Elevating User Experience for Pension Administration Software

The Challenge

JEA, a prominent pension administration company, enlisted the expertise of Idea Theorem™ to revamp their PENFAX5 Admin System. The project was met with the challenge of modernizing a legacy system, improving user engagement, and ensuring compliance with accessibility standards. The objective was to simplify navigation and streamline information organization for a more intuitive user experience.

By adopting a collaborative approach and integrating user research and iterative design processes, Idea Theorem™ successfully transformed the UI/UX of the PENFAX5 Admin System, achieving improved efficiency, engagement, and accessibility.

Our Approach

Collaborative Research

Collaborative Research

We initiated the project with comprehensive user research and stakeholder collaboration, ensuring a deep understanding of JEA’s requirements and user preferences. 

Simplified Navigation

Simplified Navigation

By introducing a tab-based navigation system and reorganizing information into four distinct groups, we simplified navigation and reduced cognitive load, enhancing overall user experience.

Iterative Design Process

Iterative Design Process

Employing an iterative design approach, we iteratively refined the UI/UX of the PENFAX5 Admin System based on feedback collected through clickable prototypes, ensuring alignment with user needs and project goals. 

Accessibility Compliance

Accessibility Compliance

Adhering to WCAG 2.1 AAA accessibility standards, we ensured that the redesigned interface was inclusive and accessible to all users, reinforcing JEA’s commitment to accessibility and usability.

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The Outcome

Enhanced Efficiency

Enhanced Efficiency

The revamped UI/UX led to improved user flow and increased efficiency, enabling users to navigate the system more intuitively and complete tasks more effectively.

Positive User Feedback

Positive User Feedback

Through meticulous user research and thorough usability testing, we addressed pain points and enhanced user satisfaction, resulting in positive feedback from users and stakeholders alike.

Modernized Design

Modernized Design

The updated UI embraced modern design trends, resulting in a visually appealing and contemporary look and feel that aligned with JEA’s brand guidelines and industry standards. Dark mode was introduced to provide users with a comfortable viewing experience in low-light environments.

Ongoing Improvement

Ongoing Improvement

The successful collaboration between JEA and Idea Theorem™ extended beyond the redesign phase, ensuring continuous improvement and alignment with evolving user needs, further solidifying JEA’s position as a leader in pension administration.

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