I was the lead UX Designer at Scotsman Guide. I helped in the design of company projects for internal use as well as customer facing digital products.
"Scotsman Guide's mission is to help mortgage originators expand their lending networks, close more deals, and grow their businesses"
Scotsman Guide's main products were the digital Lender Search and magazine publication.
Subscription Tool for Circulation Team
Project Goals
The goal of this project was to design an internal Subscriptions Tool for the Circulation Team. This tool was to manage subscribers, export subscribers for a publisher, import new subscribers from lists, and overall create a more streamlined and usable process for the Circulation Team.
Research: Interviewing
The first step in this project was determining the needs of the users (the Circulation Team). This involved figuring out the scope and pain points with their current tool, Multipub, and figuring out solutions to make their daily work flow easier and faster.
After interviewing, and watching the users daily workflow using Multipub, I did a card sort to find the main pain points, along with getting a really idea of how their current workflow went. I was able to pin point some of the biggest issues. Mutlipub was an old program that had too many extra features that created extra steps in their process, and the process of importing subscribers was long and confusing, especially if you are not a new user.
Card sorting feedback from circulation team
Research: Synthesizing data
By creating user flows and an information architecture, I could figure out the screens I would need for a new subscriber dashboard, along with a more streamlined option for viewing and editing subscribers, as well as improved import and export features.
User Flow based off data from circulation team interviews
Final Screens Handed off to Dev Team
After a lot of iterations, which changed from many project stakeholder meetings and usability testing, I was able to create every screen that was needed to hand off to the dev team. Along with VERY in depth documentation in Confluence, I handed off well over 40 screens.
Final design of admin dashboard handed of to developers
Final design of export tool, showcasing step by step process
Final design of modal containing many form inputs
Final design of import tool (prototyped with working progress bar)
Subscriber Sign-up and Management
Project Goals
Scotsman Guide featured a customer facing web page for how users subscribe to the Scotsman Guide Magazine. New subscribers had trouble signing up for subscriptions, while current subscribers had problems with managing their subscriptions. My goal for this project was to improve the workflow and redesign the UI. By doing so, we would see an uptick in new subscribers as well as positive feedback from and retention of current subscribers.
Final redesign of customer facing Subscription page. Start of two different work flows: Sign-up and Subscription Management
Design for new subscriptions, showcasing different interactions like steppers and toggles, as well as different forms
Design of new subscription, second step
Closer look at forms for new subscriptions, and different possible interactions for editions
Finalized workflow of New Subscribers and Subscriber Management
Originator Profile Redesign
Project Goals
My goal for this project was to redesign the profiles that originators used to give full information on their company. I needed to include a usable and visually pleasing way to display this info. My main focus for this project was industry survey, that gave me the data I needed to make sure I had the best information to display on a profile
Research: Survey and Interviewing
I first sent out a survey to all originators subscribed to our service that also sign-up to be part of market research. I was able to find trends the data most important to them.
I interviewed different originators to figure out what was the most important information for them to see on a profile at first glance. This helped me determine a quick look area, that we called what we offer. It also allowed us to flush out the features of "Who we are" and "What we've done"
Finalized redesign of Originator Profiles, with focus on the "What We Offer" feature
Survey data showing wanted information on profile
Survey data showing profile usage
Parsing data from interviews about profile needs
Early low-fidelity designs based on data collected in surveys and