CATEGORIES
3 Results
Design Bytes is currently under construction.
Stay tuned for new additions each week as we build something amazing!
NEWS
CATEGORIES
3 Results
Design Bytes is currently under construction.
Stay tuned for new additions each week as we build something amazing!
NEWS
From MVP Failure to 3x Adoption in Community Solar
An underutilized product, reliant on external tools, redesigned to reduce task time by 77% and drive user adoption to 100%.
Product Design
IT Operations
MVP
B2B
B2B
B2B
From MVP Failure to 3x Adoption in Community Solar
An underutilized product, reliant on external tools, redesigned to reduce task time by 77% and drive user adoption to 100%.
Product Design
IT Operations
MVP
B2B
B2B
B2B
Notes
Notifications
Alerts
Flyouts
Issues
Presets
Reallocation
Actions
Stakeholder Menu
Notes
Notifications
Alerts
Flyouts
Issues
Presets
Reallocation
Actions
Stakeholder Menu
Notes
Notifications
Alerts
Flyouts
Issues
Presets
Reallocation
Actions
Stakeholder Menu
Role
Lead Product Designer
Lead Product
Designer
Timeline
6 months
Responsibilities
Design QA
Visual Design
Design System
Design Direction
Prototyping & Testing
Data Analysis & Insights
User Research & Testing
Responsibilities
Design QA
Visual Design
Design System
Design Direction
Prototyping & Testing
Data Analysis & Insights
User Research & Testing
Overview
In 2022, I joined IGS to lead design for the Community Solar platform, which had launched its MVP three months prior but was underperforming due to a lack of clarity, misalignment with user needs, and frequent data changes.
The goal was to transform the platform into an effective tool that streamlined operations, increased productivity, and supported the company’s growth in a competitive market.
I led the design direction and execution, aligning the product with workflows, integrating new features, and adapting to market pivots. Collaborating closely with a cross-functional team, I ensured the product met user needs and business objectives, setting it on a path for long-term success and profitability.
In 2022, I joined IGS to lead design for the Community Solar platform, which had launched its MVP three months prior but was underperforming due to a lack of clarity, misalignment with user needs, and frequent data changes.
The goal was to transform the platform into an effective tool that streamlined operations, increased productivity, and supported the company’s growth in a competitive market.
I led the design direction and execution, aligning the product with workflows, integrating new features, and adapting to market pivots. Collaborating closely with a cross-functional team, I ensured the product met user needs and business objectives, setting it on a path for long-term success and profitability.
In 2022, I joined IGS to lead design for the Community Solar platform, which had launched its MVP three months prior but was underperforming due to a lack of clarity, misalignment with user needs, and frequent data changes.
The goal was to transform the platform into an effective tool that streamlined operations, increased productivity, and supported the company’s growth in a competitive market.
I led the design direction and execution, aligning the product with workflows, integrating new features, and adapting to market pivots. Collaborating closely with a cross-functional team, I ensured the product met user needs and business objectives, setting it on a path for long-term success and profitability.
In 2022, I joined IGS to lead design for the Community Solar platform, which had launched its MVP three months prior but was underperforming due to a lack of clarity, misalignment with user needs, and frequent data changes.
The goal was to transform the platform into an effective tool that streamlined operations, increased productivity, and supported the company’s growth in a competitive market.
I led the design direction and execution, aligning the product with workflows, integrating new features, and adapting to market pivots. Collaborating closely with a cross-functional team, I ensured the product met user needs and business objectives, setting it on a path for long-term success and profitability.
86% of daily processes spent in external products (FreshSales & Excel).
?
?
Zero visibility into uncountersigned and submitted subscriptions.
!
Lack of data tracking and reporting capabilities in primary product.
Time-consuming and error-prone Quality Check (QC) process.
Key Issues
Several factors hindered CS360's adoption. Poor communication between product and operations teams, driven by market changes and data uncertainties, created a disconnect between user needs and capabilities. Frequent updates also strained product knowledge, limiting users' ability to fully leverage CS360.
Several factors hindered CS360's adoption. Poor communication between product and operations teams, driven by market changes and data uncertainties, created a disconnect between user needs and capabilities. Frequent updates also strained product knowledge, limiting users' ability to fully leverage CS360.
Several factors hindered CS360's adoption. Poor communication between product and operations teams, driven by market changes and data uncertainties, created a disconnect between user needs and capabilities. Frequent updates also strained product knowledge, limiting users' ability to fully leverage CS360.
Several factors hindered CS360's adoption. Poor communication between product and operations teams, driven by market changes and data uncertainties, created a disconnect between user needs and capabilities. Frequent updates also strained product knowledge, limiting users' ability to fully leverage CS360.
86% of daily processes spent in external products (FreshSales & Excel).
?
?
Zero visibility into uncountersigned and submitted subscriptions.
Lack of data tracking and reporting capabilities in primary product.
404
404
Time-consuming and error-prone Quality Check (QC) process.
!
86% of daily processes spent in external products (FreshSales & Excel).
?
?
Zero visibility into uncountersigned and submitted subscriptions.
Lack of data tracking and reporting capabilities in primary product.
Time-consuming and error-prone Quality Check (QC) process.
!
Challenges
Through user research & analytics, I discovered that our users spent just 14% of their day in CS360, mainly for data collection, while relying on external tools for key tasks. This led to inefficiencies, a 47% increase in task time due to frequent product changes, and the need for a support engineer to address escalating bugs.
Through user research & analytics, I discovered that our users spent just 14% of their day in CS360, mainly for data collection, while relying on external tools for key tasks. This led to inefficiencies, a 47% increase in task time due to frequent product changes, and the need for a support engineer to address escalating bugs.
Through user research & analytics, I discovered that our users spent just 14% of their day in CS360, mainly for data collection, while relying on external tools for key tasks. This led to inefficiencies, a 47% increase in task time due to frequent product changes, and the need for a support engineer to address escalating bugs.
Challenges
Through user research & analytics, I discovered that our users spent just 14% of their day in CS360, mainly for data collection, while relying on external tools for key tasks. This led to inefficiencies, a 47% increase in task time due to frequent product changes, and the need for a support engineer to address escalating bugs.
Product Metrics
Aug' 2022 - Feb' 2023
1.5
out of 10
Needs Refinement
Results were collected from a post-task questionnaire administered after each user testing session.
1.5
out of 10
Needs Refinement
Results were collected from a post-task questionnaire administered after each user testing session.
1.5
out of 10
Needs Refinement
Results were collected from a post-task questionnaire administered after each user testing session.
Avg. Conversion Rate
12
%
Avg. Conversion Rate
12
%
Avg. Conversion Rate
12
%
Avg. Feature Adoption Rate
34
%
Avg. Feature Adoption Rate
34
%
Avg. Feature Adoption Rate
34
%
Avg. Time on Task
6
min.
11
sec.
Avg. Time on Task
6
min.
11
sec.
