Sales Portal Redesign


Collaborate, measure, simplify

A critical 'sales support' tool had ballooned into an eight-department, eight-view website experience that was difficult to maintain and which had become less effective at its primary purpose.

I interviewed department stakeholders to assess their needs; I weighed those against past-use statistics; I ranked features based on metrics data and the project's goal: to create a one-version Portal that will primarily serve the sales teams while accommodating the most valuable needs of other departments.


Advance, design, finalize

From wireframes, to prototypes, to high-fidelity layouts, the design process proceeded through several iterations and incorporated the input of key stakeholders -- with special attention to salespeople (primary users).

Pixel-perfect layouts (for Desktop and purposefully simplified Mobile experiences) were finalized and handed off to a third-party vendor for technical integration.

Prudential: Financial Professional (FP) Portal - Usability Assessment


Assess, measure, analyze

Another important tool -- a client-facing Portal for Financial Advisors to manage the Prudential products they market to their customers -- was in need of a design overhaul with a parallel goal of better advancing Prudential's value proposition throughout a new site experience.

I conducted a detailed competitive analysis to determine the most effective ways other companies were presenting similar Portal experiences.


Draw conclusions, present findings

The end result was a detailed usability assessment document with analyses and recommendations for improvements.

A final set of document deliverables were presented and handed off to a select panel of stakeholders from all levels of multiple departments within Prudential Annuities.