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Streamlining development processes for Pogo Park
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Compliance & Ethics Hub
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Healthcare Innovation
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Salesforce Workflow Automations
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Thrive!
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Compliance & Ethics Hub
Improving compliance adherence at a global tech titan [view case study here]
The Compliance & Ethics Hub is an interactive tool and knowledge repository meant to improve policy awareness and compliance adherence among employees at a leading global tech company. I led this project from its initiation in 2022 through 3 iterations over 2 years, in collaboration with a technical project manager, visual designer, 5 writers, 3 developers, and approximately 80 subject matter experts from 30 legal teams.
V1: RESOURCE AUDIT & MAPPING
The project began with an exhaustive review of over 900 existing resources. In this exercise, I'm beginning to cluster them by topic. (Figjam, 2022)
The project began with an exhaustive review of over 900 existing resources. In this exercise, I'm beginning to cluster them by topic. (Figjam, 2022)
V1: HOME PAGE TILE WORKSHOPS
Workshopping & feedback sessions were conducted with subject matter experts to determine Home page navigational tiles. All available resources should be accessible by at least one tile. Most resources are meant to be discoverable via multiple pathways.
Workshopping & feedback sessions were conducted with subject matter experts to determine Home page navigational tiles. All available resources should be accessible by at least one tile. Most resources are meant to be discoverable via multiple pathways.
CLOSEUP OF HOME PAGE TILE WORKSHOPS [Scroll ↓ to view more.]
V1 SITEMAP
Our first launch included 11 overview (broad topic) pages and 76 articles. This sitemap shows the numerous connections between pages, a necessity due to the overlapping nature of compliance topics and our goal of surfacing all relevant information, especially that which the employee may not know to look for. Some details are intentionally hidden to preserve confidentiality. (FigJam, 2022)
Our first launch included 11 overview (broad topic) pages and 76 articles. This sitemap shows the numerous connections between pages, a necessity due to the overlapping nature of compliance topics and our goal of surfacing all relevant information, especially that which the employee may not know to look for. Some details are intentionally hidden to preserve confidentiality. (FigJam, 2022)
CLOSEUP OF V1 SITEMAP [Scroll → ↓ to view more.]
INTERACTIVE SITEMAP
This live, interactive sitemap shows all connections between Hub pages and all linked resources. In the live version, clicking on any resource will reveal the multiple pathways by which an employee can discover that resource using the Hub. (Kumu, 2023)
This live, interactive sitemap shows all connections between Hub pages and all linked resources. In the live version, clicking on any resource will reveal the multiple pathways by which an employee can discover that resource using the Hub. (Kumu, 2023)
CLOSEUP OF INTERACTIVE SITEMAP[Scroll → ↓ to view more.]
V2: TOPIC MAPPING EXERCISE
I conducted an independent resource audit to explore the expanded scope of topics for second iteration. Resources are clustered by primary topic. (Figjam, January 2023)
I conducted an independent resource audit to explore the expanded scope of topics for second iteration. Resources are clustered by primary topic. (Figjam, January 2023)
CLOSEUP OF TOPIC MAPPING EXERCISE [Scroll → ↓ to view more.]
V2 STAKEHOLDER INTERVIEWS, CONTENT STRATEGY
Content discovery sessions were conducted with over 28 legal teams over the course of several weeks. I created rough content plans based on those sessions, which were submitted for approval by subject matter experts before proceeding with a more detailed content strategy. Details are intentionally hidden to preserve confidentiality. (Figjam, Feb - Apr 2023)
Content discovery sessions were conducted with over 28 legal teams over the course of several weeks. I created rough content plans based on those sessions, which were submitted for approval by subject matter experts before proceeding with a more detailed content strategy. Details are intentionally hidden to preserve confidentiality. (Figjam, Feb - Apr 2023)
V2 CONTENT STRATEGY WORKSHOPS
I conducted a series of content strategy sessions with key stakeholders to achieve consensus for the new content strategy and expanded scope of topics.
I conducted a series of content strategy sessions with key stakeholders to achieve consensus for the new content strategy and expanded scope of topics.
CLOSEUP OF V2 CONTENT STRATEGY WORKSHOPS [Scroll → ↓ to view more.]
