Unified maintenence

Financial Horizon Migration

Overview.

Assuring the visual/UI quality for the Financial Horizon’s website migration to AEM CMS platform while respecting the original brand look and feel.

The problem?

Existing website was operated siloed from the parent company's system

By the acquisition of Financial Horizon, the existing website was operated siloed from the parent company's system that led to inconsistent brand presentation, and slow content updates. The main goal was to migrate the entire Financial Horizon’s public site content and structure from its current platform to Adobe Experience Manager (AEM), leveraging the Canada Life's existing Design System and component library.

Value?

The successful migration was expected to deliver high-value benefits like:

  • Unified user experience and visual by adopting the parent design system's established components.
  • Reducing technical maintenance costs and time by centralizing ownership within the parent company's CMS.
  • Scalability by providing standardized library of AEM components for faster content iteration and deployment.

Test & Launch.

Given that it was an unannounced migration and the acquired site was actively tied to live marketing campaigns, our testing strategy was focused intensely on technical integrity and visual quality assurance by designers, content author, and site owners.

The site was successfully launched in November 2025, with zero reported critical errors, broken links, or major functional issues. This successful, seamless transition validated the importance of teamwork and internal QA process and migration strategy. With the site now centralized within AEM, the team has achieved the simplified maintenance and faster iteration.

Key Contributions

Audit current UX/UI

Work with PM and UX designers to identify if any changes are needed in UX perspective to meet the ADOA and WCAG standard. Gather screens and consult with UX for better experience as migrate the site.

Visual assets management

Collaborate with original brand designer to collect and organize all imagery, icons, logos, videos, illustrations into a structured library and ensure all assets are well optimized for web.

Design operation

Communicate clearly with team and PMs on delivered, pending, and blocked items for smoother work process and to help reduce back-and-forth by anticipating what dev and content needs in advance.

Smooth handoff to developers

Using the design system to define tokens for colours and typography to make them reusable and consistent. Collaborate with devs at early point to clarify details like interaction states and UI variables.

Design & content alignment

Sync with content team to match visual assets and copies aligned with final content and design.

Visual QA & Iteration

Run pre-launch site to flag any assets errors, and make UI tweaks for design integrity.

Unified maintenence

Financial Horizon Migration

Overview.

Assuring the visual/UI quality for the Financial Horizon’s website migration to AEM CMS platform while respecting the original brand look and feel.

The problem?

Existing website was operated siloed from the parent company's system

By the acquisition of Financial Horizon, the existing website was operated siloed from the parent company's system that led to inconsistent brand presentation, and slow content updates. The main goal was to migrate the entire Financial Horizon’s public site content and structure from its current platform to Adobe Experience Manager (AEM), leveraging the Canada Life's existing Design System and component library.

Value?

The successful migration was expected to deliver high-value benefits like:

  • Unified user experience and visual by adopting the parent design system's established components.
  • Reducing technical maintenance costs and time by centralizing ownership within the parent company's CMS.
  • Scalability by providing standardized library of AEM components for faster content iteration and deployment.

Test & Launch.

Given that it was an unannounced migration and the acquired site was actively tied to live marketing campaigns, our testing strategy was focused intensely on technical integrity and visual quality assurance by designers, content author, and site owners.

The site was successfully launched in November 2025, with zero reported critical errors, broken links, or major functional issues. This successful, seamless transition validated the importance of teamwork and internal QA process and migration strategy. With the site now centralized within AEM, the team has achieved the simplified maintenance and faster iteration.

Key Contributions

Audit current UX/UI

Work with PM and UX designers to identify if any changes are needed in UX perspective to meet the ADOA and WCAG standard. Gather screens and consult with UX for better experience as migrate the site.

Visual assets management

Collaborate with original brand designer to collect and organize all imagery, icons, logos, videos, illustrations into a structured library and ensure all assets are well optimized for web.

Design operation

Communicate clearly with team and PMs on delivered, pending, and blocked items for smoother work process and to help reduce back-and-forth by anticipating what dev and content needs in advance.

Smooth handoff to developers

Using the design system to define tokens for colours and typography to make them reusable and consistent. Collaborate with devs at early point to clarify details like interaction states and UI variables.

Design & content alignment

Sync with content team to match visual assets and copies aligned with final content and design.

Visual QA & Iteration

Run pre-launch site to flag any assets errors, and make UI tweaks for design integrity.

