Product design

Workday brought me in to define and shape the product, starting from a business idea. I helped the Business Analyst define the users of the product and how they would interact with each other. Then defined our product requirements to build custom dashboards.

On a custom dashboard, you could link Business Intelligence data with Workday data and build dashboards that would be useful for different business functions, like People Analytics.

In addition to building out a new product framework, I created artifacts that helped us all agree on the same meanings, allowing us to uncover different viewpoints earlier in the process.

Custom Dashboards for People Analytics

On a custom dashboard, you could link Business Intelligence data with Workday data and build dashboards that would be useful for different business functions, like People Analytics.

Defining Personas

From the start of this project, I worked directly with a Business Analyst and defined the users of the product. Together, we defined the actions each user would take and how they would interact with each other when using the People Analytics platform.

Product Definition

I developed personas and refined the core functionality to prioritize features and functionality that would ensure our design met the user needs.

Artifacts to Build Alignment

As a result of our newly acquired company, Stories.bi, one of the main challenges was our highly distributed team around the world. I created artifacts that helped us all agree on the same meanings, allowing us to uncover different viewpoints earlier in the process.

Framework Selection

We needed to build upon one of the multiple internal frameworks available within Workday. I evaluated them by building a proof of concept and working with the development teams. We needed to find a flexible framework that could be rearranged by end-users.

Turn a Data Tool Into a Web Based Platform

The Discovery Boards framework had the fewest functional gaps and would support the look and feel that we desired.

Feature Addition to the Design System

The workday pattern library had drag handles, but they did not provide the bi-directional functionality that we required. I iterated on new variants of the drag handles to create a new component and interactions to support the application.

drag and drop feature for dashboards

As we were in the process of building the platform, we quickly realized that users required bi-directional handles to easily drag and drop visualizations around the page. To address this need, I extended the existing design system by creating these functional handles, improving the overall user experience.

Chase for Business connected commerce

In 2022, I led the Product Design Team in Offers and Shopping at JPMorgan Chase. Through analysis of metrics, I proposed a new tab structure that increased engagement of the product by 400%. Additionally, I managed our design files to create components in Figma. This improved the efficiency of our team and allowed for a faster release cycle.

Increase User Engagement

In the Offers and Shopping division of JP Morgan Chase, I enhanced a product that helps merchants monitor and promote their businesses to the bank's customers. My leadership in this project resulted in a 400% increase in user engagement in 2022.

Examine the Competitive Market and Frame Research

Through competitive market research, I created a map to identify gaps and opportunities that could enhance the product and improve the customer experience. This map helped researchers frame their inquiries into the product space.

Creation of Efficient Delivery Files

I introduced a library of subcomponents tailored to our line of business. This method helped us reuse components and produce efficient delivery files for our developers. These sub-libraries improved our workflow and supported an object-oriented design, which helped maintain consistent standards and practices within our team.

Design System Alignment

I introduced a tab structure that allowed our customers to access insights into their business. Additionally, I guided the development team to incorporate the design system and ensure alignment with Chase Business Banking.

Increased Engagement of Customers

Changes went live in October of 2022 and we saw a 400% increase in user engagement!