USER EXPERIENCE, INTERFACE, AND INTERACTION DESIGN
Process Flows, Wireframes, Prototypes
Communicate design concepts, streamline user interactions, and validate solutions, ensuring intuitive and efficient user experiences.
The Challenge
The original JFF team for this project published their findings as a HubSpot site at Assessing Regional Readiness for Action. They received feedback from stakeholders that the way the information and data graphs were presented made it difficult to understand. The project team asked our JFFLabs Product Incubation team to propose improvements.
Users / Audiences
The guide was designed for regional leaders in business, government, education, workforce development, and community organizations.
Scope and Constraints
The budget was small, so we needed to bring the biggest bang for the buck. However, if our changes were received favorably by the stakeholders, there was a potential for more funding for additional work.
Organizations
JFF, Ares Charitable Foundation (funder), World Resource Institute (funder)
My Role
UX Lead, Product Manager
Date / Duration
Sep 2024 - Dec 2024
The Process
I needed to understand the information, the data, and the analysis.
To start, I consumed relevant project documents. Then, with my product team, I interviewed the original project team to understand their intentions with the original site and to delve into the feedback they received.
I wrote a product proposal.
I paired with our software architect to hash out a plan we could complete within the budget restrictions. I wrote up the proposal, reviewed it with the original project team and we got a green light to proceed.
I audited the original site.
My goal was to understand and prioritize the information to follow our proposal of relocating the risk and readiness scoring and highest value relevant information to a new site while reworking the original site so it could be referenced and backing and additional information.
I made a plan for the information.
I created a document that outlined the content we would move from the HubSpot site to the new site matching the site plan.
I made a plan for presenting the data analysis.
I developed an new workflow for presenting the regional scores and their meaning. I also proposed that we use a more abstract state-level map rather than a realistic geographic map of the 3,000+ counties in the U.S. to make the information more human consumable.
I created simple brand identity.
I designed a logo and color scheme based off of the climate-focused purpose of the site and the regional readiness scoring categories, which can be represented in a four-quadrant chart or matrix chart.
I created a visual prototype of the new site and validated our plan.
The original team was thrilled with our interpretation of their scoring system and the use of a more abstract state-level map so we starting building the site.
And then we hit a wall.
Unfortunately our team was not able to finish this project before the organization had a round of layoffs, which included our team.
Outcomes and Learning
This project proved amazing information can be hidden with unclear presentation.
This is not the first time I've learned this but it's an excellent example.
A good team is about the value of the results, not about egos.
It can be a tricky thing to reimagine another individual's work but it's lovely to do so with people who are focused on providing the highest value as a cohesive team.
The Challenge
The marketing group had a goal to drive customer traffic to Sterling Identity's fingerprinting service based on individual needs. I was asked to design custom pathways to pair with targeted ads for a series of use cases.
Users / Audiences
There were 5 customer groups targeted for the ad campaigns: People going through the adoption process, who want to study or work abroad, who are doing a personal review of their information, and customers through a partnership with an organization in Florida that provides certifications for health care professionals.
Scope and Constraints
I needed to balance asks from multiple parts of the organization: The marketing team wanted each customer experience to be bespoke. The Director of Product wanted the least amount of change or disruption to the existing workflow.
Organizations
Sterling Identity
My Role
UX Design Lead
Date / Duration
Apr 2015 - Sep 2020
My Process
I made a plan for how to proceed.
Since I had designed the existing experience, I knew where I would like to add customization. I met with the main software engineer for the project to determine the level of effort for the changes I wanted to make, then made a proposal to the Product Owner and got his agreement.
I diagramed the paths for each group.
Working with Marketing, we made a plan to create 5 HubSpot landing pages that would be in control of the marketing group. The ads would link to these pages, and the pages would link into the product. The product would have variable image and content areas that would be triggered through subdomain site addresses.
I designed the custom experiences.
I proposed design themes to the marketing group for the HubSpot pages that would coordinate an an elegant way into the product. Each theme would carry content and imagery across the experience. I ensured the Marketing team and development team had coordinated imagery and worked with Marketing to ensure content consistency.
Outcomes and Learning
Our plan was effective.
An elegant aspect of the plan we made was that Marketing could post or remove ads and update content on or create new HubSpot pages at will, without additional engineering effort, allowing them to easily experiment.
Our work was noticed.
Our team was complimented by the organization's General Manager for our successful collaboration.
