Redesigning an existing pension management client to a web-based solution in a collaborative tight-knit team. I leverage my Engineering experience designing data visualizations to craft accessible navigation, tables, and processes.
• Discover - User Research, User Interviews
• Iterate - Sketching, Wireframing
• Design - Prototyping, Design Systems
• Communicate - Stakeholder Alignment
Time for an Update
The client is a branch of the Canadian Government within the pension subsidiary. Currently, an ERP system is used to manage and track member information, view and edit financial records, and provide payment solutions. In addition, employees also have access to edit individual and group benefits while being able to provide communication messages to pensioners. These services provided ensure a smooth experience for various work force groups that funnel into the pension plans.
While the digital sector continues to grow, the subsidiary received additional funding to redesign their internal ERP system, into a web-based solution. The pension team's aim is to deliver exceptional insights, and elevate member and employer experience while being able to support evolving needs.
Jobs To Be Done Research
Due to the volatile nature of public sector limitations, fundings and timelines could change based on policies that align with provincial/federal directions. To account for this insight, a jobs-to-be-done framework was utilized to access valuable knowledge from employees versed in existing tools. The approach involved conducting user interviews, with the intention to learn how the tool was used, what did the tool do well and what could be improved? This process was repeated for multiple “super-users”, and the information was consolidated to begin formulating feasible solutions.
Ideation
We synthesized the information gathered from interviewing super-users, and brainstormed ideas that would fit the bill of user needs. Ideas were iterated and discussed with various stakeholders including the Business Analysts and the Developers to ensure we were all aligned. A plan of action was drafted, and the main components to keep in mind while designing were:
Redesigning an existing pension management client to a web-based solution in a collaborative tight-knit team. I leverage my Engineering experience designing data visualizations to craft accessible navigation, tables, and processes.
• Discover - User Research, User Interviews
• Iterate - Sketching, Wireframing
• Design - Prototyping, Design Systems
• Communicate - Stakeholder Alignment
Time for an Update
The client is a branch of the Canadian Government within the pension subsidiary. Currently, an ERP system is used to manage and track member information, view and edit financial records, and provide payment solutions. In addition, employees also have access to edit individual and group benefits while being able to provide communication messages to pensioners. These services provided ensure a smooth experience for various work force groups that funnel into the pension plans.
While the digital sector continues to grow, the subsidiary received additional funding to redesign their internal ERP system, into a web-based solution. The pension team's aim is to deliver exceptional insights, and elevate member and employer experience while being able to support evolving needs.
Jobs To Be Done Research
Due to the volatile nature of public sector limitations, fundings and timelines could change based on policies that align with provincial/federal directions. To account for this insight, a jobs-to-be-done framework was utilized to access valuable knowledge from employees versed in existing tools. The approach involved conducting user interviews, with the intention to learn how the tool was used, what did the tool do well and what could be improved? This process was repeated for multiple “super-users”, and the information was consolidated to begin formulating feasible solutions.
Putting it Together
I used Card Sorting with my test users to determine the appropriate navigation to best go through the main tasks. I was able to create mid-fidelity sketches which then went through usability testing. Doing so revealed a few medium-high severity concerns that were crucial to address before moving on.
Road to Success
I conducted A/B testing iterations to determine what was more appropriate, then applied visual design and Gestalt principles to create organized screens. An important step before kicking it high-fidelity was to collaborate with other experienced designers to see if anything was missed. The design was shifted from an overextended process with far too many quantitative data - to a shortened design that tracks progress.
Take a Break
A key feature of Moment 5 is based on the evidence provided by users - who do not spend more than 10 minutes in a day to take care of their well-being. The design chosen provides versatile options separated by Move or Rest exercises, to increase engagement. To back up a user's selection, steps are listed followed by 5 minute guided instructions.
.png)
.png)
Take Control
Tracking progress is one of the most effective ways to determine how far away a goal is. Users thought using mood tracking would benefit this the most, so a reflection step was added post exercise. The results taken would be shown visually in the home screen, with options to further slice and dice goal-related information.
.png)
.png)
Outcomes and Takeaways
Redesigning an existing pension management client to a web-based solution in a collaborative tight-knit team. I leverage my Engineering experience designing data visualizations to craft accessible navigation, tables, and processes.
