My Role
Product Owner, Content Strategist
Challenge
Create a continuously evolved and accessible destination for web communications, guidelines and best practices at Prudential Financial.
The resource came to be called the "Prudential Playbook" and serves a broad audience of product designers, marketers, writers and developers.
Goals
SHORTEN TRAINING PERIODS: Shorten on-boarding training periods for new product design employees. New joiners can access information all in one web based resource.
SHORTEN DEVELOPMENT TIME: Directly accessible library of expertly developed patterns that can be used to build new products instead of starting from scratch.
DECREASE VEDOR SPEND: Vendors can focus on new features or components building upon what is existing.
INCREASE CONSISTENCY: By using the Playbook to anchor all core experience design we can increase consistency for users accessing information and have better familiarity with the brand.
Process
RESEARCH: We conducted Research completing stakeholder interviews, gathered market research, conducted user interviews and completed competitive analysis in the marketplace.
IDEATION: I conducted brainstorming sessions, participatory workshops and storyboarding to organize the resource and team goals.
DESIGN: Sitemap iterations, paper prototyping, wire-framing, higher fidelity interactive click prototypes in InVision for testing. Content Inventory, Stand-up new CMS, Standup new Markup strategies for using templates.
USER TESTING: I set up survey's for designers, developers, and marketers to understand potential content needs. We conducted remote unmoderated usability testing regularly, and moderated usability testing in our lab.
Results
The Playbook has been a huge success since launching. Adopted by all Prudential Financial business units and corporate centers as the standard destination for building digital products.
Brand consistency is improved and communication guidelines are now available worldwide.
All employees can learn from the Playbook as part of on-boarding and get quickly up to speed understanding product and brand details.
Prudential Playbook Tour (2:27)
Key Site Overview Screens
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