Oportun is a financial technology company founded in 2005 with the mission of providing affordable loans that help people with little or no credit history establish credit and build a better future.
They reached out to me to provide some initial concepts for a redesigned mobile experience for their application process. After reviewing their current site, I made a handful of suggestions on how t better improve the interface and customer experience.
Product Design & Management, User Experience, Graphic Design
Accountingfly is a job board and Applicant Tracking System that streamlines the recruiting process.
My role as Director of Product Design has been to coordinate all product design and user experience projects. I work closely with customers, our business team and developers to plan, coordinate and implement product efforts that align with immediate business and user goals.
In addition to product responsibilities, I write all the HTML and CSS for our site and application and use Git to integrate it with our repositories and prepare it for release.
We chose to brand our products, give them unique icons and color palettes not only to elevate the perceived value of the products but to clearly separate our offerings.
It also provided a common language for our team, customers, and potential customers to use for communication.
Custom Applicant List
Working with our most active users, we were able to create the ideal applicant tracking system. Accountingfly was designed specifically for accounting recruiting.
Our users needs a few bits of very important information at-a-glance. At the same time, almost every organization has their own process, so the system needed to be flexible.
A big focus when designing Accountingfly was to eliminate as many frustrations as possible during the application process. We know from our users that the biggest headache of job boards was having to enter the same information twice.
We eliminate that by making the resume the focus of an application and only asking applicants for minimal additional information required for filtering/sorting by employers.
Everything in one place
The problem with the current process in accounting recruiting is that organizations were completely scattered and still living out of filing cabinets and Excel spreadsheets.
By combining everything into one profile, notes, documents, messages and applications, recruiting teams could be more efficient, productive and save time, which has ultimately lead to more hires.
Remote jobs in accounting can be unique. Some organizations are completely remote, while some prefer you to live somewhat close to the main office.
Working with our remote customers, I was able to come up with a solution that allowed for them to post either Remote-Anywhere jobs or Remote-Local jobs. This language is intuitive and sets the right expectation for candidates.
Remote Jobs Protoype
Here is a prototype of how an employer would post a remote job. Using progressive disclosure and beginning with a question we are able to guide users to the correct decision.
Problem Employers were keeping jobs up WAY past their expiration date just to keep collecting resumes. This was aggravating our job seekers and made our job inventory seem extremely old.
Solution Give employers a way to collect resumes without a job posting. Resume Drop automatically replaces a career page if there are no jobs live and allows job seekers to express interest in a company without setting false expectations. Employers get to collect resumes and everyone is happy.
Product Design, User Experience and Graphic Design
LoadMonkey is fictitious app providing on-demand cargo delivery service. Users who need small loads moved quickly are matched with experienced drivers for local delivery.
Problem Not everyone who needs to move small loads of furniture and other items have access to a truck, or maybe they don't even have their own transportation. Furthermore, moving trucks and companies are overkill for smaller, local loads.
Solution Match users with delivery needs to local, dependable drivers who own trucks and other moving vehicles.
What do you need delivered?
Rather than have users measure multiple items and create a high barrier to entry, an intelligent algorithm would determine how much dimensional space the objects would occupy and determines what type of driver the user should be paired with.
We ask drivers what vehicles they plan to user for delivery and determine each model's maximum safe load capacity. Some drivers may choose to deliver in an extended cab pickup or box truck.
To ease the pain of mobile payments, and create a pleasurable experience, we offer a couple of options at the checkout screen.
First, you can choose either the delivery address or the pickup address to autofill your billing address. Second, you can even choose to swipe your card when the driver arrives to avoid inputting credit card information alltogther.
Pickup & Delivery
We want the experience of LoadMonkey to be pleasurable for both users and drivers. Whenever a delivery is scheduled, based on the items in the order we will give users a simple checklist to make pickup easier.
Nothing is worse than showing up somewhere like an apartment complex or other property whose layout is atypical. A special instructions option is provided to offer any extra details about the trip that would make the driver's job as painless as possible.
This was a Daily UI Challenge that turned into something more and I plan to keep adding as well.
When thinking about how to approach this project I knew there were three things I wanted to focus on: album art, song title and the ability to quickly save whatever you were listing to.
A large song title allow you to quickly scan for remembering. Album art that stretches the screen reinforces the context of the song and pulling the 'add to...' button out of the menu, allows you to quickly save the song, album or artist for listening later.
User Interface, Web Design, Brand Design
Jurispect is a regulatory intelligence platform that empowers users to monitor the changing regulatory landscape in a single interface. Powered by user engagement and data science, compliance teams can easily stay on top of industry trends, track and share documents, and quickly see all relevant compliance documents from Federal and State agencies, and experts.