Avg. Time on Task
6
min.
11
sec.
Avg. Task Success Rate
44
%
Avg. Task Success Rate
44
%
Avg. Task Success Rate
44
%
Product Metrics
August 2022 - February 2023
1.5
out of 10
Needs Refinement
Results were collected from a post-task questionnaire administered after each user testing session.
1.5
out of 10
Needs Refinement
Results were collected from a post-task questionnaire administered after each user testing session.
1.5
out of 10
Needs Refinement
Results were collected from a post-task questionnaire administered after each user testing session.
Avg. Conversion Rate
12
%
Avg. Conversion Rate
12
%
Avg. Conversion Rate
12
%
Avg. Feature Adoption Rate
34
%
Avg. Feature Adoption Rate
34
%
Avg. Feature Adoption Rate
34
%
User Engagement
User Engagement
Feature Release
100
80
60
40
20
0
Aug
Sep
Oct
Nov
Dec
Jan
Feb
User Engagement
User Engagement
Feature Release
100
80
60
40
20
0
Aug
Sep
Oct
Nov
Dec
Jan
Feb
User Engagement
User Engagement
Feature Release
100
80
60
40
20
0
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Avg. Time on Task
6
min.
11
sec.
Avg. Time on Task
6
min.
11
sec.
Avg. Time on Task
6
min.
11
sec.
Avg. Task Success Rate
44
%
Avg. Task Success Rate
44
%
Avg. Task Success Rate
44
%
Avg. No. of Bugs
1.6
per session
Avg. No. of Bugs
1.6
per session
Avg. No. of Bugs
1.6
per session
***Note: Tasks were observed in one session and data aggregated across sessions to derive the results.
***Note: Tasks were observed in one session and data aggregated across sessions to derive the results.
Product Metrics
August 2022 - February 2023
1.5
out of 10
Needs Refinement
Results were collected from a post-task questionnaire administered after each user testing session.
Avg. Conversion Rate
12
%
Avg. Feature Adoption Rate
34
%
User Engagement
User Engagement
Feature Release
100
80
60
40
20
0
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Avg. Time on Task
6
min.
11
sec.
Avg. Task Success Rate
44
%
Avg. No. of Bugs
1.6
per session
***Note: Tasks were observed in one session and data aggregated across sessions to derive the results.
***Note: Tasks were observed in one session and data aggregated across sessions to derive the results.
Product Metrics
August 2022 - February 2023
1.5
out of 10
Needs Refinement
Collected from a questionnaire given after testing sessions.
Avg. Conversion Rate
12
%
Avg. Feature Adoption Rate
34
%
User Engagement
User Engagement
Feature Release
100
80
60
40
20
0
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Avg. Time on Task
6
min.
11
sec.
Avg. Task Success
44
%
Avg. No. of Bugs
1.6
per session
***Note: Tasks were observed in one session and data aggregated across sessions to derive the results.
***Note: Tasks were observed in one session and data aggregated across sessions to derive the results.
P•I•V•O•T
P•I•V-A•H•T•!
P•I•V•O•T
Alignment with Existing System
Our previous Material-based system closely mirrored MUI’s design principles, ensuring a smooth transition and consistency.
Robust Documentation and Support
MUI’s extensive documentation and community support minimized the need for custom development, accelerating implementation.
$
Time and Cost Efficiency
The system's out-of-the-box usability saved time and resources, avoiding the complexity and expense of building a custom solution.
Adopting MUI
At the project's outset, design and engineering teams adopted MUI’s design system to enhance consistency and streamline workflows. This decision was driven by the following key factors:
At the project's outset, design and engineering teams adopted MUI’s design system to enhance consistency and streamline workflows. This decision was driven by the following key factors:
At the project's outset, design and engineering teams adopted MUI’s design system to enhance consistency and streamline workflows. This decision was driven by the following key factors:
Adopting MUI
At the project's outset, design and engineering teams adopted MUI’s design system to enhance consistency and streamline workflows. This decision was driven by the following key factors:
P•I•V•O•T
P•I•V-A•H•T•!
P•I•V•O•T
P•I•V-A•H•T•!
P•I•V•O•T
Alignment with Existing System
Our previous Material-based system closely mirrored MUI’s design principles, ensuring a smooth transition and consistency.
Robust Documentation and Support
MUI’s extensive documentation and community support minimized the need for custom development, accelerating implementation.
$
Time and Cost Efficiency
The system's out-of-the-box usability saved time and resources, avoiding the complexity and expense of building a custom solution.
Defining Goals
The project was divided into 2 phases to address the scope and complexity of the required changes, alongside ongoing feature enhancements and new additions. Phase 1 focused on integrating essential data into the UI, replicating the Excel format, while Phase 2 aimed to enable full process management.
The project was divided into 2 phases to address the scope and complexity of the required changes, alongside ongoing feature enhancements and new additions. Phase 1 focused on integrating essential data into the UI, replicating the Excel format, while Phase 2 aimed to enable full process management.
Defining Goals
Defining Goals
Defining Goals
At the project's outset, design and engineering teams adopted MUI’s design system to enhance consistency and streamline workflows. This decision was driven by the following key factors:
The project was divided into 2 phases to address the scope and complexity of the required changes, alongside ongoing feature enhancements and new additions. Phase 1 focused on integrating essential data into the UI, replicating the Excel format, while Phase 2 aimed to enable full process management.
The project was divided into 2 phases to address the scope and complexity of the required changes, alongside ongoing feature enhancements and new additions. Phase 1 focused on integrating essential data into the UI, replicating the Excel format, while Phase 2 aimed to enable full process management.
The project was divided into 2 phases to address the scope and complexity of the required changes, alongside ongoing feature enhancements and new additions. Phase 1 focused on integrating essential data into the UI, replicating the Excel format, while Phase 2 aimed to enable full process management.
Phase 1.
1
Integrate additional components for QC requirements
2
Manual Usage Entry
3
Links to Utility Bills and Signed Subscriber Documents in DocuSign
4
Notes feature for seamless communication among Ops team members
Phase 2.
1
Disposition enrollments
2
Add issues to enrollments
3
Display and filter disposition statuses directly on the table.
Phase 1.
Phase 1.
Phase 1.
1
Integrate additional components for QC requirements
Integrate additional components for QC requirements
Integrate additional components for QC requirements
2
Manual Usage Entry
Manual Usage Entry
Manual Usage Entry
3
Links to Utility Bills and Signed Subscriber Documents in DocuSign
Links to Utility Bills and Signed Subscriber Documents in DocuSign
Links to Utility Bills and Signed Subscriber Documents in DocuSign
4
Notes feature for seamless communication among Ops team members
Notes feature for seamless communication among Ops team members
Notes feature for seamless communication among Ops team members
Phase 2.
Phase 2.
Phase 2.
1
Disposition enrollments
Disposition enrollments
Disposition enrollments
2
Add issues to enrollments
Add issues to enrollments
Add issues to enrollments
3
Display and filter disposition statuses directly on the table.
