Pension Funds Netherlands 2.0
This project has a closed domain.
Per Januari 2017, Unilever Netherlands Pension funds is operating as a General Pension Fund Foundation (APF). This means that as an APF, the Unilever Netherlands Pension Fund Foundation can also facilitate pension funds outside of Unilever as well. Currently the APF operates Circle Progress and Circle Forward.
The Board has been using the old reporting Dashboard that VI developed for a year now. The Board expressed their desire to have a dashboard that offers insights into how well the pension funds are performing at a glance. More detailed insights should be accessible from the overview.
To accommodate this desire, we started by explored the new style for the dashboard. By doing so, we helped the Board in formalizing requirements as well as identify possible impact on underlying data. The goal was to reduce the dashboard to two pages, while the most important KPI’s are visible on the first page. Furthermore, we took into account that the Board will be using iPads for viewing the dashboard. The results were captured in wireframes.
This dashboard is an innovation in the pension world. It offers Board members the most important information on one page as well as the freedom to decide for which areas they want to see more information. The design of the dashboard gives our APF the opportunity to respond to information needs from Pension Circles. VI Company provided valuable input by thinking from the perspective of Board members, and in doing so, delivered an appealing and powerful reporting tool in a few iterations.
Michael Kaal, Director Finance & Risk at Unilever Netherlands General Pension Fund Foundation
With a small team, we overhauled the old dashboard. The most important KPI’s were positioned on one page, while more detailed information on those KPI’s are made available on click. Furthermore we were able to update the color pallet to match the principle of the APF as well as improve the way older reports are archived and made accessible.
With the new dashboard, the Unilever APF is providing a distinctive dashboard to the Boards of the Pension Funds it is facilitating.