myPortico

Portico Benefit Services

This dynamic member benefit site serves more than 50,000 members.

Service offerings include health care, tax-advantaged accounts, wellness, dental, vision, disability, and life products, as well as a full range of pension, investment plans, and financial advisory services.

Requirements

Dynamically present the benefits unique to each signed-in user including:

SSO access to benefit vendors
complete plan documentation
self-service capabilities for:
- - new benefit enrollment
  - annual benefit enrollment
  - retirement contribution changes
  - bill payment
  - beneficiary designation for retirement accounts, life insurance, and lump-sum survivor accounts
  - lump-sum survivor beneficiary designation
  - medicare information submission
  - profile updates
  - secure sign in
  - optional two-step verification
customized home page widgets displaying member-specific balances, benefit elections, and links to key content
targeted marketing campaigns

Contributions

Support of launch, core maintenance, and on-going Agile feature additions and iteration thru:

use case documentation
user flow diagrams
participatory design
interactive design prototypes
accessibility-compliant component library design (WCAG)
online style guide
qualitative and quantitative research guidance, preparation, and participation
distillation of research findings into actionable plans for improvement
copywriting for dynamic functional content
requirements contributions
collaboration with developers
presentation documents
closed captioning for all videos

Outcomes

steadily positive user feedback
improved efficiency and accuracy of previously manual tasks implemented online
capability for member growth beyond the initial audience

This site map and intricate spreadsheets detailed the roles and rules for dynamic, member-specific pages.

I established, championed, and managed a style guide to ensure consistency across platforms and projects.

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