Display and filter disposition statuses directly on the table.
Display and filter disposition statuses directly on the table.
User Shadowing & Research
To bridge the team's disconnect with users, I shadowed their workflows to pinpoint pain points and feature priorities. This insight guided a design that ensures a seamless transition, boosting user engagement.
User Shadowing & Research
To bridge the team's disconnect with users, I shadowed their workflows to pinpoint pain points and feature priorities. This insight guided a design that ensures a seamless transition, boosting user engagement.
Current Screen
Users
All of Operations & IT
Description
CS360's Enrollments screen is the central hub for managing subscription data in community solar projects. It streamlines the process by connecting HEC Managers and utility companies, allowing operations teams to efficiently track and update project milestones, manage enrollments, and reallocate subscriptions/projects as needed. With real-time access to critical information, this tool needs to ensure seamless workflows, drive operational efficiency, and supports the successful delivery of community solar initiatives.
Desired Features
Search
Filter
Export Results
Table display of data
All Actions - Submit, Countersign, Drop
Links to project screen
Priority Guides
Description
Priority guides helped my design process by providing a clear framework for decision-making, ensuring that the most critical user needs and business goals are addressed first. They helped me focus on high-impact features and streamline workflows by aligning team efforts around what matters most. By setting priorities, they prevent scope creep and help maintain focus, ensuring resources are used efficiently and the final product delivers maximum value to users. Additionally, priority guides facilitate collaboration and communication across teams, making it easier to align on objectives and reduce ambiguity in the design process.
Priority Guides Created for:
Enrollments screen and associated actions
QC issues and dispositions
Flag notifications
Historical usage (Reallocation)
SCREEN TITLE
Enrollments
USER GOAL
Allow users to view and take actions on a subscription level yet still have information provided per subscription for the customer level.
BUSINESS GOAL
Efficiently manage the design on a subscription level. Servicing multiple subscriptions, even if they are within a customer account level, and controlling the experience and actions.
GENERAL NOTES
search | filter | sort
content
functionality
notes
Subscriptions Side Panel
Accurate display of filters and search functionality.
Screen Identifier
Name: Subscriptions
Billing Account No.
060203371400002
Icon Identifiers
Autopay, Invoice Hold, Payment Hold
Invoice Information
Next Invoice: 01/15/2023
Actions
Search Field
For the side panel
LINK
Other
Search Field w/Tooltip
Provide tooltip with search criteria to identify to users what they can search for and the search layout.
Advanced Search
Related to search field
LINK
Flyout
Advanced Search
Allow users to search from a selected group of subscription reference no. (allow copy and paste as well as type). Identify missing users and display in UI when Advanced Search is active.
Filters
Flag
Project
COD Status
State
Utility
Status
New
Active
Enrolled
Submitted
Dropping
Inactive
LINK
Other
Side panel filter
‘Fill List’ Preset
Other
Button - Preset
Tooltip - Enrolled customers to be chosen for activation to fill to 100%.
Table Layout
Display of relevant information to users that Ops has relayed.
# of Subscriptions
Display in table header. Chips to display filters.
Subscription Reference No.
32C1R
Trigger
Hyperlink - takes user to Subscription Overview screen
Customer Reference No.
CFPKT
Trigger
Hyperlink - takes user to Customer Overview screen
Customer Name
Evan J Wilson
Trigger
Hyperlink - takes user to Customer Overview screen
Billing Account No.
1487595372
Trigger
Hyperlink - takes user to Customer Billing screen
Status
New
Active
Enrolled
Submitted
Dropping
Inactive
Project
COD Status
Address
City
State
Zip
Phone w/type
Identifier for sent, read, and failed to send.
Utility
Primary Identifier
1234567891
Subscription Size (kW AC)
3.89
Actions
Actions Menu
Dropdown
Menu -> Flyouts/Modals
Drop, Process Drop, Cancel Drop, Activate, Submit, and Move to New Project
Subscriptions Overview Flyout
Flyout
Subscriptions Overview
Subscription overview flyout reviews details on a subscription level. Can be opened when clicking on a row within the table.
Export Results
Download
Automatic download of table results. Can be filtered or exported as a whole.
Freshdesk
Users
All of Operations (Mainly Kendra and Lynn)
Description
FreshDesk is an essential tool for community solar operations teams, offering a centralized platform to manage inquiries, track issues, and streamline communication between stakeholders. Its ticketing system, automation, reporting tools, and integration capabilities significantly enhance the ability to manage complex workflows, validate data, and ensure timely resolution of issues. By improving collaboration across teams and providing real-time visibility into project progress, FreshDesk ensures that community solar projects are delivered efficiently, on time, and without unnecessary delays or errors.
Desired Features
Subscription Summary
Notifications
Presets
Notes - Tagged Option
Status Identifiers
Actions - Signed, Countersigned, Submitted, etc.
Excel Spreadsheet(s)
Users
All of Operations & HEC’s
Description
Excel is an indispensable tool in the daily operations and workflow of the enrollment process. It enhances the flexibility and accessibility needed to manage complex tasks like data validation, manual usage verification, and tracking the detailed status of enrollments. Excel’s customizability and ease of use allow teams to maintain operational efficiency, ensure seamless workflows, and stay aligned with the goals of delivering community solar projects on time and without error.
Desired Features
A way to highlight subscriptions
Editing within cells
Communicating with team/HEC managers
Reallocation calculation processes
Alerts/status updates
Design Vision Board
With limited resources, I repurposed components for the MUI transition, identified key features within external products, and collaborated with users to prioritize and optimize requirements via Priority Guides.
Current Screen
Users
All of Operations & IT
Description
CS360's Enrollments screen is the central hub for managing subscription data in community solar projects. It streamlines the process by connecting HEC Managers and utility companies, allowing operations teams to efficiently track and update project milestones, manage enrollments, and reallocate subscriptions/projects as needed. With real-time access to critical information, this tool needs to ensure seamless workflows, drive operational efficiency, and supports the successful delivery of community solar initiatives.
Desired Features
Search
Filter
Export Results
Table display of data
All Actions - Submit, Countersign, Drop
Links to project screen
Priority Guides
Description
Priority guides helped my design process by providing a clear framework for decision-making, ensuring that the most critical user needs and business goals are addressed first. They helped me focus on high-impact features and streamline workflows by aligning team efforts around what matters most. By setting priorities, they prevent scope creep and help maintain focus, ensuring resources are used efficiently and the final product delivers maximum value to users. Additionally, priority guides facilitate collaboration and communication across teams, making it easier to align on objectives and reduce ambiguity in the design process.
Priority Guides Created for:
Enrollments screen and associated actions
QC issues and dispositions
Flag notifications
Historical usage (Reallocation)
SCREEN TITLE
Enrollments
USER GOAL
Allow users to view and take actions on a subscription level yet still have information provided per subscription for the customer level.
