Public Pension Fund – 2004

Challenge

Create the user experience for the launch of a self-serve pension portal, starting from zero knowledge of the pension business or secure portal requirements.

Outcome

Phase 1 of the Member portal was designed and successfully released: registration and sign in, a simple profile update form, and a complex beneficiary assignment user flow and form.

I was subsequently retained by the client to create the user experience for the remaining portal features as well as additional website projects. The firm I was contracting with used the project to create a project with another pension plan.

Deliverables can be reviewed in paper form on request.

My Role

  • Wrote business requirements, functional requirements, and detailed use cases based on workshops with subject matter experts (pensions)
  • Created the information architecture and wireframes
  • Facilitated review sessions and presented to VPs and the president of the pension fund

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