The Challenge:
Without a dedicated self-service tool, managing benefits felt difficult and limited. A streamlined digital experience was needed to help users complete tasks quickly and confidently.
Content Strategist, Project Manager, Information Architect, UX Researcher, UX & UI Designer
Led end-to-end UX, from discovery to prototypes that defined the product.
Highlights
The MyCPG self-service app supports thousands of clergy, lay employees, and dependents across 10,000+ Episcopal institutions with benefits, insurance, and pension management.
35%
Increase in successful self-service tasks
4.7
User satisfaction rating
25%
Cut to design-to-engineering turnaround time
Step 1
Project Alignment and Requirements Mapping
A unified requirements map brought business goals, user needs, and technical constraints into one clear framework. This alignment improved collaboration, reduced back-and-forth, and kept the project ahead of schedule.
Step 2
Prototyping to Evaluate Vendor Selection
When development moved to an external firm, rapid user-focused mockups translated requirements into clear, scalable interface patterns. Delivering this within a single sprint enabled immediate vendor evaluation and kept the project on schedule.
Step 3
Fidelity Concepts
A clear fidelity progression delivered fast alignment, smarter decisions, and high-quality final designs ready for seamless handoff.
Step 4
New User Dashboard
This dashboard redesign focused on making the experience clearer and more useful at a glance. By reducing friction and improving how information and actions are presented, the new layout helps users understand what matters most and confidently take their next step.
Focus Areas
Step 5
Design System and Style Guide
I built a scalable design system to improve consistency and enable faster, more confident iteration. The system introduced a reusable component and pattern library, clear color usage for CTAs, and accessible typography. I collaborated with contract designers and developers to transition the work into an updated CMS and set the foundation for future growth.
Final Application
User Journey Example
The final high-fidelity flow illustrates the complete experience for adding and managing dependents. It emphasizes improvements in clarity, accessibility, and self-service efficiency, supporting user independence while reducing organizational support needs.
"Add/Edit Role" Example Journey