BUSINESS GOAL
Efficiently manage the design on a subscription level. Servicing multiple subscriptions, even if they are within a customer account level, and controlling the experience and actions.
GENERAL NOTES
search | filter | sort
content
functionality
notes
Subscriptions Side Panel
Accurate display of filters and search functionality.
Screen Identifier
Name: Subscriptions
Billing Account No.
060203371400002
Icon Identifiers
Autopay, Invoice Hold, Payment Hold
Invoice Information
Next Invoice: 01/15/2023
Actions
Search Field
For the side panel
LINK
Other
Search Field w/Tooltip
Provide tooltip with search criteria to identify to users what they can search for and the search layout.
Advanced Search
Related to search field
LINK
Flyout
Advanced Search
Allow users to search from a selected group of subscription reference no. (allow copy and paste as well as type). Identify missing users and display in UI when Advanced Search is active.
Filters
Flag
Project
COD Status
State
Utility
Status
New
Active
Enrolled
Submitted
Dropping
Inactive
LINK
Other
Side panel filter
‘Fill List’ Preset
Other
Button - Preset
Tooltip - Enrolled customers to be chosen for activation to fill to 100%.
Table Layout
Display of relevant information to users that Ops has relayed.
# of Subscriptions
Display in table header. Chips to display filters.
Subscription Reference No.
32C1R
Trigger
Hyperlink - takes user to Subscription Overview screen
Customer Reference No.
CFPKT
Trigger
Hyperlink - takes user to Customer Overview screen
Customer Name
Evan J Wilson
Trigger
Hyperlink - takes user to Customer Overview screen
Billing Account No.
1487595372
Trigger
Hyperlink - takes user to Customer Billing screen
Status
New
Active
Enrolled
Submitted
Dropping
Inactive
Project
COD Status
Address
City
State
Zip
Phone w/type
Identifier for sent, read, and failed to send.
Utility
Primary Identifier
1234567891
Subscription Size (kW AC)
3.89
Actions
Actions Menu
Dropdown
Menu -> Flyouts/Modals
Drop, Process Drop, Cancel Drop, Activate, Submit, and Move to New Project
Subscriptions Overview Flyout
Flyout
Subscriptions Overview
Subscription overview flyout reviews details on a subscription level. Can be opened when clicking on a row within the table.
Export Results
Download
Automatic download of table results. Can be filtered or exported as a whole.
Freshdesk
Users
All of Operations (Mainly Kendra and Lynn)
Description
FreshDesk is an essential tool for community solar operations teams, offering a centralized platform to manage inquiries, track issues, and streamline communication between stakeholders. Its ticketing system, automation, reporting tools, and integration capabilities significantly enhance the ability to manage complex workflows, validate data, and ensure timely resolution of issues. By improving collaboration across teams and providing real-time visibility into project progress, FreshDesk ensures that community solar projects are delivered efficiently, on time, and without unnecessary delays or errors.
Desired Features
Subscription Summary
Notifications
Presets
Notes - Tagged Option
Status Identifiers
Actions - Signed, Countersigned, Submitted, etc.
Excel Spreadsheet(s)
Users
All of Operations & HEC’s
Description
Excel is an indispensable tool in the daily operations and workflow of the enrollment process. It enhances the flexibility and accessibility needed to manage complex tasks like data validation, manual usage verification, and tracking the detailed status of enrollments. Excel’s customizability and ease of use allow teams to maintain operational efficiency, ensure seamless workflows, and stay aligned with the goals of delivering community solar projects on time and without error.
Desired Features
A way to highlight subscriptions
Editing within cells
Communicating with team/HEC managers
Reallocation calculation processes
Alerts/status updates
Design Vision Board
With limited resources, I repurposed components for the MUI transition, identified key features within external products, and collaborated with users to prioritize and optimize requirements via Priority Guides.
FullStory Analytics
I viewed FullStory analytics meticulously over a six month period to track user behavior. Revealing a positive growth trajectory with spikes in feature usage and engagement, which informed design improvements.
FullStory Analytics
I viewed FullStory analytics meticulously over a six month period to track user behavior. Revealing a positive growth trajectory with spikes in feature usage and engagement, which informed design improvements.
Surveys & Feedback
I used design demos and surveys to gather iterative feedback, which showed that integrating familiar features and enhancements was more effective than major changes.
Surveys & Feedback
I used design demos and surveys to gather iterative feedback, which showed that integrating familiar features and enhancements was more effective than major changes.
My Approach
I started with user shadowing to understand workflows, identify pain points, and prioritize features using Priority Guides. Meanwhile, I explored MUI integration with our design system, collaborating with engineers to identify reusable components and define customizations, which informed the overall design strategy.
I started with user shadowing to understand workflows, identify pain points, and prioritize features using Priority Guides. Meanwhile, I explored MUI integration with our design system, collaborating with engineers to identify reusable components and define customizations, which informed the overall design strategy.
I started with user shadowing to understand workflows, identify pain points, and prioritize features using Priority Guides. Meanwhile, I explored MUI integration with our design system, collaborating with engineers to identify reusable components and define customizations, which informed the overall design strategy.
I started with user shadowing to understand workflows, identify pain points, and prioritize features using Priority Guides. Meanwhile, I explored MUI integration with our design system, collaborating with engineers to identify reusable components and define customizations, which informed the overall design strategy.
User Shadowing & Research
To bridge the team's disconnect with users, I shadowed their workflows to pinpoint pain points and feature priorities. This insight guided a design that ensures a seamless transition, boosting user engagement.
Current Screen
Users
All of Operations & IT
Description
CS360's Enrollments screen is the central hub for managing subscription data in community solar projects. It streamlines the process by connecting HEC Managers and utility companies, allowing operations teams to efficiently track and update project milestones, manage enrollments, and reallocate subscriptions/projects as needed. With real-time access to critical information, this tool needs to ensure seamless workflows, drive operational efficiency, and supports the successful delivery of community solar initiatives.
Desired Features
Search
Filter
Export Results
Table display of data
All Actions - Submit, Countersign, Drop
Links to project screen
Priority Guides
Description
Priority guides helped my design process by providing a clear framework for decision-making, ensuring that the most critical user needs and business goals are addressed first. They helped me focus on high-impact features and streamline workflows by aligning team efforts around what matters most. By setting priorities, they prevent scope creep and help maintain focus, ensuring resources are used efficiently and the final product delivers maximum value to users. Additionally, priority guides facilitate collaboration and communication across teams, making it easier to align on objectives and reduce ambiguity in the design process.
Priority Guides Created for:
Enrollments screen and associated actions
QC issues and dispositions
Flag notifications
Historical usage (Reallocation)
SCREEN TITLE
Enrollments
USER GOAL
Allow users to view and take actions on a subscription level yet still have information provided per subscription for the customer level.
