Client Portal Project

This project focused on identifying what would drive users to actually adopt a portal, and how we could solve several pain points with user-centered design. I was able to start with research and discovery, and collaborate across business units to align marketing goals and business needs with technical feasibility and a user-centered focus. By identifying key personas, utilizing empathy maps and user journeys to clarify pain points, I was able to create an initial prototype to propose requirements and gather stakeholder buy-in.

Process

Empathize
Discovery

Empathy Mapping and Persona Building

I lead discovery sessions with key stakeholders to determine the specific client types and needs the portal would solve for. These sessions helped me create precise personas, which we could use in our next step of journey mapping.

Define
Discovery

Journey Mapping

I focused the next set of workshops on evaluating the current client journeys, and envision future state market-leading journeys. This helps us understand where we need to get to and what needs to change.

Ideate
Design

Ideation and Innovation

I generated a wireframe from the ideas generated in the previous sessions, helping stakeholders visualize potential solutions to the opportunities uncovered in the discovery phase. This is where the concepts come to life, through many iterations after feedback sessions with my business partners.

Prototype & Test
Design Delivery

Prototyping & Implementation

After facilitating discussions between business requirements and engineering feasibility, I created a higher-fidelity mockup to present for final stakeholder approval and developer buy-in. 

Description

Working prototype showcasing value-add self service data and marketing materials unavailable publicly, while integrating client portal with current website features and design.