Redesigning Fidelity Investments retirement product pages and guidance section using standardized CMS components and templates.

My Role

Experience Design
Information Architecture
Functional Specifications

Team

Erik Bettencourt, Lead UX Designer
Mary Southworth, Content Strategist
Katie Cohen, Content Strategist
Greg Morgan, Project Manager
Fidelity UXD, Internal Team

Results

Improved navigation

Easy and intuitive navigation allows users to quickly learn about products and take action.

Consistent experience across product pages

A common library of CMS components ensure consistency and reinforce user expectations.

Increased engagement

Tasks, transactions and functionality optimized consistently for clarity and efficiency so that users accomplish their objectives.

Consistent brand experience

Pages work seamlessly to reflect brand expectations for visual presentation, tone, and voice.

Artifacts

Site map

Site map

Wireframes

Launching a marketing website for a tech startup building learning products for K-12 and higher education.

My Role

Digital Strategy
Creative Direction
Project Management

Team

Erik Bettencourt, Director of User Experience
Sam Clark, Director of Marketing
Amanda Murrin, UI Designer
Dolly Wilson, Content Strategist
Brendan Sands, WordPress Development
Kyle Soeltz, Front-end Development
Lauren Antonucci, Marketing Intern
Qusai Akoud, Photographer

Results

200% increase in demo requests

Demo requests increased month over month through Q4 2016, passing 200% in Q1 2017.

Visual storytelling

Persona narratives on solution pages with a layout and visual style optimized for content discovery.

CRM integration

Date and time scheduling for demo requests and branded templates for content marketing.

Custom WordPress theme

Fully responsive WordPress theme with branded components and flexible layout creation.

Artifacts

Style guide

Site map

Engagement flows

Designing a sales tool for audio professionals installing sound systems in retail stores and restaurants.

My Role

UX Design
Usability Testing
Functional Specifications

Team

Erik Bettencourt, Associate Director of UX
Samantha Catoggio, Senior Designer
Adam Balsam, Lead Developer
Boston Interactive, Internal Team

Artifacts

Flows

Wireframes