Lifehappens
Inspiring Confidence Through Real-Life Stories
Life Happens is a non-profit organization dedicated to improving financial literacy and raising awareness about life insurance through real stories and educational resources.
Life Happens educate consumers, they don´t sell or endorse any particular product or company.
As Lead Designer, I partnered with Life Happens to redesign their B2B portal, making it more personal, accessible, and action-oriented. The objective was to simplify workflows for partner organizations and enable them to deliver meaningful financial education more effectively.
1. Problem
The existing portal had become outdated and no longer supported the evolving needs of partner organizations. The user experience was fragmented, key workflows were inefficient, and several critical capabilities were missing.
Manual processes slowed down daily operations, and limited integration with social platforms made it difficult for partners to distribute educational content effectively.
Key challenges included:
Outdated UI and inefficient UX flows
Difficult access to and management of educational resources
No seamless social media integration for content distribution
Lack of automation for campaign planning and execution
The platform needed to refocus on core workflows, introduce missing functionality, and enable partners to easily access, manage, and distribute resources at scale.
2. Design Process
In collaboration with product, marketing, and leadership, I defined a strategy to reimagine the partner portal. The focus was to deeply understand partners’ day-to-day workflows and identify opportunities to simplify processes and automate repetitive tasks.
The process combined qualitative and quantitative insights:
User interviews and feedback sessions
Workshops and stakeholder alignment sessions
Heuristic evaluation and competitive analysis
Progressive refinement from wireframes to high-fidelity prototypes
Ongoing user testing to validate usability and clarity
By grounding decisions in user insights and aligning them with business objectives, we reshaped the platform around essential workflows. The solution was designed to support both power users managing large campaigns and occasional users seeking simplicity and clarity.
A refined design system ensured consistency, accessibility, and long-term scalability.
3. Solution & Results
The redesigned portal delivers a modern, intuitive, and efficient experience tailored to partner organizations. Information architecture was restructured to prioritize clarity, while new tools reduced friction and manual effort across workflows.
Key outcomes included:
Fully restructured resource library for faster search, filtering, and distribution
Integrated social media calendar enabling streamlined campaign planning and publishing
Automation of repetitive campaign management tasks
Improved navigation and clearer information architecture
Updated UI aligned with accessibility standards and supported by a scalable design system
By simplifying core workflows and reducing operational friction, the new platform empowers partners to focus on delivering impactful financial education rather than managing manual processes.
3. Impact [TL;DR]
The redesign established a unified and scalable B2B platform that strengthened Life Happens’ ability to support partners at scale. Organizations can now collaborate more efficiently, access and distribute resources with ease, and manage campaigns through improved workflows and automation.
The result is increased engagement, reduced time spent on manual tasks, improved usability, and higher partner satisfaction — positioning Life Happens for continued growth and broader educational impact.