Ultra Developer Dashboard
Starting as the sole UX professional on the Ultra Capital tech team taught me the value of design evangelism and clear communication to technical and non-technical audiences. I collaborated with local and remote coworkers to ideate, design, and test the functionality of new in-house software, leading to more efficient analyst work and increased cross-team cohesion.
Ultra Capital Developer Dashboard
As a UX Intern at Ultra Capital, I organized the UX research and design implementation for the development of an entirely new client-facing application. Through interviews with colleagues in Project Origination, Engineering, Finance, and Execution, I created a new online experience to streamline project recruiting and client interaction.
Acting as the only UX designer, I was in charge of organizing meetings, both for initial research, and for feedback on iterations. We used a Kanban board (Atlassian) in order to organize work within the team into weekly sprints. I was present in the office twice a week (15 hrs/week).
UX Research: Survey design and implementation, Persona and Scenario development, Cardsorting, Task analysis
Visual Design: Wireframing, Hi-fidelity mockups
As a venture capital organization, Ultra Capital derives value from beneficial partnerships with profitable companies that offer a quick turnaround with minimal issues along the way. In order to make the best evaluations for which companies to invest in, Ultra has to gather a large amount of data from it's various contact in order to develop a smart investment strategy.
Many of Ultra's old processes were "old school" and required significant amount of back-and-forth between my colleagues and representatives from each of the organizations that they were juggling. Not only did this present a logistical issue of where and how this data should be stored, but it meant that time that could be better allocated into finding new projects was spent rehashing the same information to different members of the company.
I began my research by interviewing several members of the company across departments to find out what their goals were for this project, as well as to figure out the day-to-day processes that they went through that could potentially be optimized. I paid particular attention to those who had contact with clients on a regular basis, as their input was critical for maintaining the types of client relationships that had made Ultra so successful in the first place.
My research remained user focused, and when I came upon a solution, I integrated competitive analysis to find out what other services could fill the same void as our product, as well as to understand what sorts of products and micro-interactions would be intuitive for our user base.
Create a modern interface for information gathering and simple analytical display for all parties to digest quickly
Organize a system that allows easy interaction between employees and clients to increase accountability and maintain strong relationships
Design an experience that minimizes clicks and session time to move users through forms quickly
Develop a product with visual consistency to improve usability
Accommodate users from varying technical backgrounds
Following my initial research phase, I started the design process by breaking down what steps needed to be accomplished at which phases during the information-gathering process. I then began quickly iterating on new paper sketches and wireframes to pin down what designs would best fit the needs of my employer. During this time, using my own experience as a past web developer and while speaking with the engineering team, I was also able to find what technical restraints were on the project.
As we moved forward, I scheduled meetings with various stakeholders across the company in order to test the assumptions I'd made. Engaging in usability interviews allowed me to better understand which parts of the interface performed well, and where more hand-holding was necessary.
This product is expected to launch in mid 2018. I provided a focused, simple interface that enables efficient use of time and space. The visual design enables clients to input and edit personal information with ease, allowing employees to juggle a greater number of clients at once while still maintaining a strong interpersonal relationship.
Being the sole designer on this project, as well as a full-time student at Tufts University and a leader of several student organizations at the same time, proved to be a roadblock as I found myself increasingly challenged as time moved on. Luckily, by establishing early on what constraints we had, as well as the general visual design style desired, I was able to bypass minute decisions to focus more of my energy on structure, content, and flow.