V2 HOME PAGE REDESIGN WIREFRAMES
Our redesigned Home page featured a "double front door" offering slightly different guided experiences to employees seeking guidance (proactive) and those needing to navigate potential problem areas. Each section opens to reveal navigational tiles that represent general categories of employee activities that have legal, compliance, or ethical considerations. (Figma, 2023)
Our redesigned Home page featured a "double front door" offering slightly different guided experiences to employees seeking guidance (proactive) and those needing to navigate potential problem areas. Each section opens to reveal navigational tiles that represent general categories of employee activities that have legal, compliance, or ethical considerations. (Figma, 2023)
CLOSEUP OF HOME PAGE REDESIGN: NAVIGATIONAL TILES
V1-V2 WIREFRAMES -MANY ITERATIONS OVER TIME
Numerous wireframes for each page template were created, tested with stakeholders, and refined based on feedback and evolving needs. This snapshot shows just a few of those iterations. (Figma, 2022-2023)
Numerous wireframes for each page template were created, tested with stakeholders, and refined based on feedback and evolving needs. This snapshot shows just a few of those iterations. (Figma, 2022-2023)
CLOSEUP OF V1-V2 WIREFRAMES [Scroll → ↓ to view more.]
V2 SUPPORT OPS FLOW
A known issue involved confusion around compliance subject ownership and which channel was most appropriate for any given topic, resulting in unacceptable service delays and a general reluctance to engage for fear of missing deadlines. To streamline the support process and encourage workers to report all potential violations, we created an all-purpose intake form and triage process which would match each inquiry to a direct answer or expert help in 48 hours or less.
A known issue involved confusion around compliance subject ownership and which channel was most appropriate for any given topic, resulting in unacceptable service delays and a general reluctance to engage for fear of missing deadlines. To streamline the support process and encourage workers to report all potential violations, we created an all-purpose intake form and triage process which would match each inquiry to a direct answer or expert help in 48 hours or less.
CLOSEUP OF V2 SUPPORT OPS FLOW [Scroll ↓ to view more.]
USABILITY STUDY SYNTHESIS
We conducted a usability study with 9 end users to gauge employee satisfaction and provide actionable insights to guide next steps. Here, I've collaborated with the technical lead to plot all recommendations on a value graph estimating impact over effort. Only the most valuable and feasible recommendations would be included in our final presentation deck. (FigJam, 2023)
We conducted a usability study with 9 end users to gauge employee satisfaction and provide actionable insights to guide next steps. Here, I've collaborated with the technical lead to plot all recommendations on a value graph estimating impact over effort. Only the most valuable and feasible recommendations would be included in our final presentation deck. (FigJam, 2023)
CLOSEUP OF VALUE GRAPH [Scroll → ↓ to view more.]
USABILITY STUDY SYNTHESIS
Recommendations, plotted on a suggested timeline (FigJam, 2023)
Recommendations, plotted on a suggested timeline (FigJam, 2023)
CLOSEUP OF RECOMMENDATIONS TIMELINE[Scroll → ↓ to view more.]
V3 STRATEGY
To address the most severe usability issues (information overload), we took drastic steps to slash nonessential content. To reduce visual clutter, we used hover-to-reveal to offer definitions and other supplementary information in-line. We replaced walls of text with a structure of nested accordions which would reveal information only as needed. Each accordion consisted of a reusable component offering a discrete unit of information, which could be used on numerous pages yet updated in a single location. Updates to policy would trigger a review of related component content.
To address the most severe usability issues (information overload), we took drastic steps to slash nonessential content. To reduce visual clutter, we used hover-to-reveal to offer definitions and other supplementary information in-line. We replaced walls of text with a structure of nested accordions which would reveal information only as needed. Each accordion consisted of a reusable component offering a discrete unit of information, which could be used on numerous pages yet updated in a single location. Updates to policy would trigger a review of related component content.
CLOSEUP OF V3 STRATEGY [Scroll ↓ to view more.]
V3 STRATEGY: DECISION TREES
Another content-reducing strategy involved using interactive decision trees to guide users to the most specific answers possible for their use cases. The use of these allowed us to cut or combine dozens of articles in addition to reducing the amount of verbiage on each page.
Another content-reducing strategy involved using interactive decision trees to guide users to the most specific answers possible for their use cases. The use of these allowed us to cut or combine dozens of articles in addition to reducing the amount of verbiage on each page.
CLOSEUP OF V3 STRATEGY: DECISION TREES [Scroll ↓ to view more.]
V2-V3 ARTICLE SIDE-BY-SIDE COMPARISON
Utilizing our new strategy we were able to drastically reduce visual noise and address many of the usability concerns without sacrificing depth or breadth of content.
