Project Overview
Ansira Essentials currently processes claims in a single account currency (USD or CAD), requiring manual currency conversion by submitters and auditors. This manual process introduces operational friction, audit inefficiencies, and risk of error. Champion has identified this as a major pain point during onboarding and has requested a system-supported currency conversion capability within the claims workflow.
Problem:
Distributors and dealers are having problems submitting claims with multiple currencies. Auditors are having problems auditing claims.
Goal:
Enable true global claim submission across ~50+ currencies and eliminate manual FX conversion work for auditors and finance teams
My role:
UX designer leading the currency conversion design.
Responsibilities:
conducting research
high fidelity wireframes
iterating on designs
User Research
With distributors operating across EMEA, APAC, and LATAM, the platform's single-currency limitation was forcing manual FX conversions — creating errors and audit risk on both sides of the workflow. Research focused on two key personas — a distributor and an auditor — to identify where the process was breaking down and what a transparent multi-currency experience needed to deliver.
Pain Points
Manual work
Distributors are forced to look up and apply exchange rates themselves before every submission, leading to calculation mistakes, claim rejections, and wasted time on both the submission and audit side.
No system transparency
Neither submitters nor auditors have visibility into which rate was used, on what date, or how converted amounts were calculated, making it impossible to verify or defend approved figures with confidence.
Auditing is insufficient
Auditors must re-verify conversions they didn't perform, partial approvals are difficult to track across currencies, and the system retains no record of the exchange data needed for finance verification and credit note issuance.
User Personas
two primary personas were developed to ground design decisions in the real needs of the people most affected by the workflow.
User Journey Map
It is the series of experiences users have as they achieve a specific goal
I developed a user journey map of Alexandr's experience with the app to identify potential pain points and areas for improvement.
The Designs
The high-fidelity prototype was built using an established design system to ensure consistency, scalability, and alignment with existing platform conventions. Leveraging pre-built components — including form elements, data tables, badges, and typography styles — accelerated the design process and allowed focus to remain on solving the core user problems rather than rebuilding foundational UI patterns.
Digital Wireframes
More "clear" version of wireframes in a digital form. Also all the important pages are added
in it.
At this stage, I utilized the Figma design tool to create digital wireframes for all the pages, then organized them into a clear and cohesive structure.
The goal is to show how all the pages and things interact with each other.
High-fidelity prototype
It's the detailed, interactive version of designs that closely match the look and feel of the final product.
I turned my mockups into a prototype that's ready for testing, using gestures and motion, which can help enrich the user experience and increase the usability of the app.
Inbox, pinned messages, inbox menu
Message and creating a ticket
Tickets list, tickets menu
Separate ticket page with tabs
Clients, clients menu
Client page with tabs
Dashboard with graphs
Chats and chat page
Outcome
The high-fidelity prototype successfully validated that a system-supported currency conversion experience could eliminate manual FX work for both distributors and auditors, while maintaining the transparency and audit trail required by the finance team. Stakeholder reviews of the prototype confirmed alignment across product, finance, and engineering, providing a clear and approved design direction for development handoff.
Takeways
With more time I would conduct usability testing to verify the experience of the designs
Impact:
Service team members and managers have found the Suplan app design to be intuitive and user-friendly, allowing them to read their inbox, select messages related to issues, create tickets, track updates, and collaborate with their teammates easily.
What I learned:
The key lesson I learned is that even minor changes can significantly impact the user experience. My biggest takeaway is to always prioritize the genuine needs of the user.