Visa: Credit Performance Accelerator

Credit Performance Accelerator

Visa Credit Performance Accelerator

Client: Visa Card Issuing
Role: Lead CX Designer
Details: Working onsite in San Francisco Monday through Thursday, I was responsible for:

  • Conducting workshops with the client and internal stakeholders
  • Creating user-personas and customer journey maps
  • Distilling results from previous workshops to establish information architecture, taxonomies and content strategy.
  • Creating wireframes (Illustrator) and walkthrough (Axure)
  • Producing and animating a PowerPoint deck (at the request of the client) for presentation of their goals.

Result: Project Implemented. No further information is available.

Working on-site at Visa’s offices in San Francisco, as a Customer Experience Lead Designer with Deloitte Digital, I worked with Visa stakeholders to develop a responsive web application for their customers to help develop custom card-offerings for their clients. By combining easy to use interfaces, data-visualizations and specialized controls, customers are provided a system that allows them to more quickly, accurately, and efficiently create new custom card offerings to their consumers.
Visa CPA screens - laptop
View the proposal animated PowerPoint presentation
Run the presentation in “presentation mode” to view the animations.
More examples are available, but need to run locally and can be shown in-person.

The State Of Michigan: Healthcare Portal

The State Of Michigan

Healthcare Portal

State of Michigan Healthcare Portal

Client: The State of Michigan
Role: Lead CX Designer
Details: Working onsite in Lansing, Michigan Monday through Thursday, I was responsible for:

  • Conducting workshops with the client and internal stakeholders
  • Creating user-personas and customer journey maps
  • Developing a heuristic evaluation of their current system
  • Distill results from previous workshops to establish information architecture, taxonomies and content strategy.
  • Create wireframes, and customer journey walkthrough using Axure
  • Provide redlines, content, imagery, and supporting assets

Result: Project Implemented. No further information is available.

icon-pdfWireframes (.pdf)

As a User Experience Design Consultant working on-site in Lansing, Michigan together with a group of of other Deloitte business consultants, I led the team to redesign Michigan’s healthcare portal to better-enable access to Medicaid, Medicare, and other services for those in need of medical insurance and benefits.

This project included user-research, the gathering of business and government requirements, technology research, team-collaboration, Information Architecture, Wireframing, Rapid-Prototyping, Visual Design, and managing a remote team of junior designers in Seattle providing support while I was in Michigan.

DevExpress: Creative Direction & Production


Creative Direction +
DevExpress Multi-Channel Images
Client: DevExpress
Role: Creative Director
Details: I led a small team of visual and interaction designers as the Creative lead. During this time I was responsible for:

  • Art Direction that across DevExpress’s consumer-facing website, print and digital advertising, conference booths, product strategy and design, among others
  • Crafting user-journeys throughout the consumer-end e-commerce process
  • Working with 3rd-party vendors for development of components and visual design for marketing and promotional needs
  • Creating wireframes (Illustrator) and walkthroughs (Axure)

Result: Project Implemented. No further information is available.

As the Creative Director for DevExpress, I was responsible for guiding a small team of visual, interactive, and motion-graphic designers, developers, and, as part of the leadership team, additionally guiding the company through major changes to their aesthetics, creative processes, and approach to client-aquisition. DevExpress creates, develops, and deploys tools for developers of software and websites to create their projects more efficiently, elegantly, and cost-effectively by providing modular tools for rapid development, testing and release-to-market.

DXSk8 Demo Software Overview (.pdf)
Customer Journeys / Scenarios, Personas, Styleguide, Moodboards
DXTravel iPhone Demo Software Overview (.pdf)
Low-Fidelity screen designs, scenarios
DXTravel iPad Demo Software Overview (.pdf)
Low-Fidelity iPad screen designs & simple walkthrough
DevExpress Homepage Hero Graphic & Animation
Visual and Animation design for the consumer-facing website for DevExpress
DevExpress Conference Large Booth Rendering (.jpg)
Main design for DevExpress’s conference booth at multiple American and International conference attendances
DevExpress Conference Small Booth Rendering (.jpg)
Secondary, smaller-scale design for DevExpress-attended conferences
Print Advertising Examples (.pdf)
Print advertising examples for DevExpress featured in MSDN magazine, SDTimes, ComponentSource and others

