- Fidelity Investments: myPlan
- While I was chartered with “owning the retirement business” for Fidelity, my heart was in it to help average Americans get informed and ready for retirement (I was able to do both). I followed the industry closely and noted that less than 20% of Americans had ever done a retirement-needs calculation and when polled, drastically underestimated how much they’d need. I led a bottom-up effort to change the way we reached our 401(k) participants, pruning 40-clicks of retirement-needs forms and spreadsheets into an instant user experience that combined personal paycheck data and coaching instantly to help customers past planning inertia and prepare financially and emotionally for retirement. When it launched in 2009, a bad year in the US economy, participants rallied and saved an additional 2-5% into their retirement accounts (record breaking), saving and additional $192m into their accounts.
+Patent US 2010/0153298 A1, June 17, 2010.
End-to-End Work Samples:
Project Definition: Half whitepaper / half concept brief, the Design Case
Design Process: Change My Life Design Brief, several iterations later, an End-of-design recap
Design Iteration Sample: Change My Life interactive prototype
User testing: Lengthy report showing results of targeted Focus Groups*
Final Prototype: Interactive Prorotype
* It was the job of the usability specialist to write the Focus Group Findings. I did not write this report, but I was very hands-on in debriefing the sessions, and creation of moderation- andsession-support materials.