A global insurance company approached our teams to develop a toolset for risk engineers to increase the efficiency of risk assessment work documentation.
The client saw the potential of mobile technology in terms of providing an easy to use and accessible hub for on-site visit note taking and intergrations for multiple back-end systems.
The main challenges were to improve:
The team started with desk research evaluating the current toolset of the risk engineers. The toolset included macros-enabled spreadsheets for calculating the risk assessments for construction, water supply, fire protection, and alarm systems. The process has also included multiple backend systems for data exchange. The insights helped to understand the context and define effective questions to the risk engineers.
The next step was meeting with eighteen risk engineers to gather requirements. The high-level requirements and pain points were summarized into a process flow.
The observed As-Is approach was summarized –
Also, the possibilities of mobile technology to mitigate those pain points were demonstrated by our team's prototype. As it appeared, one of the peculiarities in the risk assessment process was the asynchronicity of the actions performed by different risk engineers. The first prototype incorporated an asynchronous way of working, where one could start with the notes, while the other risk engineer with the document reading or presentation draft.
A shadowing activity was applied for the onsite field visit planning, conducting, and concluding process to validate the assumed pain points. As well as the prototype's capability to mitigate the pain points.
This was followed by the insights categorized into the desired journey to inform the ideation process. It turned out that there is a potential to dramatically optimize the time and effort of risk assessments by reducing the off-site evaluation process. It was also clear, that there were issues when it came to the initial prototype's onboarding in a way that would naturally fit into risk engineer's life who were used to pen, paper, and mobile phone camera.
Several opportunities were highlighted, namely –
The next iterations simplified the prototype to naturally incorporate into the risk engineer's life. It still supported the asynchrony of the work, however this time the approach was reduced to the split-screen paradigm that was naturally understood by the risk engineers.
The feedback from the risk engineering field staff was approving in regards to process optimization and great reduction of time and effort to deliver risk assessments. The customers have expressed their sense of improved collaboration as they worked with the risk engineers through their risk management cycle. They've also mentioned a better delivery of the loss prevention strategies.
This tool has been later scaled to other staff processes as well, including claims handling.