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Pension Plan Administration for Employers

2020  |  1,000+ Users

Complete redesign of a Microsoft Silverlight application used by Ontario municipal employers for reporting financial details to the OMERS pension plan.

Summary

This project involved a complete revamp of a Microsoft Silverlight application. I was the only allocated UX/UI designer and took this project all the way from research to completion. The new application received incredibly positive user feedback and was one of the most successful product initiatives at OMERS.

User Research

We started by identifying key user personas and conducting a series of interviews to understand how the legacy application is used by different user types. We documented the pain points and wish list items, and brainstormed on the new product features that woud increase efficiency and improve productivity.

Research findings were synthesized into a detailed document, which helped the product team identify high-priority features, create a roadmap for MVP, and draft a healthy backlog of prioritized items for phased delivery.

Technical Research

I worked closely with Product Owners, Stakeholders and Back-End Developers to understand business processes and underlying services of the application. I used Lucidchart to map out the application structure and identify areas of improvement and optimization.

Initial Design

I used the existing OMERS org-wide style guide to create initial design concepts relatively quickly. Design concepts were continuously being reviewed and validated by business and development teams, as well as end users.

Rapid Prototyping

For each product features, we conducted a series of user interviews, demoes, and testing sessions. We made sure to involve various types of users – from small to large organizations, users with different skills, experience, and permission levels.

High-Fidelity Design

Once the initial concepts were validated and the back-end development work was well underway, I started refining the desings, created custom logo and imagery.

Success Metrics

Increased User Productivity

We were able to decrease the time it takes users to fill out forms and complete administrative tasks.

Reduced Overhead

With automated processes and improved error handling, we were able to decreased the time and resources needed for administrative support.

Improved Deadline Handling

With automated reminders and embedded support resources, we were able to decrease the number of late form submissions.

Increased User Satisfaction

The new application received incredibly positive feedback, which helped us build loyalty and reduce user frustration.

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