Prudential Sales Portal: Redesign project
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.