Compliance on Demand

A comprehensive solution designed to help clients quickly and easily research, understand and stay abreast of wage and hour compliance developments by way of a robust search, an online community, and accessing legal counsel.


Role

Lead Designer

Activity

Conducted analysis, developed strategic solutions, and delivered final design

Impact

  • 30% increase in engagement

  • Increased Client Trust and Retention

  • Elevated organizational authority in compliance space


Overview

 

Clients couldn’t find information, docs, or content they wanted

The previous tool was complicated, not only due to the a dense amount of content, but also because difficulty searching and browsing for content.

The content structure was also confusing - resulting in frustration, inefficiency, and underuse of a valuable resource.

  • Overwhelming and disjointed information

  • No clear paths to find what’s most relevant

  • Low trust in search and categorization

  • From client feedback, they felt the legacy design had confusing entry points for search and browse.

  • Manuy attempts to find relevant content resulted in dead ends.

  • Other content surfaced on the page was generally not useful or relevant to users.

In addition to the two main entry points to browse and search, the accompanying content was random and haphazard, not having significant relevance to clients ( the toolkit option seldom resonated with goals of users )

This entry design focused on Toolkits, a terminology that had no resonance with clients and caused a great deal of confusion.

The seconary entry point was to search forms and document. The results were often too numerous and not filtered on a specific state - the outcome that is most useful to clients.

 
 

Approach


Addressing Usability Issues

 

User Surveys & Feedback

We started with an initial survey and continued gathering input through biweekly check-ins with the product council.

Key takeaways:

  • Clients wanted more personalization and a smoother search experience

  • They needed a simple way to set preferences

  • The existing content experience was frustrating—most resources were only available as PDF downloads, with no in-app viewing option

These insights directly informed our design direction.

Finding the Right Search & Browse Pattern

We ran task-based research to identify the most intuitive way for users to search and browse content.

  • We tested three different approaches to help users start a search or browse experience

  • The toggle between search and browse was confusing and didn’t test well

  • The clear winner: a search bar paired with browsable content types—100% task success in unmoderated testing, and the layout really clicked with users

A better Content Strategy

I reviewed and simplified the legacy content structure, making it more transparent and user-friendly.

  • Clients found the new content strategy much easier to understand

  • 70% of research participants navigated tasks quickly, and all completed them—calling the pattern easy to learn

 

UX Strategy for Redesign

The goal was rebuilding this compliance portal from ground up - so we took the opportunity to start from zero.

 

Eliminate confusion

To create a product our clients could confidently use, we needed to address the disorganized structure of the existing content.

After a survey and analysis, we identified that all content could be categorized into nine clear buckets.

 

Scalable, Flexible Design for Easy Updates

We designed a simple, scalable UX framework to support future updates with minimal effort. Early wireframes addressed content and layout challenges, ensuring alignment with development for a smooth handoff. The result: a clean structure that's easy to maintain, modify, and build on.


Add clarity

Create clear content hierarchies and easy to understand descriptions of content types.

  • All content types accessible on landing page - with descriptions

  • After browse or search, user can select or deselect content types

 

focus on relevant information

Show customized content that is important to the client:

  • Articles in My News is based on client preferences.

  • Client can manage their preferences an also select tags on from content pages.

  • Adding important content updates is easy via the content calendar.

 

Search Strategy

Only show result relevant to Location
Users expect search results to reflect the regions and states pertinent to them. Their prefered states would filter results across any search.

Easily filter Content types
Users need to search across various content types (e.g., Updates, Whitepaers, Policies, etc). Content types can be selected after initiating a search.


Final output

 

Easy entry points for Search and Browse.

Based on metrics and user testing clients two main goals are search and browse. Search rated higher as a goal - it’s showcased at the top of the page.

For browsing, we present detailed descriptions of the content types.

Easy to refine Search Results.

Users can refine searches easily by selecting content types or location.

Additional features allow clients to add favorites, schedule updates for specific issues, and link to related content for improved workflow efficiency.

Viewing Content.

Along with reviewing selected information, users can review related content.

Clients can customize their experience by selecting tags they are interesting in.


The convenience of having one source that covers federal, state and local jurisdictions is a huge timesaver.
— Sharad Gera, Vice President of Financial Operations at Penske Truck Leasing. (Insightful Accountant 2019, by Jason Ledder, )