BUSINESS GOAL
Efficiently manage the design on a subscription level. Servicing multiple subscriptions, even if they are within a customer account level, and controlling the experience and actions.
GENERAL NOTES
search | filter | sort
content
functionality
notes
Subscriptions Side Panel
Accurate display of filters and search functionality.
Screen Identifier
Name: Subscriptions
Billing Account No.
060203371400002
Icon Identifiers
Autopay, Invoice Hold, Payment Hold
Invoice Information
Next Invoice: 01/15/2023
Actions
Search Field
For the side panel
LINK
Other
Search Field w/Tooltip
Provide tooltip with search criteria to identify to users what they can search for and the search layout.
Advanced Search
Related to search field
LINK
Flyout
Advanced Search
Allow users to search from a selected group of subscription reference no. (allow copy and paste as well as type). Identify missing users and display in UI when Advanced Search is active.
Filters
Flag
Project
COD Status
State
Utility
Status
New
Active
Enrolled
Submitted
Dropping
Inactive
LINK
Other
Side panel filter
‘Fill List’ Preset
Other
Button - Preset
Tooltip - Enrolled customers to be chosen for activation to fill to 100%.
Table Layout
Display of relevant information to users that Ops has relayed.
# of Subscriptions
Display in table header. Chips to display filters.
Subscription Reference No.
32C1R
Trigger
Hyperlink - takes user to Subscription Overview screen
Customer Reference No.
CFPKT
Trigger
Hyperlink - takes user to Customer Overview screen
Customer Name
Evan J Wilson
Trigger
Hyperlink - takes user to Customer Overview screen
Billing Account No.
1487595372
Trigger
Hyperlink - takes user to Customer Billing screen
Status
New
Active
Enrolled
Submitted
Dropping
Inactive
Project
COD Status
Address
City
State
Zip
Phone w/type
Email
Identifier for sent, read, and failed to send.
Utility
Primary Identifier
1234567891
Subscription Size (kW AC)
3.89
Actions
Actions Menu
Dropdown
Menu -> Flyouts/Modals
Drop, Process Drop, Cancel Drop, Activate, Submit, and Move to New Project
Subscriptions Overview Flyout
Flyout
Subscriptions Overview
Subscription overview flyout reviews details on a subscription level. Can be opened when clicking on a row within the table.
Export Results
Download
Automatic download of table results. Can be filtered or exported as a whole.
Freshdesk
Users
All of Operations (Mainly Kendra and Lynn)
Description
FreshDesk is an essential tool for community solar operations teams, offering a centralized platform to manage inquiries, track issues, and streamline communication between stakeholders. Its ticketing system, automation, reporting tools, and integration capabilities significantly enhance the ability to manage complex workflows, validate data, and ensure timely resolution of issues. By improving collaboration across teams and providing real-time visibility into project progress, FreshDesk ensures that community solar projects are delivered efficiently, on time, and without unnecessary delays or errors.
Desired Features
Subscription Summary
Notifications
Presets
Notes - Tagged Option
Status Identifiers
Actions - Signed, Countersigned, Submitted, etc.
Excel Spreadsheet(s)
Users
All of Operations & HEC’s
Description
Excel is an indispensable tool in the daily operations and workflow of the enrollment process. It enhances the flexibility and accessibility needed to manage complex tasks like data validation, manual usage verification, and tracking the detailed status of enrollments. Excel’s customizability and ease of use allow teams to maintain operational efficiency, ensure seamless workflows, and stay aligned with the goals of delivering community solar projects on time and without error.
Desired Features
A way to highlight subscriptions
Editing within cells
Communicating with team/HEC managers
Reallocation calculation processes
Alerts/status updates
Design Vision Board
With limited resources, I repurposed components for the MUI transition, identified key features within external products, and collaborated with users to prioritize and optimize requirements via Priority Guides.
Surveys & Feedback
I used design demos and surveys to gather iterative feedback, which showed that integrating familiar features and enhancements was more effective than major changes.
FullStory Analytics
I viewed FullStory analytics meticulously over a six month period to track user behavior. Revealing a positive growth trajectory with spikes in feature usage and engagement, which informed design improvements.
User Shadowing & Research
To bridge the team's disconnect with users, I shadowed their workflows to pinpoint pain points and feature priorities. This insight guided a design that ensures a seamless transition, boosting user engagement.
User Shadowing & Research
To bridge the team's disconnect with users, I shadowed their workflows to pinpoint pain points and feature priorities. This insight guided a design that ensures a seamless transition, boosting user engagement.
Surveys & Feedback
I used design demos and surveys to gather iterative feedback, which showed that integrating familiar features and enhancements was more effective than major changes.
Surveys & Feedback
I used design demos and surveys to gather iterative feedback, which showed that integrating familiar features and enhancements was more effective than major changes.
Current Screen
Users
All of Operations & IT
Description
CS360's Enrollments screen is the central hub for managing subscription data in community solar projects. It streamlines the process by connecting HEC Managers and utility companies, allowing operations teams to efficiently track and update project milestones, manage enrollments, and reallocate subscriptions/projects as needed. With real-time access to critical information, this tool needs to ensure seamless workflows, drive operational efficiency, and supports the successful delivery of community solar initiatives.
Desired Features
Search
Filter
Export Results
Table display of data
All Actions - Submit, Countersign, Drop
Links to project screen
Priority Guides
Description
Priority guides helped my design process by providing a clear framework for decision-making, ensuring that the most critical user needs and business goals are addressed first. They helped me focus on high-impact features and streamline workflows by aligning team efforts around what matters most. By setting priorities, they prevent scope creep and help maintain focus, ensuring resources are used efficiently and the final product delivers maximum value to users. Additionally, priority guides facilitate collaboration and communication across teams, making it easier to align on objectives and reduce ambiguity in the design process.
Priority Guides Created for:
Enrollments screen and associated actions
QC issues and dispositions
Flag notifications
Historical usage (Reallocation)
SCREEN TITLE
Enrollments
USER GOAL
Allow users to view and take actions on a subscription level yet still have information provided per subscription for the customer level.
BUSINESS GOAL
Efficiently manage the design on a subscription level. Servicing multiple subscriptions, even if they are within a customer account level, and controlling the experience and actions.
GENERAL NOTES
search | filter | sort
content
functionality
notes
Subscriptions Side Panel
Accurate display of filters and search functionality.
Screen Identifier
Name: Subscriptions
Billing Account No.
060203371400002
Icon Identifiers
Autopay, Invoice Hold, Payment Hold
Invoice Information
Next Invoice: 01/15/2023
Actions
Search Field
For the side panel
LINK
Other
Search Field w/Tooltip
Provide tooltip with search criteria to identify to users what they can search for and the search layout.
Advanced Search
Related to search field
LINK
Flyout
Advanced Search
Allow users to search from a selected group of subscription reference no. (allow copy and paste as well as type). Identify missing users and display in UI when Advanced Search is active.
