Headless Digital Portal Development Creates Seamless Experience

Computer on desk with TCDRS website on screen

The Challenge

TCDRS, one of the largest retirement funds in Texas with over $30 billion under management, wanted to provide its members with improved identity solutions and a seamless digital experience powered by headless CMS content.

Having worked with Oshyn in the past, TCDRS knew they could trust us to handle their needs for the sensitive and highly-regulated financial services industry.

TCDRS portal dashboard on tablet

The Solution

We recommended a redesigned headless web portal on Episerver (now Optimizely) with an intuitive interface, reliable identity protection using Okta, direct banking integration using Plaid, and a digital application for retirement using DocuSign. TCDRS consulted with Oshyn to implement these new solutions, and Oshyn also trained their developers in Okta implementation.

Oshyn developers provided the expertise that TCDRS lacked, with front-end and back-end developers combining to create an easy-to-use and functionally sound web portal.

The retirement application within the portal consisted of eight steps and took multiple rounds of regression testing for different scenarios and points of failure.

By using agile development techniques, developers were able to change course and accommodate complex requirements, providing open communication channels between TCDRS and Oshyn and removing silos.

The Outcome

With the performance improvements in the new headless portal, the processing time for one application in TCDRS’ web-based retirement app now takes ten minutes instead of one week. Oshyn also enhanced the security around the Okta login process, helping to secure the data of over 300,000 members.

"We continually receive great feedback from our members and employers regarding the work we have partnered with Oshyn to deliver,” said the TCDRS Chief Strategy Officer.

With Plaid integration, users can now link their bank accounts to the TCDRS web portal and receive retirement benefits directly in their bank without leaving home.

As a result of this successful implementation, TCDRS partnered with Oshyn once again when they wanted to revamp their public, Episerver-powered website.

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