LEAD VISUAL DESIGN & UI/UX PROTOTYPE
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Led kick-off call with CEO of company, with regular follow-ups to move the project forward
Assisted in researching competitors and consulted to identify key differentiators within the product and user experience
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Translated ambiguous business goals into tangible UX concepts
Led the design of a mid-fidelity prototype showcasing dashboard elements, client segments, and advisor alerts
Iteratively tested concepts with internal stakeholders and mock advisors to validate utility and clarity of visualizations
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Prototype was used to secure internal buy-in for continued product development and cross-team resourcing.
Informed product roadmap by clarifying feature priorities
Set a foundation for a scalable product direction centered on data-driven decision support for advisors.
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Journey Mapping & Feature Prioritization
Mid-Fidelity Prototyping
Data-Driven Interface Design
Systems Thinking & Scalable UI Components
RESULTS:
Delivered a functioning prototype to dev team
Enabled client to launch risk assessment tool
ROLE I PLAYED:
Lead Design Strategy
Client & Project Manager
Visual Designer
Accessibility Expert
B R A N D I N G & W E B S I T E D E S I G N
Practice Intelligence is a mission-driven innovator in data-driven growth, dedicated to bridging the gap between client expectations and advisor capabilities.
My Impact: I played a key role in shaping Practice Intel’s visual brand identity and designed their early wireframes and prototypes, laying the foundation for a user-friendly and impactful website that aligned with their mission to transform the financial advice profession.
