STrategy | Product Design

fidelity

At Fidelity, we are constantly innovating and challenging the status quo in order to deliver more value to our customer. It’s core to who we are. Our founder said: “Take intelligent risks, rather than follow the crowd.”

Director, User Experience Strategy

Led team of Strategists, Researchers and Designers through Discovery, Design and Evaluation process. Responsible for managing client stakeholders and presenting results to Fidelity leadership.

Brief

Re-imagine the enrollment process for HR professionals and employees. Increase employee engagement via the Fidelity NetBenefits platform.

Discovery

Conducted mulitple Facilitated workshops with stakeholders and participants.

Participants

HR professionals & Current Employees of 5 mid – large companies (e.g. Oracle).

Goal

Gain a greater understanding around the unmet needs of both groups when onboarding and using Fidelity’s Benefits platform.

Methods

Extreme User
Speed Dating (Prototype Skits)
Co-creation
Ideal Experience (like / dislike)
Group Refection Sessions