Product

Member's Dashboard

UX redesign of ATRF’s MyPension dashboard, improving task clarity, accessibility, and navigation within a legacy member self-serve portal.

Category

Product Design

Web design

Web design

Client

Alberta Teachers' Retirement Fund

Framer template

Framer template

Year

2025

2024

2024

Project overview

As a contract Product Designer for ATRF, I redesigned the MyPension dashboard to help members quickly understand what actions they need to take—such as reviewing beneficiaries, generating pension estimates, or accessing documents—within a legacy system. The updated, task-focused layout modernized the UI while enabling a more self-serve experience using accessible, scalable design patterns.

Problem

The existing dashboard had become cluttered and difficult to navigate, especially for members trying to complete important tasks like managing beneficiary information. Key actions were buried across the portal, navigation was inconsistent, and accessibility standards were not met.

Because the system relied on legacy code and manual support processes, members often struggled to understand:

  • What actions were available to them

  • What required attention

  • Where to go to complete updates without calling support

Approach

  • Surface critical member actions—such as beneficiary management—directly from the dashboard

  • Help users quickly understand what they can do next

  • Improve visual hierarchy and readability within legacy constraints

  • Meet WCAG 2.1 AA accessibility standards

  • Establish a scalable UI foundation for future portal updates

Solution

Task-Focused Dashboard Layout

Redesigned the dashboard around modular, card-based sections that highlight key member actions at a glance. Each card surfaces relevant context—such as status, deadlines, or last-updated timestamps—so members can act confidently without digging through multiple pages.


Improved Information Architecture

  • Reduced redundancy by consolidating links and entry points

  • Simplified navigation paths to core workflows like beneficiary updates and pension estimates

  • Prioritized high-impact member tasks over static informational content


Accessibility & Responsiveness

  • Improved contrast, type hierarchy, focus states, and keyboard navigation

  • Implemented a flexible grid that adapts cleanly across desktop and mobile

  • Designed within existing system constraints while ensuring patterns could scale across future modules

Result

  • Clearer visibility into key member actions, including beneficiary-related tasks

  • Reduced time-to-task for common workflows

  • Fewer navigation-related support requests expected as more actions become self-serve

  • Established a reusable, card-based dashboard pattern for future MyPension enhancements


Learnings

  • Task-driven layouts help users understand what to do next more effectively than content-heavy dashboards

  • Designing for accessibility early is critical, especially in legacy systems

  • Strong information architecture can significantly improve usability even within tight technical constraints