New American Funding

“Sergi has the ability to make complex visions a reality with his astounding attention to detail when creating mocks, wires, and other UX-oriented features.” – Max Graef, Sr. Licensing Specialist at New American Funding

Location Management Tool

THE PROJECT

A CMS-like tool for managing the 100+ plus satellite offices NAF has across the United States.

THE PROCESS

To kick-off this project, the team I was on needed to communicate with 5 different departments to understand their touchpoints in the branch creation and management process. I spearheaded expert research by having the stakeholders from the 5 departments help us use post-it notes to build out a timeline of the branch origination, management, and closure process. Then I designed wireframes and elicited feedback on those wires.

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PROBLEMS & CHALLENGES

The biggest challenge for this project was understanding our user’s needs. This is a utilitarian tool for enterprise use; our users would represent persons from 5 different departments, such as licensing and human resources. Some of these users needed a minimal tool set, in that they played only a minor role in the branch creation and management process – but others, such as facilities, needed a voluminous form for tracking multitudinous data points.

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SOLUTIONS

  • creating notifications would allow users to know if changes had been made
    the tabbed interface for each detail page sectioned off the content for each user – this way they could focus solely on their own work, or browse their colleagues’.
  • many of the locations are clustered – by putting a “nearby” widget, it gave the users an opportunity to easily glance through related locations
  • user permissions: we needed certain details to, such as the location address, to appear in multiple locations – however, we only wanted users from 1 department to have editing capabilities of that address. By using permissions, we made sure that other departments would not accidentally modify data that was not under their accountability umbrella.

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RESULTS

By iterating through the wireframes and setting up collaborative review and research sessions, then prototyping side-by-side with the developers, we were able to design a product that is light, easy to navigate and meets the needs of the various scenarios and user types at the company – from the CEO looking for changes in the branch statuses at-a-glance, to the director of facilities needing to input updated information about the square footage of a rented property.


GoGo Home Back Office

THE PROJECT

A permissions-based reporting tool with a waterfall effect, so managers and top-tier executives can view the cascading effect of sales throughout the different levels of the company – and coach the sales team using this data.

THE PROCESS

Research

An engineering-heavy collaborative process that required me to negotiate specs with the stakeholders then convey the vision to the engineering team. We cycled through various iterations and met regularly to untangle the user needs from the limitations of our technology stack and stored data.

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PROBLEMS & CHALLENGES

Two of the challenges for this project were 1) understanding the requirements, and 2) figuring out the navigation.

The requirements were basically data points, and the stakeholders had a strong idea of what they needed; however, the stakeholders had difficulty communicating those data points so the engineers could write queries to gather them. Much of my effort was to build bridges of communication between the developers and stakeholders, facilitating communication via wireframes and prototypes.

The navigation we chose became a tree structure with a strong link scent. One feature that became a user experience deal breaker was having a back button – as this is an SPA (single page application) and user testing showed that users would instinctually hit the back button to return to their previous navigation point.

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SOLUTIONS

Being a facilitator for this project was vital to its success. The amount of data we were displaying was enormous. And it covered an entire ecosystem of touchpoints, including 3 mobile applicaitons. At a number of points during the project, the engineers felt frustrated, confused and lost. To negotiate those pain points, I facilitated meetings where we could review the wireframes and test the prototypes. When necessary, we involved the stakeholders but for the most part we leaned on each other (ux, ui, back-end and front-end engineering).

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RESULTS

The project achieved it’s goal of being a reporting tool that provides cascading insights into the sales-related metrics at our company.