“Any product that needs a manual to work is broken.” - Elon Musk
Contract Customer/User Research for WEX, Inc (Commerical Fleets Beyond Fuel and Payment) 2023-2024
Formative, Usability Testing: Validating the application of contemporary design patterns and system to an existing B2B portal 2024
Designed an unmoderated usability test to validate the usability and needed improvements to the user experience with the application of contemporary design patterns and the design system. Also gathered expectations of the homepage and feedback about the dashboard concept.
Project Breakdown - Coming Soon
Research - Formative | Interviews | Remote | Meta-Analysis
Formative, Qualitative Study: Exploring Commerical Fleet Service Shops (Independent and National Chain) and their relationships with Commercial Fleets 2023-2024
Designed a study - unmoderated interviews using UserTesting.com. Explored Merchants' mental models and perspectives about commercial fleet service to inform a broader, quantitative study to be outsourced to an agency as well as studies with Commercial Fleet (small to large fleets) roles responsible for service coordination, central garage service, contracts, etc.
Project Breakdown - Coming Soon
Research - Formative | Interviews | Remote | Meta-Analysis
Formative, Qualitative Study: Exploring Commerical Fleet Roles and Value Drivers 2023-2024
Designed and facilitated qualitative, moderated interviews with different roles within Commercial Fleets to understand their perspective to inform a broader, quantitative study to validate assumptions, ensure the breadth of the study, and establish frequency and saliency of themes to inform product priorities and road map. Also used to inform convergent studies to explore prominent themes.
Project Breakdown - Coming Soon
Research - Formative | Interviews | Remote | Meta-Analysis
Formative, Qualitative Study: Exploring the mental models of virtual cards with Small Businesses with commercial fleets. 2023
Designed and facilitated interviews with small business owners and staff responsible for payments to understand their projected use and understanding of virtual cards to inform product road map and marketing position.
Project Breakdown - Coming Soon
Research - Convergent | Interviews | Remote | Meta-Analysis
POV + Thought Leadership: The Challenges, Failures, and Opportunities of GenAI Chat Bot 2023
Led the exploration and crafting of this Thought Leadership and POV presentation to be used internally across BUs to promote working together on business development efforts and used with pitches.
Project Breakdown - Coming Soon
Industry Scan| Research - Literature Review | Human-Centered Design | Remote | Meta-Analysis
Futures + Foresight POV: The impact of metaverse technologies on healthcare 2023
Led the expansion of a previous effort to include the impact of metaverse technologies, academic research government statistics, and all phases of the patient journey as well as future patient scenarios to drive the understanding of the impacts and pivots on patient health outcomes while facilitating the conversation with different facets of the healthcare industry.
Project Breakdown - Coming Soon
Research - Divergent | Futures + Foresight | Human-Centered Design | Remote | Meta-Analysis
Contract User Research and Validation for Genentech's Physicians' Marketing 2016-2017
2 Ethnographic Studies to inform online | Fall 2016
.Com and communications) and offline (conference booth) experiences for 3 different specialists - Rheumatologists, Retinal Specialists, and Ophthalmologists to inform acquisition and retention strategies
Research - Formative + Generative | Strategy | Brand | Service Design | Ethnography | Personas
Cancer Immunotherapy Foundations | Winter 2016-2017
Exploring Cancer Immunotherapy + Getting to Know Oncologists with generative research to empower physicians' marketing teams to best serve and connect to Oncologists as Cancer immunotherapy evolves. Conducted validation study of Promise Statements, Card Sorting, Interviews, and Surveys to gain an understanding of mental models, expectations of pharma, and attitudes within the space.
Research - Formative + Generative + Evaluative | Strategy | Card Sort | Concept Validation and Exploration (Positioning statements) | Brand | Personas | Omni Channel | Acquisition + Retention | Remote
User Research + Testing for Renaissance Learning 2015-2016
I led research efforts working collaboratively with product managers to inform Agile Epics and set Sprint teams up for success.
Establish a central UX practice and a credible research program. Harnessed a combination of Lean and Formal Research efforts to establish a persona library and task flows to unify and strengthen the understanding of users across the company. Established a Usability Report Card for each product that was used to communicate every month the health of products with the board.
User Research: Teacher and Specialist User Needs + Dashboard Tasks | Summer + Fall 2015
User Research: District Admin User Needs + Dashboard Tasks | Fall 2015
User Research: Student + Parent Homework-Related Needs | Summer 2015
User Research: Teacher Student Assessment-Related Tasks | 2015-2016
Baseline, Concept, and Usability Testing and Card Sorts: Teacher Dashboards | Summer – Fall 2015
Project Breakdowns coming soon
Research - Formative + Generative + Evaluative + Summative | Strategy | Card Sort | A/B Testing | Concept Testing | Usability Testing | Omni-Channel | Brand | Web | Mobile | Personas | Retention | Thought Leadership | Remote | Field Studies
Contract User Research + Testing for Cisco Security 2015
Conducted lean User Research to inform Security Communications and process definition | Spring + Summer 2015
Conducted lean User Research to inform a new disruptive product - hailed as the biggest thing to come out of Cisco in 20 years | Summer 2015
Research - Formative + Evaluative | Strategy | Card Sort | Brand | Acquisition + Retention | Remote
Contract Meta-Analysis and Strategy for TIBCO Streambase LiveView Web 2014
Created a product strategy by researching the heuristics of data visualizations and both static and real-time data. Produced a strategy, which included defining a web version of the established product, MVP for a disruptive product, product and technical roadmap, approach to maintaining a disruptive status, and interaction design.
Formative + Generative Research - Meta-Analysis | Strategy | Product Design | Interaction Design | Thought Leadership | Remote
Contract Content Strategy for Elavon.com Redesign 2014
Conducted a content analysis of an existing and newly acquired .Com to identify overlap and relevant content for a redesign including ROT analysis, and proposed a new approach.
Research - Formative + Evaluative | Strategy | Card Sort | Concept Validation | Brand | Experience Blueprints | Acquisition + Retention | Thought Leadership | Remote
Contract Card Sorting for CTIA Wireless Lobbyist 2013
With only 100 hours available for a new Navigation Strategy, I conducted a content inventory and ROT analysis, conducted card sorts with representative users, and drafted a Navigation Strategy. Research - Formative + Summative | Strategy | Card Sort | Information Architecture | Page Type Template Design
Research + Testing for The George Washington University 2010-2011
User Research to establish requirements for CMS product purchase | Winter 2011
A/B Testing to evaluate CMS replacement candidates | Winter – Spring 2011
Concept Testing to validate CMS (Drupal) customization strategy | Spring 2011
Research - Formative + Generative + Evaluative + Summative | Strategy | Contextual Inquiry | Stakeholder Interviews | Design Thinking | Personas | Workflows | Participatory Design | A/B Testing | Thought Leadership
Contract User Research + Usability Testing for Golf Channel's Golf Central 2010
User Research for Golf Central B2B Dashboard | Fall 2010
Research - Formative + Generative + Evaluative + Summative | Strategy | Stakeholder Interviews | Personas/User Profiles | Mobile | Product Design | Interaction Design | Concept Validation | Usability Testing | Thought Leadership | Remote