JP Morgan Sales Workstation
Part 1: The design process behind a sales technology transformation
Product Design
UX/UI Design
Design Process
🔒Password Protected
Zenapse Persona Summary
Illustrating the secret sauce of Zenapse’s CMS through data visualization and generative AI
Product Design
User Research
Strategy
🔒Password Protected
Fidelity Planning Hub
Designing a user experience that evolves over the financial lifetime of the customer
Product Design
UX/UI Design
Strategy
JP Morgan Sales Workstation
Part 2: The discovery and research that defined a product strategy
Relationship Building
User Research
Strategy
🔒Password Protected
Fidelity Design Systems
Part 1: 80 projects + 3 lines of business = a single user experience for Fidelity
Design Systems
UX/UI Design
Strategy
Prudential UCITS Website
Driving cultural change and design processes to refocus on the user
Relationship Building
UX/UI Design
Strategy
Zenapse Direct Edit Feature
Making Zenapse’s CMS editor demo-worthy by keeping the user in the content
Product Design
UX/UI Design
Analytics
🔒Password Protected
Fidelity Design Systems
Part 2: Articulating a design system that aligns over 300 designers
Design Systems
UX/UI Design
Strategy
SolidWorks Product Site
Driving cultural change and design processes to refocus on the user
Relationship Building
UX/UI Design
Strategy
Fidelity International
Localizing my successful design systems strategy around the world
Relationship Building
UX/UI Design
Design Systems
Financial Tracking Technology
Unifying twelve separate apps into a single platform UXÂ
Product Design
UX/UI Design
Strategy
Fidelity CX Digitization
This digital conversion brought Fidelity’s customer service out of the paper ageÂ
Relationship Building
UX Design
Strategy & Analytics