Roostify - Redesign Home Lending Dashboard
Summary: Roostify is a digital mortgage SaaS responsive web platform that simplifies and accelerates the home-buying experience. Principal designer of major new features, building and incorporating pattern libraries, and designing new workflows.
Problem: Borrowers and Lenders for home loans are bogged down by mountains of paperwork, and archaic systems. The current platform fell short of satisfying users' needs of communicating and working on the most important, time sensitive processes. We needed to know more about the home lending journey, lender's workflows, and communication points in order to design a better experience. Lots of communication and process was happening outside of the platform, making it difficult to track, causing borrower confusion, extending times to close, and creating insecure communications.
Process: We started with a research plan, partnering with Cooper Design to contract 2 main researchers to travel on-site to several banks across the country to develop a better understanding of the home loan journey. Combined with in-house and field interviews, we then created archetype personas and user journeys for both borrowers and lenders. Adopting a development term, we realized we needed to make the interactions object-oriented.
After assembling the full user profiles, 1 researcher spun off, and I partnered with the remaining researcher/designer to whiteboard the patterns, functions, and design artifacts we needed to improve communication throughout the home lending experience. We would switch duties whiteboarding, one person generating and the other synthesizing, both problem solving for the user personas. Focusing on the borrower dashboard, we boiled down the order of importance through a combination of persona mapping, and in-house user testing with the customer service team.
When a draft seemed ready, we checked in with my design director, and coordinated a group presentation and critique, up to a VP and the CEO. While presenting, we took notes of major points on post-it notes, and integrated the feedback into the next whiteboard.
The final whiteboard was presented in tandem with an example user journey, and was sketched out to include new UI elements and signifiers. It was then documented in a presentation as a guide for next steps, ready to be shared to greater teams.
Solution: The dashboard redesign, combined with other application flow enhancements, led to a 30% boost in efficiency, near 50% reduction in time to approve loan documents, and near 40% reduction in time to approve Home Equity Lines of Credit. The final whiteboard and documentation laid the wireframe, and I partnered with the visual design team to produce final mockups, then with engineering for prototypes and testing. For UX, each interaction and message to and from borrowers was object-oriented to a certain task, document, or subject. For UI, we streamlined and decluttered the look and feel, improving concentration on the most important items at hand, and eliminating confusion and chaos.
Team: 1 UX researcher, 1 UX researcher/designer, 2 product managers, 1 design director, 1 VP of product, 1 CEO
Timeline: 1 month UX research, 1 week crafting personas & user journeys, 2 days defining product improvements and scope, 1 week whiteboard wireframe and revision and presentation, 2 weeks digital mockups
Brainstorming and Mapping
Led exercises to map user needs, and how we might meet them with product value.
User Persona Creation
Distilling user research, brainstorms, and mapping, new personas were created and existing personas were expanded. Here's a classic 2-borrower persona scenario, with Brian as the Primary Borrower taking the active lead on the loan.
Borrower User Journey
From user research and personas, user journeys were created with intentional potholes and challenges, along with moments of delight in their experience.
First Whiteboard Wireframe
Intentionally quick and messy to focus on agile changes. First draft of new borrower dashboard with object-oriented actions, messages, and status. Icons and UI kept to a minimum to focus on overall information architecture and user actions to walk thru.
Post-It notes were added from team feedback on layout, interactions, and journey, to be integrated into next version.
Second Whiteboard Wireframe
Quick 2nd draft of rapid whiteboard, many times wiped clean and re-done. Integrating notes and feedback, the new borrower dashboard adjusted its layout, added more UI icons and signifiers to better communicate to borrowers and lenders at-a-glance what was going on, and most important action to take next. New UI included a progress bar, new icons for quick scanning, and basic typography treatment to flesh out basic proportions.
Vlocity - Neustar Support Portal
Summary: Vlocity is a SaaS cloud computing solution for the communications, insurance, and government verticals. I was the lead UI / UX designer and developer on the sales team for creating dashboards, purchase flows, and portals on the native mobile / tablet iOS app, and mobile-first responsive web experience.
