Showcased Projects
AI Agent for Invoice Submissions
Design Lead, Tesorio
Manual Accounts Receivable work is time-consuming and error-prone. I designed a unified dashboard, agent manager, and automation workflows powered by GenAI to streamline the process and reduce manual effort.
Outcome
Successfully launched beta with 11 customers (exceeding goal of 3) and achieved 90% fully automated rate.
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Review Submission & Global Design Pattern
Design Lead, Tesorio
While working on the AI Agent for Invoice Submissions project, I needed to design a workflow for users to review submissions for approval and to resolve issues. Our platform lacked an efficient way to handle action workflows in context. Rather than solving for this single use-case, I saw an opportunity to establish a scalable pattern. As I approached the needs for this particular project, I collaborated across teams to design a global component that would serve diverse needs across the platform.
Outcome
Immediately after release, our company's other product team successfully adopted this new global pattern for their complex workflow.
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Profile Page Evolution
Design Lead, Xinova
I redesigned Xinova's member profile system to balance competing needs: creating compelling "storefronts" for innovators while capturing the structured expertise data our matching algorithms required to connect the right expert with the right opportunity.
Outcome
Achieved 2-3x increases in critical profile completion rates (patents, education, publications, experience) while 50% of members defined interest areas for matching. This data foundation enabled Xinova to algorithmically connect innovators with relevant opportunities.
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Call Center Tools
Design Lead, WDS
Redesigned enterprise call center support tools through embedded user research, solving critical information architecture and workflow problems that hindered agent efficiency during live customer calls.
Outcome
Improved call handling metrics, reduced operational costs, and established WDS's first modern design system—increasing both internal efficiency and external sales.
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Simplifying Complexity — Adding Future Invoices to the Forecast
Design Lead, Tesorio
Taking a complex need and creating a simplified experience within Tesorio's Accounts Receivable Forecast product. I designed functionality to supplement the forecast — which had been limited to invoices already billed and within Tesorio — with manually entered projections of invoices they expected to bill in the future.
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