Pencheck: Modernize an Outdated B2B SASS Platform

Context

Pencheck is a B2B platform used to manage Retirement Plan Benefit Distribution. The Software presented a mix of different outdated user interfaces. My mission was to modernize and simplify all these screens in a cohesive UX that would fit with the new visual identity.

Process

I had to establish some guidelines, create a UI library and define some screen zoning to enforce a consistent screen layout, visual language and finally a cohesive experience. I also had to split or consolidate some screens (especially forms) so they are not overwhelming and match better the user thought process.

Results

The platform had been greatly improved and user satisfaction went up. The load on the support service decreased. The on-boarding of new users is faster and easier.

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