TRAC®
Design Management
System Development

Overview:
SS&C Technologies Holdings, Inc. is an American multinational financial technology company that sells software and software as a service to the financial services industry. For more than 25 years, their TRAC® retirement account servicing platform has helped recordkeepers drive more efficient processes, move critical yet formerly cumbersome procedures online, and implement a flexible platform for growth. The platform services 400k plans and 12m+ participants.

The Problem:
After developing our redsigned Flagship TRAC® retirement account servicing platform, we decided that for the consistency and efficiency of future enhancements and products, it would be essential to make the components part of a design manangement system. There was an issue though, because the TRAC® product was designed in Adobe XD and we were transition to Figma, the new DMS had to be in Figma, so we were essentially starting from scratch.

The Goal:
Create a DMS from the TRAC® product in Figma.

The Team:
I was the point person on this project; managing the weekly meetings, coordinating logistics, designing new components and writing documentation. The team consisted of a manager, and four designers including myself. There were two of us who were active contributors.

Anatomy of a Component:
I needed to come up with criteria for what would be included in the DMS for each component. I did this by looking at other DMS's to see what standards were already in place, and came up with this list of requirements:

UX Component Audit:
Before I designed a component, I first did a UX audit to see how many of that type of component there were in both the desktop and mobile viewports.

Next Steps:
We continue to design these TRAC® product components in Figma. It has been slow because there are only two of us actively contributing and this is a rainy day project.