Utilizing our new strategy we were able to drastically reduce visual noise and address many of the usability concerns without sacrificing depth or breadth of content.
CLOSEUP OF V2-V3 ARTICLE SIDE-BY-SIDE COMPARISON[Scroll ↓ to view more.]
A.R.T.
Building an immersive learning experience [view case study here]
How might we transform a content-dense mandatory training course into a truly memorable experience? I assisted in this project by visualizing the learner's journey, crafting strategies to make the narrative more authentic and immersive, and wireframing the proposed redesign.
LEARNER JOURNEY & LEARNING STRATEGY
In collaboration with my team, I mapped out the learner journeys, incorporating multiple platforms, entrypoints, and communications timing. Drawing upon research on learning and motivation, I then created a simple learning strategy, which my team used in the pitch for our proposed redesign. (Figma, 2022)
In collaboration with my team, I mapped out the learner journeys, incorporating multiple platforms, entrypoints, and communications timing. Drawing upon research on learning and motivation, I then created a simple learning strategy, which my team used in the pitch for our proposed redesign. (Figma, 2022)
CLOSEUP OF LEARNER JOURNEY [Scroll → ↓ to view more.]
CLOSEUP OF LEARNING STRATEGY [Scroll → ↓ to view more.]
STRATEGY: TRANSITIONS
To make the training more immersive, our strategy incorporated first-person perspective to merge quizzes with the narrative.
To make the training more immersive, our strategy incorporated first-person perspective to merge quizzes with the narrative.
STRATEGY: TRANSITIONS
To align with accessibility best practices and work around technical constraints of the learning platform, we created this transition strategy to make choppy transitions from video to quiz appear seamless to the learner.
To align with accessibility best practices and work around technical constraints of the learning platform, we created this transition strategy to make choppy transitions from video to quiz appear seamless to the learner.
CHOOSE-YOUR-OWN-ADVENTURE
This flow exhibits how learner choices affect the narrative.
This flow exhibits how learner choices affect the narrative.
WIREFRAME: NEW TRAINING LANDING PAGE INCORPORATING MULTIPLE TOUCHPOINTS
Our goal was to present the entire training series in the style of a popular video entertainment service, yet use minimalist design so as not to distract from its function. The final design blended legal requirements and the elements important to learners (e.g., the time it would take to complete each training segment), plus just enough bells and whistles to immerse the learner in the new format as well as build upon excitement from the previous year's storyline.
Our goal was to present the entire training series in the style of a popular video entertainment service, yet use minimalist design so as not to distract from its function. The final design blended legal requirements and the elements important to learners (e.g., the time it would take to complete each training segment), plus just enough bells and whistles to immerse the learner in the new format as well as build upon excitement from the previous year's storyline.
CLOSEUP OF NEW TRAINING LANDING PAGE[Scroll to view.]
WIREFRAME: COURSE CARD HOVER BEHAVIOR
WIREFRAME: COURSE / EPISODES PAGE
This shows the layout for a single course, with training segments presented as episodes which can be streamed back-to-back (Figma, 2023)
This shows the layout for a single course, with training segments presented as episodes which can be streamed back-to-back (Figma, 2023)
CLOSEUP OF COURSE / EPISODES PAGE [Scroll to view.]
Healthcare Innovation
Fast-tracking a UX research practice at an agile startup [view case study here]
%20Client%20workflow%20mapping%20-%20critical%20event%20care%20team%20interactions%20%2B%20timeline.jpg)
WHOLE PERSON CARE PROCESS FLOW
Our provider-facing software was developed in collaboration with several clinics and physician groups. I mapped out their processes, roles, and interactions to align our understandings. We used these artifacts to start the conversation around existing gaps and how our product might fill them. (Miro, 2020)
Our provider-facing software was developed in collaboration with several clinics and physician groups. I mapped out their processes, roles, and interactions to align our understandings. We used these artifacts to start the conversation around existing gaps and how our product might fill them. (Miro, 2020)
%20Client%20workflow%20mapping%20exercise%20-%20Whole%20person%20health%20ecosystem.jpg)
PROCESS: ANALYZING CLIENT WORKFLOWS TO IDENTIFY OPPORTUNITIES
One of our client partners didn't have any official documentation explaining their processes or the roles of the colleagues who participated in a single patient's care. Each team lacked a clear view of the activities performed by another. Through a series of interviews with these teams, I began to identify the roles, programs, and other elements that made up the larger ecosystem. This is a glimpse of my workspace in Miro (2020).
