Creating a case study from every project I have ever worked on would be insane and incredibly unhelpful.
Instead, here is a list of highlighted projects arranged roughly from newest to oldest. Open the panels for a short summary of the project and the work I did on them.
Prudential Retirement Services
DESCRIPTION
This feature was designed to allow employers the ability to upload non-Prudential benefits into a mother participant’s account, giving the participant a more robust view of their financial health.
CHALLENGES
- Each sponsor has it’s own format, naming convention, and custom data sets.
- Need to differentiate between total-value accounts and per-period accounts.
- No UX contact w/ users permitted.
DESIGN PROCESS
RESEARCH
Task Flows, Requirements Workshops, Establish Pain Points
STRATEGY
Site Map, Establish Empathy, Workshops (Ideation, Design), Information Architecture
DESIGN
Prototypes (Wireframes, Medium Fidelity), Accessibility, Use Established Design System
Description
This feature was designed to feed a company’s financial data to their intermediary data services.
Challenges
- Each intermediary has its own file formatting
- Multi-step processes mean that user must start, walk away until another party finishes their work, then return to complete the job
Design Process
Research
Task Flows, Requirements Workshops, Establish Pain Points
Strategy
Site Map, Workshops (Ideation, Design), Information Architecture
Design
Prototypes (Wireframes, Medium Fidelity), Accessibility, Use Established Design System
Description
This feature was designed to enable Sponsors to self-correct financial records in accordance with Federal laws.
Challenges
- Most complex project I have ever worked on. Loved it.
- Solution must allow customers to process various types of financial corrections.
- Most correction types also had time-based components.
- Each combination of correction and time has its own Federal guidelines on how to handle the correction.
- No UX contact w/ users permitted.
Design Process
Research
Heuristic Review, Task Flows, Workshops (Requirements, Design), Establishment of Pain Points.
Strategy
User Journey and System flows, Workshops (Ideation, Flow Mapping, Card Sorting, Design), Information Architecture, Content Strategy
Design
Wireframes (medium and high fidelity), Accessibility, Used Established Design System
Description
This was a complete overhaul of the Sponsor Center’s reporting features. Moving from simple Excel or PDF downloads to on-screen charting, key metrics highlighting, providing access to older report versions, and upgraded UX.
Challenges
- Rushed timeline
- Poor user experience
- High visibility w/ lots of outside opinions
- No UX contact w/ users permitted.
Design Process
Research
Heuristic Review, Comp/Comp Analysis, Task Flow, Current Site Map, Environmental Observation, Shadow Users, User Interviews, Requirements Workshops, Establish Pain Points
Strategy
Site Map, Task Flows, Workshops (Ideation, Affinity Mapping, Design), Information Architecture, Content Strategy
Design
Prototypes (Wireframes, Medium Fidelity), Accessibility, Use Established Design System, App Icon Design, Interaction Design and Animations
Description
This feature was designed to allow Prudential Relationship Managers to see the status of various system processes without opening IT support tickets.
Challenges
- Creating consistent interface and notifications for jobs with different time tables
Design Process
Research
User Interviews, Establish Pain Points
Strategy
System Flow, Accessibility, Design, Information Architecture, Content Strategy
Design
Prototypes (Wireframes, Medium Fidelity), Accessibility, Use Established Design System, App Icon Design
Description
Capture and prompt correction of incorrect and/or suspect participant data that is either already in the system or being introduced in recent payroll files.
Challenges
Capture and prompt correction of incorrect and/or suspect participant data that is either already in the system or being introduced in recent payroll files.
Design Process
Research
Requirements Workshops, Establish Pain Points
Strategy
Task Flow, Workshops (Ideation, Design), Information Architecture, Content Strategy
Design
Prototypes (Wireframes, Medium Fidelity) Accessibility, Use Established Design System
Description
This feature was designed to set up recurring, customized data feeds from Prudential to their clients.
Challenges
- Data Out needs were contrary to the established system security model.
Design Process
Research
Task Flow, User Interviews, Establish Pain Points
Strategy
User Journey, Establish Empathy, Workshops (Ideation, Flow Mapping, Design), Information Architecture, Content Strategy
Design
Prototypes (Wireframes, Medium Fidelity), Accessibility, Use Established Design System
Test & Validate
Design Audit
Description
This feature was designed to allow users to customize the layouts of data tables within Sponsor Center but was built to be deployed in any project.
Challenges
- Had to be generic and scalable enough for other teams to implement as well
- Started – handed off to another design team – took it back later
- Drag & Drop functionality had to be accessible
Design Process
Strategy
Affinity Mapping
Design
Prototypes (Wireframes, Medium Fidelity), Accessiblity, Use Established Design System, Interaction Design
Test & Validate
Design Audit
Description
This tool was built to allow a user to map the data in an uploaded spreadsheet with Prudential’s data points. This included various data sets, formatting of standard data types, and conversion of data values.
Challenges
- Weeding out Pru and industry lingo in favor of common terms.
- Simplifying multi-step process that changes based on scenario.
Design Process
Research
Interviews, Workshops (Requirements, Design)
Strategy
System Flow, Workshops (Ideation, Flow Mapping, Design), Information Architecture
Design
Prototype (Wireframes, Medium Fidelity), Accessibility, Use Established Design System
Test & Validate
Design Audit
Description
Data In is a multi-functional section of the Sponsor Center portal that handles the ingestion of demographic and financial data from Prudential’s customers.
This allowed for the upload and data mapping of Excel files and the creation of payroll files by hand.
It was later expanded to allow Prudential employees the ability to assist and correct files.
Challenges
- Restructure and combine existing workflows in a new environment.