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Fidelity Investments: NetBenefits

NetBenefits Redesign and Information Architecture

When the president of Fidelity gets made fun of by his neighbor because his site was getting poor industry rankings - things start to happen...

Fidelity's NetBenefits was ranked in the media as having the best information and tools, but no way to get at them. The answer seemed simple to us. It was an interface design problem. So we started with the basics.

The first task was to develop and implement a formal UI design methodology for the interface design group. We could then use that methodology to develop a new information structure and interaction model for the customer facing portion of the institutional investing business units (NetBenefits).

Integrating the NetBenefits site design with the new corporate look and feel as it evolved for the commercial investing site (Fidelity.com) was also considered important from a total branding perspective.

The detailed design portion of this engagement required us to provided a full suite of services regarding user requirement analysis, methodology development, information architecture, screen/site design and usability testing. But that's what happens when someone makes fun of the boss.....

Also included in this engagement were smaller NetBenefits sub projects such as the "e-mail capture program", "New Hire Registration Program". Like the larger redesign effort, these were approached with the same methodology and implemented as planned.


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