When Jurispect was first founded, I was hired to create a brand, web presence and user interface for their platform. The Jurispect platform was highly collaborative, so the interface had to revolve around team sharing and communication.
Strong hierarchy was needed so that issues and changes were clear and information could be quickly and easily scanned.
Main goal of the dashboard here is to very quickly pick up on the status of regulatory changes coming down the pipe. At a glance a user should be able to see which changes need their attention.
In addition, users can view any activity related to their team.
Focus here is on the status and text of the rule, again with clear ways to collaborate with your team and see other rules/changes that are relevant.
An illustration for the homepage demonstrating how Jurispect can sift through the noise to focus on the rules that matter.
Another illustration highlighting the inundation of rules that is the changing regulatory system.
Product Design, User Experience, Graphic Design
In 2012 I was the Product Designer for a short-lived messaging application called Hippy Social. Initially, I wasn't convinced the idea was worth pursuing. But ultimately I was able to to convince the client to trim down the feature set and bring some much needed focus to the core idea of the app.
Chat rooms were based on physical locations in the real world. Any point of interest had a chat room. Users could chat with others who were nearby, or travel to any location in the world.
In the end, I believe we were too soon to market and lack of funding finally shuttered Hippy Social.
Finding a Room
Users could select rooms from a list, or use a map to see nearby popular locations filtered by points of interest.
Just before shutting down we had decided to introduce other chatrooms besides the location based options. Users were scattered across many rooms and topics weren't always related to your location.
Hashtags and news were to be introduced as chatrooms. This would keep conversations fresh, allowing any hot topic to be discussed no matter your location.
Mooody is a web app for creating inspiration boards for designers of all types.
Problem Gathering inspiration for a new project can be frustrating. Ideas and observations happen in many different places and collecting it all into one place can be time consuming.
Solution Mooody allows you to add images, video, color swatches and typography into one easy-to-use inspiration board. Import images from sites like Dribbble or Pinterest, create color swatches from photos, and easily snap pics straight from the mobile app.
Boards are automatically organized in a masonry layout but users are able to rearrange inspiration.
Users are given robust menus with several options to add color, images and type. Mooody will search the existing images on the board for unique colors. We also allow importing of images from Dribbble buckets, Pinterest buckets and any image URL. Users can also Test Drive typefaces right inside the app.
Users can add a category, tags and notes to an image.
Design a sign up page, modal, form, app screen, etc.
Decided to go for a mobile signup screen here. Multi-step signup processes help increase conversions over long forms. I like giving users lots of room on the screen to make the information easier to digest and keeping all tappable fields towards the bottom for easy access on large screens.
002 - Credit Card Form
Design a credit card checkout form or page. Don't forget the important elements such as the numbers, dates, security numbers, etc.
Always been a fan of the psuedo-realistic credit card forms. There's just something fun about them that makes the checkout process just a bit more enjoyable.
003 - Landing Page
I decided on a landing page for a product idea I have called Spark; a mood board app for collecting inspiration and ideas.
The message here is that you can collect all your images, colors, graphics, etc. in one place.
004 - Calculator
This was a challenging exercise! But, I am trying to challenge myself here and I had never created a mockup for a wearable.
My first thought was "Calculator Watch". You know, those old Casios. But knowing the lack of physical buttons would mean coming up with a different idea, I came up with this.
Users would slid up, down, left or right to change the large number. Tap it to send the number to the display. Alternatively, users could use the scroll wheel and button to accomplish the same thing.
005 - App Icon
Design an app icon.
I had drawn this logo a while back but never really did anything with it so I decided to use it as a part of this project as an updated version of the Zillow logo.
I think it communicates their product better than the current mark.
006 - User Profile
Design a user profile and be mindful of the most important data, names, imagery, placement, etc.
For the User Profile project I chose to create a Driver Profile for my fictitious app LoadMonkey which is basically Uber for local furniture and appliance delivery.
For the main area of the profile I was going for a faux driver's license look. The colors and font choices are to reinforce the 'handyman' look.
This is the screen a user would see after successful delivery, but the same profile information would be present before the driver arrives.
007 - Settings
Design settings for something. Is it for security or privacy settings? Game settings? What is it and what's important?
After some brainstorming I decided on an 'Audio Settings' so I could show off varying UI elements like sliders, graphs and buttons. These settings would be more for the hi-fi audio nerds.
Custom Profiles allow you to easily switch settings between your favorite output devices.
008 - 404 Page
While brainstorming and writing down all the words and phrases associated with a 404 error, the word 'empty' was something I wanted pursue.
Branching off that, 'space' and 'universe' had me excited.
In my 404 page, the design make you feel empty and the words and numbers are 'glitched' slightly to promote that 'something has gone wrong' feeling.