Welcome to Sample Download!

Below are samples of planning documentation, presentations and related artifacts from assignments spanning 2014-17. Please do not distribute. Access/time to view research, artifacts and planning documentation is restricted due to NDAs. Please note: Artifacts designed for the big screen and never intended to be presented on small viewports are disabled for mobile viewing.

View Skill-set Summary

PROFESSIONAL SUMMARY

  • Define the UX vision by clarifying assumptions using surveys, interviews and advisory panels to focus and understand challenges internally before diving into user research, testing and planning.
  • Customize UX strategies/planning and budgets based on a shared vision that can consolidate ideas, address constraints, manage different voices and move projects forward instead of fixating on stylistic and personal preferences.
  • Advance and integrate the UX practice within a company working across business units, work streams and departments to build awareness and acceptance of the discipline.
  • Apply quantitative and qualitative user research, while synthesizing customer data from marketing, customer service and social sources to identify opportunities and recommend design directions.
  • Identify user requirements to shape engagement types and prioritize feature sets by performing heuristic reviews, completive analysis and brainstorming workshops marketing and brand professionals to profile target audiences.
  • Connect design strategy to business results and success criteria aligning patterns, style guides, ideation wires, prototypes and site maps with KPI, MVP and ACs.
  • Deliver UX roadmap for mobile/desktop solutions and present planning documentation to clients and stakeholders to advance strategic conversations and confirm scope/budget.
  • Utilize Jira, Harvest, Basecamp, OmniGraffle, Axure, inDesign, Illustrator, Photoshop and Microsoft Office to produce, share, evolve and manage related artifacts in both Agile/LEAN and Waterfall work environments.

Healthcare | Northwestern Medicine

Focus: Workshops, ideation sketches/flows, audits, content inventory, behavior models/journeys, wires/specifications and vendor management.

Phase 1: Meet the Team

Humanize the Patient Journey

Mapped emotional drives influencing patient’s journey/entry into NM service lines. Clarified unique “Meet the Team” business cases and confirmed user stories for 6 services lines relevant to NM. Finalized requirements to matured Sitecore component libraries using acceptance criteria/user stories for both internal teams and vendors.

View work products via Google Docs!

(Where’s Axure? …waiting for you back on the big screen.)


Phase 2: Service-lines

Optimize Optimal Paths

Performed best in class and secondary research to help prioritize points of entry into service-lines. Content/linking audits used to map relevant assets to user flows and site maps. Demonstrated common and unique components in mid-fed wires and recommendations for stakeholder approval and future planning.

View work products via Google Docs!

(Where’s Axure? …waiting for you back on the big screen.)


Please do not distribute links or download documents.

Home Improvement | Metrie

Focus: Working sessions, site maps, behavior models/flows, wires, reverse engineering and mobile first strategy.

Project: Option M

Mobile Patterns & Geolocation

Reversed engineered client approved desktop comps to shift creative team to content/mobile first approaches. Established zip gates, geolocation error prevention patterns for frontend consideration and feedback. Helped creative plan for future site iterations by focusing user tasks, and engagements.

View work products via Google Docs!

(Where’s Axure? …waiting for you back on the big screen.)


Please do not distribute links or download documents.

Healthcare | Surgical Care Affiliates

Focus: SOW/Project planning, stakeholder interviews, surveys, business/needs analysis, ideation sketches/flows, audits, content inventory, behavior models/journeys and wires/specifications.

Phase 1: Scope & Discovery

Multifaceted Research for a Multisite Redesign

Collaborated with account management and project planning for site redesign/CMS. Performed stakeholder interview, surveys, heuristic evaluations and top task analysis to prioritize wish lists and include input from 5 different work streams, +200 affiliates and existing vendors.

View work products via Google Docs!

Phase 2: Definition & Design

CMS Redesign Strategy, Requirements & Content Migration

Developed CMS adoption plan and acceptance framework for +200 affiliate surgical centers. Included SEO, accessibility and content policies to aid in adoption and acceptance of immediate and long-term strategies.

View work products via Google Docs!


Please do not distribute links or download documents.

Finance | Jackson Hewitt

Focus: SOW/Project planning, business/needs analysis, flows, audits, content inventory, patterns and wires/specifications.

Project 1: Acquisition Optimization

Error Prevention and Mobile Patterns

Evolved standards to minimize user error and focus audiences on optimal paths. Site flow and wires for homepage geo location/search, promotional pages helped confirm marketing wish lists while providing development with alternatives approaches and patterns for technical troubleshooting.

View work products via Google Docs!

Project 2: Resource Center Audit and Redesign

Establish Patterns to Organize Online Resources

Managed team and UX activities to audit and redesign current resource center. Focused use to self serve to minimize support call and questions.

View work products via Google Docs!


Please do not distribute links or download documents.

Telecommunications | US Cellular

Focus: Testing and analysis, team/resource management, workshops, social listening, best in class research, ideation sketches/flows, audits, content inventory, behavior models/journeys and wires/specifications.

Project: Why Switch

Out of the Box Strategies Inspires adoption of Zip Gates

Modernize networking messaging, coverage maps and “Why Switch” themes. Aligning brand strategies with solutions from outside the industry. Inspiring stakeholders with personalized experiences using target content with zip gates and Geo-location. “Showed” coverage in unexpected places, larger carriers do not service.

View work products via Google Docs!

(Where’s Axure? …waiting for you back on the big screen.)

Project: Best Deals & Offers

Quantify the Qualitative

Managed teams and administered user testing and analysis for deal page updates. Introduced UX score card and loyalty metrics (SURPR-Q) in remote testing. Provided rationale, results and recommendations to improve deal page interactions and incentives.

View work products via Google Docs!

(Where’s Axure? …waiting for you back on the big screen.)


Please do not distribute links or download documents.

Home Appliances | Whirlpool Corporation

Focus: Stakeholder interviews, surveys, business/needs analysis, ideation sketches/flows, audits, content inventory, behavior models/journeys and wires/specifications.

Project: Whirlpool Every Day Care

Cause-related Marketing

Developed responsive/mobile solutions for Whirlpool Every Day Care portal redesign presentation mapping content to high-end engagements.

View work products via Google Docs!


Project: KitchenAid/The Home Depot

Co-branded Microsites

Introduced “mobile first” approach toward KitchenAid/The Home Depot Microsite to streamline experience and prioritize goals.

(Where’s Axure? …waiting for you back on the big screen.)


Please do not distribute links or download documents.

Finance | Bank of America Cashpro

Focus: Workshops, product management/service design, ideation sketches/flows, user stories/business cases and wires/specifications.

Vertical 1: Receivables Next Generation

Agile Requirement Gathering

Keep the team involved with rapid prototyping to focus ideas and confirm scope. Introduced low fidelity wires to accommodate sprints and size epics with product team. Modernize banking product with responsive, predictive results, media/device detection and faceted search.

(Where’s Axure? …waiting for you back on the big screen.)

Vertical 2: Service Center

Workstream/UX Management

Leveraged wireframe reviews, demos and presentations to focus discussions on understanding assumptions and user-centric solutions vs focusing on stylistic and personal preferences.

Check out a few Artifacts via Google Docs!

(Where’s Axure? …waiting for you back on the big screen.)