top of page
PROJECT SHOWCASE
DEBIT CARD APP
Fortune 500 HR Management and Software company's debit card app engagement was lower than expected. The prevailing hypothesis within the business was that usability issues were hampering engagement and revenue generation
Process
We expanded on the client's ask by not only conducting a usability assessment, but also a product/market fit analysis based on competitor and user research. Taking the results from research, we conducted workshops to align on a path forward. We documented current and future states in user personas and journeys, and then went into UX/UI designs. We iterated and designed new screens and validated those through usability testing.
Outcome
Designed and validated 100+ new mobile app screens, including 5 new features and a multitude of usability enhancements for the existing application. Ideated further opportunities for gamification within the app and enhancements to the business that could be gained by leveraging AI technologies.
Process
We expanded on the client's ask by not only conducting a usability assessment, but also a product/market fit analysis based on competitor and user research. Taking the results from research, we conducted workshops to align on a path forward. We documented current and future states in user personas and journeys, and then went into UX/UI designs. We iterated and designed new screens and validated those through usability testing.
Outcome
Designed and validated 100+ new mobile app screens, including 5 new features and a multitude of usability enhancements for the existing application. Ideated further opportunities for gamification within the app and enhancements to the business that could be gained by leveraging AI technologies.
UNIVERSITY LEARNER PORTAL
Major US Online university's Learner's experience was fragmented, static and difficult to use. They had recently migrated to Salesforce, and wanted to leverage the data from their new CRM to enhance the learner experience and use that transformation as a spring board for a complete portal overhaul and digital property consolidation.
Process
Using existing research, and stakeholder workshops, we aligned on a new vision for the portal experience, and defined the portal MVP. Concurrently, we developed a new content strategy and governance process for the new experience.
Leveraging Salesforce Communities, the UX/UI and content teams collaborated to design key flows and a component library for the new experience. We then managed development of the MVP release for the new Learner Portal.
Outcome
More than 170,000 learners now have access to key resources, process and tools via the new Learner Portal. The dynamic content and tool functionality on the Learner Portal is now enabled by Salesforce CRM, reducing integration and custom content creation needs.
Process
Using existing research, and stakeholder workshops, we aligned on a new vision for the portal experience, and defined the portal MVP. Concurrently, we developed a new content strategy and governance process for the new experience.
Leveraging Salesforce Communities, the UX/UI and content teams collaborated to design key flows and a component library for the new experience. We then managed development of the MVP release for the new Learner Portal.
Outcome
More than 170,000 learners now have access to key resources, process and tools via the new Learner Portal. The dynamic content and tool functionality on the Learner Portal is now enabled by Salesforce CRM, reducing integration and custom content creation needs.
FIELD SERVICE MOBILE APP
A U.S. leader in logistics, equipment rental and associated services, was acquired by a private equity firm. The new owners wanted to dominate the market by investing heavily into optimizing the sales and service experiences, and enabling tools.
Process
Our team conducted broad research across the sales and service organizations to identify opportunities for change and map out the future state employee and customer experiences. We then launched a design phase to perform deeper UX analysis in key areas and develop prototype designs for high-value use cases.
Outcome
Working closely with platform implementation teams, our strategy and design work contributed more than 100 unique features to sales and service solutions. We provided countless insights and revised screen designs for critical flows like Quick Quote, Customer 360, Service Coordination, and Handheld Service App. Client is now the top provider amongst their direct competitors.
Process
Our team conducted broad research across the sales and service organizations to identify opportunities for change and map out the future state employee and customer experiences. We then launched a design phase to perform deeper UX analysis in key areas and develop prototype designs for high-value use cases.
Outcome
Working closely with platform implementation teams, our strategy and design work contributed more than 100 unique features to sales and service solutions. We provided countless insights and revised screen designs for critical flows like Quick Quote, Customer 360, Service Coordination, and Handheld Service App. Client is now the top provider amongst their direct competitors.
RETAIL E-COMMERCE SUITE
Global wellness brand had just released a mobile-first e-commerce and partner seller storefront. They wanted to optimize this experience, and to create a strategy for building a suite of other seller tools with a focus on digital native millennial sellers. They also wanted to unify their marketing sites across regions.
Process
We approached this project in three phases, the first was to stand up a continuous discovery process for the e-commerce and partner seller storefront in order to optimize that experience by gathering global user feedback, The second phase was to stand up a global research project, interviewing more than 50 stakeholders, sellers and customers in US/LATAM, EMEA, and APAC to gather insights into the global and local website, and sales tool product needs. The third phase was to synthesize this research to create a web experience strategy that dovetailed with our content strategy team's work, as well as a vision, backlog and roadmap for a next generation suite of sales tools.
Outcome
Our site and tools were developed and released to over 250,000 users, helping to drive $2B in revenue in 2022.
Process
We approached this project in three phases, the first was to stand up a continuous discovery process for the e-commerce and partner seller storefront in order to optimize that experience by gathering global user feedback, The second phase was to stand up a global research project, interviewing more than 50 stakeholders, sellers and customers in US/LATAM, EMEA, and APAC to gather insights into the global and local website, and sales tool product needs. The third phase was to synthesize this research to create a web experience strategy that dovetailed with our content strategy team's work, as well as a vision, backlog and roadmap for a next generation suite of sales tools.
Outcome
Our site and tools were developed and released to over 250,000 users, helping to drive $2B in revenue in 2022.
500 Terry Francois Street
San Francisco, CA 94158
Tel: 123-456-7890
bottom of page