B2B Payment Dashboard
Ask
The goal is to design a prototype that will make the client’s B2B payment platform a leading contender in the marketplace—focusing on creating two-way communication channels, personalizing user experiences, automating tasks to reduce human error, and streamlining user workflows.
Industry
Financial
Duration
10 Weeks
Role
Product Lead / UX Design
Tasks
- Team lead
- Prototyping
- User Flows
- UI Design
- Wireframing
- User testing
Execution
Final product improvements were based on user and client feedback. The prototype allowed users to easily access information without leaving their current workflow.Users could customize their experience based on their role or level and view real-time balances and rates through customizable data visualization. Users can also save their activity preferences and find documents more easily through filtering systems.
Expected Implementation 2024
Customer Service Multi-channel Platform
Ask
To improve the client’s customer service experiences for customers by centralizing its multi-channel platforms and providing call center agents and in-store reps with a consistent and easy-to-use Salesforce platform to allow them to quickly and easily access customer information, resolve issues, and provide excellent service for a new product and expand to existing products.
Industry
Telecommunications
Duration
10 Months
Role
Sr. UX Designer
Tasks
- Prototyping
- User Flows
Execution
A new net wellness dashboard allows the client’s HR leadership to streamline data extraction by gathering data using three databases and collecting spreadsheets in one centralized location. The dashboard includes five UI screens to process additional package sales, returns, suspensions, and cancellations while tracking several metrics and customizable data visualization sets and has moved on to development.Expected Implementation late 2023.
Expected Implementation 2024
Resource Utilization Dashboard
Ask
Client’s HR leadership seeks a platform to replace manual, time-consuming tasks and provide a centralized wellness dashboard using Tableau. This dashboard would offer a clear, one-stop view of relevant attributes to track, onsite clinics resource usage, vaccines administered, work injuries, drug testing, and work accommodations for the client’s human resources departments worldwide.
Industry
Pharmaceutical
Duration
10 Weeks
Role
UX Design
Tasks
- Prototyping
- User Flows
- Wireframing
Execution
Platform UX design flows and wireframes simplified existing customer service flows by removing unnecessary content and visual clutter were created. This created a cohesive experience for reps and agents throughout the product lifecycle, both sales and service. The design also created a scalable platform that can be used to replicate these processes for the client’s existing products and services.
Implementation 2023
Commercial Vehicle Dashboard
Ask
To improve the client's commercial vehicle dashboard, as a centralized location for small to medium business owners to manage their fleets by scheduling maintenance and service appointments and tracking usage fleet metrics through the vehicle app.
Industry
Automotive
Duration
6 weeks
Role
UX Designer
Tasks
- Prototyping
- User Flows
- Wireframing
- User Testing
Execution
A new dashboard prototype was designed and tested. It allowed users to schedule service and maintenance, track vehicle progress at dealerships, track vehicle usage, and communicate directly with dealerships. These features make Ford Pro valuable to small business owners by improving efficiency and reducing idle time.
Implementation TBD