Filters
Flag
Project
COD Status
State
Utility
Status
New
Active
Enrolled
Submitted
Dropping
Inactive
LINK
Other
Side panel filter
‘Fill List’ Preset
Other
Button - Preset
Tooltip - Enrolled customers to be chosen for activation to fill to 100%.
Table Layout
Display of relevant information to users that Ops has relayed.
# of Subscriptions
Display in table header. Chips to display filters.
Subscription Reference No.
32C1R
Trigger
Hyperlink - takes user to Subscription Overview screen
Customer Reference No.
CFPKT
Trigger
Hyperlink - takes user to Customer Overview screen
Customer Name
Evan J Wilson
Trigger
Hyperlink - takes user to Customer Overview screen
Billing Account No.
1487595372
Trigger
Hyperlink - takes user to Customer Billing screen
Status
New
Active
Enrolled
Submitted
Dropping
Inactive
Project
COD Status
Address
City
State
Zip
Phone w/type
Identifier for sent, read, and failed to send.
Utility
Primary Identifier
1234567891
Subscription Size (kW AC)
3.89
Actions
Actions Menu
Dropdown
Menu -> Flyouts/Modals
Drop, Process Drop, Cancel Drop, Activate, Submit, and Move to New Project
Subscriptions Overview Flyout
Flyout
Subscriptions Overview
Subscription overview flyout reviews details on a subscription level. Can be opened when clicking on a row within the table.
Export Results
Download
Automatic download of table results. Can be filtered or exported as a whole.
Freshdesk
Users
All of Operations (Mainly Kendra and Lynn)
Description
FreshDesk is an essential tool for community solar operations teams, offering a centralized platform to manage inquiries, track issues, and streamline communication between stakeholders. Its ticketing system, automation, reporting tools, and integration capabilities significantly enhance the ability to manage complex workflows, validate data, and ensure timely resolution of issues. By improving collaboration across teams and providing real-time visibility into project progress, FreshDesk ensures that community solar projects are delivered efficiently, on time, and without unnecessary delays or errors.
Desired Features
Subscription Summary
Notifications
Presets
Notes - Tagged Option
Status Identifiers
Actions - Signed, Countersigned, Submitted, etc.
Excel Spreadsheet(s)
Users
All of Operations & HEC’s
Description
Excel is an indispensable tool in the daily operations and workflow of the enrollment process. It enhances the flexibility and accessibility needed to manage complex tasks like data validation, manual usage verification, and tracking the detailed status of enrollments. Excel’s customizability and ease of use allow teams to maintain operational efficiency, ensure seamless workflows, and stay aligned with the goals of delivering community solar projects on time and without error.
Desired Features
A way to highlight subscriptions
Editing within cells
Communicating with team/HEC managers
Reallocation calculation processes
Alerts/status updates
Design Vision Board
With limited resources, I repurposed components for the MUI transition, identified key features within external products, and collaborated with users to prioritize and optimize requirements via Priority Guides.
Current Screen
Users
All of Operations & IT
Description
CS360's Enrollments screen is the central hub for managing subscription data in community solar projects. It streamlines the process by connecting HEC Managers and utility companies, allowing operations teams to efficiently track and update project milestones, manage enrollments, and reallocate subscriptions/projects as needed. With real-time access to critical information, this tool needs to ensure seamless workflows, drive operational efficiency, and supports the successful delivery of community solar initiatives.
Desired Features
Search
Filter
Export Results
Table display of data
All Actions - Submit, Countersign, Drop
Links to project screen
Priority Guides
Description
Priority guides helped my design process by providing a clear framework for decision-making, ensuring that the most critical user needs and business goals are addressed first. They helped me focus on high-impact features and streamline workflows by aligning team efforts around what matters most. By setting priorities, they prevent scope creep and help maintain focus, ensuring resources are used efficiently and the final product delivers maximum value to users. Additionally, priority guides facilitate collaboration and communication across teams, making it easier to align on objectives and reduce ambiguity in the design process.
Priority Guides Created for:
Enrollments screen and associated actions
QC issues and dispositions
Flag notifications
Historical usage (Reallocation)
SCREEN TITLE
Enrollments
USER GOAL
Allow users to view and take actions on a subscription level yet still have information provided per subscription for the customer level.
BUSINESS GOAL
Efficiently manage the design on a subscription level. Servicing multiple subscriptions, even if they are within a customer account level, and controlling the experience and actions.
GENERAL NOTES
search | filter | sort
content
functionality
notes
Subscriptions Side Panel
Accurate display of filters and search functionality.
Screen Identifier
Name: Subscriptions
Billing Account No.
060203371400002
Icon Identifiers
Autopay, Invoice Hold, Payment Hold
Invoice Information
Next Invoice: 01/15/2023
Actions
Search Field
For the side panel
LINK
Other
Search Field w/Tooltip
Provide tooltip with search criteria to identify to users what they can search for and the search layout.
Advanced Search
Related to search field
LINK
Flyout
Advanced Search
Allow users to search from a selected group of subscription reference no. (allow copy and paste as well as type). Identify missing users and display in UI when Advanced Search is active.
Filters
Flag
Project
COD Status
State
Utility
Status
New
Active
Enrolled
Submitted
Dropping
Inactive
LINK
Other
Side panel filter
‘Fill List’ Preset
Other
Button - Preset
Tooltip - Enrolled customers to be chosen for activation to fill to 100%.
Table Layout
Display of relevant information to users that Ops has relayed.
# of Subscriptions
Display in table header. Chips to display filters.
Subscription Reference No.
32C1R
Trigger
Hyperlink - takes user to Subscription Overview screen
Customer Reference No.
CFPKT
Trigger
Hyperlink - takes user to Customer Overview screen
Customer Name
Evan J Wilson
Trigger
Hyperlink - takes user to Customer Overview screen
Billing Account No.
1487595372
Trigger
Hyperlink - takes user to Customer Billing screen
Status
New
Active
Enrolled
Submitted
Dropping
Inactive
Project
COD Status
Address
City
State
Zip
Phone w/type
Identifier for sent, read, and failed to send.
Utility
Primary Identifier
1234567891
Subscription Size (kW AC)
3.89
Actions
Actions Menu
Dropdown
Menu -> Flyouts/Modals
Drop, Process Drop, Cancel Drop, Activate, Submit, and Move to New Project
Subscriptions Overview Flyout
Flyout
Subscriptions Overview
Subscription overview flyout reviews details on a subscription level. Can be opened when clicking on a row within the table.
Export Results
Download
Automatic download of table results. Can be filtered or exported as a whole.
Freshdesk
Users
All of Operations (Mainly Kendra and Lynn)
Description
FreshDesk is an essential tool for community solar operations teams, offering a centralized platform to manage inquiries, track issues, and streamline communication between stakeholders. Its ticketing system, automation, reporting tools, and integration capabilities significantly enhance the ability to manage complex workflows, validate data, and ensure timely resolution of issues. By improving collaboration across teams and providing real-time visibility into project progress, FreshDesk ensures that community solar projects are delivered efficiently, on time, and without unnecessary delays or errors.
