The project and materials provided in this case were created entirely by me. The previous research materials (links before strategy) were provided by the contractee.
Methodology: Design Sprint
Methods Addressed: Map, Target, Wireframes, Documentation
Tools: G-Drive Suite, Figma
Deliverables: UX Strategy, Sitemap, User-Flow, Desktop & Mobile Wireframes, UX Documentation
If you would like to dig into the research provided by contractee, feel free to request access
When leading the Product Design team (about 4) in this parking-ecosystem startup, I created, conducted and deliver everything from research to hand-off in this case. Initially the scope was to design the home-screen with a dashboard in mind, but I ended up redesigning the entire platform.
Deliverables: Interviews Analysis, Feature Map, Layout, Design Evaluation, UI Design
Methods: Stakeholder Interviews, Information Architecture, UI Design
Methodology: Design Sprint
Methods Addressed: Ask the Experts - Stakeholder Interviews, Learn through patterns, Map, Sketch, Prototype
Tools: G-Suite, InVision
For this project, I led the Product Design team (about 4). The things I created involved, metrics plan and follow-up with dev and implementation, Research Plans, Analysis/ Mapping, Product Architecture (Site-Maps, User-Flows and Wireframes), User Tests, some of the UI (G-Map Skin, Micro-Interactions and Oboarding Lottie Animations)
Methodology: Design Thinking & Human Center Design
Methods: Stakeholder Workshop, Current & Future State Mappings, UX Metrics creation & implementation, Screening Plan, Research Plans, Design System, Micro-Interactions, G-Map Design, Motion Design, Cognitive Walkthroughs (User Tests for Validation), Stakeholder Interviews
Tools: G-Suite, InVision, Draw.io, Google Material Design, Adobe After Effects
Deliverables: UX North Star, UX Metrics, Screening & Research Plans, Research Analysis -Mappings (Current & Future) & Personas, Feature-Maps, User-Flows, Wireframes, Test Plans and Findings, Interview Plans
Onboarding excerpt screens created with Adobe After Effects, Bodymovin & Lottie
I was solely involved in the deliverables presented in this project. The closest methodology I aligned with is Design Sprints, were I de-briefed the given requirement through the 4 Jobs To Be Done provided and redesigned a financial advisor app. There was an initial app-evaluation, domain research, design hypotheses, Golden Path, Product Information Architecture and Mid-Fidelity screen-designs. The Mid-fidelity wireframes were delivered through Figma and Google’s Material Design system.
Quick and dirty half a day exercise where I created everything. Through a very sprinted methodology I scoped the specific brief with the User Stories provided and translated these into a Golden Path (Future-State Map), a quick Feateure-Map and some Mid-Fidelity Wireframes.
“[C]reate an experience where advisors on our platform can log in to review and communicate with their clients.”
Login
Select Client, aggregate list view
Browse Individual client view
Info
Call
Message
A platform that allows –advisors, keep track of current business and new business (UpWork/Fiver), where they can communicate and collaborate / CRM –keep track of client journey (phase1, p2, etc)
Easily create, track, contact, record, schedule and conduct a financial relationship with clients. Grow the business while delivering a great experience.
Advisor typically between age 30-50Paper/ Handwriting
Paper/Handwriting
Call / Email
Spreadsheets
Don’t know there are better possibilities
“Easier, faster & works”
Responsibilities: discovery for potential clients (gather information/ match and assigning profile with servicing tools/ communicating with client)
Help people (Altruistic, curious)
Not most tech savvy –Less is more
Link to prototype in InVision
Says: What’s next (step, heard from…, why or not moving forward, followup)
Thinks: Don’t know there are better possibilities
Does: Tracking different things/ Looking towards how to help
Feels: They feel they don’t have enough time/ They are doing enough/ Opportunities to hone into for follow-up questions
What are the most recurrent actions?
Milestones on the process revolve around meetings
Before and after (planning, what to cover, reports, follow-up questions)
Which pain-points should we tackle?
