Problem
The payroll experience is manual and time consuming both for our clients and our client services team.
Clients manually fill out a form with banking and plan information and scan, email or fax it to their assigned internal Ascensus team member.
Heuristic Evaluation
Evaluation of the payroll process to improve consistency, standards and error prevention by making actions and options visible. To plan for new features that will allow users the ability to schedule the funding of a contribution, add an off-cycle contribution date, editing banking information online.
Determine MVP and iterate by making enhancements based on data findings, navigation, actionability and usability testing.
Develop a new feature to enhance the plan sponsor dashboard to allow for scheduling of contributios, edit of banking information and error detection for payroll submissions.
User insight
Aligning what was learned from users during usability testing with business goals.
"The retirement plan management is very confusing, intimidating and time-consuming. The companies 401(k) is the last thing I want to waste time on when I'm really busy."
A day in the life of a
Business Owner
Daily Tasks
Working with a financial professional to choose the correct plan for the business.
Approve requests for roll-overs, loans and distributions.
Enroll the company with retirement benefits.
Verify and upload payroll contributions.
Send quarterly statements.
Understand
Pain Points
Figuring out what I need to do and how to do it quickly and efficiently.
Too many emails. No central place to view all communications.
Unable to know the status of a request.
Uploading contributions.
Paper-based process.
Plan setup.