One of our client partners didn't have any official documentation explaining their processes or the roles of the colleagues who participated in a single patient's care. Each team lacked a clear view of the activities performed by another. Through a series of interviews with these teams, I began to identify the roles, programs, and other elements that made up the larger ecosystem. This is a glimpse of my workspace in Miro (2020).
CLOSEUP OF WHOLE PERSON CARE PROCESS FLOW [Scroll → to view more.]
In this process visualization I've used asterisks to indicate potential care gaps, communication breakdowns and other pain points that our technology could help solve for, as well as key interactions that our technology could automate or otherwise enhance.
In this process visualization I've used asterisks to indicate potential care gaps, communication breakdowns and other pain points that our technology could help solve for, as well as key interactions that our technology could automate or otherwise enhance.
UX RESEARCH METHODS
As the pioneering UX researcher, I spent the first days in my role evangelizing the UX research process and aligning with product teams. I created this chart to help illustrate the type of work we'd be doing, and its purpose.
As the pioneering UX researcher, I spent the first days in my role evangelizing the UX research process and aligning with product teams. I created this chart to help illustrate the type of work we'd be doing, and its purpose.
CLOSEUP ON UX RESEARCH METHODS [Scroll → ↓ to view more.]
%20Potential%20research%20plan%20(1%20of%203).jpg)
PROCESS: ALIGNING ON RESEARCH STRATEGY
This is one of three research strategies I workshopped with product team leaders for our first round of studies. In this plan, the participant's initial selections determine which product area and features the rest of the study will focus on. This approach allows us to gather feedback on a wide range of potential features, while gaining clear insight into which components and features should be prioritized for development. (Miro, 2020)
This is one of three research strategies I workshopped with product team leaders for our first round of studies. In this plan, the participant's initial selections determine which product area and features the rest of the study will focus on. This approach allows us to gather feedback on a wide range of potential features, while gaining clear insight into which components and features should be prioritized for development. (Miro, 2020)
%20Potential%20research%20plan%20(1%20of%203)%20A.jpeg)
CLOSEUP OF RESEARCH STRATEGY (1 of 4) [Scroll to view more.]
After screening and general questions, the provider is asked to rank our primary product areas based on their current needs or level of interest. The highest-ranked product area will be the focus of the rest of the study.
After screening and general questions, the provider is asked to rank our primary product areas based on their current needs or level of interest. The highest-ranked product area will be the focus of the rest of the study.
%20Potential%20research%20plan%20(1%20of%203)%20B.jpeg)
CLOSEUP OF RESEARCH STRATEGY (2of 4)[Scroll to view more.]
After selecting a preferred product area, providers rank features within that product area by current needs and level of interest. Subsequent questions will focus on the features ranked most highly here.
After selecting a preferred product area, providers rank features within that product area by current needs and level of interest. Subsequent questions will focus on the features ranked most highly here.
%20Potential%20research%20plan%20(1%20of%203)%20C.jpeg)
CLOSEUP OF RESEARCH STRATEGY (3 of 4)[Scroll to view more.]
After ranking features, we try to understand the current problem space and specific challenges the provider encounters. Here we gather information that might reveal future opportunities.
After ranking features, we try to understand the current problem space and specific challenges the provider encounters. Here we gather information that might reveal future opportunities.
%20Potential%20research%20plan%20(1%20of%203)%20D.jpeg)
CLOSEUP OF RESEARCH STRATEGY (4of 4)[Scroll to view more.]
Finally, we demo several preferred features in the selected product area, gather feedback on those features and ask the provider in which modality (overlay, browser, or EMR-embedded) they would prefer to use them.
Finally, we demo several preferred features in the selected product area, gather feedback on those features and ask the provider in which modality (overlay, browser, or EMR-embedded) they would prefer to use them.
%20Discovery%20_%20Design%20Demo%20-%20click%20test.jpg)
REMOTE UNMODERATED INTERVIEWS IN USERZOOM
Usability data was gathered both qualitatively and quantitatively. Participants used the "think-out-loud" method as they attempted to complete tasks and click tests like this one generated heat maps so we could see how users intuitively wanted to use the product. (UserZoom, 2020)
Usability data was gathered both qualitatively and quantitatively. Participants used the "think-out-loud" method as they attempted to complete tasks and click tests like this one generated heat maps so we could see how users intuitively wanted to use the product. (UserZoom, 2020)
REMOTE UNMODERATED INTERVIEWS IN USERZOOM
Here's a snapshot of screening and demographic data captured in a provider-facing study. Visualizing these helps us understand more about our user base and develop personas, but also helps uncover bias inherent in the study. Study results and recommendations were presented at biweekly "research roundups". This is a slide I used at one of those presentations.
