Portfolio

If the dig­i­tal age teaches us any­thing, it is that the things we make are rarely — if ever — ‘fin­ished’ in any per­ma­nent sense; whether aes­thet­i­cally, com­po­si­tion­ally, or in terms of the mean­ing and expe­ri­ence peo­ple find in them.

I think it’s more use­ful to share recent work, as these arti­facts open the door to telling more com­plete sto­ries about the Who, Where, When, and Why inform­ing an expe­ri­ence, as well as the How and What that tra­di­tional port­fo­lios emphasize.

Con­tact me to hear the full story behind these arti­facts; the insights dis­cov­ered while cre­at­ing them, and the effects of shar­ing and evolv­ing each with clients and co-workers.

Digital Strategy & Service Design

These pre­sen­ta­tions demon­strate some of the tools and meth­ods I defined for guid­ing expe­ri­ence strat­egy activ­i­ties across a wide range of media and indus­tries; includ­ing prod­uct and expe­ri­ence ecosys­tem map­ping, strate­gic options gen­er­a­tion, touch­point plan­ning, com­peti­tor assess­ment, mar­ket and indus­try scans, cul­ture and tech­nol­ogy shifts, expe­ri­ence con­cepts & sce­nar­ios, vision def­i­n­i­tion, etc.

They also sug­gest the approach, rhythm and style I take when com­mu­ni­cat­ing ideas and insights to audi­ences and collaborators.

Aug­mented Real­ity Expe­ri­ence Con­cept Brief

Explo­ration of a new expe­ri­ence con­cept / ser­vice offer­ing pre­pared for lead­ing aug­mented real­ity startup Layar.

Change Dri­vers For the Dig­i­tal Expe­ri­ences Landscape

Cre­ated to guide long-term ser­vice design and prod­uct road-map plan­ning across dig­i­tal chan­nels, this pre­sen­ta­tion dis­tills core dri­vers for changes in the land­scape of dig­i­tal and media expe­ri­ences. Iden­ti­fy­ing 8 major waves of change in span­ning cul­ture, tech­nol­ogy, and cus­tomer behav­ior, this pre­sen­ta­tion dis­cusses the impact of these shifts for mar­rketers and cre­ators of dig­i­tal experiences.

Product Management, Experience Architecture & Interaction Design

This is a col­lec­tion of work­ing arti­facts cre­ated dur­ing the course of a long-running design pro­gram aimed at re-launching the dig­i­tal busi­ness plat­form for the world’s lead­ing secu­ri­ties rat­ing agency. The scope of this effort was quite large; address­ing more than 25 sep­a­rate prod­ucts and ser­vices deliv­ered across mul­ti­ple expe­ri­ence chan­nels (web, desk­top and mobile appli­ca­tions, struc­tured data feeds, doc­u­ment repos­i­tory) for use by 00,000 cus­tomers world­wide on a daily basis.

The com­plete strate­gic roadmap ran 36 months. To design and col­lab­o­rate effec­tively across all dis­ci­plines — busi­ness, user expe­ri­ence, and tech­nol­ogy — at this scale we devel­oped a new cross-channel cus­tomer insight method, mapped the full range of user activ­i­ties and needs through­out the dig­i­tal expe­ri­ence ecosys­tem (client, com­peti­tor, and 3rd party orig­i­na­tors), and cre­ated a library of reusable cus­tomer activ­ity and behav­ior pat­terns to guide long-term design across the dif­fer­ent media, prod­ucts, and services.

The case study is an overview of the user expe­ri­ence effort; the arti­facts that fol­low share some of the design mile­stones in greater detail.

Pro­gram Overview & Case Study: Dig­i­tal Con­tent & Infor­ma­tion Service

This case study reviews the meth­ods and insights that emerged from the 18-month effort to coör­di­nate and enhance the scat­tered user expe­ri­ences of a suite of infor­ma­tion retrieval tools sold as ser­vices by an invest­ment rat­ings agency. It shares a new method for under­stand­ing user needs in diverse con­texts; reviews a col­lec­tion of cus­tomer behav­ior pat­terns used to guide enter­prise search and infor­ma­tion archi­tec­ture, ser­vice design, and prod­uct and plat­form man­age­ment; and dis­cusses the impact of orga­ni­za­tional fac­tors on set­ting effec­tive vision and strat­egy for engagements.

