CLIENT

Citi Bank

ROLE

Design Director

TEAM

• Design Director
• 3x UX Designers
• 1 Product Manager
• 2x UX Content Managers
• Technical Lead
• 2x Engineers

DURATION

25 Weeks

BUDGET

4.5M

PROJECT OVERVIEW

As part of a global HR portal modernization effort, the client needed to overhaul their Employee Self-Service Handbook and training guide. Historically distributed as a static website sourced from disparate print/PDF documents approved by exhaustive legal reviews, the handbook served as the primary source of HR policies and training materials for all employees. However, its annual updates were plagued by slow processes, outdated content, inconsistent editorial standards, and inefficient revision cycles.

The client wanted a simplified, mobile-ready, user-first experience that would not only align with the new HR portal but also stand alone as a dynamic and searchable tool. The goal was to make the handbook easier to use and update, more accessible across mobile devices, and more consistent with the brand and employee experience strategy.

CHALLENGE

The challenge was twofold: ensuring consistency and brand alignment across a multi-designer intranet rebuild while simultaneously creating a unique learning and development microsite that integrated with, but did not visually or functionally conflict with, the larger portal.

The client also wanted the Career Notebook to move beyond a static repository of links. It needed to be a dynamic and intuitive experience, enabling employee-driven resource curation, collaboration, and progress tracking. Achieving this required balancing user autonomy with governance and maintaining system scalability. All while maintaining alignment with legal oversight.

APPROACH

To meet business and user needs, the Career Notebook was designed as a gateway to curated, role-specific, and evolving learning content. Features included:

• Pre-packaged resource collections for key career paths and events (e.g., onboarding, annual reviews).
• Role-based and region-specific content, including input from employee resource groups.
• Integrated third-party content, delivering fresh, relevant resources.
• Personalization features, allowing users to save, organize, and share collections.
• Social learning interactions, including sharing resources, following peers or mentors, and setting learning goals.

We created an experience that mirrored popular digital behaviors (e.g., a Pinterest-style board) while remaining anchored in enterprise usability and governance standards.