What is interactive demos?

We have recreated the entired member and sponsor secure portals and mobile app into functional interactive prototypes. They are used to demostrate and educate clients with our current features and tools on our secure sites. For each new project, it is my job to make sure the demos are updated with the new designs or functions prior to launch. This has allowed other business units to get familiar with each new tools and be able to demostrate to clients. It has ensured we will have the most up to date of our secure portals website on our demos.

My role

I have worked at Sun Life in Group Retirement Service (GRS) business unit. My role is to ensure the interactive demos are up to date with the latest designed functions/tools for training, demostrations, and sale's presentations. Collaborating closely with Group Benefit (GB) business unit to ensure our joint secure demos are functioning properly and scheduled update regularly. I have also designed and created the websites which host the interactive demos for internal and external purposely. Internal demos can be used within internally among Sun Life employees. External demos can be used and shared with our Clients for educational purposes.

Client Request for Proposal demos

Apart from updating the generic secure portals demos, I have created client specific demos for presentations and Request for Proposals (RFPs). They are used to help secure new business clients by working closely with the Sale team to have all the information needed for the presentation. The process of creating the client specific demo starts by informing me who the client is, functions/tools that they want to present, pension plan rules (eg. matching rule, contribution rule, etc.) and products available to their plan members (eg. DCPP, RRSP, TFSA, etc.). Lastly I also have designed and created RFP websites for every sale's presentation to showcase our demos to potential new business clients. The customized demos I have created have helped Sale team to secure numerous large clients and helped increase the amount of funds managed under Sun Life.