Projects

Facebook MassMutual Analog Devices CA Technologies Citizens Bank Fidelity Rockland Trust Siemens  Sonos TD Bank Eastern Bank TIAA-Cref American Student Assistance Smart Destinations

Non-Confidential Projects

Innovating Advertisements Re-thinking Business Cards Investigating IA Research

Over 35 Client confidential projects

A variety of projects on different platforms including Quantitative and Qualitative Research, Service Design, Design Thinking, Strategic Advice, Prototyping, Information Architecture.

2016

Understanding technology needs for digital sales associates

Client: A major tech company
Project Characteristics: service design | Journey maps | Personas | World-wide
Industry: Technology

Evaluation of a business platform

Client: Financial Institution
Project Characteristics: Usability test | Strategy | Mobile
Industry: Finance

Iteration of an investment adviser platform – Round 4

Client: One of the largest financial institutions in North America
Project Characteristics: Concept test | Iterative | Niche users | Remote testing
Industry: Finance

Iteration of an investment adviser platform – Round 3

Client: One of the largest financial institutions in North America
Project Characteristics: Concept test | Iterative | Niche users | Remote testing
Industry: Finance

2015

Iteration of an investment adviser platform – Round 2

Client: One of the largest financial institutions in North America
Project Characteristics: Usability test | iterative | niche users
Industry: Finance

Iteration of an investment adviser platform – Round 1

Client: One of the largest financial institutions in North America
Project Characteristics: Usability test | iterative | niche users
Industry: Finance

Improving the fund purchase experience

Client: One of U.S. largest financial institutions
Project Characteristics: Usability test | Lean | Rapid
Industry: Financial

Making data available to the public

Client: Massachusetts High Technology Council
Project Characteristics: Usability test | Internal users
Industry: Technology

Helping users understand their benefit coverage

Client: One of U.S. largest financial providers
Project Characteristics: Usability test | Gamification
Industry: Finance

Redesigning the retirement experience

Client: One of U.S. largest financial institutions
Project Characteristics: Concept testing | Low expertise users
Industry: Finance

Improving a telecommunication system

Client: A major tech company
Project Characteristics: Service Design | Users on different continents | Cutting edge technology
Industry: Technology

Continuation of an institution’s first usability test

Client: Regional institution
Project Characteristics: Organization with limited familiarity of usability testing | Multiple user groups | Multi-platform test | Usability testing | Strategy
Industry: Finance

An institution’s first usability test

Client: Regional institution
Project Characteristics: Organization unfamiliar with usability testing | Multiple user segments | Multi-platform test | Usability testing | Strategy
Industry: Finance

2014

Improvements of online platform

Client: A large financial institution in U.S.
Project Characteristics: Usability test | Iterative testing | Tablet application | Prototype testing
Industry: Finance

Improving online joint account opening

Client: A large financial institution in U.S.
Project Characteristics: Usability test | Iterative testing | Participants in pairs | Prototype usability test
Industry: Finance

Monitoring the loan status remotely

Client: A large financial institution in U.S.
Project Characteristics: Usability test | Iterative testing | Prototype usability test
Industry: Finance

Evaluating a tablet application

Client: A large financial institution in U.S.
Project Characteristics: Usability test | Tablet application | Metrics
Industry: Finance

Improving an online mortgage application

Client: A large financial institution in U.S.
Project Characteristics: Usability test | Iterative testing | Tested in new location | Wireframe testing
Industry: Finance

Capturing the user’s mental model

Client: A large financial institution in U.S.
Project Characteristics: Open card sort | multiple user groups | Online tool
Industry: Finance

Iterative improvement of an online system

Client: A large financial institution in U.S.
Project Characteristics: Usability test | Iterative testing | Tested in new location | Wireframe testing
Industry: Finance

Improved online system

Client: Regional institution
Project Characteristics: Expert review | Visual design | External limitations
Industry: Finance

Wireframed navigation structure

Client: Regional institution
Project Characteristics: Wireframe creation | Iterative design | Varying navigation structures | Interaction design
Industry: Finance

Improved an institution’s information architecture

Client: Regional institution
Project Characteristics: Organization unfamiliar with information architecture research | Multiple user segments | Evaluation of 3 potential IAs | Tree testing
Industry: Finance

 

2013

Early testing of a new website design

Client: Leading tech company
Project Characteristics: Usability test | Organization fairly new to usability testing | Niche users | multiple user groups
Industry: Technology

Improving the setup process of a bluetooth hardware system

Client: Major electronics company
Project Characteristics: Usability Testing | Iterative testing | Lean UX
Industry: Hardware, Electronics

Helping buyers finding equipment

Client: One of the world’s largest tech providers
Project Characteristics: Information architecture | Navigation
Industry: Technology

Evaluation of different concepts of a financial institution redesign

Client: A top financial institution
Project Characteristics: Focus group | Concept evaluation
Industry: Finance

Mobile check deposit made easy

Client: A top financial institution
Project Characteristics: Usability Test | Mobile
Industry: Finance

Improved the information architecture for an intranet

Client: One of U.S. largest corporations
Project Characteristics: Information Architecture | Tree Testing |internal users | Competitive evaluation
Industry: Retail

Evaluated a banks planned navigation structure

Client: A top financial institution
Project Characteristics: Information Architecture | Tree Testing
Industry: Finance

Helping college students and alumni take control of their finances

Client: American Student Assistance
Project Characteristics: Usability Studies | Eye Tracking | Design Validation
Industry: Financial Education

Improving the travel experience

Client: Online travel retailer
Project Characteristics: First Usability test | Organization driven by click stream analysis
Industry: Travel/Tourism