Desired Features
Subscription Summary
Notifications
Presets
Notes - Tagged Option
Status Identifiers
Actions - Signed, Countersigned, Submitted, etc.
Excel Spreadsheet(s)
Users
All of Operations & HEC’s
Description
Excel is an indispensable tool in the daily operations and workflow of the enrollment process. It enhances the flexibility and accessibility needed to manage complex tasks like data validation, manual usage verification, and tracking the detailed status of enrollments. Excel’s customizability and ease of use allow teams to maintain operational efficiency, ensure seamless workflows, and stay aligned with the goals of delivering community solar projects on time and without error.
Desired Features
A way to highlight subscriptions
Editing within cells
Communicating with team/HEC managers
Reallocation calculation processes
Alerts/status updates
Design Vision Board
With limited resources, I repurposed components for the MUI transition, identified key features within external products, and collaborated with users to prioritize and optimize requirements via Priority Guides.
FullStory Analytics
I viewed FullStory analytics meticulously over a six month period to track user behavior. Revealing a positive growth trajectory with spikes in feature usage and engagement, which informed design improvements.
FullStory Analytics
I viewed FullStory analytics meticulously over a six month period to track user behavior. Revealing a positive growth trajectory with spikes in feature usage and engagement, which informed design improvements.
The Outcome
This project streamlined operations and enabled our team to collect $1.2M from Summit Ridge developers, proving our teams capacity to take on more projects and subscribers. The new designs received strong support from IT stakeholders, and the base components (flag feature), set the stage for future innovations across product teams.
This project streamlined operations and enabled our team to collect $1.2M from Summit Ridge developers, proving our teams capacity to take on more projects and subscribers. The new designs received strong support from IT stakeholders, and the base components (flag feature), set the stage for future innovations across product teams.
This project streamlined operations and enabled our team to collect $1.2M from Summit Ridge developers, proving our teams capacity to take on more projects and subscribers. The new designs received strong support from IT stakeholders, and the base components (flag feature), set the stage for future innovations across product teams.
This project streamlined operations and enabled our team to collect $1.2M from Summit Ridge developers, proving our teams capacity to take on more projects and subscribers. The new designs received strong support from IT stakeholders, and the base components (flag feature), set the stage for future innovations across product teams.
Choose your Adventure
Choose a Goal to unveil the outcome, or switch to TLDR (too long didn’t read) mode for a pure exploration.
Choose your Adventure
Choose a Goal to unveil the outcome, or switch to TLDR (too long didn’t read) mode for a pure exploration.
Choose your Adventure
Choose a Goal to unveil the outcome, or switch to TLDR (too long didn’t read) mode for a pure exploration.
Choose your Adventure
Choose a Goal to unveil the outcome, or switch to TLDR (too long didn’t read) mode for a pure exploration.
Product Impact
By the end of the project, task time dropped 77%, feature adoption reached 100%, and satisfaction rose to a rating of 9.6. We met key goals like QC integration and streamlined communication. With fewer bugs, improved stability, and automated processes we eliminated the need for a support engineer.
By the end of the project, task time dropped 77%, feature adoption reached 100%, and satisfaction rose to a rating of 9.6. We met key goals like QC integration and streamlined communication. With fewer bugs, improved stability, and automated processes we eliminated the need for a support engineer.
By the end of the project, task time dropped 77%, feature adoption reached 100%, and satisfaction rose to a rating of 9.6. We met key goals like QC integration and streamlined communication. With fewer bugs, improved stability, and automated processes we eliminated the need for a support engineer.
By the end of the project, task time dropped 77%, feature adoption reached 100%, and satisfaction rose to a rating of 9.6. We met key goals like QC integration and streamlined communication. With fewer bugs, improved stability, and automated processes we eliminated the need for a support engineer.
9.6
out of 10
Exceeds Expectations
Results were collected from a post-task questionnaire administered after each user testing session & feature demo.
9.6
out of 10
Exceeds Expectations
Results were collected from a post-task questionnaire administered after each user testing session & feature demo.
9.6
out of 10
Exceeds Expectations
Results were collected from a post-task questionnaire administered after each user testing session & feature demo.
9.6
out of 10
Exceeds Expectations
Results were collected from a post-task questionnaire administered after each user testing session & feature demo.
Avg. Conversion Rate
142
%
+
130
%
Avg. Conversion Rate
142
%
+
130
%
Avg. Conversion Rate
142
%
+
130
%
Avg. Conversion Rate
142
%
+
130
%
Avg. Feature Adoption Rate
100
%
+
66
%
Avg. Feature Adoption Rate
100
%
+
66
%
Avg. Feature Adoption Rate
100
%
+
66
%
Avg. Feature Adoption Rate
100
%
+
66
%
Avg. Time on Task
1
min.
24
sec.
-
77
%
Avg. Time on Task
1
min.
24
sec.
-
77
%
Avg. Time on Task
1
min.
24
sec.
-
77
%
Avg. Time on Task
1
min.
24
sec.
-
77
%
Avg. Task Success Rate
97
%
+
54
%
Avg. Task Success Rate
97
%
+
54
%
Avg. Task Success Rate
97
%
+
54
%
Avg. Task Success Rate
97
%
+
54
%
Product Metrics
February 2023 - August 2023
9.6
out of 10
Exceeds Expectations
Results were collected from a post-task questionnaire administered after each user testing session & feature demo.
9.6
out of 10
Exceeds Expectations
Results were collected from a post-task questionnaire administered after each user testing session & feature demo.
9.6
out of 10
Exceeds Expectations
Results were collected from a post-task questionnaire administered after each user testing session & feature demo.
Avg. Conversion Rate
142
%
+
130
%
Avg. Conversion Rate
142
%
+
130
%
Avg. Conversion Rate
142
%
+
130
%
Avg. Feature Adoption Rate
100
%
+
66
%
Avg. Feature Adoption Rate
100
%
+
66
%
Avg. Feature Adoption Rate
100
%
+
66
%
User Engagement
User Engagement
Updated/New Feature Release
Old Feature Release
100
80
60
40
20
0
Feb
Mar
Apr
May
Jun
July
Aug
User Engagement
User Engagement
Updated/New Feature Release
Old Feature Release
100
80
60
40
20
0
Feb
Mar
Apr
May
Jun
July
Aug
User Engagement
User Engagement
Updated/New Feature Release
Old Feature Release
100
80
60
40
20
0
Feb
Mar
Apr
May
Jun
July
Aug
Avg. Time on Task
1
min.
24
sec.
-
77
%
Avg. Time on Task
1
min.
24
sec.
-
77
%
Avg. Time on Task
1
min.
24
sec.
