As a valued member of the Innovation Department, I was entrusted with a pivotal role in a project that underwent 5 crucial phases, from a simple idea to publication. My specific contribution was in phase 3, where I took charge of developing an application & responsive web app for Northwestern Mutual (NM) clients and users who sought estate planning services within the NM ecosystem.

I conducted thorough user experience research, utilizing research synthesis and using the UserZoom software for the user interviews and user testing process. The outcome was to obtain extensive data through research to achieve the most effective design. 

Previously, the existing system merely provided a cursory overview of client assets, with no feasible means for users to engage with the information unless they consulted their NM Financial Advisor. I aimed to create a user-friendly experience that empowers users to take proactive action at any juncture in their lives, whether independently or with professional guidance.

To this end, I devised an intuitive onboarding process that enables users to input crucial information in a matter of seconds, while also offering the option to undergo a more comprehensive onboarding experience that covers all aspects of the app usage. Our ultimate goal was to create a seamless platform that simplifies the users’ lives during the most challenging of times, be it a joyous event like a birth or marriage or an arduous one like a loss of property or family.