Selected Work
Case studies
Summaries of the most recent work I've done for my partners -- contact me for more specifics on any of these projects
New Product Innovation
Insight-led Decisions via Design Thinking Leadership
Need/Ask: Break the "analysis paralysis" in a stakeholder team charged with creating a next-gen risk assessment product
- Re‑energized a stalled product discovery effort by reframing the team around a clear insight: users were doing large amounts of off‑platform research, revealing a gap we were uniquely positioned to solve.
- Led the Design Thinking push end‑to‑end, running 20+ working sessions, validating ideas with dozens of sponsor clients, and guiding the team through personas, journeys, and early workflows that finally moved the project forward.
- Drove the product to near‑launch readiness by piloting early code with focused client groups.
The resulting product launched in 2023, has expanded to accommodate different aspects of the user workflows, and is now the segment's flagship research product offering.
EXISTING PRODUCT ASSESSMENT
Jobs To Be Done Opportunity Analysis
Need/Ask: Justify the case for continued investment in a product lacking direction
- Pinpointed why adoption stalled and clarified whether the product deserved further investment by grounding decisions in real user needs.
- Replaced an unhelpful survey approach with insight‑driven research, giving the team clearer direction instead of vague “fix everything” feedback.
- Surfaced 11 high‑value unmet needs, creating a focused opportunity path and measurable targets for improving the experience.
(Client feedback) “Adding the JTBD made me see that my original research plans were limiting – I can now be more precise with my data reporting and help the organization make a more informed decision.”
USER WORKFLOW TRANSPARENCY
Mapping the End-to-End Experience
Need/Ask: Create a visual documenting the company's presence through the workflow of its target legal professional persona
- Mapped 100+ user goals and workflow steps to reveal friction, decision points, and the real tasks driving trademark work.
- Translated 550+ Empathy Attributes into clear human needs—motivation, pressure, trust, and emotional stakes shaping every phase of the journey.
- Identified 30+ opportunity areas through Connection Points, turning pain points into actionable ideas for automation, clarity, and smarter decision‑making.
USER DRIVEN INSIGHTS
Boosting KPIs with Behavioral Analysis
Need/Ask: Deliver insights that will guide a redesign of critical analytic graphics
- Analyzed 12 hours of session replays to uncover behavior patterns impossible to see in click data, revealing workflow gaps and attention hotspots.
- Measured engagement across six analytics graphs, segmenting by market and experience level to surface load‑time issues, “dead time,” and high‑value usage trends.
- Delivered 10 KPI‑ready insights that guided 2025–26 redesign priorities, giving product teams clear metrics for what to fix and what to amplify.
PORTFOLIO COHESION
Product Design Similarity Assessment
Need/Ask: Quantify the effort required to bring related products "closer together" from a visual design standpoint
- Created a clear framework for judging experience consistency, using 23 visual design attributes to help teams spot gaps and improve cross‑product clarity.
- Revealed 24 concrete improvement opportunities across three product assessments, giving product leaders specific, measurable actions to boost design similarity.
- Cut evaluation time by 30% by creating a Copilot‑powered baseline assessment that jump‑started designer reviews and sped up the entire process.
ENTERPRISE PRODUCT ALIGNMENT
Unifying Legacy Systems with Clear Capability Insights
Need/Ask: Benchmark internal product capabilities to inform portfolio strategy
- Mapped capabilities across 14 legacy products, giving leaders a clear view of overlaps, gaps, and where to invest or sunset.
- Created a consistent assessment model capturing goals, tasks, integrations, issues, satisfaction, and trends — all validated by cross‑functional experts.
- Surfaced roadmap‑ready insights, revealing improvement opportunities and strengthening decision‑making across product, training, analytics, and customer success teams.