Prudential

Overview

During the organization’s transition from waterfall to agile methodologies, supported product partners in navigating the design process. Introduced and demonstrated design thinking principles to individual trains, consisting of Product Owners (POs), Release Train Engineers (RTEs), and Business Analysts (BAs). Strengthened relationships between interconnected design disciplines within the Experience Design (XD) organizational structure, working closely with journey management, Voice of Customer (VOC), and Content Writing (CW) partners to refine boundaries, processes, and handoff expectations.

Responsibilities

Played a pivotal role in crafting a new vision for PruXpress (4.5 Billion Lane of Business), leading design workshops and collaborating with researchers, UI designers, and copywriters to build and test prototypes, ultimately aligning key stakeholders on the vision.
Defined the design process and introduced key UX methodologies, enabling the team to forecast work years in advance, leading to substantial time and effort savings and more accurate forecasting.
Led workshops to achieve consensus between product and business teams, accelerating design iterations, user testing, and facilitating quicker speed-to-market solutions.
Oversaw experience design for PGIM's seven marketing sites, enhancing user engagement and aligning with advertising strategies.
Worked with product managers and marketing teams to prioritize initiatives that maximize value and impact across PGIM's diverse affiliates.
Conducted journey mapping and user testing to ensure designs resonate with audiences, supporting effective advertising and user satisfaction.
Started from scratch in Figma and did a component audit of production to understand what was needed for future. Created future components with stakeholder alignment to ensure the vision of branding and identity for PGIM was aligned while working with developers to ensure the work was feasible given their constraints.

Tools Used

Figma, Adobe XD, Adobe Creative Suite, Jira, UserTesting, Miro

Skills

Prudential's Global Asset Management Network

As a top-10 global asset manager with $1.4 trillion in AUM, PGIM houses eight specialized business units under a common, 4-year-old brand. With each of the individual managers operating their own marketing sites, the existing user experience confused institutional users looking to understand a nascent brand and broad swath of products across the enterprise. Potential leads were further stymied by a lack of clear calls-to-action, resulting in isolated content engagement that never added up to a reliable client pipeline.

Goals & Objectives

Through research we discovered common user motivations that transcend investment vehicles, market or organizational roles—making fund recommendations, monitoring performance and getting strategic advice. Designing around these three motivations meant we could simplify the site system while simultaneously increasing the nuance in calls-to-action.

What was executed

A system that outfits all content with a toolkit for easy sharing, quick evaluation, and contextual engagement. As part of the toolkit, each business has the power to determine where and how content appears across the full ecosystem. The experience launching in June 2020 sees thought leadership freed from printer-focused PDFs, micro-interactions helping users quickly scan information, and content that adapts next steps to a user’s location and role.

What was the result

PGIM UX team's work spans journey-mapping, research and and user testing through design and UAT.

All UI/UX Designs were utilized across 7 UXD teams within Prudential supporting the employee and customer side of the business.

Streamlined their journey focus and continued to solution mobile first design thinking to a company that was predominantly desktop focused.