Time Advisors
Lead designer working on an enterprise web responsive experience leveraging AI machine learning, social graphing, API integrations, and data visualization.
CHALLENGE
How might we create an experience that simplifies the process for companies to raise capital more effectively?
MY ROLE
UX/UI Design, Design Systems, Journey Mapping, Prototyping, Usability Testing, Visual Design
YEAR
2020
TOOLS
Figma, Illustrator
*Understand
Problem definition
The Client problem can be neatly summed up as follows:
- Time Consuming – Fundraising is time consuming to execute and takes focus away from the business
- Fundraising campaigns can require significant lead times for preparation, conduct and to conclude,
- Awareness + Access – Clients lack awareness and access to investors
- Complexity - It’s complex and requires deep knowledge on how to effectively raise
Goal
Enable impact-focused companies and funds to raise capital faster and more effectively
- Builds upon the strength of Client’s relationships to enrich their professional network, identify capital resources, and manage their fundraising efforts more intelligently
Success criteria
- Create a go-to market Minimum Lovable Product (MLP)
- Improve the onboarding experience so that Clients can start fundraising
Discovery
Conducted competitive analysis and developed a brand voice that would match customers objectives
Steps to a capital rasie
Customer journey
Mapped out the touch points for the customer journey from Awareness/first exposure to when funding is achieved & offboarding.
*Design
Onboarding Business logic
Flow diagrams
Onboarding experience #1
The goal was to design an easy to use guided experience for clients to onboard and connect their social accounts to maximize their network connections.
Usability scorecard
Conducted usability studies and created a scorecard to visualize where people got stuck or had issues within the onboarding experience
Key outcomes from research -
1. Clients need the ability to quickly pick and choose social logins
2. More flexibility / control
3. Need for speed, less reading
Onboarding revised experience #2
Resolved key areas of validation by incorporating feedback from usability studies.
*Results
- Successful launch – Launched the MLP (Minimum Lovable Product) on time with a tight 3 month deadline
- Improved onboarding – Clients were able to quickly move through onboarding with a new and improved "choose your own adventure" experience model
- Accounted for edge cases – By working closely with cross-functional teams, we accounted for all edge cases before launch.
100+
Mockups & Screens
3
MONTHS TO SHIP MVP
*Design system
I created a design system that included base styles, components, and layouts using zeroheight for both Client and Admins (two distinct interfaces with different styles)
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