliver

01 · Stakeholder Conversations

Features came from two directions — pressure from leadership who understood the business, and friction from users who lived in the product daily. My role was to sit at the intersection. I ran structured conversations with account directors and claims managers to map what they were asking for against what users actually needed.

These weren't requirements-gathering sessions. They were alignment sessions — getting business intent and user pain into the same frame before any design decisions were made.

What they asked vs what users needed

Operations Director

Can we add a report that shows claims by state?

Risk managers need to spot geographic exposure hotspots before they become a renewal problem.

Claims Manager

We need a way to filter by policy year.

Claims managers are comparing current year data against prior years to spot trend anomalies — the summary view collapses all years by default.

Account Director

Can you show the count and the dollar amount together?

Finance and risk teams look at the same data through different lenses — one thinks in counts, one in dollars. A toggle handles both without duplicating screens.

Stakeholder session

Photo from a stakeholder conversation or design review — conference room, virtual call, or whiteboard session.

02 · Design Thinking — Condensed

HMW / workshop artifact

How Might We framing, opportunity mapping, or ideation workshop output — sticky notes, affinity clusters, or Figma workshop board.

In enterprise, you can't run a 3-week double diamond for every feature. The discipline is knowing which steps to compress and which can never be skipped. HMW framing and structured ideation were non-negotiable — rapid Figma prototyping replaced formal usability testing wherever time didn't allow.

HMW examples from BlueJi

  • 1

    HMW help a risk manager spot a geographic exposure spike before it reaches the C-suite report?

  • 2

    HMW let a claims manager compare year-over-year trends without leaving the summary view?

  • 3

    HMW serve both finance and risk perspectives on the same dataset without building two screens?

  • 4

    HMW make benchmark comparisons actionable, not just informational?

03 · Feature Brief → PO Handoff

Every design thinking cycle ended with a feature brief — a structured document POs used to write stories without losing design intent in translation. It became the contract between design and product: clear enough that any designer picking up a story in sprint could work confidently without re-excavating context.

Feature brief anatomy

  • Problem statement

    The validated user need, not the business ask

  • Solution direction

    The proposed interaction approach with rationale

  • Key decisions

    Design choices made and why — for dev context

  • Edge cases

    Known exceptions that need story-level coverage

  • Open questions

    Unresolved items PO needs to answer before sprint

  • Figma link

    Prototype or hi-fi screens backing the brief

Feature brief / Figma spec

Figma annotation, feature spec document, or handoff screen showing the design-to-PO translation artefact.

Stakeholder sessions · Design reviews · Feature workshops

Stakeholder session

Design review

Workshop artifact

Figma workspace

Sprint board

PO sync

Stakeholder session

Design review

Workshop artifact

Figma workspace

Sprint board

PO sync

Stakeholder session

Design review

Workshop artifact

Figma workspace

Sprint board

PO sync

05 · Sprint Execution

Two weeks.
One shipped story.

Once features were broken into stories, execution moved into two-week sprints. The output was always the same — annotated Figma hi-fi screens, component-compliant, edge cases covered, ready for dev. The rhythm was the discipline that made that repeatable.

Week 1 — Design

  • Mon

    Sprint kickoff

    Pull stories from backlog, confirm scope with designers, flag dependency risks to PO

    planning
  • Tue

    Design execution

    Hi-fi screens for assigned story — components pulled from design system library

    design
  • Wed

    PO check-in

    Mid-sprint alignment — share WIP, surface edge cases, catch scope drift early

    sync
  • Thu

    Design execution

    Refine based on PO feedback, complete annotations, prep for review

    design
  • Fri

    Design review

    Internal review with team, final annotation pass, Figma ready for handoff

    review

Week 2 — Handoff & Next

  • Mon

    Dev handoff

    Walk dev through Figma spec, answer questions, log open items in Jira

    handoff
  • Tue–Wed

    Next story

    Pick up next sprint story while dev works on previous — parallel tracks

    design
  • Thu

    Dev QA

    Review dev build against Figma spec, log discrepancies as tickets

    review
  • Fri

    Sprint close

    Retrospective, backlog grooming for next sprint, design velocity review

    planning

Definition of done — design

All states covered

Every interaction state — default, hover, active, disabled, empty, error

Component-compliant

Every element pulled from the design system library, no one-offs

Annotated

Behaviour notes on every non-obvious interaction — not just the happy path

Edge cases documented

Empty state, zero data, long text, loading — all specced in the same file

Responsive

Desktop and tablet breakpoints for all dashboard views

Handoff note

Short Figma comment to dev: what changed from wireframe, what to watch for

What caused friction — and how we handled it

Late requirement changes

Mid-sprint PO check-ins caught scope drift on Wednesday instead of Friday — saving a full day of rework.