Problem: Neustar had an enterprise support portal designed desktop-first in the 90's. It was outdated with both design and technical debt. They desired an updated UI and UX that aligned with their marketing brand redesign, and also to take inspiration by Salesforce's own support portal.
Process: I did a 50/50 split of design and development, from research to delivery. Starting with research from Neustar stakeholder interviews, I assembled a list of research into their current UX, and design goals. Taking inventory of their current support portal, I re-mapped the information architecture with card sorting and mental models, creating a flatter, more efficient entry page.
Next, due to time constraints put together a guerrilla style guide based on Neustar's recent redesign, combined with Salesforce's own support portal and lightning design system.
Then I did some quick sketches to check the grid pattern of the new desired card layout system, and jumped into the browser to design and develop directly. After a quick check in of the layout and design direction combining a rapid HTML prototype with a design inspiration board, I then proceeded with the full design, UI asset creation, and development of the portal.
Solution: Delivering a new mobile-first, responsive design, enterprise support dashboard prototype that aligned styles with Neustar's new look, and stakeholder requested inspiration from Salesforce's support portal.
Team: 2 remote sales leads, 1 remote sales associate, 1 UX designer, core on-site development team as needed
Timeline: 1 day for user research, 2 days of style and branding, 3 days of design asset creation and front-end development, 1 day of presentation
Design Research and Direction
A quick, guerrilla style guide and design board was put together from scanning Neustar's new marketing site, combined with Salesforce's own support page. I picked colors out of Neustar's brand, created custom icons and SVGs, and integrated them into the final portal redesign.
New Responsive Portal Prototype and QA Check
Working in an agile way, I got in the browser as soon as possible to mockup and prototype a proof of concept to check if we were on the right track.
Vlocity - Sprint Customer Service Dashboard
Summary: Heading UX design and development of Vlocity sales division, I created fully developed demos to pitch to customers. Designing and building unique, on-brand, user centric CRM dashboards built on the Vlocity, AngularJS, and Salesforce tech stack.
Problem: Sprint was looking for an updated, central dashboard for their customer service. It had to give at-a-glace information for quick service, plus be able to edit a customer's profile and perform certain actions. The sales team needed an on-brand demo ASAP in order to win over the client.
Process: Coordinating a group chat with the team, we defined current gaps in Sprint's system, and top actions their customer service needed, plus additional actions to improve their UX. Taking that bullet list, I then defined a story through the personas of a service representative and end consumer, and storyboarded their interaction.
Next I performed a quick style survey of Sprint in order to customize our platform to their brand. After some quick sketches, and check-ins to verify we were on the right track, I jumped into the browser, doing 50% design and 50% development, customizing our SaaS templates. When I got stuck, I would work with one of the senior developers to figure out the issue, and we'd define the best path forward and how to add it to our style patterns.
Solution: A fully working, on-brand live demo, built on Vlocity's platform on a Salesforce back end. Key micro-interactions included dynamic special offers, and expandable actions and details on existing products. The sales team successfully presented the demo, impressing their audience.
Team 1 remote sales lead, 1 on-site sales lead, 1 remote sales assistant, core on-site development team as needed.
Timeline: 2 days of research, 3 days of design & development, 1 day of testing, 1 day of presentation.
Responsive Multi Use Template Process
Summary: Leading the UX design of digital products and experiences with internal and external design and development resources. Designing overhauls and iterative improvements from a desktop-first website, turning it into a mobile-first website, that serves over 4.2 Million members. Integrating best UX patterns and practices on a tech stack including Drupal, Salesforce, Sass, HTML5, and CSS3
Process: I brought together business and digital stakeholders to research and define what types of pages and page content were needed. Then analyzed major breakpoints according to in-house analytics and major form factors at the time.
Next, formulated multi-use templates to be used in a Drupal based CMS, pulling existing CSS and typography styles as much as possible. Templates were created in Balsamiq, then output to multi-page Adobe PDF's for easy share-ability and feedback across on-site and offshore teams.
As part of my process, I'd also create fully responsive prototypes using frameworks like Bootstrap or Zurb Foundation, to showcase real HTML and CSS for demos, feedback, and reference for QA.
