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Behind the Scenes

Here, you will find all of the design related elements from process, workshops, to visionary designs.

Overview

Challenge

As AI emerged as a focus for Cordial, cross-functional teams had divergent visions for its integration, creating ambiguity and misalignment.

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Solution

I facilitated a design workshop with product, engineering, solutions, and sales stakeholders to align on a unified approach to message understanding, fostering collaboration and clarity.

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Challenge

Cordial’s list pages were cumbersome due to unclear filters, limited search functionality, and an inability to customize table columns, hindering usability and personalization.

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Solution

I redesigned the list page with enhanced search and filtering, customizable columns, and an intuitive navigation structure, enabling users to efficiently organize and access groups, folders, and starred assets.

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I also addressed a key navigation pain point: users struggled to identify which email they were working on at a high level and had to open the asset to access critical information not visible in the table. I streamlined the experience by surfacing essential details directly in the table, reducing unnecessary clicks and improving clarity.

Challenge

Cordial’s email builder required advanced expertise to use, creating barriers for non-technical users and limiting accessibility.

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Solution

I reimagined the builder with intuitive controls, a familiar tri-fold layout, and a streamlined structure, making email creation accessible and efficient for all users.

Challenge

Cordial lacked a cohesive strategy for platform alerting, leaving users unclear on how to interpret, locate, or act on different types of alerts.

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Solution

I designed a unified alerting framework for system-generated, user-generated, and rule-based alerts, clarifying notification methods, user understanding, and actionable next steps.

Challenge

Inconsistent handoffs and misaligned expectations between design, product, and engineering teams caused inefficiencies and frustration, slowing delivery.

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Solution

I designed a tailored process with clear handoff criteria and communication protocols, improving alignment and accelerating design delivery, boosting squad velocity.

Challenge

Client services leadership at Spectraforce lacked visibility into aggregated revenue, gross margin, and headcount data by client or date, hindering strategic decision-making.

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Solution

I designed a customizable gross margin report, empowering leadership to view and analyze their book of business, enabling data-driven strategies and target setting.

Disclaimer - The views expressed here are entirely my own and are not those of my employer. Icons and illustrations courtesy of Noun Project and respective designers (paid for).

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