Challenge Summary
Welcome to "DViz BI - Underwriter and Broker Location Relation Design Challenge". In this challenge, we are looking for Topcoder Community Help to explore design for a new Data Visualization Dashboard (DViz) that will be implemented using "Power BI" tools/platform that will be used by our employees to understand the relationship between the underwriter assignments to broker locations as a way to improve new business results in Commercial Insurance industry.
We recommend you start by digging into data visualization design best practices, research Power BI and think about cool and creative ways to provide improved data visualization experiences.
- As a part of your checkpoint submission, you must upload your submission to MarvelApp so we can provide direct feedback on your designs.
- Make sure to include a URL/comment the link to your marvel app while uploading your submission
- Make sure all pages have the correct flow! Use correct file numbering. (00, 01, 02, 03)
- As a part of your checkpoint submission, you must upload your submission to MarvelApp so we can provide direct feedback on your designs.
- Make sure to include a URL/comment the link to your marvel app while uploading your submission
- Make sure all pages have the correct flow! Use correct file numbering. (00, 01, 02, 03)
BACKGROUND OVERVIEW
- We have been working to understand the relationship of underwriter assignments to broker locations as a way to improve new business results in Commercial Insurance industry
- While intuitive, we have been able to quantify that an underwriter is more successful at writing new business when they have a renewal book at that same location
- Renewal Book typically comes up for renewal once a year
- Given the volume of data and the many intersections across underwriters and broker locations, we are struggling to find ways to visualize the data to make recommendations
- We are looking for a new way to visualize the data we have
CHALLENGE GOALS
- The goal of this challenge is to develop the best data visualization design using Power BI platform that able to explain the relationship of underwriter assignments to broker locations as a way to improve new business results.
- Using the provided raw data from our excel files + winning submissions from our data science challenge, we need you to visualize a new way/model so the client can get more insight/summary/conclusion about the opportunity to increase the business result.
TERMS
- Underwriter, is a person that writes the business. It’s including an insurance risk and estimating the value of an insurance cover
- Broker, is a person registered as an adviser that arranges insurance cover with a company like our client on behalf of another company or individual. Basically, they are intermediary that works with the underwriter and customer
POWER BI REQUIREMENTS
- All principles of good UX design e.g. minimize user clicks, make the experience more intuitive, minimal time to reach desired selection criteria, and performance, good color, and font themes etc. are all critical success factors for this challenge.
- Needs to follow Power BI Design Best Practices and also take a look at the Design Tips
- Please do some research on the Power BI software and get familiar with its purpose, limitations, and what's possible.
DESIGN CONSIDERATIONS
- Design should take into account visualization capabilities of MS Power BI
- We are looking for Simple, Easy to Use, Informative, Modern design
- Try not to have too much information on your dashboard, you can make them compelling by making the visualization interactive and enable users to walk through the different insights
- Use color, visual comparison, and drill-down charts to highlight the comparison
- Have your designs of size: 1366 x 768px (Desktop only, Power Bi is responsive by nature so just need to design/build once)
- Looking to have some better visual to have it tell us a story
BRANDING GUIDELINES
- Follow our Branding Guidelines - Please do analysis in this area of what colors work well for Data Visualization
- Needs to follow Power BI Best Design Practices
- It would help to do some research on this software and get familiar with its purpose, limitations, and what's possible
- We should be designing with Power BI in mind
REQUIRED DASHBOARD DESIGNS
Below is the list of screens/features that we are looking to have visualized:
- Overall think through the provided requirements and come up with meaningful designs for the dashboards
- Focus on the provided data (Data File v4.xlsx) as well as insights from the top 4 winning submissions from the data science challenge (Winning Subs.zip)
- Focus on Relationship between broker / underwriter / locations
- Create a dashboard with a summary view with key stats (focused around the broker, underwriter, and locations mentioned above)
- Analyze the excel data and report result from data science, what kind of visualization that you can offers to increase the business result?
- Ability to drill down to meaningful details (digestible for audience)
- Design should be compatible with Power BI
- Key Focus / Success Criteria:
- We provide the data in an Excel file (Data File v4.xlsx). Specifically, the columns are:
- Please see our existing approach to visualize the current data that we have (VIsual 1.jpg and VIsual 2.jpg). These are a screenshot of Power BI app that we use to visualizes the relationship between the underwriter and broker location. Using the current visualization approach, we were able to find that an underwriter is more successful at writing new business when they have a renewal book at that same location. We looked at Hit Ratio (Binds/Quotes) which is a measurement of how successful the underwriter is at writing new business.
