Taiwan Life LMS

Optimize the SaaS Learning Management System, Empowering Management Efficiency for Taiwan Life, a top-tier life insurance company.

Client

Taiwan Life Insurance is the first and a top-tier insurance corporate based in Taiwan, providing financial solutions with innovative insurance products and customer care.

Type

Launched Design (B2B LMS System)

My Role

Collaborated with PM, clients, and developers closely, building customized solutions - new automation feature - to boost management efficiency.

Team

2 Designers
1 Product Manager
2 Developers

Our Impact

Bring Revenue

This project brought 70% of the quarterly revenue to our company after the optimizations are launched.

Increase Efficiency

Successfully reduced task completion time by at least 50% after the new updates were launched, which had brought efficiency and ease of management.

“The final design of Chiu’s team fulfilled our expectations and helped us monitor each student’s learning progress more readily. Particularly the auto-assign feature saved management at least 50% of the time."
‍－Miss Jen, Operation HR of Taiwan Life

Context

Every year, insurance salespeople must complete 6 hours of law-compliance online-training. HR managers are responsible for managing course-taking and tracking their progress in the learning management system(LMS).

The Problem

However, managers indicate that the current LMS failed to support their management works, causing frustration and inefficiency.

How managers assign salespeople to start learning now

“I spend a lot of time assigning courses to salespeople every day, with over 5,000 salespeople to manage each year. Sometimes I make mistakes."
－Miss Jen, Operation HR of Taiwan Life, Interviewee

“It is tiring when checking who has finished the annual training every time because the completion record does not show which year it belongs to."
－Mr Yang, Operation HR of Taiwan Life, Interviewee

Our Solution

By automating key actions and refining several existing features in the LMS, the optimized LMS enhances efficiency for managers, significantly reducing manual tasks and the risk of mistakes.

HRs can set up in 3 steps to make auto-assign features assign salespeople to online-classes every day seamlessly.

Salespeople receive notifications and can start learning immediately once assigned, eliminating delays from manual assignment mistakes.

A more comprehensive progress-tracking feature benefits managers by showing the number of courses completed or incomplete by each salesperson, along with advanced course details.