DESIGN SHOWCASE

HealthEquity Performance Analyzer

2025

Showcase: HealthEquity Performance Analyzer

Analyzer is a client-focused product built to leverage anonymous AI analysis of employee's spending behaviors, with the goal of making informed recommendations on how to boost employee self-care, engagement, and ultimately lower health costs. Today Analyzer stands as a proud member of the HealthEquity Assist family of products.

I was brought in during the starting phases of the project for ideation and sketching to help stakeholders make informed design decisions. This covered all sides of a system with exceptional breadth, which included in small part:

  • A reward system in which members could earn HSA cash rewards for engaging in healthier activities

  • Nudges and engagement prompts via email and push notification on mobile devices

  • Client dashboards for deep analysis into member health spending and behavior

  • Intelligent recommendations for clients to nudge and reward member self-care and health-promoting habits

  • Client interfaces for set up and management of reward systems

Client Dashboard Sketches & Wireframes

Wireframe design sketch of Analyzer dashboard #1
Wireframe design sketch of Analyzer dashboard #1
Wireframe design sketch of Analyzer dashboard #1
Wireframe design sketch of Analyzer dashboard #1 with contributions dialog
Wireframe design sketch of Analyzer dashboard #1 with contributions dialog
Wireframe design sketch of Analyzer dashboard #1 with contributions dialog
Wireframe design sketch of Analyzer dashboard #2
Wireframe design sketch of Analyzer dashboard #2
Wireframe design sketch of Analyzer dashboard #2
Wireframe design sketch of Analyzer dashboard #3
Wireframe design sketch of Analyzer dashboard #3
Wireframe design sketch of Analyzer dashboard #3

Initial wireframe concepts for client dashboard

Client Reward Setup

Draft design of program rewards showing empty reward list
Draft design of program rewards with new reward dialog page 1 open
Draft design of program rewards with new reward dialog page 2 open
Draft design of program rewards with new reward shown in list

Design drafts for the process of a client setting up a reward for their members, including choosing the reward amount and setting details, reminders, and tracking categories

AI-Assisted Program Setup

Draft design of new program setup page
Draft design of new program setup page
Draft design of new program process with plan actions selection page showing
Draft design of new program process with plan actions selection page showing

Draft design for client setup of a reward plan, including AI activity recommendations based on analysis of member behavior

AI-Assisted Recommendations

Draft design for an AI-assisted program recommendation — here the recommendation engine has made a deep dive into member data and has made suggestions into how to increase member engagement, complete with a link to download a packet of educational material to share

Copyright © 2026 Kevin Jackson.

Copyright © 2026 Kevin Jackson.