Working with the business and system analyst to identify the true business needs on how the application will be organized and function. Conducted multiple design workshops to identify the core set of user personas, user needs and user scenarios for core actions and touchpoints. Created wireframe prototypes to define the navigation and content layout and conducted usability testing to ensure it was consistent with the overall user needs. Provided guidance and direction for the overall design system and reusable components to be implemented across multiple platforms. As a result, this program provided the executive leadership team with a clear vision for the future state customer experience and an executable plan for them to make progress in an incremental way while laying the foundation for a new way of thinking about one integrated organization consolidating customer user interfaces at the task/activity level across their business units, products and services.

Impact:

• Led ux strategy for trading platform used by 5,000+ financial advisors resulting in streamlined user flows and significantly enhanced usability.

• Conducted user research identifying critical pain points in existing system

• Created wireframe prototypes defining navigation and content layout

• Implemented modular design system enabling faster deployment of new features

• Provided the executive leadership with clear vision for customer experience and executable implementation plan

Skills:

• User Research

• Personas

• Information Architecture

• UI/UX Interaction Design

• Design System