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More Case Studies & Portfolio

A deeper look at additional research initiatives and work samples demonstrating my approach to user research and strategic insights.

Featured Case Study

Roadmap Alignment & Visioning for Client Experience
Roadmap Alignment & Visioning for Client Experience
Five product teams, five separate silos, and no shared strategy—that's what our new Client Experience leadership faced. To fix it, we needed to ground their roadmaps in real user data. We dug into the weeds, analyzing over 667 verbatims, Forrester insights, and past UX research, while running fresh interviews with customers and stakeholders. By mapping this data to 6 core experience themes, we completely overhauled the product backlogs—modifying, moving, or dropping 111 user stories across all five teams to finally give the end investor a seamless experience.

Research Methods

Insights Synthesis
NPS
Stakeholder Interviews
Customer Interviews
Competitive Analysis

Key Contributions

  • •Conducted 26 moderated stakeholder and customer interviews
  • •Analyzed and categorized 667+ verbatims (NPS + Qualtrics Survey)
  • •Collaborated with Client Experience Senior leader and five product teams including engineering, design, and product
  • •Helped teams align to a unified UX vision
111 user stories re-prioritized across five product teams

Work Samples

Quick previews of deliverables and artifacts from various research projects.

Journey Map: Customer Onboarding
Journey Mapping

Journey Map: Customer Onboarding

End-to-end customer journey visualization for onboarding to a new affiliation model

Unmoderated User Testing
User Research

Unmoderated User Testing

A | B Preference testing to identify best way to display performance over time chart

Persona Development: B2C Customer
Personas

Persona Development: B2C Customer

Data-driven personas for a B2C lifestyle product

Usability Findings Deck
Deliverables

Usability Findings Deck

Product experience presentation prioritizing insights

Survey Design
Quantitative

Survey Design

Discovery, adoption, usage, and features prioritization surveys

Competitive UX Audit
Analysis

Competitive UX Audit

Comprehensive competitive landscape evaluation

Synthetic Users
AI Research

Synthetic Users

Leveraging AI tools for data gathering, synthesis, and insight generation

Design Sprint Workshop
Workshop Facilitation

Design Sprint Workshop

Cross-functional ideation sessions driving product innovation

Information Architecture Validation
Tree Testing

Information Architecture Validation

Navigation structure testing to optimize findability and task completion

Heuristic Evaluation
UX Audit

Heuristic Evaluation

Expert review against Nielsen's usability heuristics and accessibility standards

User Task Analysis
Task Analysis

User Task Analysis

Detailed breakdown of user workflows to identify pain points and optimization opportunities

Research Operations Framework
Research Ops

Research Operations Framework

Scalable programs for participant recruitment, knowledge management, research tooling and support

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