Here's a snapshot of screening and demographic data captured in a provider-facing study. Visualizing these helps us understand more about our user base and develop personas, but also helps uncover bias inherent in the study. Study results and recommendations were presented at biweekly "research roundups". This is a slide I used at one of those presentations.
REMOTE UNMODERATED INTERVIEWS IN USERZOOM
Another slide from a "research roundup" presentation. This slide introduces the screening requirements for a patient and family caregiver-facing study.
Another slide from a "research roundup" presentation. This slide introduces the screening requirements for a patient and family caregiver-facing study.
REMOTE UNMODERATED INTERVIEWS IN USERZOOM
Another slide from a "research roundup" presentation. This slide summarizes current use of competitor healthcare apps and desirability of features under consideration for development.
Another slide from a "research roundup" presentation. This slide summarizes current use of competitor healthcare apps and desirability of features under consideration for development.
%20Trust%20Criteria.png)
TRUST CRITERIA
One output of research was this diagram of "trust criteria", the characteristics that are most important to a physician when referring a patient to a specialist. These criteria were used to customize the design of an automated referrals feature.
One output of research was this diagram of "trust criteria", the characteristics that are most important to a physician when referring a patient to a specialist. These criteria were used to customize the design of an automated referrals feature.
HEURISTIC EVALUATION TEMPLATE
To help keep up with the pace of development, I conducted heuristic evaluations on existing prototypes to help ensure UX best practices were adhered to. I created this template, which incorporates the 10 Nielsen usability heuristics plus additional best practices in line with our vision and culture.
To help keep up with the pace of development, I conducted heuristic evaluations on existing prototypes to help ensure UX best practices were adhered to. I created this template, which incorporates the 10 Nielsen usability heuristics plus additional best practices in line with our vision and culture.
CLOSEUP OF HEURISTIC EVALUATION TEMPLATE[Scroll → ↓ to view more.]
%20Research%20repository%20taxonomy%20(final).png)
RESEARCH TAXONOMYAfter completing a quarter's worth of studies, I set up a research repository in EnjoyHQ. In alignment with best practices, I established a taxonomy to aid discovery and comparison of key research insights and satisfaction ratings over time. The goal was to make the repository accessible and useful for all members of the product teams.
%20Patient%20App%20Dashboard%20_%20Landing%20Page%20workshopping.jpg)
PROCESS: DESIGN STRATEGY ALIGNMENT WORKSHOPS
I planned and facilitated workshops with design and product managers to unify our terminology for product features and shape the product's roadmap. These sessions were devised to merge design thinking methodologies, insights from human behavior, and fresh research findings to steer product development. This image is the outcome of a whiteboarding session to align strategy of the patient app. (Miro, 2020)
I planned and facilitated workshops with design and product managers to unify our terminology for product features and shape the product's roadmap. These sessions were devised to merge design thinking methodologies, insights from human behavior, and fresh research findings to steer product development. This image is the outcome of a whiteboarding session to align strategy of the patient app. (Miro, 2020)
%20Patient%20App%20Dashboard%20_%20Landing%20Page%20workshopping%20copy%209.jpeg)
CLOSEUP OF DESIGN STRATEGY ALIGNMENT WORKSHOPS (1 of 8)
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%20Patient%20App%20Dashboard%20_%20Landing%20Page%20workshopping%20copy%208.jpeg)
CLOSEUP OF DESIGN STRATEGY ALIGNMENT WORKSHOPS (2 of 8)
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%20Patient%20App%20Dashboard%20_%20Landing%20Page%20workshopping%20copy%207.jpeg)
CLOSEUP OF DESIGN STRATEGY ALIGNMENT WORKSHOPS (3 of 8)
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%20Patient%20App%20Dashboard%20_%20Landing%20Page%20workshopping%20copy%206.jpeg)
CLOSEUP OF DESIGN STRATEGY ALIGNMENT WORKSHOPS (4 of 8)
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%20Patient%20App%20Dashboard%20_%20Landing%20Page%20workshopping%20copy%205.jpeg)
CLOSEUP OF DESIGN STRATEGY ALIGNMENT WORKSHOPS (5 of 8)
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%20Patient%20App%20Dashboard%20_%20Landing%20Page%20workshopping%20copy%204.jpeg)
CLOSEUP OF DESIGN STRATEGY ALIGNMENT WORKSHOPS (6 of 8)
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%20Patient%20App%20Dashboard%20_%20Landing%20Page%20workshopping%20copy%203.jpeg)
CLOSEUP OF DESIGN STRATEGY ALIGNMENT WORKSHOPS (7 of 8)
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%20Patient%20App%20Dashboard%20_%20Landing%20Page%20workshopping%20copy%202.jpeg)
CLOSEUP OF DESIGN STRATEGY ALIGNMENT WORKSHOPS (8 of 8) [Scroll → ↓ to view more.]
