The Resume
The Resume
The Resume

Pru Retirement App
A mobile app for tracking and adjusting your retirement products.
Key Requirements
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Needs to be better than the original retirement app
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100% ADA compliant
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Use mobile app design best practices
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Be sleeker, cleaner, and sexier than the existing app
Proposed Solution
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Breakaway from standard Prudential design system guidelines
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Apply mobile design best practices for standalone apps
Results
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Crisper, cleaner app design
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Set standards for future Prudential standalone app designs
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Set standards for interactions and animation
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15% increase in downloads at launch
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Improved online reviews
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The design team expanded into new projects, standards, and programs
The Prudential retirement mobile app project started on the wrong foot with a negative review in the Apple App Store. The retirement business group had developed an app to help customers track their retirement funds and adjust their contribution rates. However, upon its launch, the app received poor reviews. One review, in particular, claimed that even the user's middle school son could have created a better app, which prompted the team to take action.
After the initial disappointment regarding the review, the senior vice president came to our department to assess all of our work and services up to that point (we had started in 2015, and this was in 2018). After discussing our progress with the SVP, he decided to hire us to rebuild, redesign, and re-envision the app. This occurred around late February to early March 2018, and there was a significant conference scheduled for May during which they planned to announce the new app.
We didn't actually need a fully functioning app at that time, as the deadline was unrealistic—especially considering the nature of our industry. Instead, we required 5-6 static screens to present to the audience of Prudential retirement employees and corporate customers. These screens would demonstrate that we were actively addressing the problem. The screens did not need to be animated or interactive; they were simply to be displayed in a PowerPoint presentation.
The UX designers, project managers, and one of my senior UI designers got to work on the project. We understood that the screens needed to set the tone for the actual app, so we treated this process as if we were creating a live application, especially since the presentation was scheduled to take place in Florida.
During this phase, we realized that our current design system wasn’t going to suffice. My UI designer applied the system to the wireframes as he had done in previous projects, effectively bringing the design to life.
However, when he presented to our senior VP, the feedback was not positive; he didn’t like it.
While this wasn’t a major setback, the timing was tight. It was Tuesday, and the final visuals needed to be completed so that the marketing banners and printed materials could be produced in time for the conference. On top of that, the UI designer would be on paternity leave for two weeks starting Wednesday, and all my other designers were already occupied with other tasks.
So, I decided to step up and take over the design work. I understood what my senior VP was expressing: while the design system worked well for a responsive website filled with content, it fell short for projects with a specific purpose and device, such as a mobile app. I had also learned to anticipate his vision over our three years of working together—I knew he was looking for something sexy, sleek, and attention-grabbing.
I took a bold approach with the project by completely revamping the design. I incorporated some new visual trends while maintaining the brand colors and changing the fonts. Despite adhering to mobile best practices and ensuring accessibility, I disregarded many rules I had previously established in the design system. I also excluded everyone involved in the project from the conversation, as I understood that the user experience would remain unchanged (this was strictly a visual exercise). I recognized that if I included everyone in the discussion, my deadline would slip away without producing results, especially since it was a high-profile project and many wanted to leave their mark.
I had one chance, and I hit a home run. Both senior vice presidents in my division and retirement loved the redesign and asked me to share it with the marketing team in Florida. Naturally, many people in between wanted me to make adjustments. However, since I had received approval from the top of the chain, they could implement their suggestions later when we built the actual app, most of which I disagreed with.
At that point, I handed the project off to another senior UI designer and went on 10 weeks of paternity leave. When I returned, it was evident that those who felt sidelined by my redesign pushed hard to incorporate their ideas into the app. The result was a confusing mix of a responsive website, an app, and an interactive online calculator that ultimately didn’t perform well in any area. Fortunately, my senior UI designer had the foresight to build what they requested while also developing a better solution.
This is precisely what we needed when I returned from my sabbatical. During my absence, my VP had left, and a new VP stepped in. Upon reviewing the app, the new VP remarked that it didn’t feel or function like a standalone mobile app, and everyone agreed. Since we had already started developing the app, we needed to move quickly to meet our launch date.
The new VP asked me to assemble a “tactical” team to rapidly UX, design, and prototype a more mobile-friendly app, without any business or marketing input. This involved long 12-16 hour days and one junior UI designer not only learning a new program (Figma) but also producing a prototype within 48 hours—actual hours, not business hours. I was responsible for directing the entire effort and ensuring the final product was completed and delivered as quickly as possible.
We met our deadline, and everyone involved was very pleased with the solution.
Thank you for reading.










