WayPoint is a web application designed to help teams organize, track, and manage their creative work. With WayPoint, managers and workers can view and control the workflow process of creative projects like print materials, website development, and trade show collateral. WayPoint is a web app that can be accessed anywhere, making it easy to see what’s been done and who is working on the project.
LMS is a CMS for managing employees, borrower data, marketing and more. The app stores and manages a borrower’s personal and loan information. Client intake specialists take information about a potential borrower, including credit report, address, loan history, etc., and inputs that into the system. LMS will then determine if the borrower is approved for a small personal loan. LMS tracks status of all loans, and automates the process of billing and sending late notices. LMS also connects to a web service that sends marketing efficacy results to a dashboard in order to tailor future marketing. LMS also manages employee user accounts.
The LoanMe mobile app allows potential Polish borrowers to signup for small personal loans right from their phone. With the LoanMe app, your loan can be process and approved in minutes. The LoanMe app includes a How it Works” section and a game you play with flying pigs while you’re waiting to get approved. Don’t ask me… “Why pigs?”
This thing does everything but the dishes!
MDIS, or Morgan Drexen Integrated system, first started as a real estate CMS that stored data on customers enrolling in a debt program. I was brought in to facilitate the development of MDIS 2.0. MDIS 2.0 needed to do a few new tricks. First, it would have to have an attorney portal to assist attorneys in keeping track of their debt settlement documents and signing of those documents. The second part of the build would connect through a mobile device with the same features.
THE PROCESS
First, I met with the CTO, COO and CEO to discuss project goals, timelines, who will be working on the project, and some of the details of the process. I then set out to learn the domain and the current system. During this time, I was taking notes on obvious problems with the current system. I spent about 3 weeks siting with 5 different employees observing and learning how they used the system, two of which were supervisors. I noted that the current system was built around the database, or the implementation model. I did a heuristic, or usability review of the application as well as a content audit. The content audit was delivered to development and management team to determine which features and requirements needed to be removed or added. At this point, I created a taxonomy in order to understand the logical groupings.
Documents now in hand:
With these documents I was able to sketch out a basic framework of the application which was reviewed by management and other stakeholders. Once I had buy in from stakeholders, I started on creating the flowchart and wireframes in illustrator. These documents were delivered to two developers creating a workable prototype.
We validated the application internally by running usability tests on 5 users.
I also provided 100-page DFS in order to support development.
The MDIS mobile app is the second build slice for MDIS 2.0. The app allows attorneys the ability to view and sign client documents on the go. The app also facilitates the same for their clients.
The biggest objection people have to creating a will is answering the questions and the time it takes. LifeWill.com is a website where you can create a will in about 10 minutes.
Although simple looking, the architecture is very complex in how it delivers questions. RocketLawyer.com asks all the same questions in a linear approach, and can take an hour to thumb through. I designed LifeWill to omit following questions based on 5 initial questions. This is the secret recipe to the process. LifeWill fast forwards you through all unnecessary questions, so you can get back to “living”. Fastest time recorded was 8 minutes.
Tools
I put user expectations first
I empathize and care for the people I am designing for
I visualize my ideas in a clear form as a sketch, diagram, wireframe, or prototype
I perform qualitative tests to precisely understand the problems/pain points of the people I am designing for
I communicate my ideas efficiently
I analyze the behavior of people based on quantitative data
I work to understand the mysteries of the human mind
I have extended my education by reading books from Steve Krug, Alan Cooper, Jeff Gothelf, and Bruce Tognazzini
