Taiwan Life LMS

Optimize the SaaS Learning Management System, Empowering Management Efficiency for Taiwan Life, a top-tier life insurance company.

Client

Taiwan Life Insurance is the first and a top-tier insurance corporate based in Taiwan, providing financial solutions with innovative insurance products and customer care.

Type

Launched Design (B2B LMS System)

Impact

100%

Positive Rating

50% ↑

Management Efficiency

70%

Quarterly Revenue

The design successfully reduced task completion time by at least 50% after the new updates were launched, which had brought efficiency and ease of management and lead to positive feedback from clients.

Plus, this project, also brought 70% of the quarterly revenue to our company after the optimizations are launched.

“The final design fulfilled our expectations and helped us monitor each salesperson's learning progress more readily. Particularly the auto-assign feature saved management at least 50% of the time."
‍
‍－Miss Jen, Operation HR of Taiwan Life

Scroll down to see more details. ↓

Background

HR Manually Assign salespeople to online courses

HR Manually Track salespeople' learning progress

Every year, insurance salespeople must complete 6 hours of law-compliance online-training.

HR managers manage course-taking tasks and track salespeople's progress on the learning management system(LMS).

My role

Collaborated with 1 PM, clients, and 2 developers closely.
Conducted Ground Research, Interviews and heuristic evaluation.
Delivered final design and product spec; conducted QA testings.

Key Problems

Since every salesperson's annual learning start-date is different, managers need to manage course-taking tasks for salespeople every day, which is mostly repetitive works.

How managers used to Assign Each Salesperson to classes every day

“I spend a lot of time assigning courses to salespeople every day, with over 5,000 salespeople to manage each year. Sometimes I make mistakes."
‍
－Miss Jen, Operation HR of Taiwan Life, Interviewee

“It is tiring when checking who has finished the annual training every time because the completion record does not show which year it belongs to."
‍
－Mr Yang, Operation HR of Taiwan Life, Interviewee

Explorations

A majority of my time was spent evaluating the current design, interviewing clients, and communicating with the PM and developers about constraints and possible optimizations.

Evaluate the Design of Completion Record Management Page

Shaping Solutions

Problem 1

Lack efficiency of setting up course-taking tasks

HRs have to check a large amount of personnel data and assign the correct salesperson to 12 online courses every day.

Solution 1

Create an auto assign feature to speed up and prevent redundancy

HRs only need to set up a few conditions in advance and the system will start assigning the right salesperson to the online courses every day.

Workflow of auto assign Feature

Problem 2

Inefficient tracking creates unnecessary workload for HR

Managers had to manually search employees' name and check if each of them completed all mandatory trainings, leading to wasted time.

Solution 2

A clear progress overview simplifies compliance tracking

We optimized the way it summarizes each employee’s course completion status at a glance, improving management efficiency.

Wireframe & Testing Notes

Auto Assign Feature

Users mentioned the overall user flow of auto-assignment is easy to use.
Add 1 notification from 1 to 3 fields would be more supporting to HRs.
A developer indicated that the auto-assign feature would cost a longer development time to finish because the need of combining it with the existing features of LMS.

Record Completion Management Page

The most important information that users checked would be the completed courses amount progress of everyone.
Additional course is hard to read and it is often to be checked so the current design needs revise.
Users mentioned the "Completed" category should be divided into 2 categories which are Not Yet Passed and Passed.

Final Deliverables

By automating key actions and refining several existing features in the LMS, the optimized LMS enhances efficiency for HRs, significantly reducing manual tasks and the risk of mistakes.

HRs can set up in 3 steps to make auto-assign features assign salespeople to online-classes every day seamlessly.

Salespeople receive notifications and can start learning immediately once assigned, eliminating delays from manual assignment mistakes.

A more comprehensive progress-tracking feature benefits managers by showing the number of courses completed or incomplete by each salesperson, along with advanced course details.