Krista Taylor

Enterprise Transformation

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ENTERPRISE TRANSFORMATION · TIAA · 2025—26

Reimagining recordkeeping operations at scale.

Reimagining recordkeeping operations at scale.

A multi-release transformation moving complex recordkeeping operations from fragmented manual workflows toward a connected digital product system.

A multi-release transformation moving complex recordkeeping operations from fragmented manual workflows toward a connected digital product system.

COMPANY
TIAA

YEAR
2025—26

ROLE
Principal Product Designer / Design Lead

FOCUS
Enterprise transformation · 1→N systems

OPERATIONS → PRODUCT
↓ ↓
DESIGN → PLATFORM

OPERATIONS → PRODUCT
↓ ↓
DESIGN → PLATFORM

01 / Overview
The transformation

01 / Overview
The transformation

The work was bigger than redesigning an interface. It required translating operational complexity, product strategy, reusable capabilities, design patterns, and delivery constraints into a coherent system that multiple teams could build against over time.

The design role was to create enough structure to align teams without flattening the complexity that mattered.

02 / Scale
What made it complex

02 / Scale
What made it complex

The challenge lived across workflows, capabilities, stakeholders, and releases. The design role was to create enough structure to align teams without flattening the complexity that mattered.

83

CAPABILITIES DELIVERED / ON TRACK

68%

MANUAL WORK SHIFTED DIGITAL

Multi-release

TRANSFORMATION ROADMAP

03 / Decisions · Pivotal design moves

03 / Decisions · Pivotal design moves

01

Design capabilities, not isolated screens

Shift the conversation from individual workflow screens toward reusable product capabilities that could scale across releases.

02

Make operational logic part of the experience

Treat rules, exceptions, and handoffs as product-design material rather than downstream implementation detail.

03

Connect design intent to delivery

Create a clearer design-to-build path so strategic intent remains visible as work moves across teams.

04 / System
From parts to a product system

04 / System
From parts to a product system

The system moved from disconnected operational steps toward reusable capabilities, shared interaction patterns, and clearer product logic. The portfolio story should make that transformation visible—not just show the final screens.

Manual workflows
Fragmented tools
Operational handoffs

Connected product system

Reusable capabilities
Shared patterns
Scalable delivery

05 / Impact
What changed

05 / Impact
What changed

The value of the transformation is the organization’s increased ability to digitize work, reuse product logic, and deliver coordinated capabilities across a large roadmap.

83
CAPABILITIES

68%
MANUAL → DIGITAL

13
HANDOFFS / 6 MO