Dashwire / HTC / Orange: “Reflect” & AT&T


Orange: Reflect

Dashwire: Orange/Reflect Home

Client: DevExpress
Role: Creative Director
Details: As the Lead Designer I was tasked with refining the existing experience and to push it forward, provide UX/UI expertise, and lead the design practice within the company:

  • User-flows
  • Information Architecture and Taxonomy (OmniGraffle / Axure)
  • Heuristic evaluation of Orange’s current system (Microsoft Excel)
  • Customer, User, and Stakeholder interviews & workshops
  • Wireframe (Adobe Creative Suite / Axure)
  • Rapid-protype (HTML5, CSS3, JavaScript)
  • Animations (Adobe Flash / JavaScript)
  • Visual Design (Adobe Creative Suite

Functionality included:

  • Accessing usage and other details around your specific device
  • Maintaining and curating your media such as photos, videos, and music
  • Communicating via texts with your contacts and curating archived text
  • Maintaining and editing contact lists as well as viewing text and phone communication with those contacts
  • Viewing and updating calendar information
  • Adding, editing, and deleting bookmarked content
  • Other …
As the Senior Designer at Dashwire — a subsidiary of HTC — I was able to help roll-out Reflect for the French mobile carrier Orange in 2011. Reflect was an aggregator of all the content on your mobile device and allowed you to interact with your content and contacts via a web interface. It had been a part of Orange’s customer service initiatives, the intent was to onboard the customer quickly and easily. I was brought in on a short contract to conduct user research, identify and prioritize UX, Visual, & Interactive Design challenges. Once identified and prioritized — and after a heuristic evaluation of their current UI/UX — there begins the work of ideating, sketching, wireframes, visual design, rapid prototyping & interaction design models, and development. See my general UX timeline for more about the process.

Deloitte Digital: Digital Engagement Platform

Deloitte Digital

Digital Engagement Platform


Digital Engagement Platform


While at Deloitte Digital, a group of 5 were approached by a partner to engage on a new internal initiative to bring a perspective and proposals to engagement around “The Internet of Things” (aka “IoT”). Helping lead this project, I developed the perspective of developing individual and reusable APIs around 6 particular channels which could be used with multiple types of data-sources to help accelerate the development of new, custom, engaging experiences for our customers.

While I’m restricted from showing much of the outcome of this initiative due to confidentiality agreements — as well as much of it being code around the APIs themselves — the above data visualization helps demonstrate the thinking I was able to bring forth to make new experiences possible.

This project also lead me to further engage with the “IoT” community at Deloitte Digital and work on a “20%” project at Deloitte University to enhance the experience for potential clients, current practitioners, and attendees of conferences while onsite.

Find our more about the Deloitte University project.

Deloitte Digital: Deloitte University Client Experience Enhancements

Deloitte Digital

Deloitte University Client Experience Enhancements
 Deloitte University Virtual Reality Promo Video


Mockup of touch interface at Deloitte University

As a “20%” project, I took the role of CX Design Lead and worked with a small team of Developers and Business Managers to craft a perspective on enhancements to the Deloitte University customer experience. Together we created proposals around Virtual Reality experiences which included the use of Oculus, 3D/360-Degree Video, Touch-Enabled large-screen user-interfaces, Beacons and Geo-Location, social-networking, augmented reality, and holograms.

View the overview video (.mov)
Video overview of Oculus VR, 360-Degree/3D video, and other technologies/experiences
View the “Wall” presentation (.pdf)
Overview of Proctor and Visitor user-scenarios and guidance on potential data-visualizations

Microsoft: The Archivist, Twitter Analyzer Tool


The Archivist: Save and Analyze Tweets


Client: Microssoft
Role: Principal CX Designer
Details: As FTE UX/Technical Evangelist, I was responsible for:

  • User Research
  • User-Personas & Customer Journeys
  • Information Architecture
  • Creating wireframes & demos using WPF and HTML5
  • Hand-in-hand work with Development

Result: Relased in 2009, retired 2011. The MIX Online team was re-organized and Microsoft could not justify the cost to maintain the database of 5,000,000 tweets overe 350+ keywords.