Dev questions post-handoff

Annotation quality became the metric — fewer dev questions per story meant better Figma specs.

Design system drift

Component audits every other sprint caught drift before it compounded — one designer reviewing everyone's work.

Figma screen in progress

Figma workspace showing a dashboard component or screen in hi-fi — the actual design output of a sprint.

Sprint board / Jira backlog

Sprint board or story list showing the PO-to-designer pipeline — stories in progress, review, done.

Sprint planning · Figma reviews · Dev handoff sessions

Stakeholder session

Design review

Workshop artifact

Figma workspace

Sprint board

PO sync

Stakeholder session

Design review

Workshop artifact

Figma workspace

Sprint board

PO sync

Stakeholder session

Design review

Workshop artifact

Figma workspace

Sprint board

PO sync

06 · Design System

The invisible infrastructure
that kept 5 products consistent

Before I joined, 4 designers were working in 4 separate Figma files with no shared components. Every sprint introduced new drift. I built the design system from scratch — tokens, type scale, components, branching rules — and governed it across all 3 product teams.

The drift problem — before the system

Before

After system

  • 4px, 6px, 8px, 10px, 12px, 16px

    Button border-radius

    8px — one value

  • Blues, teals, greys — mixed per designer preference

    Chart colour palette

    4-token data palette — consistent across all charts

  • 3 different padding and type size combinations

    KPI card layout

    1 component, 2 size variants

  • Modal in 2 products, slide-in in 3

    Filter panel behaviour

    Slide-in drawer — standardised

Colour tokens

Marsh Blue

Primary brand

color.brand.primary

BlueJi Navy

Surface / header

color.surface.dark

Data Teal

Charts & data

color.data.primary

Alert Red

Critical KPIs

color.status.critical

Neutral 100

Background

color.bg.default

Text Primary

Body text

color.text.primary

Type scale

Display

32px · 700

Claims Intelligence Suite

Heading 1

24px · 700

Claims Intelligence Suite

Heading 2

18px · 600

Claims Intelligence Suite

Body

14px · 400

Claims Intelligence Suite

Label

12px · 600

Claims Intelligence Suite

Caption

11px · 400

Claims Intelligence Suite

Core components — live previews

KPI Card

Claim Count

730

128 Avg Min

+4.2%

Value · label · trend indicator · benchmark delta

Data Tab — Count / Amount toggle

Used on every chart view — serves both risk and finance mental models without duplicating screens

Filter Drawer — selected state

Workers Comp
2022–2023
AL · CA · TX
Closed

Active filters shown as dismissible chips — consistent across all 5 products

Chart Card — wrapper pattern

Claim Type

Consistent header, action icons, and chart area — all visualisation types share this wrapper

Governance rules

01

Main branch = published library

Never commit to main directly. All changes go through a feature branch first.

02

Component review before merge

Every new component reviewed by at least one other designer before it enters the library.

03

Deprecation over deletion

Old components marked deprecated with migration note — never deleted mid-sprint.

04

Token-first decisions

No hard-coded colour or spacing values anywhere in the product files.

Figma component library

Screenshot of the Figma design system file — component page, token list, or the published library panel.

Before / after consistency

Side-by-side showing an inconsistent pre-system screen vs the post-system version — same component, one truth.

07 · What Shipped

The product in motion

Eight views spanning workers' comp, auto liability, state-level reporting, and contextual filtering — each designed to handle dense actuarial data without overwhelming the user. Every screen went through the full pipeline: stakeholder alignment, design thinking, sprint execution, dev handoff.

Summary — Claim Count

Summary — Claim Count

Summary Dashboard

Summary Dashboard

Reports — Claims by State

Reports — Claims by State

Filter — Claim Count

Filter — Claim Count

Claim Details view

Top 10 Claims

Auto Liability Summary

Report Export view

01 · Decision — Summary Dashboard

Summary dashboard — Workers Compensation claim count

Count vs Amount — one toggle, not two screens

Risk managers think in claim counts. Finance teams think in dollar amounts. Early versions had separate views — double the maintenance, split mental models, twice the sprint effort to keep in sync.

The toggle unified both into one screen. The KPI strip always shows both values — the toggle only switches the chart visualisations below it. Users get the headline at a glance and drill into their preferred lens.

