Alexandre Oliveira
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Redesign & Design System

I redesigned the portal and lead capture funnel of a corporate health company, on a design system documented for the handoff.

Role

Lead Product Designer

Year

2023

Focus

Design System · UX Research · B2B Growth

CONTEXT

A digital presence assembled piecemeal

The client is a corporate health company: it sells to other companies' HR departments, across five service lines full of regulatory and clinical vocabulary.

The digital presence had been built in layers. Each touchpoint was made at a different moment, with no visual standard between them and no component library to reuse.

The forms asked everyone for the same fields, whatever the service they were after or the size of their company. Drop-off mid-form was high, and people left the page still unsure what was on offer.

Redesign & Design System
Redesign & Design System

PROBLEM

They asked for a redesign; the product didn't explain itself

The brief asked for a redesign of the contact pages, the gated content landing pages and the institutional portal.

Research showed where the bottleneck really was: the product didn't explain itself. The language was bureaucratic, inherited from contracts and technical standards, and it required the visitor to already know the sector's vocabulary to work out what was being sold.

The layout compounded it. Every page had its own composition and hierarchy, all of them dated next to what the brand had already become, and the set didn't look like one company. That isn't a matter of taste: with no standard, the reader restarts understanding on every page instead of accumulating it.

STRATEGY

Structuring the argument before the interface

The five service lines were being presented as five separate products. I reordered them along a company's health cycle: prevention, absence, clinic, assistential care, mental health. The set now reads as one cycle rather than a catalogue.

The home page was written for two people: first the benefit to whoever uses the service, the employee; then the benefit to whoever signs the contract, the manager. In corporate health they aren't the same person.

And the visual became a rule, not a screen: each color with a job, one of them reserved for the action alone. The component library came before any final screen.

The card sorting board: the welcome screen with the instructions for the activity, next to it the scrambled set of cards with the company's services and, below, the same set already grouped into the seven proposed categories: occupational health, sick leave and absenteeism management, outsourcing and clinic management, assistive health, mental health, corporate and HR optimisation
The site map that came out of the sorting: the home page at the top, five first-level sections — about us, our solutions, results and cases, blog and careers — and, under our solutions, the five service lines opened into their items, from PCMSO, PGR and CIPA under occupational health to psychosocial risk mapping and care pathways under mental health

SOLUTION

A form that qualifies instead of just collecting

The main contact point became a modal with two steps on the same screen: identification first, with name, e-mail and company; qualification after. Three questions do that work: headcount bracket, service line of interest, and region. The e-mail field only accepts a corporate domain.

That way the lead reaches sales already routed: the bracket signals account size, the subject decides which team picks it up, the region says whether there is a local operation.

Every piece of that came out of the same library: the fields, the error states, the success screens and the cookie opt-in, all mapped to tokens and documented in Figma with behavior, responsiveness and accessibility specs.

The contact form modal open over the home page on a tablet, annotated with the decisions behind it: the modal interface isolates focus and reduces cognitive load while filling it in, the architecture splits the same screen into two logical steps: identification with name, e-mail and company, and segmentation of the buying profile by service of interest and company size. The result is a modular, responsive component serving both conversion and the engineering implementation

MY ROLE

From discovery to handoff, end to end

I was the only designer on the project. I ran the benchmarking, the interviews and the analysis, defined the information architecture, built the design system, prototyped in high fidelity and wrote the documentation: the entire product design cycle.

Engineering took over from the handoff, in charge of the code and the implementation of the screens in production.

“Much more health for your team” screen on a phone, with the photo of a professional and four benefit cards over it: integrated health journey, better clinical outcomes, high-quality medical staff and faster service
Dark section on a phone with the headline “We take care of all the health so you can take your company further!” and the list of gains for the company: legal obligations up to date, fewer sick leaves and absenteeism, more efficiency in managing clinics and outsourced staff and more physical and mental health for employees
Confirmation screen on a phone after submitting the form: green success icon, the title “Thank you for your interest!”, the notice that the material was sent by e-mail, the link to the blog and the “Back to home” button

IMPACT

The offer reads, and the lead arrives sorted

The offer stopped requiring the sector's vocabulary to be understood, and contact stopped being one rigid form. On the inside, sales stopped receiving an undifferentiated queue.

In the first month live, Analytics showed more leads coming through the form and longer time on page than the previous version.

The handoff also ran straight through: every screen was a documented page, and the team implemented from the spec without reinterpreting the interface along the way.

Excerpt of the client's home page on desktop: the results carousel over a green background, with 1.6% lowest absenteeism in the market for clinic management and outsourcing, 3.3% lowest turnover and an 89 customer satisfaction NPS, followed by the “Much more health for your team” section with the benefit cards and the fixed top menu

OUTCOME

What to ask comes before how it looks

What stayed with me has less to do with the screens than with the shape of the delivery: a documented system takes interpretation out of the path, and the design arrives ready to be built.

Redesigning the pages as asked would have cost the same effort and handed back the same illegible product, better looking. What changed the result was working on what the page said, and the order it said it in, before deciding how it would look.