UX
User Research, Interaction Design, Testing, Prototyping, & Deployment
My UX work is driven by a deep passion for creating intuitive, user-centered designs that transform complex problems into effortless, engaging experiences -- with a high focus on understanding user behaviors, needs, and motivations. I specialize in developing working solutions that are not only visually appealing, but also highly functional and accessible.
From user research and wireframing to prototyping and usability testing, my approach ensures every design decision is informed by data and real-world insights. I thrive on collaboration, working closely with stakeholders, developers, and cross-functional teams to deliver cohesive, meaningful digital products that drive results.
This UX portfolio reflects an extremely small range of projects across industries that I have worked on over the years.
The MeMo EMR Project
UX Architect, 2021–2023
Desktop only web-based application
While at Male Excel and WellTrust Medical, I was invited to join a team dedicated to enhancing and, in some cases, designing new user-requested features for the company's live Electronic Medical Records (EMR) system. The company's medical providers, including doctors, nurse practitioners, and medical assistants, needed a more efficient way to view patient schedules on a daily, weekly, and monthly basis, as well as the ability to quickly communicate with patients about their treatment—all while ensuring compliance with HIPAA security regulations and utilizing their existing technological stack.
The New Patient Profile, Calendar & Messaging
After conducting interviews with our providers across the country, I consolidated and ranked the feedback and identified three major issues with the legacy platform:
- There was no individual patient profile—patient records were grouped together with no clear hierarchy.
- Medical providers lacked a calendar view for daily, weekly, and monthly consultations and reminder schedules with patients (that useful 30,000 foot view of what they needed to do).
- Medical providers needed the ability to message patients directly from the platform without revealing their office or personal phone numbers.
The team collaborated to verify the prioritization of these issues and worked with our development partners to estimate the effort and time required for each. I created several low-fidelity wireframes and tested them in a lean agile process, gathering quick feedback from users to make necessary adjustments. Once the designs were refined, I led the creation of high-fidelity clickable prototypes using tested design patterns and UI and design pattern components my team had created internally. These prototypes allowed stakeholders to experience the near-final product and provide further feedback.
Once the iterations in visual and interaction design were finalized and approved, I led the collaboration with our QA team to test the product and worked closely with our development partners to ensure the production version aligned with both the approved designs and the company's branding guidelines.
What I Learned
I made it a priority to work closely with the medical providers (the users) to ensure that each iteration of the application addressed their key issues. While it’s impossible to resolve every user challenge, as different users have varying pain points and requests, we were able to accommodate around 90% of their use cases. This led to more satisfied and efficient providers, improved patient care, and ultimately increased revenue for the company due to higher patient satisfaction.
IPREO CORPORATE SOLUTIONS PROMO (BD SUITE)
The IHS Markit BD Platform is a suite of applications designed to streamline business development, client engagement, and market analysis for financial professionals.
It provides access to robust data sets, advanced analytics, and visualization tools, enabling users to identify opportunities, manage relationships, and track market trends effectively. The platform integrates detailed insights into asset ownership, investor profiles, and market activity across equity, fixed income, derivatives, and corporate securities. With continuously updated data and customizable features, the BD Platform empowers firms to optimize sales strategies, enhance prospecting efforts, and maintain a competitive edge in a dynamic marketplace.
Sellside & Buyside Corporate Dashboards
UX Architect, 2013–2018
Desktop primary web-based application with responsive design built into framework
This project was focused on designing, testing, building and delivering key dashboard analytics cards and supporting features to BD Advanced. This summary gives a small glimpse into the work that I provided as the lead UX designer for this project.
The Account Profile Dashboard Cards
BD Advanced (BDA) provides near-real-time market intelligence specifically tailored for the sell-side of capital markets.
The platform enables users to perform both basic and advanced searches within their coverage accounts (from private lists) and identify new opportunities for prospecting and targeting.
One of the key features we designed allows users to access an account and instantly view valuable, near-real-time data insights displayed on customizable dashboard cards. Users have full control over these cards, with the ability to modify them with minimal restrictions.
I reviewed all the data typically presented to users and collaborated with numerous teams to design the user interaction for the search feature and dashboard cards. Additionally, I recommended specific data visualization types that would effectively present the information, enabling users to quickly gain accurate insights and make informed decisions.
What I Learned
The personas we designed this platform for operate in a highly competitive, fast-paced environment. They keep their coverage lists extremely private, so having a secure, robust platform with powerful features that provide actionable market insights is essential. Our tool stands out as best-in-class by offering these professionals the ability to quickly act on insights, giving them a distinct competitive edge.
Note: Due to the federal SEC regulation around financial information this product contains, I can not show much more than this.