%20Patient%20App%20Feature%20Map.jpg)
ARTIFACT: FEATURES HIERARCHY MAP
Map of features under consideration for the next-gen patient app, exploring how they might connect. (Miro, 2020)
Map of features under consideration for the next-gen patient app, exploring how they might connect. (Miro, 2020)
CLOSEUP OF FEATURES HIERARCHY MAP[Scroll → ↓ to view more.]
PATIENT APP EXPLORATIONS
Splash page for the next-gen patient app, introducing the Altais star as an intelligent conversational assistant. (Figma, 2020)
Splash page for the next-gen patient app, introducing the Altais star as an intelligent conversational assistant. (Figma, 2020)
PATIENT APP EXPLORATIONS: NON-PATIENT JOURNEY
This slide depicts the major components of the ideal journey for one use case: a novice user of the patient app, who has not gained access through a client provider. (Keynote, 2020)
This slide depicts the major components of the ideal journey for one use case: a novice user of the patient app, who has not gained access through a client provider. (Keynote, 2020)
PATIENT APP EXPLORATIONS: "REAL ME" PATIENT AVATAR
This slide introduces a next-gen patient app concept - a lifelike avatar produced from body-scanning technology using a LIDAR-enabled smart device. (Keynote, 2020)
This slide introduces a next-gen patient app concept - a lifelike avatar produced from body-scanning technology using a LIDAR-enabled smart device. (Keynote, 2020)
%20Patient%20app%20registration%20flow.png)
PATIENT APP EXPLORATIONS: REGISTRATION FLOW
This slide presents one potential flow for patient registration, connecting the patient to in-network providers instantly, and ensuring patient security while allowing them to skip all of the bothersome manual paperwork. (Figma | Keynote, 2020)
This slide presents one potential flow for patient registration, connecting the patient to in-network providers instantly, and ensuring patient security while allowing them to skip all of the bothersome manual paperwork. (Figma | Keynote, 2020)
PATIENT APP EXPLORATIONS: ENDORSEMENT FLOW
A marketing opportunity presents itself when a patient opts to share information from their health record with a non-customer provider. (Figma | Keynote, 2020)
A marketing opportunity presents itself when a patient opts to share information from their health record with a non-customer provider. (Figma | Keynote, 2020)
PATIENT APP EXPLORATIONS: SYMPTOM CHECKER
The "Real Me" Avatar works in conjunction with another feature, Symptom Checker, to visually record physical wellness issues and track progress toward health goals over time. (Figma, 2020)
The "Real Me" Avatar works in conjunction with another feature, Symptom Checker, to visually record physical wellness issues and track progress toward health goals over time. (Figma, 2020)
PATIENT APP EXPLORATIONS: SMART CARE PLANS
The intelligent assistant recommends tailored strategies to resolve symptoms and improve wellness. (Figma, 2020)
The intelligent assistant recommends tailored strategies to resolve symptoms and improve wellness. (Figma, 2020)
%20Concept%202D%20to%203D.png)
PATIENT APP EXPLORATIONS: 2D TO 3D CONCEPTUALIZATION (1)
This slide suggests how the traditional 2D format might transition to a more interactive, 3D environment in future phases. (Figma | Keynote 2020)
This slide suggests how the traditional 2D format might transition to a more interactive, 3D environment in future phases. (Figma | Keynote 2020)
%20Concept%202D%20to%203D%20architecture.png)
PATIENT APP EXPLORATIONS: 2D TO 3D CONCEPTUALIZATION (2)
This slide illustrates how 2D elements might translate to the architecture of the virtual world. (Figma | Keynote 2020)
This slide illustrates how 2D elements might translate to the architecture of the virtual world. (Figma | Keynote 2020)
Salesforce Workflow Automations
Streamlining development processes for Pogo Park
DONOR ACKNOWLEDGMENTS PROCESS FLOW
This simple flow illustrates how the Salesforce instance "thinks" about incoming donations and other revenue. With the goal of aligning behaviors to donor engagement best practices, it includes several safeguards that step in to automate procedures when manual processes fail. (Figma, 2018)
This simple flow illustrates how the Salesforce instance "thinks" about incoming donations and other revenue. With the goal of aligning behaviors to donor engagement best practices, it includes several safeguards that step in to automate procedures when manual processes fail. (Figma, 2018)
CLOSEUP OF DONOR ACKNOWLEDGMENTS PROCESS FLOW
[Scroll → ↓ to view more.]