- We also provide winning submissions from our data science challenges to give you some references on what we achieve so far, please see each winning submissions as your references and find a new way to visualize the relationship in a simple way. There are thousands of underwriter and broker location interactions can be simulated, and some of them has been visualized in a good way from the following winning submissions:
- Please ask the following questions when design the data visualizations:
Important:
- Keep things consistent. This means all graphic styles should work together
- All of the graphics should have a similar feel and general aesthetic appearance
- Focus on User Experience / how user interacts within the dashboard
REFERENCES
Example dashboards designs reference for your considerations:
- https://powerbi.microsoft.com/en-us/
- https://docs.microsoft.com/en-us/power-bi/service-dashboard-create
- https://id.pinterest.com/steffuhnee/power-bi-dashboards/?lp=true
- https://www.ryansleeper.com/data-visualizations/
- https://medium.com/@Elijah_Meeks/designing-a-data-visualization-dashboard-like-it-was-a-game-b347858c1bce
- https://dribbble.com/tags/data_visualization
- http://blog.visme.co/best-information-graphics-2016/
- https://community.powerbi.com/t5/Data-Stories-Gallery/bd-p/DataStoriesGallery
- https://dribbble.com/powerbidesign
DOCUMENTATION
Google Drive: https://drive.google.com/drive/folders/1wovWp8DnVgfxIcUFXBgtor_WU2iqC0Jd?usp=sharing
- Data Science Ideation Result Winner (1st to 4th)
- Data File v4.xlsx (Raw data)
- VIsual 1.jpg and VIsual 2.jpg (Existing approach to visualize the data from excel)
- Branding Guidelines.pdf
MARVEL APP PROTOTYPE
- We need you to upload your screens to Marvel App
- Please send your Marvel app request to fajar.mln@gmail.com (Challenge Copilot)
- You MUST include your Marvel app URL in notes /comments while uploading (in your marvel app prototype, click on share and then copy the link & share it within your notes while you upload).
TARGET AUDIENCE
- Analysts and Sr. Leadership - Company employees who wish to understand how to assign underwriters and brokers in a better way to improve/increase business result
JUDGING CRITERIA
- How well you plan the user experience and capture your ideas visually
- Cleanliness of your graphics and design
- Overall design, UI and user experience
- Consistency across the UX/UI
SUBMISSION AND SOURCE FILES
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
- Submit JPG/PNG for your submission files
- Submit the Marvel App as part of your submission.
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop, Illustrator (Might need to convert it to PSD later), XD, or Sketch!
FINAL FIXES
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.
We recommend you start by digging into data visualization design best practices, research Power BI and think about cool and creative ways to provide improved data visualization experiences.
Round 1
Submit your initial Dashboard designs + supporting/interaction screens for a checkpoint feedback- As a part of your checkpoint submission, you must upload your submission to MarvelApp so we can provide direct feedback on your designs.
- Make sure to include a URL/comment the link to your marvel app while uploading your submission
- Make sure all pages have the correct flow! Use correct file numbering. (00, 01, 02, 03)
Round 2
Submit your final Dashboard designs + supporting/interaction screens with all checkpoint feedback implemented.- As a part of your checkpoint submission, you must upload your submission to MarvelApp so we can provide direct feedback on your designs.
- Make sure to include a URL/comment the link to your marvel app while uploading your submission
- Make sure all pages have the correct flow! Use correct file numbering. (00, 01, 02, 03)
BACKGROUND OVERVIEW
- We have been working to understand the relationship of underwriter assignments to broker locations as a way to improve new business results in Commercial Insurance industry
- While intuitive, we have been able to quantify that an underwriter is more successful at writing new business when they have a renewal book at that same location
- Renewal Book typically comes up for renewal once a year
- Given the volume of data and the many intersections across underwriters and broker locations, we are struggling to find ways to visualize the data to make recommendations
- We are looking for a new way to visualize the data we have
CHALLENGE GOALS
- The goal of this challenge is to develop the best data visualization design using Power BI platform that able to explain the relationship of underwriter assignments to broker locations as a way to improve new business results.
- Using the provided raw data from our excel files + winning submissions from our data science challenge, we need you to visualize a new way/model so the client can get more insight/summary/conclusion about the opportunity to increase the business result.
