Principal Product Designer
Tesorio is an early-stage startup in the B2B Fintech sector, providing accounts receivable automation and cash flow visibility and predictability. I brought a breadth of skills beyond leading product design, including product management, product strategy research and marketing experimentation. I contributed expertise in navigating complex systems functionality and complex problem spaces, designing for experiences powered by GenAI and ML and maturing our product organization.
Key Achievements:
- Designed a self-serve onboarding flow for new customers, reducing the time to onboard from 20 days to 4 days and freeing up CS resources by reducing customer registration time from 60 minutes to 30 seconds.
- Led and launched our Accounts Receivable Forecast product from 0 to 1 as product manager and design advisor. Beta launched in 6 weeks and GA in 5 months. Led value pricing research during beta. Missed our initial goal immediately after GA, but met our year end goal for customer conversions by 108%.
- Led experimentation projects to increase our marketing impact, with final outcomes of 9% increase in overall visitors per week and 50% increase in our conversion rate.
- Led the design of our company's first AI agent, Supplier Portals Agent. Worked with beta customers to iterate on designs and functionality, and established AI product guidelines to ensure we deliver on trust and security.
- Undertook survey and interview research to better understand finance professionals who work with cash forecasting, which was used to guide the needs and understand value drivers of our forecast products.
Focus Areas:
Product Design Lead
At Xinova, I helped to build a new platform to facilitate innovation, bringing together our network of innovators with our customers needing to innovate.
Key Achievements:
- Owned the design and UX of network engagement, leading projects like helping members set up a "storefront" profile, onboarding new members, encouraging profile completion, and creating a referral program. Doubled to tripled the percentage of active users with specific profile data points, increasing our knowledge of our members and the expertise they have.
- Designed a complex workflow process for our Xinova platform, approached using systems thinking, breaking down the architecture elements, how things are interconnected, and the mental model in which users approach the system. This solution was designed with scalability in mind, and implemented for lean market validation.
- Led a design team initiative to translate our ambiguous company vision into a design vision and proposal to provide our company a common foundation for discussions.
- As team lead of our product designers, I guide the team to work collaboratively together, ensure the success of individuals and the team, and help oversee the coordination of design efforts across multiple projects. I also help to identify opportunities for our team, working with leadership to help formulate and execute our product vision.
Focus Areas:
Featured Projects:
Onboarding New Members
Creating a minimalist, MVP version of the first-session experience to introduce new sign-ups to Xinova, collect data to support our business value, and help them get started.
Member Referral Program
Designed a referral program to grow our innovator network and increase valuable member contributions through strategic incentives.
Senior UX Designer
As part of the Data Protection Cloud group, I designed solutions for cloud data storage and protection hardware and software products.
Key Achievements:
- Re-established a UX team within the Data Protection Cloud group, and served as lead UX designer, leading the design on a number of projects, as well as managing the UX resources across all of our projects.
- Designed a complex workflow process for our Xinova platform, approached using systems thinking, breaking down the architecture elements, how things are interconnected, and the mental model in which users approach the system. This solution was designed with scalability in mind, and implemented for lean market validation.
- Led a design team initiative to translate our ambiguous company vision into a design vision and proposal to provide our company a common foundation for discussions.
- Designed a number of products for the Data Protection Cloud group, including a platform that was used among many different data storage and protection product teams and users. Challenges included designing for a very broad user base, with various use cases and needs, and with reuse and standardization in mind. Researched and collaborated with other internal teams to understand how they would be using the platform for their products. Designed the portal UI to provide a seamless and integrated experience for our users, allowing them to monitor their entire solution at a high level, as well as drill down into specific services and products as needed.
Focus Areas:
Featured Projects:
Cloud Portal's Design System
Building a design system from the bottom up to support a platform-as-a-service product offering, providing a pattern library, design principles, and style guidelines to support other development teams.
