Work

Consolidating Workplace Custom Client Sites

From hundreds of one-off client websites to one modular, compliant system

Where: Prudential Financial, Workplace Solutions Group (WSG)Industry: RetirementModel: B2B2C, plan sponsors and participantsSector: Private and public-sector clients

~50%labor savings my component design contributed to, on applicable work
Why this matters
Design systemsComponent-based designTemplates at scaleAccessibility (WCAG)Platform migrationEnterprise scale

The situation

This was a major initiative at Prudential. Its Workplace businesses ran hundreds of cobranded websites for plan sponsors, participants, and employees. Most were built one at a time: 90% carried ad hoc customizations and needed manual development. They sat outside the participant experience, the corporate design system, and the enterprise CMS. More than 200 live client sites sat on one legacy platform. Every change was slow and costly, and keeping hundreds of sites accessible, secure, and compliant was a recurring challenge.

Before

Before: more than 200 live client sites on one legacy platform, each built one at a time. 90 percent carried ad hoc customizations, every change needed manual development, and the sites sat outside the design system and the enterprise CMS. (opens full size in a new tab)
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My role

From about 2018 to 2022, I led the UX effort for the custom client sites and the UI components they shared. Instead of designing each site from scratch, we designed one system that could produce them.

My approach

  • Designed every component upstream of the build, along with the templates, specifications, and design system the sites were built from.
  • Used a decommission analysis to sort sites into retire, keep, and rebuild, so effort went where traffic and client commitments were.
  • Built accessibility into all shared components, so every site built from them started on an accessible foundation.

After

After: a shared foundation of components, templates and specifications, and the design system, with accessibility built into every component, feeds one builder. The builder produces Taft-Hartley (union), defined benefit, combined defined contribution and defined benefit, and non-qualified plan sites. Existing sites were sorted to retire, keep, or rebuild. (opens full size in a new tab)
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Outcome

My component design contributed to roughly 50% labor savings on applicable work. New Taft-Hartley (union), defined benefit, and combined defined contribution and defined benefit site options no longer needed full customization, and the builder also avoided about $45K a year in PDF remediation.

Let's talk

Get in touch

Open to Lead, Principal, and design leadership roles in retirement, financial services, and healthcare. Remote, hybrid, or in the Greater Hartford area. Email is the fastest way to reach me.