[Scroll → ↓ to view more.]
NEW INCOME PROCESS FLOW
Workflow automations were created using Salesforce's Process Builder. As the sole designer and implementer, I became a Salesforce Administrator in order to set up Pogo Park's instance and customize its workflows, saving office staff countless hours by automating repetitive tasks.
Workflow automations were created using Salesforce's Process Builder. As the sole designer and implementer, I became a Salesforce Administrator in order to set up Pogo Park's instance and customize its workflows, saving office staff countless hours by automating repetitive tasks.
CLOSEUP OF NEW INCOME PROCESS FLOW [Scroll → ↓ to view more.]
My process began with this sketchnote, mapping out the existing ecosystem the office staff and development team were working in and where Salesforce integrations could streamline processes.
Thrive!
A digital / board game hybrid with AR features
FINAL CONCEPT
Thrive gameboard with AR elements. (Adobe Illustrator | AfterEffects, 2019)
Thrive gameboard with AR elements. (Adobe Illustrator | AfterEffects, 2019)
COMPETITIVE ANALYSIS
Ecology-themed board games
Ecology-themed board games
COMPETITIVE ANALYSIS
Ecology-themed board games
Ecology-themed board games
COMPETITIVE ANALYSIS
Ecology-themed board games
Ecology-themed board games
COMPETITIVE ANALYSIS
Ecology-themed board games
Ecology-themed board games
JOURNEY MAP / WAVELINE
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STAKEHOLDER MAP
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PRIMARY PERSONA
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ECOLOGY FOOD WEB
This simplified food web became the basis for gameplay.
This simplified food web became the basis for gameplay.
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GAMEPLAY
Rules / actions & effects
Rules / actions & effects
EARLY PROTOTYPE
Gameboard
Gameboard
COLOR PALETTE
Selected from photographs of the region
Selected from photographs of the region
EARLY PROTOTYPE
Gameboard
Gameboard
PROCESS
Simulating gameplay
Simulating gameplay
PROCESS
Simulating gameplay
Simulating gameplay
PROCESS
Testing gameplay with volunteers at a local game cafe.
Testing gameplay with volunteers at a local game cafe.
PROTOTYPE v2
Going digital and evolving the board shape.
Going digital and evolving the board shape.
CONCEPT
A new kind of digital platform
A new kind of digital platform
CONCEPT
A new kind of digital platform
A new kind of digital platform
GAMEPLAY
Opening screen
Opening screen
GAMEPLAY
Start of gameplay. Each hexagon-shaped tile is a gamespace. Players can move in any direction. Each type of terrain comes with a unique set of dangers and advantages. Each player represents an animal species better suited for a particular kind of habitat and diet, who must weigh immediate needs and potential future gains against species-specific predators and other risk factors.
Start of gameplay. Each hexagon-shaped tile is a gamespace. Players can move in any direction. Each type of terrain comes with a unique set of dangers and advantages. Each player represents an animal species better suited for a particular kind of habitat and diet, who must weigh immediate needs and potential future gains against species-specific predators and other risk factors.
GAMEPLAY
When a player occupies a space, it expands to reveal more of the terrain. Deeper exploration reveals more detail, food and water sources, and sometimes, a pouncing predator. This is a first-level tile representing the African savanna.
When a player occupies a space, it expands to reveal more of the terrain. Deeper exploration reveals more detail, food and water sources, and sometimes, a pouncing predator. This is a first-level tile representing the African savanna.
GAMEPLAY
First-level tile: montane region
First-level tile: montane region
GAMEPLAY
First -level tile: forested region threatened by human encroachment /habitat destruction
AUGMENTED REALITY
Augmented reality elements can be viewed through an advanced headset or something as simple as a smartphone using Google cardboard.
Augmented reality elements can be viewed through an advanced headset or something as simple as a smartphone using Google cardboard.
