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Examples of UX and product design work from the dozens of applications and tools I've created over the course of 20+ years




Harmony (c. 2005)

Background: An insurance company was launching a new platform for their salespeople to enroll employees at client companies in their annual benefits. This was a significant modernization effort, moving away from legacy desktop application and backend to a web-based, real-time enrollment stack.

Objectives: Support end-to-end benefits enrollment process online for both supplemental insurance products and other employer-provided benefits. Enable enrollment for end-users (Employees) on their own, or in an assisted manner one-on-one with a Salesperson. Provide appropriate product education, including life insurance modeling, basic "What if" scenarios, and personalized examples. Allow complete configuration of benefits, account options, and enrollment reports, via administrator interface.

Work contribution: Functioning as part of the CX (Customer Experience) team, I coordinated with product leadership, business analysis, and technology partners, including:

Results: Within first 12 months after initial launch, overall enrollment for targetted products increased by 12%. Also helpdesk support calls were reduced significantly.




Life Insurance Financing

Life Insurance Financing (c. 2006)

Background: A major Wall St. bank was creating a new web-based platform for a growing desk that provided liquidity for clients with excess life insurance (e.g. COLI / BOLI).

Objectives: Create new public site educational content. Create new workflow-based tool for various authenticated users to support the initiation, structuring, and execution of deals. Provide clear list of deals in progress and indication of next steps. Support for multiple users including clients (e.g. document upload), Salespeople, and traders / structurers to approve deals.

Work contribution: As the project UX lead, I worked directly with Salespeople, business analysis, and technology partners, including:

Results: After initial launch, time to complete first structuring deal was reduced by more than 40%.




Stress Testing, v.1

Stress Testing v.1 (c. 2015)

Background: A major Wall St. bank was creating brand new capabilities for designing and managing Stress Scenarios (hypothetical economic conditions that can be run to analyze the potential impact on a given portfolio.) Scenario Stress Tests were critical for Capital allocation and regulatory compliance.

Objectives: Support end-to-end Scenario design, review, and deployment workflow. Provide timely access and alerts across various user groups, following existing business process and required approvals. Clearly surface the status for a given scenario, and required next steps.

Work contribution: As the UX lead, I partnered with key stakeholders across business and technology to envision and implement the new system, including:

Results: Product launch saw overall time to create and deploy Scenarios go from months to days. Positive comments from the Fed about significant investment and "leading example" because of this platform.




Stress Testing, v.2

Stress Testing v.2 (c. 2022)

Background: A major Wall St. bank was re-imagining overall Scenario Stress Testing capabilities (see "v.1" above) after significant business process evolution.

Objectives: Support the new workflow for Scenario design, review, and execution. Provide collaborative, real-time editing for multiple users, and give clear indication of impact / variance across versions. Greatly improve user delight and site responsiveness, addressing the dynamic growth in volume of Scenarios since initial platform adoption.

Work contribution: As the Stress Testing Initiative Lead, and Head of Market Risk Tooling North America, I partnered with business management, and led cross-functional teams of Product Owners, UX designers, and technology architects, including:

Results: After MVP 1 launch, overall time to create and launch a Scenario dropped from days to hours. Greatly improved version auditibility, resulting in decrease in confusion and re-work.



Harmony - Benefit Menu

Harmony (1 of 3) - Benefit Menu

The "Benefits Menu" became the central screen for consumer-facing insurance enrollment and benefits communication.

Harmony - Benefit Setup

Harmony (2 of 3) - Admin Console

All benefit options and client account details (e.g. pay frequency, company logo) were controlled by the Admin configuration tool. Salespeople worked with client Benefit Administrators to load employee data and prepare for open enrollment period each year.

Harmony - Reporting

Harmony (3 of 3) - Reporting

Getting enrollment selections out of the system became a critical feature. The method was to use real-time reports (not shown) and export / Excel extracts. (This would evolve to include API access.)

Life Insurance Financing - Deal Details

Life Insurance Financing (1 of 3) - Deal Details Form

Various complicated forms (pictured above) supported the information gathering, document management, and workflow approval steps required for finalizing a deal.

Life Insurance Financing - Deal Status

Life Insurance Financing (2 of 3) - Deal Overview

Deals could take weeks to close. During this time, the system helped keep track of status of completed steps, missing documents, and underwriter (Structurer) feedback.

Life Insurance Refinancing - Sitemap

Life Insurance Financing (3 of 3) - Site Map

As the project evolved, new features and pages were planned to reflect the overall deal workflow.

× Stress Testing, v.1

Stress Testing v.1 (c. 2015)

The prominent workflow chevrons guided the actions, tabs, and grids displayed below. Different user entitlements presented additional content and actions for the selected Scenario.

[NOTE: Wireframe mockup representative of UX contribution. Proprietary details not included.]

× Stress Testing, v.2

Stress Testing v.2 (c. 2022)

Moving away from the strict legacy workflow, the redesigned Scenario Design tool supported real-time, collaborative editing (SpringBoot React) and gave clear indicators when changing one cell value impacted other cells.

[NOTE: Wireframe mockup representative of UX contribution. Proprietary details not included.]