Intro
Cathay Health Management (CHM), a leader in Taiwan’s health management industry, launched several digital transformation initiatives in 2021. One of the most critical projects was the development of the Cathay Health Management Enterprise Service Platform (CHMESP). This platform was vital for CHM because corporate health check services, while representing the largest source of revenue, had lower margins compared to individual health check services. As part of the New Business Initiatives (NBI) team at Cathay Financial Holdings, we were tasked with designing CHMESP to drive growth in CHM’s corporate health services segment.
Roles & Responsibilities
- Product management: pitch the business plan, , conduct market research, interview users, run the scrum team, write the product document
- UX Design: design the wireframe, conduct user testing, conduct ideation workshop
Project Context
- January 2021 – December 2021
- Team: new business incubation (NBI) team, CHM team, Development team, External design agency
Tools Used
- Figma
- Jira
- Excel
- Notion
Project Highlight Features
Clients profile dashboard(企業客戶樣貌)
Displays key demographic and health data of enterprise clients, enabling CHM sales teams to offer tailored health checkup packages.
Sales performance tracking dashboard (企業業績追蹤)
Tracks client financial contributions, helping sales teams identify high-value customers and boost revenue margins.
Health condition assessment dashboard (健康風險評估)
Shows employee health stats based on past checkups, allowing CHM to offer data-driven services and customized health plans.
The detailed product design and product management process is password-protected to protect company and client privacy. Please contact me for access. Thank you