Freelance UX Designer
As part of the Data Protection Cloud group, I designed solutions for cloud data storage and protection hardware and software products.
Key Achievements:
- Provided UX and design support for the Seattle-area startup, EchoQuake. My contributions spanned across the business and included product design, app prototyping and design, website design and development, and business and marketing materials.
- Provided design support for the Seattle-area, health startup, Solomomo. My contributions included prototype designs for an in-home tablet product for a 16-point skin analysis tool, as well as the design and development of a marketing website and materials.
Featured Projects:
Skin Health Monitoring Device
Designing a proof-of-concept prototype for an early-stage startup. This is a tablet based, smart product that features a specialized attachment to analyze your skin. The product leads the user through a series of steps to analyze 15 points on the face, allowing the user to understand and monitor their skin health.
UX Designer
WDS focused on improving the customer experience of purchasing and owning a mobile phone, through the insights and operations of call centers, retail purchase and support products.
Key Achievements:
- As sole designer and evangelizer of great UX across the company, I provided design consulting for our product development teams, as well as led the design as an embedded resource.
- Led the design of products in many different spaces including ecommerce, support software and data analytics products, and across multiple channels including retail stores, call centers, online websites, web apps, and mobile Android and iOS. The products spanned both internal and external facing products, B2B, B2C, and B2B2C.
- Integrated continuous user research into our process. This included establishing monthly standing usability tests as a quick and dirty means of getting user feedback on a regular basis. Frequent research and design testing was also undertaken in the call centers, in keeping with our Agile development process. I also led a generative research initiative that utilized ethnographic observation and interviews of retail associates within stores selling mobile device products, visiting 17 stores across 3 markets, and interviewing 26 retail associates. The results of this research provided the basis for our product roadmap.
- As the only team member located in the U.S., I essentially operated in a remote manner as I worked with product development teams that spanned the globe. I adjusted my process to utilize specific communication methods in order to bridge large time difference and proximity gaps.
- Collaborated closely with all areas of the business. I worked with our multimedia team to create visual designs that were both usable and delightful, and closely with our product managers to understand our users through research and analytics.
Featured Projects:
App for Mobile Troubleshooting & Support
Updating the design of our iOS and Android apps that provide support to consumers with mobile phone issues in order to make the right info available, align the OS experiences, and improve the usability and delight of using the app.
Retail: Recommend Device & Plan
Creating an online experience for retail associates and consumers to browse and select the right mobile phone and plan based on their needs and wants.
UX Specialist
As part of the Interactive Newspapers Group at E.W. Scripps, I designed and maintained large-scale content sites for newspaper locations across the U.S.
Key Achievements:
- Designed and maintained large-scale content sites. Our products spanned both desktop and mobile spaces.
- My primary focus as interaction designer had me helping define the strategy and requirements for our products, creating effective and engaging user flows, and structuring intuitive and accessible information architecture.
- As a secondary responsibility, I led the visual design of our products, both through original design creations and the delegation and direction of outside resources. I also frequently helped with development, using HTML, CSS, jQuery, and front-end templating in Django to execute designs.
- I was involved in a division-wide strategic initiative committee on SEO for our products.
- Some of the more varied projects I worked on included integrating game dynamics and personalization into the news reading experience, a social iPhone app targeted to fans at high school football games, an interactive TV app for traffic reporters on-air, and an alarm clock mobile app integrating news and weather into the wake-up routine.
Featured Projects:
Alt Weekly Entertainment Site
Setting up a new digital entertainment news site using our templated infrastructure and applying visual design to fit branding.
App for Highschool Football Spectators
Designing an iPhone app targeted to fans of highschool football, allowing them to interact with other fans, share their excitement, and keep updated on the games.
Alarm & News App
Designing an alarm clock app for the iPhone that wrapped our news content into the wake-up experience. This provided users with the news and information they wanted when they woke up, and the business a new means of hooking users into our content in a habitual manner.