Overview:

CitiStreet needed to improve, assemble and fulfill enrollment packages for Boeing’s 401(k) program.

The Challenge:

The package, containing 16 separate items, had grown unwieldy. It required collating of the separate materials, a pocket folder to hold the material and an envelope to mail it all. CitiStreet wanted a more efficient, attractive and cost-effective way to present the package to end users at Boeing.

The Solution:

Winbrook formed a product modification team. The team analyzed workflow around the package and its path — from its initial design through to being in the hands of Boeing employees. We implemented a change management strategy that integrated a redesign of the separate components of the package — cover letter, investment options and enrollment forms. We combined all 16 items into one 8 1/2 X 11 saddle stitched booklet with micro-perforated enrollment forms bound in

The Results:

The booklet saved 25% in overall costs, eliminating costly and time-consuming fulfillment steps and the need for enclosing a pocket folder.The booklet was also cleaner and more cohesive in its design and much more congruent with Boeing’s brand standards.Boeing was thrilled with the booklet and began to implement other changes in documents and packaging as a result.