Background / What is NerdWallet+?
NerdWallet+ is a membership rewards program that leverages our reach, brand, and partnerships to incentivize consumers to shop through NerdWallet directly rather than through competitors. The program will offer unique rewards to paid members whenever they make smart financial decisions. Members can earn rewards throughout the year for simple, smart actions like linking their credit score, paying bills, monitoring cash flow, and more
Problem:
Highly dependent on SEO and Affiliate Revenue for monetization.
Opportunity:
Leverage our reach, brand, and partnerships to incentivize consumers to shop through NerdWallet directly rather than through competitors.
Our Hypothesis:
We make it irresponsible not to get your financial products from NerdWallet because you’re getting the best deal.
We can create the most durable advantage when we do right by the customer and partner in a way that’s difficult to replicate.
My Role / Divided between 3 parts
1. Discovery / Validation
- Led Design during 2 week sprint validation
- IC Design delivery for painted door testing
- Collaborated closely with Product and Research
- Led design workshops to identify potential triggers, key features and value proposition. Together with findings on market research, target audience, business risks and Eng feasibility
2. MVP
- Lead Oversight
- Define Design Framework
- Define Team Structure
- MVP Success
- MVP Go to Market Strategy
- Challenges (Organizational and Design)
- Results
3. Post MVP
- Design iterations for Quantitative and Qualitative learnings
- Building relationships with Partners
- Partner and vertical integrations
Product was launched on Jan 17, 2024. Post MVP work is ongoing.
Examples:
NerdWallet+ on Credit Card page
NerdWallet+ Landing Page
WOD, What..Why?
I was getting lazy and I knew it!
So I started a channel @wodleh👈 in 2023
To help me track progress and my workout of the day or more like “SWEATOUT OF THE DAY”
Enjoy the Journey…
151 Posts
250 Stories
90 Reels
and endless times I wanted to tap!
Keep sweating, keep learning...
#stayhumble
#beyoutheylladjust
Background
Mobile design, product, and engineering were asked to come up with the next generation of mobile banking.
Goal
For Customers
A banking app that supports & guides them on their financial journey beyond just transactional interactions.
For Chase
Deepen the relationship with our customers by providing a differentiated mobile experience that remains relevant to evolving customers’ expectations.
Why is this important for Chase?
- Better engagement with mobile customers can bring about opportunities to expand & deepen Chase’s relationship with them, as well as be better at offering our products to them.
- Remain relevant to customers whose expectations of mobile experiences are getting increasingly sophisticated.
- Continue to be able to accommodate and support growing business initiatives without the app turning into a messy catch-all.
Challenges
- A design foundational blueprint needs to first be developed that can provide the modular, reusable base structure for the eventual design.
- We will need to continue to deliver on business initiatives on mobile while we evolve the overall UX & product structure of the app
- Design needs to evolve in a way that does not result in a hard pivot for our existing mobile customers.
- Dedicated and continuous user testing and research required to explore various intent-driven design paradigms and determine the best solution that meets customers’ mental model.
UX Discovery
- Restructure the Chase retail banking app’s IA, UX & Messaging
- Reviewing LOB Roadmaps
- Whitepapers on external trends
- Key Program Initiatives
- Past Research Materials
- Key IA & Themes
- Big and Small Design sprints
UX Define
- Define the problem
- Guiding Principles
- Ideation, whiteboarding, personalization
- Mid-Fi Prototyping
- User testing
UX Design / Develop / Deploy
- Redlines (Final Design Specs), Greenlines (ADA checks)
- Usage of Design Systems and Masterbrand
- March 2020, Quick Actions customer pilot
- April 2020, Mobile Next home and shopping employee pilot
- June 2020, customer pilot (starting with 5%) of customers, closely monitoring and addressing feedback as we continue to rollout to more customers
As this product stretched over 2 years, I have tried to condense the design process and findings. Other breakout areas can be found below.
Learn more about Chase Mobile App design Iterations and more refinements.
Working with the Chase design system and new branding, find out more here
Download Chase
IOS App
Android App
Chase Mobile App Design Iterations
A deeper dive into design iterations according to user-testing, stakeholder feedback and design critiques.
- Account Display
- Account Display / Wallet
- Wallet Swipe Interaction
- Account Display / Rollup Values
- Account Display / Explore your financial picture
- Account Display / Task List
- Shopping Experience
Background
SIMPLE: "Sell More Joe Boxer Pajamas" or so we thought. We dived deeper like the essence of the 5 WHYS and found out it was actually how the brand could be relevant especially with the M generation.
How could we reach out to them, sell PJs and do it in a fun and engaging way? My team decided to build a fun concept that relates the Joe Boxer brand against the fitness wearables of the world.
UX Discovery
- Business Requirements
- Competitive Research
- App/Wearable Research
- User Flows
- Product Ecosystem / App IA
Through primary and secondary research, our product would be targeted towards Millennials. Drawing out user flow scenarios allowed the team to better understand user paths, pain points and overall ecosystem vs the actual product. Industry and Competitor Research allowed the team to understand the current landscape and narrowed our app requirements.
