HR Portal Solution for Managers

Designed the user experience for Manager’s using the Prudential HR portal.
CLIENT

Prudential

ROLE

Creative Lead

 


PROJECT OVERVIEW

The client had launched a generic build-out of an employee HR portal 3 years earlier and they now wanted to extend the solution with access, content and functionality specific to their “manager” users within the organization.  The manager role was defined as anyone performing leadership related services, programs and initiatives and included actions related to sensitive staff information, prospective hires and employee departures.  This specific access-point within the HR portal would be a single-stop dashboard and activity center for manager related information and talent processes.

This new Manager experience, while considered an extension of the original employee portal, had outgrown the design and structure of the old site.  It now needed to be a rebranded, rich and interactive experience that was refreshing to use and has the least amount of content “overhead”. It planned to increase the use of rich multi-media, data, analytics and in-context social tools with accessibility for smaller devices (mobile, tablets).

CHALLENGES

The client wanted an innovative new approach for the manager’s experience, but there needed to be a defendable balance between significant design changes from the original site.  Solid project requirements helped advance many significant changes, but constant communication and iterative collaborations with the project stakeholders mitigated many “surprises” that could have derailed meaningful exchanges during milestone presentations.

where the design felt like it made the biggest meeting the s in the midst of a corporate rebrand, so there were no formal company brand assets to use.  The project team worked closely with the rebrand team as well as the corporate comms group to make sure the design direction of the portal would align with the larger rebranding efforts.

DESIGN SERVICES/PROJECT ATTRIBUTES

UX design strategy, UI design, 3rd party data integration, user personalization, digital transformation, HR communications, HR benefits, manager’s experience, creative standards, responsive

SOLUTION

The manager’s experience was designed and managed as a business solution for HR before it was a technology solution.  The design leveraged technology to enable a wider range of business capabilities, prioritized and contextualized by business requirements and ideas based on business outcomes and impacts.  The solution leaned heavily on the business, to deliver on Prudential’s goals of operationalizing its people strategy in the business units and by business leaders.

The final design helped get managers actively engaged in their people management role within the organization. As well as helping enable more innovative thinking on teams by  improving performance assessment with real-time project and performance data.  The solution also provided support for succession planning as a proactive activity (rather than reactive) to more easily plan for people moving through the organization – up, laterally, out.

SCOPE DELIVERABLES

The client was provided UX strategy documents, user personas, high-fidelity designs, functional prototypes and responsive design solutions.  Since the client was building the final solution in-house, they were also provided detailed design specs, solution red-lines and a final design standards document.

 

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