Web & Mobile Apps for pension funds

Approach

A crucial point was to understand the many requirements and use cases that arise in a pension fund. This was the only way to create a modern, contemporary user experience that a user expects in a modern mobile app. As a designer, I had to deal intensively with the requirements catalogue of a pension fund. This was done through exchange in the form of regular workshops with experts and users who worked on the "front line".

The resulting understanding helped to create first drafts of the mockups, which already represented real processes. These first mockups could thus be presented to potential end users for testing at an early stage.

Interactive mockups and design sprints

With interactive - i.e. clickable - mockups, end users and experts were repeatedly involved during the design process. This ensured that all requirements were already met during the UI design. The mockups were also used to regularly consult with the development team regarding design and implementation. In this way, all project participants are always kept up to date on the latest design status.

In design sprints, individual screens were created in detail and then continually improved and refined. The web app of the company portal received special attention. It had to communicate with various interfaces that delivered different data. 

A modular and flexible design, which also takes multilingualism into account, was a decisive factor in launching the first version of the portal efficiently and cost-effectively.

Over 80 mockups for 5 device types on 3 platforms

All mockups were designed and created directly in Sketch. To ensure that the design was uniform across all platforms, design elements (symbols) were used which could be used repeatedly across platforms. They in turn served the developers to create identical design types and their variations.

Wireframes for complex user flows

For complex requirements - such as a wizard - simple wireframes were created before the design. These were then discussed with experts in the form of workshops and various reviews. Only after the individual steps of the wizard were clear were mockups created.

One app, different designs

The multi-tenancy capability of the apps has already been accounted for in the design concept. The UX design includes GUI elements that can be individually colored per tenant. The mockups have been structured in a way that this could already be simulated during the mockup phase. This approach enables seamless integration and personalization for different user groups. With the adaptability of the UX design GUI elements, tenants can choose their color schemes individually, resulting in an appealing and user-friendly experience. Simulating this functionality already in the mockup phase demonstrates a strong commitment to effective implementation and high quality in the final application.

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