One screen to maintain instead of two

Both teams served without building parallel flows

KPI strip anchors the full picture regardless of toggle state

02 · Decision — Geographic View

Map first, table second — not the other way around

Early iterations led with a ranked table of states by claim count. Users could find their state — but they couldn't see the pattern. A cluster of high-exposure states in the Southeast is instantly visible on a map. In a table, it's invisible unless you read every row.

The choropleth map became the primary view. The ranked table sits alongside it for precision lookups — but the map does the heavy lifting of pattern recognition at a glance.

Exposure hotspots visible before a single number is read

Table retained for precision — sorted, filterable by state

Colour scale uses the design system data palette — not arbitrary hues

Reports — Claims by State choropleth map

03 · Decision — Filter Drawer

Filter drawer — contextual filtering over the dashboard

Slide-in, not modal — filtering without losing context

Two other products in the suite used a modal for filtering — which meant the dashboard disappeared the moment you wanted to refine it. Users couldn't see what they were filtering while they were filtering it.

The slide-in drawer overlays the dashboard content rather than replacing it. Users can see the impact of their filter selections on the KPI strip as they make them — reducing trial-and-error and making the relationship between filter and data tangible.

Dashboard remains visible while filtering

Non-destructive — dismiss to return to unfiltered state

Standardised across all 5 products via design system

Interaction principles — across all screens

01

KPIs always visible

The top metric strip never scrolls away — the headline numbers are always in view regardless of which chart the user is exploring.

02

Count and amount coexist

Both perspectives on the same data live in one screen. The toggle switches the chart view; the KPI strip always shows both.

03

Filters are non-destructive

The slide-in drawer overlays content rather than replacing it — users can compare filtered vs unfiltered at a glance by opening and closing.

04

Geography as a primary lens

State-level exposure is surfaced as a choropleth map, not buried in a table — because scanning a map and reading a table are fundamentally different cognitive tasks.

08 · Outcome

What it became.

5+

Products governed

4

Designers on one system

3

Product teams aligned

1

Design system — zero drift

What changed — and how

Infrastructure

Design system

Governance across 5 products — zero drift

A single Figma SSOT replaced 4 isolated files. Component audits every other sprint caught drift before it compounded. By the time the system was fully adopted, the number of design inconsistencies reaching dev dropped to near zero.

Process

Feature pipeline

Stakeholder intent survived the handoff

Before the feature brief process, design intent routinely got lost between stakeholder conversation and sprint story. After formalising the brief, POs had a structured doc to write from — and designers picking up stories had context without needing to re-excavate it.

Velocity

Sprint execution

Fewer dev questions. Fewer rework cycles.

Mid-sprint PO check-ins caught scope drift on Wednesday instead of Friday. Annotation quality became the metric — fewer dev questions per story meant better Figma specs. The team shipped more confidently sprint over sprint.

Innovation

AI-assisted workflow

Design-to-code — collapsing the handoff gap

Pioneered using Claude Code to convert Figma designs into production-ready frontend components. This made UX an active delivery partner in engineering sprints — not a step before them. The team is now exploring how to formalise this as a standard part of the handoff workflow.

How it unfolded

Month 1–2

Heuristic audit across all 5 products — identified 12 highest-friction workflows

Month 3

Figma design system v1 shipped — token foundation + first 8 core components

Month 4–5

Feature pipeline formalised — first feature brief written and PO-adopted

Month 6+

Sprint cadence stabilised — weekly rhythm embedded across all 3 product teams

Ongoing

AI-assisted design-to-code workflow in active use — accelerating legacy UI migration

What I learned

Leading vs executing

The hardest thing about holding both layers simultaneously is knowing when to zoom out and when to zoom in. Strategic thinking done in the wrong moment creates disconnected visions. Execution done without strategic grounding creates technically correct but directionless work.

Design systems are social, not technical

The tokens and components were the easy part. Getting 4 designers to adopt the system — and trust it enough to pull from it instead of going rogue — required governance rituals: reviews, audits, and deprecation notes that made the system feel safe to depend on.

The brief as a forcing function

Writing a feature brief forced me to validate my own thinking before handing it to a PO. If I couldn't articulate the problem clearly enough to write the brief, I didn't understand it well enough to design it. The brief was as valuable to me as it was to the team.

Outcome — final shipped screen or team moment

A final shipped dashboard view, a team photo, or a before/after comparison showing the impact of the design system.