Unified maintenence

Financial Horizon Migration

Overview.

Assuring the visual/UI quality for the Financial Horizon’s website migration to AEM CMS platform while respecting the original brand look and feel.

The problem?

Existing website was operated siloed from the parent company's system

By the acquisition of Financial Horizon, the existing website was operated siloed from the parent company's system that led to inconsistent brand presentation, and slow content updates. The main goal was to migrate the entire Financial Horizon’s public site content and structure from its current platform to Adobe Experience Manager (AEM), leveraging the Canada Life's existing Design System and component library.

Value?

The successful migration was expected to deliver high-value benefits like:

  • Unified user experience and visual by adopting the parent design system's established components.
  • Reducing technical maintenance costs and time by centralizing ownership within the parent company's CMS.
  • Scalability by providing standardized library of AEM components for faster content iteration and deployment.

Test & Launch.

Given that it was an unannounced migration and the acquired site was actively tied to live marketing campaigns, our testing strategy was focused intensely on technical integrity and visual quality assurance by designers, content author, and site owners.

The site was successfully launched in November 2025, with zero reported critical errors, broken links, or major functional issues. This successful, seamless transition validated the importance of teamwork and internal QA process and migration strategy. With the site now centralized within AEM, the team has achieved the simplified maintenance and faster iteration.

Key Contributions

Audit current UX/UI

Work with PM and UX designers to identify if any changes are needed in UX perspective to meet the ADOA and WCAG standard. Gather screens and consult with UX for better experience as migrate the site.

Visual assets management

Collaborate with original brand designer to collect and organize all imagery, icons, logos, videos, illustrations into a structured library and ensure all assets are well optimized for web.

Design operation

Communicate clearly with team and PMs on delivered, pending, and blocked items for smoother work process and to help reduce back-and-forth by anticipating what dev and content needs in advance.

Smooth handoff to developers

Using the design system to define tokens for colours and typography to make them reusable and consistent. Collaborate with devs at early point to clarify details like interaction states and UI variables.

Design & content alignment

Sync with content team to match visual assets and copies aligned with final content and design.

Visual QA & Iteration

Run pre-launch site to flag any assets errors, and make UI tweaks for design integrity.

Unified maintenance

Financial Horizon Migration

Overview.

Assuring the visual/UI quality for the Financial Horizon’s website migration to AEM CMS platform while respecting the original brand look and feel.

The problem?

Existing website was operated siloed from the parent company's system

By the acquisition of Financial Horizon, the existing website was operated siloed from the parent company's system that led to inconsistent brand presentation, and slow content updates. The main goal was to migrate the entire Financial Horizon’s public site content and structure from its current platform to Adobe Experience Manager (AEM), leveraging the Canada Life's existing Design System and component library.

Value?

The successful migration was expected to deliver high-value benefits like:

  • Unified user experience and visual by adopting the parent design system's established components.
  • Reducing technical maintenance costs and time by centralizing ownership within the parent company's CMS.
  • Scalability by providing standardized library of AEM components for faster content iteration and deployment.

Test & Launch.

Given that it was an unannounced migration and the acquired site was actively tied to live marketing campaigns, our testing strategy was focused intensely on technical integrity and visual quality assurance by designers, content author, and site owners.

The site was successfully launched in November 2025, with zero reported critical errors, broken links, or major functional issues. This successful, seamless transition validated the importance of teamwork and internal QA process and migration strategy. With the site now centralized within AEM, the team has achieved the simplified maintenance and faster iteration.

Key Contributions

Audit current UX/UI

Work with PM and UX designers to identify if any changes are needed in UX perspective to meet the ADOA and WCAG standard. Gather screens and consult with UX for better experience as migrate the site.

Visual assets management

Collaborate with original brand designer to collect and organize all imagery, icons, logos, videos, illustrations into a structured library and ensure all assets are well optimized for web.

Design operation

Communicate clearly with team and PMs on delivered, pending, and blocked items for smoother work process and to help reduce back-and-forth by anticipating what dev and content needs in advance.

Smooth handoff to developers

Using the design system to define tokens for colours and typography to make them reusable and consistent. Collaborate with devs at early point to clarify details like interaction states and UI variables.

Design & content alignment

Sync with content team to match visual assets and copies aligned with final content and design.

Visual QA & Iteration

Run pre-launch site to flag any assets errors, and make UI tweaks for design integrity.