AUGMENTED REALITY
Target stickers allow each player to appear as their chosen animal species to other players.
Target stickers allow each player to appear as their chosen animal species to other players.
AUGMENTED REALITY
AR elements viewed through a tablet
AR elements viewed through a tablet
Placeholder
BeThere
An event in mixed reality
Pogo Park is a California placemaking nonprofit organization building safe, green placespaces in Richmond's Iron Triangle neighborhood. Although known for their fun, creative and inclusive events, concerns about crime and violence deterred many potential supporters from visiting the parks they created. During the COVID pandemic, Pogo Park began to consider how they might transition to virtual or hybrid fundraising events.
FINAL CONCEPTS Slides 2-9
RESEARCH + ARTIFACTS Slides 10-19
FINAL CONCEPTS Slides 2-9
RESEARCH + ARTIFACTS Slides 10-19
CONCEPT: INCORPORATING REALITY INTO THE VIRTUAL WORLD
To create the virtual "real world", 360° photography is used. The 360° image of the environment (in this case, the undeveloped parkland) is placed on the inside of a large sphere. This is used like a skybox and becomes the "walls" and sky of the virtual world. For interactive / event spaces, a plane should bisect the sphere to function as the ground. Static skyboxes can also be used to capture moments in time and show progress towards the placemaking vision.
To create the virtual "real world", 360° photography is used. The 360° image of the environment (in this case, the undeveloped parkland) is placed on the inside of a large sphere. This is used like a skybox and becomes the "walls" and sky of the virtual world. For interactive / event spaces, a plane should bisect the sphere to function as the ground. Static skyboxes can also be used to capture moments in time and show progress towards the placemaking vision.
CONCEPT: INCORPORATING REALITY INTO THE VIRTUAL WORLD
Using 3D scanning, elements of reality (in this case, the worn-down playground structures) are placed in the "real-world" skybox.
Using 3D scanning, elements of reality (in this case, the worn-down playground structures) are placed in the "real-world" skybox.
CONCEPT: ADDING MAGIC
Fantasy elements are added to the world using 3D models.
Fantasy elements are added to the world using 3D models.
SPATIALIZED SOUND
Immersion is increased when the rules of the virtual environment align with our expectations of the real world.
Immersion is increased when the rules of the virtual environment align with our expectations of the real world.
SPATIALIZED SOUND & PROXEMICS
No other participant may enter A's "private" zone (orange) without invitation. A&B can engage in a private conversation within the "personal" zone (yellow). If not set to private, C (in the "social" zone (blue) can hear and join the conversation. In the "public" zone (D), conversation is unintelligible and volume fades with distance from speaker. D can hear the murmur of voices, while E hears nothing at all.
No other participant may enter A's "private" zone (orange) without invitation. A&B can engage in a private conversation within the "personal" zone (yellow). If not set to private, C (in the "social" zone (blue) can hear and join the conversation. In the "public" zone (D), conversation is unintelligible and volume fades with distance from speaker. D can hear the murmur of voices, while E hears nothing at all.
CONCEPT: SHOWING PROGRESS TOWARD FUNDRAISING GOALS
At Pogo Parks, the community erects totems to symbolize support for and guardianship over the parks. At a fundraising event, virtual totems might arise as fundraising milestones are reached.
At Pogo Parks, the community erects totems to symbolize support for and guardianship over the parks. At a fundraising event, virtual totems might arise as fundraising milestones are reached.
CONCEPT: NESTED WORLDS FACILITATE TIME TRAVEL
Skyboxes made from 360 images of the same location at different points in time can be nested inside each other. A "time machine" component allows the guest to leap from one virtual world into another, to show change across time.
Skyboxes made from 360 images of the same location at different points in time can be nested inside each other. A "time machine" component allows the guest to leap from one virtual world into another, to show change across time.
ECOSYSTEM MAP
ARTIFACT: GUEST EXPERIENCE MAP / TOUCHPOINTS
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RESEARCH: GRANTMAKERS SURVEY
39 respondents from foundations and other grantmaking institutions answered questions about their preferences and pain points related to attending fundraising events. (Google forms)
39 respondents from foundations and other grantmaking institutions answered questions about their preferences and pain points related to attending fundraising events. (Google forms)
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RESEARCH RESULTS
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RESEARCH RESULTS
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RESEARCH RESULTS
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RESEARCH RESULTS
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RESEARCH RESULTS
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RESEARCH RESULTS
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RESEARCH RESULTS
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RESEARCH RESULTS
