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Envisioning

Financial Planning Portal

Older man sitting on a couch holding glasses, with text 'The Maintainer Persona' overlaid.

Slide titled 'How am I doing' and lists of activites, pains, and advantages for the maintainer persona.

Abstract building with text 'Design Objectives overlaid.'

Slide titled 'Monitor/Manage' with 'Enhance Context', 'Establish Comfort', and 'Encourage Truth' as the design objectives.

Random assortment numbers for a printing press with text 'Design Strategy' overlaid.

Slide with the design strategy 'We will focus on interpretation, not just representation'.

Financial dashboard displaying net worth, asset breakdown, spending analysis, and detailed holdings information.

Tactics without strategy is the noise before defeat

- Sun Tzu

Role

Design lead. Strategic, hands-on, team lead

Team

Me, senior product designer, client-side UX researcher

Crop Insurance Broker Dashboard

Slide explaining the project goal of creating an exceptional digital experience to enhance customer access and satisfaction in crop insurance services.

Slide discussing the importance of enhancing the agent experience for better producer relationships.

Slide with text 'Where are we now'

Slide titled 'Where are we now?' discusses digital disconnection, highlighting issues like redundancy and manual data entry.

Slide with text 'Where do we want to be'

Text slide featuring 'Centralized' with a graphic of an open door, symbolizing a single entry point in a centralized system.

Slide with text 'How might we get there?'

A slide titled 'Single-stream communication' lists strategies for consolidating communication channels, including discussion tracking and documentation.

Dashboard displaying messages, meeting reminders, policy expirations, claims, and market index updates with actions for quotes and policies.

I can see paradise by the dashboard light

- Meat Loaf

Role

Individual contributor

Here Auto "Brought-in Solution" Concept

Text highlighting the cognitive strain on drivers using voice-activated systems, impacting reaction time and road awareness.

Presentation slide titled 'Increasing Simplicity,' featuring three columns: 'Less is More', 'Use the Periphery', and 'Learn and Listen', each with descriptive bullet points.

Vehicle infotainment GPS display showing a map, position indicator, speed, and direction.

If you're driving, don't forget your car.

- Joe Elliott

Role

UX Lead

Team

Me, UI Designer