Forecasting Feature
Client: B2B sales engagement startup with an evaluation of over 1 billion.
Research Methods: Analytics review, stakeholder interviews, internal user interviews, customer interviews, and moderated user testing.
Project Goals: Develop user understanding to inform workflow and design.
Process: Collaborating with the SVP of strategy, product manager, UX designer, and business analyst I planned, conducted, and analyzed the user research data to inform net new feature design and workflow.
Artifacts:
Design:
Advisor and End Investor Personas
Client: B2B2C Financial planning platform serving 70,000 financial professionals.
Research Methods: Surveys, interviews, and industry research
Project Goals: Develop UX personas to help the product team to empathize and better understand users.
Process: Working with a team of 2 other researchers we built interview guides, online Qualtrics surveys, recruited participants, analyzed data, and with the help of a UX designer, developed 8 personas for key user segments.
Artifacts:
Awards (Grant) Management
Client: Enterprise grant funding platform service managing 5 billion in yearly funds.
Research Methods: Diary study, open and closed card sorting, and industry research
Project Goals: Develop user understanding to inform information architecture and system workflow.
Process: Collaborating with the UX lead, UX designer, and business analyst I planned, conducted, and analyzed the user research data to inform information architecture and workflow.
Artifacts:
User Engagement Plan: Diary Study
User Engagement Plan: Open Card Sort
College Website Redesign
Client: A two-year community college serving 20,500 students across three campuses.
Research Methods: Stakeholder interviews, usage analytics analysis, survey, card sort, and task-based usability testing.
Project Goals: Total website redesign. Restructure content, navigation, and overhaul content strategy.
Process: I served as the project manager, UX researcher, UX designer, and content strategist for this project. The redesign team consisted of two back-end developers, one front-end developer, a web designer, the marketing director, and two IT executives.
Artifacts:
Design:
Janie Ralston 