Principal Financial Group Internship

Design & Frontend

Summer 2019

I joined the UI/UX team that receives requests from multiple scrum business verticals at the Principal Financial Group.

My Role

I built fully-interactive prototypes for different web platforms. Just two weeks into the internship, I delivered a code-complete mockup that was approved for production review.

My Process

1. Conduct background research for the proposed project.
2. Schedule meeting(s) with stakeholders to discuss design, development, and business requirements in detail, and take notes.
3. Interview users or employees associated with the project.
4. Sketch multiple simple, low-fidelity concepts.
5. Explore and/or test concepts to determine the optimal user experience.
6. Create a high-fidelity concept of the top choices (1 or 2) for further experimentation.
7. Code a high-fidelity prototype with button interactions, modals, etc.

Below is a small excerpt that can give you an idea of my work. The following design excerpts are from a Google-sponsored hackathon event where my team placed 2nd out of 15 teams. All the code and design work was completed during the three-day event.

Problem

Help gather employee insights through company-based campaigns. The business request intentionally left room for exploration, and as the sole UX designer on my team, I made efforts to streamline the process for the user. One particular challenge stood out:

• How can we incentivize users to complete a survey without offering rewards?
  • By implementing a time-based modal that automatically closes after 20 seconds.
• At the time I was really into reading journal articles on UI/ UX research and after running into a progress-bar-related article, I used the suggested timer as the focus.
  • According to the article the timer can leverage user psychology and the desire to start the survey before time runs out.
• Furthermore, to increase acceptance rates, the form reloads during sessions until completed, unless the user chooses to opt out.

Incentive Solution

Campaign Management

The Management page received positive feedback not only for seamlessly integrating with an existing section of the internal employee portal but also for introducing innovative features like the ‘Employee Satisfaction Score.’

The concept for the Score is based on feedback processed through the Google Sentiment Analysis NLP API, along with other parameters, to generate an average score for quick recognition.

Now what?

I’m sure you had enough reading so I will save the rest for the interview if need be :)