In 2009, Twitter was becoming an instrumental force in the way we communicate and create social change. At the time, however, there were no solid methods for saving and analyzing the vast amount of data that was being aggregated by the service. Seeing the need for this kind of service, as team members in the MIX Online group at Microsoft, I and Karsten Januszewski designed and developed The Archivist.

The Archivist Desktop

The Archivist - Desktop

The Archivist began as a WPF application used to aggregate posts around a certain hashtag and provide limited analysis around that hashtag.

Following the release of The Archivist Desktop, we were able to leverage the project and add new functionality which enabled Microsoft’s MIX Online team to use it in conjunction with two other projects: Flotzam, a Twitter visualization application, and the MIX, PDC09, and Channel 9 conference video players. The Archivist Desktop application was used to filter, monitor, and curate selected Tweets that were being sent during Microsoft conferences, providing an interactive augmentation to the audience and the live videos surfacing relevant content.



The Archivist Web

After its release and great reviews, we realized that because it was a Windows-only product which required install, we were keeping out a significant number of potential users, as well as a lack of more robust analysis functionality. This led us to create a second version that was web-based and available through any browser.


The Archivist - Web

The service unfortunately had to be taken down in 2011 when The Archivist reached 5,000,000,000 archived tweets, Twitter’s Terms of Service changed, and the service could no longer be sustained.

Features that The Archivist included were:

  • Search Twitter and find specific tweets around your search terms
  • Save up-to three searches up to 50,000 individual tweets
  • Make archives public or private
  • Datavisualizations showing
    • Number of Tweets over time
    • Top users using the specific search term
    • Original tweets vs. re-tweets
    • Most-used words in the archived tweets
    • Most-referred-to URLs in the archived tweets
    • The source of the tweets (Web, HootSuite, TweetDeck, etc …)
    • A view of the most-recent tweets around that search term
    • Export to Excel
    • Export to .zip (txt file)

The Archivist Web Press and Reviews

We received some good press and reviewers took time to walk through the features:

How To Download Your Tweets With The Online Archivist

The Archivist Tracks Twitter

Archivist – Awesome Twitter Search Archive Tool

Microsoft Unleashes The Archivist



Microsoft: Ai2Canvas


Ai2Canvas Illustrator Plugin Website & Demos



Ai2Canvas is a plugin for Adobe Illustrator created in 2010 by Mike Swanson, the team at MIX Online, and Microsoft.

With this free plugin, users could easily animate their Adobe Illustrator images and quickly export them directly to HTML5 Canvas for immediate inclusion in their web projects. For this project, I helped Mike develop tutorials, conferred on functionality, and designed/developed the public-facing website hosted on MIX Online.

Credit for the video and the technology behind it: Mike Swanson

[Since the MIX Online team was dissolved in 2011, the plugin is not longer available. Be sure to check out Mike rocking the hell out on the drums with his Rush “drum cover” It’s awesome. ]

Microsoft: “Oomph” — A Microformats Toolkit


Oomph: A Microformats Toolkit



Originally created in 2009 for Microsoft’s MIX Online, Oomph was designed with development by MIX Online’s Karsten Januszewski, who narrates this video overview. The goal of the project was to be able to provide a human-consumable conduit for what had been machine-readable information that was tagging people, dates, events, locations, and other information.

To help people access this embedded information more readily, we designed and developed a plug-in for browsers that would pull this content into an overlay on top of the page, parsing out and better visualizing the salient content for which the user was looking.

Downloaded and installed over 50,000 times, the Oomph plug-in helped foster better user-experiences and pushed the Microformats community to gain better penetration throughout the front-end web-design community.

It is currently available for download on the official Microformats site. Note, however, it has not been updated in a long time, and stability is not ensured.


What’s so wonderful about the way the Oomph toolkit functions is that the useful data is all right there in the browser window. … By providing similar data in a specific format, it significantly decreases the effort necessary to extract that data, and then use it.

“Microformats are about enhancing the web, representing data in HTML and moving that data around. Oomph: A Microformats Toolkit is for web developers, designers and users, making it easier to create, consume, and style Microformats. Oomph makes consuming and producing content for the web just a little easier, more efficient, more fun. Now featuring Oomph2!”