TERMS
- Underwriter, is a person that writes the business. It’s including an insurance risk and estimating the value of an insurance cover
- Broker, is a person registered as an adviser that arranges insurance cover with a company like our client on behalf of another company or individual. Basically, they are intermediary that works with the underwriter and customer
POWER BI REQUIREMENTS
- All principles of good UX design e.g. minimize user clicks, make the experience more intuitive, minimal time to reach desired selection criteria, and performance, good color, and font themes etc. are all critical success factors for this challenge.
- Needs to follow Power BI Design Best Practices and also take a look at the Design Tips
- Please do some research on the Power BI software and get familiar with its purpose, limitations, and what's possible.
DESIGN CONSIDERATIONS
- Design should take into account visualization capabilities of MS Power BI
- We are looking for Simple, Easy to Use, Informative, Modern design
- Try not to have too much information on your dashboard, you can make them compelling by making the visualization interactive and enable users to walk through the different insights
- Use color, visual comparison, and drill-down charts to highlight the comparison
- Have your designs of size: 1366 x 768px (Desktop only, Power Bi is responsive by nature so just need to design/build once)
- Looking to have some better visual to have it tell us a story
BRANDING GUIDELINES
- Follow our Branding Guidelines - Please do analysis in this area of what colors work well for Data Visualization
- Needs to follow Power BI Best Design Practices
- It would help to do some research on this software and get familiar with its purpose, limitations, and what's possible
- We should be designing with Power BI in mind
REQUIRED DASHBOARD DESIGNS
Below is the list of screens/features that we are looking to have visualized:
- Overall think through the provided requirements and come up with meaningful designs for the dashboards
- Focus on the provided data (Data File v4.xlsx) as well as insights from the top 4 winning submissions from the data science challenge (Winning Subs.zip)
- Focus on Relationship between broker / underwriter / locations
- Create a dashboard with a summary view with key stats (focused around the broker, underwriter, and locations mentioned above)
- Analyze the excel data and report result from data science, what kind of visualization that you can offers to increase the business result?
- Ability to drill down to meaningful details (digestible for audience)
- Design should be compatible with Power BI
- Key Focus / Success Criteria:
- How do we visualise the relationship between brokers, underwriters and the locations explored
- Intuitive
- Simple to understand
- Elevator pitch type visuals (<5 mins conversation to summarise insights visually)
- Intuitive
- Simple to understand
- Elevator pitch type visuals (<5 mins conversation to summarise insights visually)
- We provide the data in an Excel file (Data File v4.xlsx). Specifically, the columns are:
- Source – Data Source Name
- Master ID – Numerical ID assigned to broker specific cities
- Broker – Anonymized Broker Name
- BU – Organization Level 1 (Highest)
- SBU – Organization Level 2
- MU – Organization Level 3
- PC – Organization Level 4 (Lowest)
- cal_mth – Calendar Month
- cal_yr – Calendar Year
- Zone – Broker Geographic Zone (Highest)
- Region – Broker Geographic Region
- Area – Broker Geographic Area
- State – Broker State
- mpl_city – Broker City (Lowest)
- BDL Name – Anonymized Business Leader
- Segment – Broker location designation
- UW – Anonymized Underwriter Name
- UWM – Anonymized Underwriter Manager
- Subs – Count of new business opportunities submitted by broker to carrier
- Quotes – Count of new business opportunities quoted by carrier
- Binds – Count of new business opportunities bound by carrier
- new_gwp - new business gross written premium
- ren_gwp - renewal gross written premium
- NB Plan - New business plan
- Lookup Node – Anonymized code combining UW Name with Broker City
- Retention Lookup – Flag detailing whether UW has renewals at given Broker City
- NB GWP Lookup – Flag detailing whether UW has new business at given Broker City
- Retention Status – Duplicate of Retention Lookup
- Master ID – Numerical ID assigned to broker specific cities
- Broker – Anonymized Broker Name
- BU – Organization Level 1 (Highest)
- SBU – Organization Level 2
- MU – Organization Level 3
- PC – Organization Level 4 (Lowest)
- cal_mth – Calendar Month
- cal_yr – Calendar Year
- Zone – Broker Geographic Zone (Highest)
- Region – Broker Geographic Region
- Area – Broker Geographic Area
- State – Broker State
- mpl_city – Broker City (Lowest)
- BDL Name – Anonymized Business Leader
- Segment – Broker location designation
- UW – Anonymized Underwriter Name
- UWM – Anonymized Underwriter Manager
- Subs – Count of new business opportunities submitted by broker to carrier
- Quotes – Count of new business opportunities quoted by carrier
- Binds – Count of new business opportunities bound by carrier
- new_gwp - new business gross written premium
- ren_gwp - renewal gross written premium
- NB Plan - New business plan
- Lookup Node – Anonymized code combining UW Name with Broker City
- Retention Lookup – Flag detailing whether UW has renewals at given Broker City
- NB GWP Lookup – Flag detailing whether UW has new business at given Broker City
- Retention Status – Duplicate of Retention Lookup
- Please see our existing approach to visualize the current data that we have (VIsual 1.jpg and VIsual 2.jpg). These are a screenshot of Power BI app that we use to visualizes the relationship between the underwriter and broker location. Using the current visualization approach, we were able to find that an underwriter is more successful at writing new business when they have a renewal book at that same location. We looked at Hit Ratio (Binds/Quotes) which is a measurement of how successful the underwriter is at writing new business.
