From three HR tools to one system

Enterprise HR Portal

Branding

UX Design

Web Design

UI Design

User Research

Product Design

Identity

Fidelity Investments

Fidelity Investments

Fidelity Investments

From three HR tools to one system
Fidelity's HR group once hopped between three SaaS HR products for onboarding, PTO, and reviews. Workforce Connect pulls those features, plus their gaps, into a single platform, streamlining data and process time for HR team members and internal team managers.
Fidelity's HR group once hopped between three SaaS HR products for onboarding, PTO, and reviews. Workforce Connect pulls those features, plus their gaps, into a single platform, streamlining data and process time for HR team members and internal team managers.
Fidelity's HR group once hopped between three SaaS HR products for onboarding, PTO, and reviews. Workforce Connect pulls those features, plus their gaps, into a single platform, streamlining data and process time for HR team members and internal team managers.

Snapshot

Fidelity’s HR teams bounced across three SaaS tools for core tasks. Workforce Connect replaced them with one task-first platform and a token-based design system. The system now guides modernization work across the internal app portfolio.

Snapshot

Fidelity’s HR teams bounced across three SaaS tools for core tasks. Workforce Connect replaced them with one task-first platform and a token-based design system. The system now guides modernization work across the internal app portfolio.

Snapshot

Fidelity’s HR teams bounced across three SaaS tools for core tasks. Workforce Connect replaced them with one task-first platform and a token-based design system. The system now guides modernization work across the internal app portfolio.

Key Decisions

Task-first portal IA

RESULT

Shorter paths and less shadow tooling

TRADE-OFF

Phased migrations and change management

Token-first design system

RESULT

Scale and consistency

TRADE-OFF

Governance and documentation investment

SSO and role-based access

RESULT

strong security with low friction

TRADE-OFF

Integration work with partners

Patterns for dense tables and forms

RESULT

Predictable behaviors and quicker builds

TRADE-OFF

Tighter constraints on design options

Outcomes

Quant

$1.2M/yr saved

vendor consolidation

Qual

25% faster task completion

streamlined workflows

Observed

650+ apps available to adopt

Design System adoption

Observed

- 50% design inquiries

self-serve patterns

Snapshot

Fidelity’s HR teams bounced across three SaaS tools for core tasks. Workforce Connect replaced them with one task-first platform and a token-based design system. The system now guides modernization work across the internal app portfolio.

Key Decisions

Task-first portal IA

RESULT

Shorter paths and less shadow tooling

TRADE-OFF

Phased migrations and change management

Token-first design system

RESULT

Scale and consistency

TRADE-OFF

Governance and documentation investment

SSO and role-based access

RESULT

strong security with low friction

TRADE-OFF

Integration work with partners

Patterns for dense tables and forms

RESULT

Predictable behaviors and quicker builds

TRADE-OFF

Tighter constraints on design options

Outcomes

Quant

$1.2M/yr saved

vendor consolidation

Qual

25% faster task completion

streamlined workflows

Observed

650+ apps available to adopt

Design System adoption

Observed

- 50% design inquiries

self-serve patterns

Context

Overview

As Fidelity scaled past 70,000 employees, the cracks between its vendor HR tools widened, forcing manual exports, duplicate data entry, strained timelines, and inconsistent policy enforcement. Leadership green-lit Workforce Connect to close those gaps, control sensitive data in-house, and improve the employee journey.

Workforce Connect delivers a single, task-driven platform for 70k+ employees and an analytics cockpit for HR partners and internal stakeholders. Its underlying token-driven design language immediately caught the attention of the engineering team, becoming the blueprint for modernizing the firm’s 650+ internal applications.

Challenge

The Problem

The project demanded more than a simple UX facelift; it required dismantling entrenched vendor processes while keeping day-to-day HR operations from stalling. We had to harmonize data models, translate dense policy language into plain English, and persuade stakeholders wary of past “tool consolidation” failures.

In addition, any new design paradigm needed to scale to support the modernization effort of 650+ legacy internal applications while maintaining stringent accessibility, legal, and audit requirements.

Goals

The Solution

Our North Star was simple: make HR effortless for employees and bullet-proof for compliance, while creating a design language the whole company could rally behind. The objectives fell into three buckets. First, replace the vendor trio with a single, compliant portal that shrinks task times by at least 25 %. Second, eliminate redundant license spend and error-prone data workflows. Third, build out a foundational, token-driven component library ready for immediate use and scaling across new and legacy internal apps.

We aimed for the following:

  • Make HR simple for employees and safe for compliance.

  • Embed WCAG 2.1 AA and end-to-end analytics from day one.

  • Establish design language with token-based components that engineers want to use.

  • Reduce license spend and manual rework.

Data

Research Insights

I began with deep context gathering: understanding HR journeys, running workshops interviewing internal SMEs, stakeholders, and team managers who lived the reconciliation pain. This surfaced consistent, quantifiable friction. Surveys (n = 200) showed 61 % of employees “never knew where to start” for basic HR actions, and 74 % of HR staff named “data reconciliation” their top headache. Accessibility scans flagged 47 contrast issues across core flows, and heuristic audits revealed each vendor UI violated Fidelity brand standards in unique, conflicting ways.

Key findings were:

  • Stakeholder interviews revealed frustration with “eight apps, eight styles.”

  • Users bounced between vendors for onboarding tasks, PTO requests, and reviews, each with conflicting UI patterns.

  • HR staff spent hours reconciling CSV exports, risking compliance slip-ups.

  • Inconsistent terminology undermined trust and training.

  • Employees craved a single dashboard with clear next steps.

