NewYork-Presbyterian Retirement Experience
Award-winning redesign for a complicated health-system transition
~$200Min rollover assets guided through the transition
Retirement · B2B2C, plan sponsor and participants · Private, health-system client
Work
Case studies across industries, business models, and sectors
Each case follows the same shape: the situation, my role, the approach, and the outcome. Start with the table, or use a focus page to see the cases that fit a particular kind of role.
At a glance
| Case study | Where | Industry | Model | Sector |
|---|---|---|---|---|
| NewYork-Presbyterian Retirement Experience | Prudential Financial | Retirement | B2B2C, plan sponsor and participants | Private, health-system client |
| Modernizing Hardship Withdrawals | Empower | Retirement | B2C, plan participants | Private, regulated |
| Consolidating Workplace Custom Client Sites | Prudential Financial, Workplace Solutions Group (WSG) | Retirement | B2B2C, plan sponsors and participants | Private and public-sector clients |
| AI-Assisted Design Delivery | Empower | Retirement | Internal, design practice | Private, regulated |
| CIGNA CODE Runner | CIGNA | Healthcare | Internal enterprise platform | Private |
| North Carolina Retirement Enrollment | Prudential Financial | Retirement | B2C, plan participants | Public, state employee plans |
| B2C Member Self-Service Platform | Client confidential | Member services | B2C self-service | Client confidential |
All case studies
Modernizing Hardship Withdrawals
Turning a paper-based, regulated request into guided digital self-service
Paper to digitalself-service hardship withdrawals, released in phases
Retirement · B2C, plan participants · Private, regulated
Consolidating Workplace Custom Client Sites
From hundreds of one-off client websites to one modular, compliant system
~50%labor savings my component design contributed to, on applicable work
Retirement · B2B2C, plan sponsors and participants · Private and public-sector clients
AI-Assisted Design Delivery
Building a working method inside a locked-down regulated toolchain
5 to 8projects with substantial AI-assisted delivery
Retirement · Internal, design practice · Private, regulated
CIGNA CODE Runner
Getting 300+ clinical operations staff ready for a new platform
300+clinical operations staff ready on day one
Healthcare · Internal enterprise platform · Private
North Carolina Retirement Enrollment
Research and analytics, pointed at a stalled enrollment flow
Retirement · B2C, plan participants · Public, state employee plans
B2C Member Self-Service Platform
More self-service, fewer calls
52,000+unique sessions in the first three months
Member services · B2C self-service · Client confidential
Foundations
- Business analysis: Prudential Financial and CIGNA. Process frameworks, governance, Agile delivery, and the requirements discipline that still shapes how I design.
- Consulting: ESPN, ConnectiCare, and Housing System Solutions. Prototypes and specifications built from use cases and Joint Application Design sessions.
- Customer measurement: MassMutual. Voice-of-the-Customer KPIs and journey scenarios tracked across teams.
- Enterprise web: The Hartford. National intranet sites and a platform migration.
- Broadcast design: Station identity and on-air graphics, recognized with a Regional Emmy.