- We also provide winning submissions from our data science challenges to give you some references on what we achieve so far, please see each winning submissions as your references and find a new way to visualize the relationship in a simple way. There are thousands of underwriter and broker location interactions can be simulated, and some of them has been visualized in a good way from the following winning submissions:
- 1st Place - 286660: see result.pdf
- 2nd Place - 286727: see result.pdf
- 3rd Place - 286691: see underwriter_report.pdf
- 4th Place - 286646: see Broker_UW.pdf
- 2nd Place - 286727: see result.pdf
- 3rd Place - 286691: see underwriter_report.pdf
- 4th Place - 286646: see Broker_UW.pdf
- Please ask the following questions when design the data visualizations:
- Do you offer the best data visualization model?
- Do you offer the best mapping for underwriter to broker locations?
- Do your visualisation of ratios balance between Underwriter / Broker / Location?
- How many models visualization that you can create to improve the business result?
- Do you offer the best mapping for underwriter to broker locations?
- Do your visualisation of ratios balance between Underwriter / Broker / Location?
- How many models visualization that you can create to improve the business result?
Important:
- Keep things consistent. This means all graphic styles should work together
- All of the graphics should have a similar feel and general aesthetic appearance
- Focus on User Experience / how user interacts within the dashboard
REFERENCES
Example dashboards designs reference for your considerations:
- https://powerbi.microsoft.com/en-us/
- https://docs.microsoft.com/en-us/power-bi/service-dashboard-create
- https://id.pinterest.com/steffuhnee/power-bi-dashboards/?lp=true
- https://www.ryansleeper.com/data-visualizations/
- https://medium.com/@Elijah_Meeks/designing-a-data-visualization-dashboard-like-it-was-a-game-b347858c1bce
- https://dribbble.com/tags/data_visualization
- http://blog.visme.co/best-information-graphics-2016/
- https://community.powerbi.com/t5/Data-Stories-Gallery/bd-p/DataStoriesGallery
- https://dribbble.com/powerbidesign
DOCUMENTATION
Google Drive: https://drive.google.com/drive/folders/1wovWp8DnVgfxIcUFXBgtor_WU2iqC0Jd?usp=sharing
- Data Science Ideation Result Winner (1st to 4th)
- Data File v4.xlsx (Raw data)
- VIsual 1.jpg and VIsual 2.jpg (Existing approach to visualize the data from excel)
- Branding Guidelines.pdf
MARVEL APP PROTOTYPE
- Please send your Marvel app request to fajar.mln@gmail.com (Challenge Copilot)
- You MUST include your Marvel app URL in notes /comments while uploading (in your marvel app prototype, click on share and then copy the link & share it within your notes while you upload).
TARGET AUDIENCE
- Analysts and Sr. Leadership - Company employees who wish to understand how to assign underwriters and brokers in a better way to improve/increase business result
JUDGING CRITERIA
- How well you plan the user experience and capture your ideas visually
- Cleanliness of your graphics and design
- Overall design, UI and user experience
- Consistency across the UX/UI
SUBMISSION AND SOURCE FILES
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
- Submit JPG/PNG for your submission files
- Submit the Marvel App as part of your submission.
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop, Illustrator (Might need to convert it to PSD later), XD, or Sketch!
FINAL FIXES
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.