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April 02, 2015

Website Launch: Compliancedashboard

April 02, 2015

Poll time—on a scale of 1-10 (clueless to expert), how familiar are you with benefit compliance regulations like HIPAA, COBRA and ERISA? I thought so!

Next time you cross paths with your office manager or HR admin, throw a high-five their way because these regulations are serious business, and can cause big trouble for your company if they’re not followed and documented. 

Cue: Compliancedashboard

Compliancedashboard is a web-based tool created by Capstone Administrators that helps benefit admins stay compliant with these always-changing mandates. The Indy-headquartered CD crew works primarily with benefits groups and advisers who in turn provide the tool to their clients (employers).

The CD team approached SmallBox with two primary objectives: 

  1. To make it easier for advisers to offer Compliancedashboard to their clients
  2. To help employers purchase Compliancedashboard directly (if, for example, they don’t use a benefits adviser)

We kicked the project off in normal SmallBox fashion with a (highly collaborative!) discovery and research phase that resulted in a robust marketing plan. Phew! Then, we were ready to roll up our sleeves and dig into phase 1 of the plan: a website overhaul.

"We liked our website but knew it was time to update as we planned to expand our business," explained Tara Bender, Compliancedashboard's marketing and design coordinator and one of our project partners. "When we saw the website designs revealed, it really gave us a clear picture of where our brand was headed."

Compliancedashboard Principal Dan Bond agreed, "SmallBox was really able to capture the essence of our product and company and incorporate it into our new website. Everyone loves the new site!" 

Homepage - Before 

Compliancedashboard - old.

...And After

Compliancedashboard - new.

The original Compliancedashboard website was built on WordPress. This platform met the team's content management needs, so rather than developing the site on our custom CMS Boxer, our design and development pro, Nick, worked his WordPress magic.


One of the most critical components to this website refresh was a checkout integration.

As Tara put it, "Our goal is to help people do what they do better, and this new added feature is a great way to achieve that goal in a convenient, streamlined way."

Before, only advisers could purchase Compliancedashboard. To do so, they had to contact a CD sales rep directly. We partnered with WDD Software Solutions to design and build a user-friendly checkout system, so that employers can directly buy the tool. 

Compliancedashboard - checkout.

So, how exactly does the dashboard help keep employers compliant? Aside from timely email reminders customized to the employer's benefit plan, the dashboard has a robust resource center with reference materials (translated into regular-speak by CD's compliance experts), team management capabilities (for bigger HR teams), and thorough process documentation and reporting (helpful when it's audit time!). It was important to really show off these features. Here's a peek:

Compliancedashboard - features.

There are two things that I particularly love about website projects. The first is coaching and seeing our client’s brand transform and grow. The second is helping our partner create great experiences for their audiences. Compliancedashboard is one of my favorite examples of both because they were already doing everything right with their customer service and culture, and now they're on their way to building an online presence to match!


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