Product Design

Digital Account Opening

Digital Account Opening is Chase’s newly redesigned cross line of business originations platform. View live site here.

User Needs

Provide the user with a simple and secure means to open new accounts on their phone, tablet and home computer in under 5 minutes. 

Business Needs

Build a scalable platform that will work on all our customer devices, support all of Chase’s lines of businesses, reduces completion times and abandonment rates, improve the quality of accounts acquired and enable the decommissioning of the current older account opening platforms.

My Role

I was the lead designer and product owner for the platform. I worked with the various lines of businesses to define the requirements, partnered with the UX design team to create a consistent cross product experience and oversaw the development of the reusable UI components.

Product Design

On-line Payments

As part of the total redesign of the Chase.com site, the payments section was radically simplified so the user had the impression that making a payment was as easy as sending an email.

User Needs

Provide the user with simple and secure means to make their payments. The user must be able to quickly make a single payment or multiple payments from where ever they may be within the site. Lastly, the user should not feel overwhelmed by too many payment options as well as too many available related actions.

Business Needs

The new design had to accommodate the current set of payment products (Bill Pay, Chase QuickPay, Transfers and Wire Transfers) and to standardize the payment input forms across all the Chase account products (Credit cards, Mortgages, Auto loans, Home equity loans, etc).

My Role

Managed the creation of the various design deliverables. Worked with the product team to define the business requirements, presented design work to senior stakeholders, as well as collaborated and provided feedback to the development team.

Credit Card Application

A web based credit card application. Since its launch, Chase has seen a 4% increase of approved applications, 160,000 new credit card customers and added $72 million of new revenue.

View live site here.

User Needs

Provide the user with a simple, welcoming and visually engaging experience. Use language and tone similar to how a bank branch employee would speak to customer in person.

Business Needs

Design an experience that will increase credit card application completions and increase digital engagement with Chase. Create a solution that reinforces the individual brand attributes and clearly communicates the benefit to each of Chase’s 29 consumer and business credit cards. Build a responsively designed web application to reduce development costs and decrease time to market.

My Role

Managed the creation of the various design deliverables. Worked with the product team to define the business requirements, presented design work to senior stakeholders, as well as collaborated and provided feedback to the development team.

Tablet App

A next generation tablet app for Chase’s Consumer and Private Client customers

User Needs

Provide the user with a engaging and customizable ‘lean back’ experience. Make the user feel in control of their finances. Provide personalized guidance to help customers manage their money better.

Business Needs

Increase the product offering by incorporating personal financial management (PFM) functionality. Increase cross sale opportunities by providing personalized and targeted content.

My Role

Worked as creative director for the interaction design phase of the project. Managed the creation of the various design deliverables. Work with the product team to define the business requirements. Managed 3rd party design vendor resources.

Mobile App

A multi-platform mobile application for Chase’s Consumer and Private Client customers.

User Needs

Give the user an easy access to account and transaction information. Provide the user with quick access to frequently used features. Allow the user to customize the experience to better meet their needs.

Business Needs

Create a user experience that is consistent with the other digital channels. Design scalable information architecture to support future functionality. Develop an application that will require minor impacts to the current state technical infrastructure.

 My Role

Established the interaction model for making payments and reviewing related transaction information. Managed 3rd party design vendor resources that were responsible for building out other areas of the app.

Performance Tablet App

This app was developed as a sales tool to be used by client relationship managers.

User Needs

Institutional clients would be able to view performance data of their various portfolios, access custody reports and get real-time cash balances. 

Business Needs

This project also demonstrated the ability to build a tablet application that would leverage the same architectural framework that served data to the online products.

My Role

I was responsible for providing interaction and art direction as well as acting as a subject matter expert to the design team.

Web Portal

The envisioned next generation of J.P. Morgan ACCESS will display data based on the user’s role.

User Needs

The personalized content will enable executives, operations managers and staff to manage their business critical exceptions from a central location. 

Business Needs

The drivers for the redesign was to provide our Securities Services clients with a ‘Best in Class’ portal application and to provide the foundation for future integration of other strategic transaction/reporting client facing applications.

My Role

I worked closely with the business, product and senior stakeholders to produce highly detailed visual mock-ups. These mock-ups were used to solicit feedback from various levels within the organization and end users.

Video Wall

Financial display used by trading brokers and specialists on the NYSE’s 30 Broad trading floor. 

My Role

I incorporated the NYSE’s new branding elements and assuring that the data display was optimized for easy viewing by the traders.

Electronic Patient Record - Tablet

The National Programme for IT (NPfIT) the technology branch of the National Health Service (NHS), was given the task of developing a Common User Interface (CUI) to be used in hospitals through out the United Kingdom.

User Needs

The primary goal of the CUI project was to increase patient safety by employing best usability best practices to reduce the risk of clinician error. In addition to increased patient safety, the CUI was to reduce training time and cost for the NHS staff.

My Role

My team and I provided detailed wireframes and behavioral specifications for key functional areas such as Medications Management, Patient Banner and Patient Record. We also established framework architecture in which future UI components could be developed. I led the creation of "blue sky" applications that would utilize Windows and Office products in the hospital environment.

Electronic Patient Record - Desktop

Dinmar was upgrading their aging electronic patient record application and needed to provide enhanced functionality to their existing customers.

My Role

I collaborated with the business analysts to create information architecture documentation used for product envisioning. These documents were user tested with Dinmar’s hospital customers to validate the functional and user requirements. This process has increased the functional richness of their product and increased their sales revenue.

Court Record Exchange

UK Criminal Justice System (CJS) Exchange – a system that would connect disparate units of the Criminal Justice System and allow the free exchange of case file data. An integrated system of this magnitude had never before been developed by the UK Criminal Justice System. 

My Role

I was responsible for the establishment of an online brand that unified two organizations. I worked closely with the development team to design a series of templates and components that would enable the reuse of code to keep time and cost to a minimum. I also created a highly detailed visual specification used by the development and quality assurance teams.

Deliverable Examples

Here are some examples of the detailed design deliverables I have created over the years. For more detail, please select the sample deliverable link.

View sample deliverables here

Scenic Design

This demo reel contains on-air examples of scenery I designed for ESPN, E! TV, The Golf Channel, TBS and numerous local broadcast affiliates.