Strategy

Approach

We split execution into two interconnected workstreams. Platform Build focused on a React architecture with SSO, granular feature flags, and staged data migrations. Design Language zeroed in on brand alignment, tokenizing color, type, spacing, and interactions.

Additional Approach Aspects:

  • Remote whiteboard sessions translated policy jargon into microcopy.

  • Prototypes tested every sprint for rapid validation.

  • Analytics and research tracked adoption and task completion.

Design

Process

Design ran as a service lane inside two-week sprints: discovery Mondays, prototype Wednesdays, validation Fridays. Click-throughs moved quickly into coded Storybook components so we could evaluate feasibility and polish micro-interactions early.

Key Outputs

  • Workforce Connect dashboard with real-time status and clear next steps.

  • Pre-populated forms that cut onboarding data entry in half.

  • Tokenized React components documented in Storybook.

  • Figma libraries synced with code.

Validation

Testing

Testing was baked into every sprint, not a phase at the end. A small employee beta cohort piloted the onboarding and PTO modules, yielding qualitative data on task time and error rates. Simultaneously, internal HR specialists ran side-by-side evaluations against the old tools to surface any additional edge-case gaps.

Outcome

Impact

Today, Workforce Connect is more than a portal; it’s the proof-of-concept that unlocked org-wide modernization. By eliminating redundant vendor spend and accelerating HR workflows, the project demonstrated how design can drive both cost savings and cultural change.

It also supplied the political capital needed to push the new design language. Engineering leadership now wants net-new apps and phased retrofits for legacy systems to leverage and continue to scale the new system.

Workforce Connect doesn’t just streamline HR operations, it catalyzes a firm-wide design renaissance. Faster tasks, fewer tickets, and a $ 1.2 M annual savings paved the way for a token-driven system now guiding the refresh of 650+ apps.

Appearance

Identity & Branding

We refined Fidelity’s green palette for contrast across light and dark themes, crafted a modular icon set, and encoded every decision into tokens that work in concert with engineering efforts. Branded assets and deliverables accelerated team onboarding and education.

Some branding highlights include:

  • Leverage the best of Fidelity's existing design language where it made sense.

  • Accessible palette tuned for WCAG AA.

  • Iconography mapped to HR & power user app concepts.

  • Figma tokens stayed in lockstep with engineering.

  • New logo for the platform.

Final Thoughts

Reflection

Delivering Workforce Connect underscored a core truth: tangible, near-term wins are the strongest currency in enterprise UX. By pairing faster employee workflows with reduced annual license expendature, we proved that design can hit the balance sheet as hard as it improves user sentiment. Those numbers disarmed skeptics who had seen prior consolidation efforts stall, giving the initiative air cover to keep iterating.
Delivering Workforce Connect underscored a core truth: tangible, near-term wins are the strongest currency in enterprise UX. By pairing faster employee workflows with reduced annual license expendature, we proved that design can hit the balance sheet as hard as it improves user sentiment. Those numbers disarmed skeptics who had seen prior consolidation efforts stall, giving the initiative air cover to keep iterating.

The project also demonstrated that a well-crafted design system is a strategic asset, not a side deliverable. Launching the new system in tandem with Workforce Connect meant every pixel, token, and component was pressure-tested in a real product from day one. That credibility led to adoption. Two new apps leveraged the new design system within three months, and leadership soon requested its use across the 650+ app portfolio as modernization efforts continued.

Leading dual tracks, product and system, sharpened my capacity to translate complex SOPs into a fresh platform while coaching cross-functional teams toward a shared design culture. The experience reinforced that sustainable change happens when designers embed themselves in governance, product discussions, and developer workflows, not just the designs.

Gratitude

Thank You

My thanks to HR Ops partners who opened their process playbooks, the Front-End Guild who turned tokens into production code, and the Accessibility Guild who kept us honest. Your collaboration transformed Workforce Connect from an ambitious idea into Fidelity’s HR backbone.
My thanks to HR Ops partners who opened their process playbooks, the Front-End Guild who turned tokens into production code, and the Accessibility Guild who kept us honest. Your collaboration transformed Workforce Connect from an ambitious idea into Fidelity’s HR backbone.
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Great products start with
Listening.

I work closely with product, engineering, and stakeholders to translate complexity into clarity and ideas into experiences that matter.

Brands I've Partnered With
  • Microsoft
  • PayPal
  • MercuryGate International
Team working in an office watching at a presentation

Great products start with
Listening.

I work closely with product, engineering, and stakeholders to translate complexity into clarity and ideas into experiences that matter.

Brands I've Partnered With
  • Microsoft
  • PayPal
  • MercuryGate International
Team working in an office watching at a presentation

Great products start with
Listening.

I work closely with product, engineering, and stakeholders to translate complexity into clarity and ideas into experiences that matter.

Brands I've Partnered With
  • Microsoft
  • PayPal
  • MercuryGate International
Team working in an office watching at a presentation
I'm currently based near Chicago, IL and work remotely.

Timezone (GMT-6)

Let's Talk

I help teams bring clarity to complexity through thoughtful UX design.

If you’re building something meaningful, let's talk!

© 2025 Jason Hightman

I'm currently based near Chicago, IL and work remotely.

Timezone (GMT-6)

Let's Talk

I help teams bring clarity to complexity through thoughtful UX design.

If you’re building something meaningful, let's talk!

© 2025 Jason Hightman

I'm currently based near Chicago, IL and work remotely.

Timezone (GMT-6)

Let's Talk

I help teams bring clarity to complexity through thoughtful UX design.

If you’re building something meaningful, let's talk!

© 2025 Jason Hightman