Overview
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Canada Life provides group benefits plans to employers across Canada. Plan sponsors use an online portal to manage employee enrolments. This project focused on improving the enrolment activity dashboard used by onboarding administrators to track the status of employee enrolments.
Client: Canada Life Year: 2021 |
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Challenge
As enrolments accumulated, the dashboard became visually overwhelming. Onboarding admins struggled to quickly identify which records still required their attention. This led to inefficiencies and manual workarounds.
My role
As the UX Writer, I wrote all of the English copy for a new archiving feature that helped declutter the dashboard. I collaborated with a UX designer to ensure the interface clearly guided users in distinguishing between active and archived enrolments. I also coordinated with a translation vendor to secure accurate French copy and documented all finalized content for developers in Confluence.
Voice and tone
Clear and direct
Process and collaboration
- Collaborated closely with internal stakeholders to understand the admin workflow and identify pain points
- Partnered with the UX designer to ensure that the language in the interface supported clarity and reduced cognitive load
- Crafted microcopy for buttons, labels, tooltips, and messaging related to the archiving flow
- Handed off the approved content and documentation to the development team, ensuring consistent implementation in both English and French
Solutions
- Introduced an archiving feature that allowed admins to move completed or non-actionable enrolment records into an "Archives" tab
- Reduced clutter in the main dashboard, helping admins focus on tasks that still required action
- Clear, concise language guided users through the new functionality with minimal learning curve
Outcome
- The new copy and archiving workflow made the enrolment dashboard significantly more manageable for admins
- User feedback highlighted improved clarity, faster task completion, and greater confidence in knowing which enrolments needed attention
- The bilingual implementation ensured a seamless experience for both English- and French-speaking users
More samples of my work
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