Selected Work
Over the past 10+ years, I’ve worked end-to-end as a full-stack product designer across a wide range of products. Here’s a selection of my case studies. Public previews use anonymized, representative examples to preserve confidentiality. Full case studies are password-protected and shared on request.
Laying the groundwork for smarter evidence surfacing
I led design for an internal claims workflow tool used by liability adjusters to investigate incidents, structure evidence, and document decisions. The original process required heavy manual hunting across multiple systems, creating inconsistent documentation and limiting time for higher-value analysis.
I partnered cross-functionally on an MVP-to-scale approach that centralized evidence, improved scannability, and simplified how adjusters capture the key factors behind their decisions.
The work also established a foundation for future ML-assisted evidence surfacing by aligning the product’s categorization model with real adjuster mental models.
User type: Internal users (claims operations)
Scope: 0–1 product design, discovery through launch and iteration
Focus areas: contextual inquiry, generative and evaluative testing, IA + interaction design, pattern scaling/design system alignment, workflow simplification, ML collaboration, NLP collaboration
Turning static financial plans into an action-oriented planning experience
I led design for a client-facing planning experience in a regulated financial services environment, aimed at improving follow-through between advisor conversations.
To deliver value quickly without depending on every underlying capability at once, I partnered cross-functionally on an incremental delivery approach that prioritized clear next steps first, with a structure designed to adapt as capabilities evolved.
I focused on plain-language clarity by pairing next steps with context so non-experts could understand what to do—and why—without live guidance.
User type: Consumers (primary), advisors (secondary)
Scope: 0-1 product design, leading discovery through launch
Focus areas: discovery, MVP definition, information architecture, data storytelling, qual + quant research, UX/UI, legal/compliance partnership
Designing an inspection scheduling experience under regulatory constraints
I led design for a scheduling experience in a regulated environment that helps customers select a service provider and book an appointment across both self-service and assisted channels. Many decisions occurred live on phone calls, which meant the interface needed to support guided decision-making as well as quick, independent use.
A core challenge was presenting options in a way that felt fair and understandable while still supporting internal operational goals. Through discovery and testing, I uncovered confusion around option tiers and ordering logic, which led to inconsistent guidance and eroded trust when tradeoffs (like distance) were significant.
Working closely with legal/compliance and cross-functional partners, I iterated on information design and sorting controls to improve transparency and confidence, then scaled the pattern to additional scheduling scenarios.
User type: Contact center reps (primary), customers (secondary)
Scope: 0-1 product design, discovery through MVP and scaled rollout
Focus areas: research & framing, interaction design, responsive patterns, cross-functional alignment, legal/compliance partnership
Designing a North-Star Vision for a Complex, Regulated Customer Journey
I led discovery and vision work in a regulated insurance context to improve a complex, multi-step customer journey that involved multiple roles and handoffs. The existing experience was lengthy and difficult to navigate, with friction across communication, documentation, and status visibility.
To align stakeholders on what “better” looked like—and where to start—I synthesized qualitative and quantitative research into a future-state vision that clarified key pain points, moments that mattered most, and the opportunities with the highest user value. From there, I facilitated prioritization to identify a small set of tactical improvements that could be delivered incrementally while still supporting the longer-term vision.
User type: Internal stakeholders (primary), customers and advisors (indirect)
Scope: Research + strategy, north-star journey mapping, prioritization and roadmap recommendations
Focus areas: discovery + framing, qual + quant research, journey mapping/storyboarding, cross-functional alignment, legal/compliance partnership