UX Define
- Ideation and whiteboarding
- Ecosystem Wireframe
- Lo-Fi Axure Prototype (View Prototype)
- Hi-Fi Omnigraffle App wireframes
Creative & Development
Working with creative team to finetune overall UI while working with Dev team to ensure functionality requirements are met.
Summary
Our very own Inactivity Tracker was born! We encourage users to chill in their Joe Boxer pajamas by tracking and rewarding their inactivity.
"SWAG!" Won Gold for 2015 Cannes Lions.
Holland America Customer Journey Mapping
Define Holland America's customer journey across multiple touch-points and provide recommendations
1. Stakeholders Workshop:
Led 2 day onsite workshop working with different stakeholders from various departments (i.e OBR, Analytics, Loyalty). This allowed my team to better understand the business requirements, user needs and existing customer journey.
2. User Personas and Customer Journey Maps:
We reviewed user segmentation data and interviewed users to create user personas which we would then tie back into a customer journey map to identify pain points and areas of opportunities.
3. Recommendations and Strategies:
Through the customer journey maps, we looked at areas of Holland America's impact against user needs and implementation feasibility to provide recommendations. These recommendations would also tie into various strategies including email, chatbots, machine learning in addition to website/SEO related enchancements.
High Level Discovery of Holland America Website
Highlight problems & provide recommendations during creative UX review.
1. Homepage:
Review of current Holland America Line website to identify acquisition, engagement drivers and provide recommendations.
2. User Journey:
Through user testing and mapping the current user flow, Epsilon UX team seek to evaluate the end-to-end user experience focused on path to purchase. These insights led to recommendations on how to improve and strengthen the experience. View PDF
Background
Epsilon was midway into designing a new company homepage before I joined onboard. Certain process flows and wireframes had already been created but due to resource allocations, the team struggled with continuity and certain UX functionalities. My task was to lead UX by providing best practices and collaborating with multi-disciplines for content gathering and working with Creative and Dev during the design and build phase.
A major challenge was to re-platform the current content and pages onto Adobe AEM and learning the new framework and creation of new AEM components.
The solution was to create a Pattern Library, a common repository for contributors of multi-disciplines to access how components would function with various platforms. Rather than focusing on pixels, developers can focus on application logic, while designers can focus on user experience, interactions, and flows. Inspiration came from Google Material Design, Sales force, Lightning Design System
UX Define
- Ideation and whiteboarding
- Sitemap
- Pattern Library
- Responsive Wireframes
Creative & Development
Working with Creative team to create the pattern library, various UI elements while working with Dev team to ensure functionality requirements are met.
Summary
Website was launched in Jan, 2017. We are currently tracking analytics as we scope for future improvements and additions.
Background
Prezcobix is a HIV-Drug developed by Janssen Pharmaceuticals (Johnson & Johnson). The client would like to create a new marketing/branding campaign for Prezcobix that would eventually phase out Prezista. The campaign focused around Wisdom Not Advice and advocating that your life doesn't end with HIV.
UX Discovery
- Business Requirements
- Competitive Research
- SEO Research
- Analytics research to understand current user journey
- User Personas
- User Flows
UX Define
- Ideation and whiteboarding
- Hi-Fi Omnigraffle wireframes
- Mid-Fi Axure wireframes (View Prototype)
- User Testing / Hi-Fi Axure wireframes (View Prototype)
Additional Concept (Text Generator) / (View Prototype)
By uploading user's own image, the website will generate a text portrait based on wisdom lines. The allow someone to identify with Wisdom without revealing their identification.
Creative / Development
Worked with internal creative and client off shore development team to ensure requirements are met and efficient delivery on final product.
Background
INVEGA TRINZA, a 3-month injection, is an atypical antipsychotic
indicated for the treatment of Schizophrenia in patients after they have been adequately treated with INVEGA SUSTENNA. Developed by Janssen Pharmaceuticals (Johnson & Johnson).
Invega Trinza was a break through in the area of Schizophrenia treatment and it became our main focus. However, instead of focusing on medical charts, we pushed for a lifestyle approach that provided insights on how you can pursue life when you are on treatment.
UX Discovery
- Business Requirements
- Competitive Research
- Content Audit of Invega Brands
- Franchise Model Approach
- SEO Research
- Analytics research to understand current user journey
- User Personas
- User Flows
UX Define
- Ideation and whiteboarding
- Hi-Fi Omnigraffle wireframes
- Mid-Fi Axure wireframes (View Prototype)
Creative / Development
Worked with internal creative and client off shore development team to ensure requirements are met and efficient delivery on final product.
Background
Pleasure to be part of Kevin Hartman's 2012 SXSW presentation on "What the London Riots Taught Us About Social Media?"
Data Visualization & Creative Direction
My first involvement in SXSW and it was exciting! I provided data visualization expertise and overall design direction for the presentation.