Solution: Delivering a multi-page PDF, with zipped HTML prototypes, that an offshore team made into new Drupal CMS templates. Adding comments in the final PDF's for annotating framework components, HTML elements, and CSS classes, I'd deliver to engineering the template assets and documentation, and we built the templates following mobile-first UX design patterns, and responsive design best practices. I'd coordinate weekly QA check-ins to ensure all business, technical, and design goals were being met.
Team 1 VP of business, 2 business leads, 1 product manager, 2 digital producers, 2 in-house developers, offshore development team.
Timeline: 2 days to define needs, 1 week of wireframes and prototypes with feedback, 1 month of development and QA.
Template PDF with Annotations
See the full annotated PDF in a new window. Depending on browser and reader, you may have to download file to view "comments" for HTML and CSS annotations.
See the full prototype in HTML and CSS based on Zurb Foundation
AAA Online Garage Wireframe and User Flow
Leading the wireframe, and user flow planning for AAA Northern California's new feature Online Garage. Identified in business requirements 3 possible user groups, and designed the most efficient flow to account for all 3 groups. Here is an overview covering all flows, and below are flows for registered AAA members, and non AAA members.
Utopia iPad Magazine Article
Created using Adobe Digital Publishing Suite. Designed layout, typography, font baseline, custom icons / illustrations, and interaction design. Supplied with content including video, article copy, and links, combined all into a package for publishing.
2.5D Motion Graphic
Utilizing Cinema 4D built-into After Effects, a "2.5D" effect can be made, bridging the gap between our 3D world and the 2D screen world.
Sacramento Zoo Coloring Contest Poster
As part of my many-hats work for the farmers' market, I would create 11 x 17 tabloid size posters to advertise special market events. This poster and accompanying handout (see full picture for example) was one of my favorites because I was able to put my illustration skills to good use for a good cause.
"Viva Von Tease" Painting
Commissioned for Dark Friday's "Murder, Mystery Mayhem" event. Drawing inspiration from the event's film noir theme, and edgy art style of Frank Miller, I made this painting in ink and acrylic on canvas. I used Photoshop and Illustrator the plan the figure-ground reversal, inter-penetration outline, and minimized shape forms.
The perfect overlap of technical-minded plus creative-minded that you're looking for. Experienced UI/UX and Product Designer, rooted in solid graphic design, with a splash of Front End Web Development experience.
My philosphy is design is all about problem solving, my drive is fueled by user feedback from new design tests and iterations, and my ultimate driving goal is to create positive effect in this world through superior design.
This entire site was hand-coded. Do you like it? I hope so :)
Building on a customized Twitter Bootstrap foundation, I designed this site to be mobile-first with progressive enhancement.
I'm incorporating typography best practices to set type to be pixel-agnostic with
rem, serving images in a responsive way with the
Picturefill library, and semantically marking up the page with HTML5 tags like
idto enabling styling like
img-circlewith Twitter Bootstrap.
The fifth-largest bank in the United States, U.S. Bank is one of the country's most respected, innovative and successful financial institutions.
Roostify is a digital mortgage SaaS responsive web platform that simplifies and accelerates the home-buying experience. Clients include Chase Bank, Guild Mortgage, and TD America.
Vlocity is the first kind of company ushering in the next wave of Cloud Computing. Specifically, creating, from scratch - The Industry Cloud. The Industry Cloud is designed to meet the critical omni-channel sales, service and marketing drivers of the biggest brands on the globe.
Leading the UI and UX on multi-million dollar sales and services contracts with some of the biggest names in the Communication, Insurance, Health Insurance, and Public Sector industries, including Sky Italia, T-Mobile, and New York Life.
Designing iterative improvements to a mobile-first website that serves over 4.2 Million members. Integrating best UX patterns and practices on a tech stack including Drupal, SFDC, Sass, HTML5, and CSS3.
Leading the UX design of outstanding digital products and experiences with internal and external creative resources. Working hand in hand with the Digital Designer as two halves of a design team.
Leading web design and app development following the latest technology and standards, while incorporating tried and true traditional design skills and styles. Some specifics tied under non-disclosure agreements.
Focusing on HTML5, responsive design, and flat UI patterns inspired by the Bauhaus School and De Stijl Movement.
Google Maps API
VideoHTML5 integration, with cross-support for