-
77
%
Avg. Task Success Rate
97
%
+
54
%
Avg. Task Success Rate
97
%
+
54
%
Avg. Task Success Rate
97
%
+
54
%
Avg. No. of Bugs
0.2
per task
-
1.2
Avg. No. of Bugs
0.2
per task
-
1.2
Avg. No. of Bugs
0.2
per task
-
1.2
***Note: Tasks were observed in one session and data aggregated across sessions to derive the results.
***Note: Tasks were observed in one session and data aggregated across sessions to derive the results.
Product Metrics
February 2023 - August 2023
9.6
out of 10
Exceeds Expectations
Results were collected from a post-task questionnaire administered after each user testing session & feature demo.
9.6
out of 10
Exceeds Expectations
Results were collected from a post-task questionnaire administered after each user testing session & feature demo.
Avg. Conversion Rate
142
%
+
130
%
Avg. Conversion Rate
142
%
+
130
%
Avg. Feature Adoption Rate
100
%
+
66
%
Avg. Feature Adoption Rate
100
%
+
66
%
User Engagement
User Engagement
Updated/New Feature Release
Old Feature Release
100
80
60
40
20
0
Feb
Mar
Apr
May
Jun
July
Aug
User Engagement
User Engagement
Updated/New Feature
Old Feature
100
80
60
40
20
0
Feb
Mar
Apr
May
Jun
July
Aug
Avg. Time on Task
1
min.
24
sec.
-
77
%
Avg. Time on Task
1
min.
24
sec.
-
77
Avg. Task Success Rate
97
%
+
54
%
Avg. Task Success
97
%
+
54
Avg. No. of Bugs
0.2
per task
-
1.2
Avg. No. of Bugs
0.2
per task
-
1.2
***Note: Tasks were observed in one session and data aggregated across sessions to derive the results.
***Note: Tasks were observed in one session and data aggregated across sessions to derive the results.
Highlight Reel
In 6 intense months, I led cross-functional teams to align business and engineering goals, driving impactful features. I introduced new training and navigation systems, unlocking new opportunities for the design team. By building strong relationships and focusing on execution, I transformed complex objectives into human-centric solutions.
In 6 intense months, I led cross-functional teams to align business and engineering goals, driving impactful features. I introduced new training and navigation systems, unlocking new opportunities for the design team. By building strong relationships and focusing on execution, I transformed complex objectives into human-centric solutions.
In 6 intense months, I led cross-functional teams to align business and engineering goals, driving impactful features. I introduced new training and navigation systems, unlocking new opportunities for the design team. By building strong relationships and focusing on execution, I transformed complex objectives into human-centric solutions.
In 6 intense months, I led cross-functional teams to align business and engineering goals, driving impactful features. I introduced new training and navigation systems, unlocking new opportunities for the design team. By building strong relationships and focusing on execution, I transformed complex objectives into human-centric solutions.
3 Screens
3 Screens
3 Screens
Redesigned & Created
Redesigned & Created
Redesigned & Created
12 Demos
12 Demos
12 Demos
Conducted and Led
Conducted and Led
Conducted and Led
42 Features
42 Features
42 Features
Redesigned & Created
Redesigned & Created
Redesigned & Created
132 Tickets
132 Tickets
132 Tickets
Crafted & Completed
Crafted & Completed
Crafted & Completed
Successfully Led My First Team
Leading a team of 11 was challenging yet rewarding. I adapted to shifting constraints and took on BA and QA roles, gaining valuable leadership experience.
Unified Figma Navigation for All
I reorganized the Figma file for better team accessibility, improving collaboration, strengthening relationships, and setting a standard for future structure.
Streamlined Operations Training
While reorganizing the Figma layout, I created an interactive training guide that reduced training time, eliminated excessive documentation, and provided ops teams with a clear, cost-free resource.
Core Takeaways
This was my first extensive user shadowing experience, and it taught me to balance user needs with technical constraints. I learned when to push for better solutions and when to adjust based on business goals. It also helped me grow as a team member, collaborat-ing and wearing multiple hats. Here are my key takeaways from this experience:
This was my first extensive user shadowing experience, and it taught me to balance user needs with technical constraints. I learned when to push for better solutions and when to adjust based on business goals. It also helped me grow as a team member, collaborat-ing and wearing multiple hats. Here are my key takeaways from this experience:
This was my first extensive user shadowing experience, and it taught me to balance user needs with technical constraints. I learned when to push for better solutions and when to adjust based on business goals. It also helped me grow as a team member, collaborat-ing and wearing multiple hats. Here are my key takeaways from this experience:
It’s Never that Simple (PIV-AHT!)
Planning for risks is crucial, as pivoting is often necessary. Quick, effective adaptation is key to a product's success, no matter the challenges.
Planning for risks is crucial, as pivoting is often necessary. Quick, effective adaptation is key to a product's success, no matter the challenges.
Embrace the Bigger Picture
Design is about connections, technical possibilities, aligning with business goals, and so much more. You’ll never be just one thing, so embrace the growing pains—it’ll all be worth it.
Users are Your Foundation
Understanding users' needs and behaviors is key to design. Empathy for their challenges leads to solutions that enhance both the product and experience. Without users, design falls short.
Own the Product, Be the Product
Being the product means thinking like an owner—knowing the details, staying open to feedback, and iterating. Without ownership, solutions won’t last.
Being the product means thinking like an owner—knowing the details, staying open to feedback, and iterating. Without ownership, solutions won’t last.
Core Takeaways
This was my first extensive user shadowing experience, and it taught me to balance user needs with technical constraints. I learned when to push for better solutions and when to adjust based on business goals. It also helped me grow as a team member, collaborat-ing and wearing multiple hats. Here are my key takeaways from this experience:
It’s Never that Simple
(PIV-AHT!)
Planning for risks is crucial, as pivoting is often necessary. Quick, effective adaptation is key to a product's success, no matter the challenges.
Embrace the Bigger Picture
Design is about connections, technical possibilities, aligning with business goals, and so much more. You’ll never be just one thing, so embrace the growing pains—it’ll all be worth it.
Users are Your Foundation
Understanding users' needs and behaviors is key to design. Empathy for their challenges leads to solutions that enhance both the product and experience. Without users, design falls short.
Own the Product, Be the Product
Being the product means thinking like an owner—knowing the details, staying open to feedback, and iterating. Without ownership, solutions won’t last.
Must be nice...
Stories so Good,
You’ll see the Light
My next case study is almost ready to ascend into the light. Want an early preview or to discuss your project? Reach out today!
Must be nice...
Stories so Good,
You’ll see the Light
My next case study is almost ready to ascend into the light. Want an early preview or to discuss your project? Reach out today!
Stories so Good,
You’ll see the Light
My next case study is almost ready to ascend into the light. Want an early preview or to discuss your project? Reach out today!
Must be
nice...
Must be nice...
Stories so Good,
You’ll see the Light
My next case study is almost ready to ascend into the light. Want an early preview or to discuss your project? Reach out today!