• Discover - User Research, User Interviews
• Iterate - Sketching, Wireframing
• Design - Prototyping, Design Systems
• Communicate - Stakeholder Alignment
Time for an Update
The client is a branch of the Canadian Government within the pension subsidiary. Currently, an ERP system is used to manage and track member information, view and edit financial records, and provide payment solutions. In addition, employees also have access to edit individual and group benefits while being able to provide communication messages to pensioners. These services provided ensure a smooth experience for various work force groups that funnel into the pension plans.
While the digital sector continues to grow, the subsidiary received additional funding to redesign their internal ERP system, into a web-based solution. The pension team's aim is to deliver exceptional insights, and elevate member and employer experience while being able to support evolving needs.
Jobs To Be Done Research
Due to the volatile nature of public sector limitations, fundings and timelines could change based on policies that align with provincial/federal directions. To account for this insight, a jobs-to-be-done framework was utilized to access valuable knowledge from employees versed in existing tools. The approach involved conducting user interviews, with the intention to learn how the tool was used, what did the tool do well and what could be improved? This process was repeated for multiple “super-users”, and the information was consolidated to begin formulating feasible solutions.
Outcomes and Takeaways
Redesigning an existing pension management client to a web-based solution in a collaborative tight-knit team. I leverage my Engineering experience designing data visualizations to craft accessible navigation, tables, and processes.
• Discover - User Research, User Interviews
• Iterate - Sketching, Wireframing
• Design - Prototyping, Design Systems
• Communicate - Stakeholder Alignment
Time for an Update
The client is a branch of the Canadian Government within the pension subsidiary. Currently, an ERP system is used to manage and track member information, view and edit financial records, and provide payment solutions. In addition, employees also have access to edit individual and group benefits while being able to provide communication messages to pensioners. These services provided ensure a smooth experience for various work force groups that funnel into the pension plans.
While the digital sector continues to grow, the subsidiary received additional funding to redesign their internal ERP system, into a web-based solution. The pension team's aim is to deliver exceptional insights, and elevate member and employer experience while being able to support evolving needs.
Jobs To Be Done
Due to the volatile nature of public sector limitations, fundings and timelines could change based on policies that align with provincial/federal directions. To account for this insight, a jobs-to-be-done framework was utilized to access valuable knowledge from employees versed in existing tools. The approach involved conducting user interviews, with the intention to learn how the tool was used, what did the tool do well and what could be improved? This process was repeated for multiple “super-users”, and the information was consolidated to begin formulating feasible solutions.
Key Focus
We synthesized the information gathered from interviewing super-users, and brainstormed ideas that would fit the bill of user needs. Ideas were iterated and discussed with various stakeholders including the Business Analysts and Developers to ensure we were all aligned. A plan of action was drafted, and the main components to keep in mind while designing were:
Transformed Experience
The project was part of a broader digital transformation initiative, to modernize the experience and better equip internal teams. With that in mind, my task was to create simple and intuitive wireframes that would transform existing pages and incorporate a new design for wizards. Current friction stemmed from difficulty navigating through layered tabs, populating and viewing fields, and unstandardized design that were built for pure functionality.
Taxes
Implemented fixed headers and left aligned navigation bar for consistency. Maintained the separate tax tabs (Tax Credits/Tax Slips) while emphasizing hierarchy. I leveraged my experience as an Engineer working in data, to craft an accessible way to view data in tables.
Group Benefits
The original client had 3 tabs to split content similar to Tax Credits/Tax Slips, however a business decision was made to to view all content in one page. A show/hide drawer was implemented for users to easily glance at necessary information without having to navigate elsewhere.
Wizards
Previous Wizard processes were inconsistent in terms of screen sizing, spacing, and overall layout. The focus for new designs were to maintain a cohesive and effective process, and not confuse users. We utilized the abundant spacing of a web-based solution to create a new standard.
Project Results
Perfect Properties is a web app designed to help users make informed purchases on real estate, to achieve financial security. This means lower risk and increased peace of mind for one of the biggest decisions ever.
Moment 5 is a mobile wellness app that focuses on promoting physical and mental wellbeing with flexible 5-minute exercises. People are often busy and backlogged with responsibilities, sometimes a spark is all that is needed to get through the day.
Pizza Garden is a popular franchise that specializes in pizza cooked in a stone oven located in the Vancouver area. The redesign focuses on the primary menu page.