Cus­tomer Goals, Activ­i­ties & Needs: Dig­i­tal Con­tent & Infor­ma­tion Service

The goals matrix dis­tills the cross-channel goals (broader than tasks) and infor­ma­tion needs of ~30 types of func­tional users, seg­mented into clus­ters for prod­uct man­age­ment pur­poses. It presents a cross-referenced col­lec­tion of stan­dard­ized goals in terms of the needs and activ­i­ties iden­ti­fied dur­ing sev­eral months of user research.

This tool sup­ports pat­tern iden­ti­fi­ca­tion, func­tion­al­ity pri­or­i­ti­za­tion, and con­cep­tual design of the infor­ma­tion space and expe­ri­ence archi­tec­ture across prod­ucts and deliv­ery chan­nels (web, mobile, desk­top, etc.).

Expe­ri­ence Sce­nar­ios: Dig­i­tal Con­tent & Infor­ma­tion Service

A short set of sce­nar­ios that describe the flow and feel­ing of the to-be cre­ated user expe­ri­ence for the most impor­tant audi­ences & cus­tomer types.

The for­mat is text-only slides that allow easy shar­ing, update, and dis­cus­sion of the con­tent of the sce­nar­ios by decision-makers and stakeholders.

Pro­gram Vision Doc­u­ment: Dig­i­tal Con­tent & Infor­ma­tion Service

Cre­ated in tan­dem with enter­prise archi­tects and pro­gram man­agers, the vision doc­u­ment sets out the long-term, high-level goals and approach for all busi­ness, tech­nol­ogy, and user expe­ri­ence activ­i­ties hap­pen­ing dur­ing the set of linked projects on the infor­ma­tion retrieval track of the larger strate­gic roadmap.

Expe­ri­ence Archi­tec­ture: Dig­i­tal Con­tent & Infor­ma­tion Service

Map of the web-delivered aspects of the dig­i­tal con­tent ser­vice. Shows the expe­ri­ence archi­tec­ture of browser-presented appli­ca­tions and doc­u­ment col­lec­tions, as well as gated prod­ucts, con­tent types, and per­son­al­ized tools for visu­al­iz­ing data from sub­scribed feeds.

This map was pre­pared to doc­u­ment the evolv­ing state of the infor­ma­tion archi­tec­ture, and guide the scope for inter­ac­tion design efforts, includ­ing pro­to­type cre­ation.
[Down­load for full details not vis­i­ble in embed­ded rendering]

Advanced Search Expe­ri­ence: Dig­i­tal Con­tent & Infor­ma­tion Service

A selec­tion of the inter­ac­tion design doc­u­ments defin­ing the planned advanced search expe­ri­ence. These wire frames and screen flows were used to build sev­eral gen­er­a­tions of high-fidelity pro­to­types, that in turn served as the basis for exten­sive cus­tomer feed­back and usabil­ity testing.

Browse & Nav­i­ga­tion Expe­ri­ence: Dig­i­tal Con­tent & Infor­ma­tion Service

A selec­tion of the inter­ac­tion design doc­u­ments defin­ing the expe­ri­ence of nav­i­gat­ing through the com­plex infor­ma­tion land­scape of global secu­ri­ties infor­ma­tion. These wire frames and screen flows were used to build sev­eral gen­er­a­tions of high-fidelity pro­to­types, that in turn served as the basis for exten­sive cus­tomer feed­back and usabil­ity testing.

Home & Log-In Expe­ri­ence: Dig­i­tal Con­tent & Infor­ma­tion Service

Inter­ac­tion design doc­u­ments defin­ing the user expe­ri­ence of the entry por­tal and point of depar­ture for cus­tomers of the dig­i­tal con­tent service.