Featured UX Projects

For more examples of my work, or to learn more details about the process
and my role in the featured UX projects, please contact me.

Project 1: Discovering the need for new sales tools

Background
The company was interested on learning more about the digital demands that insurance agents have when selling insurance products.

Main Objective
‍Discover the need for different digital tools to support these user's business goals.

‍Team Members: Two UX Interaction Designers

Tools/Techniques
• Stakeholder/SME Interviews
• User Interviews
• On-site Observations
• Journey Mapping
• Affinity Mapping
• Personas/Archetypes

Highlights of the Outcome
‍Discovery work revealed that there are two main archetypes to consider for the primary users.

Detailed solutions were presented about helpful sales tools that are lacking in today's insurance industry. We also found that some of the current tools that are being utilized could be combined to help the process move along more smoothly.

Suggestions on where to start first were presented with a journey map showing areas of the sales process that needed the most help and highlighting areas that could make the most impact with a few revisions.

Project 2: Adding a search feature to a website

Background
Users of the site were requesting a search function so they could type keywords for information they were seeking.

Main Objective
Determine how users will need search results to be displayed.
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Team Members: UX Developer, UX Visual Designer, UX Interaction Designer

Tools/Techniques
• Web Analytics
• Proto-Personas
• Competitive Research
• Prototyping
• Usability Studies

Highlights of the Outcome
‍Web analytics were leveraged to advance our understanding of highly used pages of the site. Since users have a wide range of use of this site, we created test scenarios based on the pages of the site with the most traffic. We were interested to see if the keyword search would be helpful for the users to find this type of information.

Usability studies revealed that the design elements and layout of the search results page was the biggest challenge at hand. Many items on the site would periodically be updated throughout the year. We found that there was a great importance for users to know which version they were viewing. They wanted to know the date when items were last updated. Our team added a feature on the search results page to sort by date to allow the user to view the most current information within the site.
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Users found benefits with using a range of different document types. Our team added icons to the list of search results to assist with identifying if the items listed in the results page were a PDF, video, web content, etc.

Project 3: Information available before logging into site

Background
The business wanted to supply more information to insurance agents who haven't logged in yet.

Main Objective
Identify the types of information that could be displayed without required credentials.

Team Members: UX Developer, UX Visual Designer, UX Interaction Designer

Tools/Techniques
• Stakeholder/SME Interviews
• User Interviews
• Competitive Research
• Personas
• Scenarios
• Content Audit
• Journey Mapping

Highlights of the Outcome
The business helped us understand what content in the site was required to be secure behind a login. User interviews expanded our knowledge of the sales process and their challenges they had with gathering information.

We created journey maps and identified the flow of different scenarios. There were consistent points in the process for the users to have a required login for more information. These techniques identified the types of information that could be shown before the login and those that could not.

Our team made sure that the website information architecture remained the same outside the login to help with site's consistency. When login was required, content highlighted types of information that would be displayed after logging in. We also established the rules for our team to follow when adding future content to the site.