Breaking down miscommunication
Missing/Late to next meeting
Not knowing digital lingo/language
Preferably iOS, iPhone X and beyond
As an advisor I want to easily log-in so that I can Skim & Scan clients list
As an advisor I want to immediately identify what is my next appointment so that I can either call or message the client
As an advisor I want to easily view which are my follow-up clients so that I can keep in touch through email or phone
As an advisor I need to record client’s general info (Name, financial goals, key facts) so that I can manage my client’s relationship successfully
As an advisor I need to track my client’s financial history with its corresponding financial goals so I can successfully advise my client
As an advisor I need to write notes whenever I am meeting my clients so that I can successfully track my client’s financial history
As an advisor I want to access my client’s contact info (phone and email) so I can easily reach them
[Reschedule]As an advisor I want to be able to reschedule so that any unexpected events can be properly handled
Quick and easy log-in with email or Google/Apple
3 tabs to organize clients (Day-to-day, Alphabetically, Per Phase)
A ‘Client View’ should quickly communicate the financial plan and performance so far with a graph
A plan can be divided into milestones
Each milestone should have leads, budget and actions
Link to InVision prototype
Tools: G-Slides, G-MD Color Tool, Figma
Deliverables: UX Research & Analysis, Information Architecture, Wireframes, UI Design & Prototype
Methods: Challenge, User Research -Online, Competitive Research & Analysis, Design Hypothesis, Information Architecture (Tasks, User-Flow), Wireframes, UI Design.
First screen from the Figma Prototype
For a successful job opportunity test, I was asked to visually communicate the dramatic outcomes that can result from slight changes in BPS (Basis Points) –retirement plans, in an attractive intuitive and immediate way. This is what I came up within the 48 hour timespan. If you want to skip to the Figma Prototype.
Create a product that easily communicates the vast difference in results when there are slight changes in BPS for retirement plans.
Our app should convey immediateness, attractiveness and intuitiveness .
Communicate how these dramatic outcomes translate into their lives.
Investopedia
“One of the most challenging aspects of creating a comprehensive retirement plan is striking a balance between realistic return expectations and a desired standard of living. The best solution is to focus on creating a flexible portfolio that can be updated regularly to reflect changing market conditions and retirement objectives.”
3 Things Most Americans Want In Retirement And How To Get Them, Forbes
“First, people want to experience freedom from financial worries in retirement. This should not come as a surprise as 95 percent of respondents stated that freedom from financial concern is important to their definition of success in retirement.[...]
Second, Americans want flexibility in retirement. Almost all respondents, 96 percent, stated that having the flexibility to do what they want in retirement is an important component to their definition of a successful retirement.[...]
Third, retirees want to spend time with family, to relax and travel as part of a secure retirement. For instance, 93 percent of the survey respondents stated that spending time with family was important for a successful retirement, 92 percent stated that relaxing was an important factor, and 80 percent stated that having the time to travel was crucial to a successful retirement plan.”
“The Best Retirement-Planning Apps” by Kate Anania, Investopedia, Dec./19
“Acorns” ‘Potential’ interactive simulation visually communicates simplicity, intuitiveness, attractiveness and potential impact in real-time
With a vertical slidable graph selector, people can determine the time at which the simulation sets the ‘Hypothetical Projection’ in terms of the user’s age
You can set another ‘Hypothetical Projection’ by selecting the “Change Your Potential” Button at the bottom
Another graph emerges and results are shown comparatively, ‘Recurrent Periodic Investment’ and ‘Current’
People can choose an amount of set money values (intervals of $5 & $10) and the periodicity of such amount (Day, Week, Month)
CTA "Turn on" button to activate “Recurrent Investment” feature, becomes very persuasive as you can perceive in real-time the vast difference from a small change
“Mint” harnesses integrations with financial products and presents them in a way that is useful and insightful from a daily and planning perspective
Simple UI with readable dashboards to have both a general understanding and details around spending and financial goals
Extensive “Budgeting” categories 19 (75 subcategories)
“Retirement Planner” Straightforward app with informative fields to have in mind
Ranked #1 in Investopedia, despite its poor Intuitiveness, Feedback and Visual Impact
Visually the difference between the 3 BPS outcomes are not perceived as “dramatically different”
Within an interactive environment such as mobile app, there's an opportunity where Data could be splitted, hidden and zoomed
Setting “Demographic Assumptions” with defaulted values and embed them in an interactive component like a “collapsible list”
“Scenario Assumptions” are the core of the simulation, so the three BPS buttons should always be visible
“Impact BPS Increase” give a general sense that withdrawal extends over time, but lacks meaningful possibilities for spending in hypothetical scenarios
Why are “Annual Withdrawal Amount”(s) and “Withdrawal %” the same regardless of BPS?
Assumption: The annual withdrawal amount is extended over more years
What if people would rather spend more over less years?
What kind of expenses are relevant (amounts and timespan)?
Are the years before retiring relevant when deciding a Retirement Plan?
Assumption: Since its a static data representation, it can’t change view
What if a closer “Retirement View” was presented?
Vital Info
Account Balance at Retirement Age
Annual Withdrawal Amount
Other info can be shown when selecting corresponding item
Interactively visualize the dramatic difference in outcomes that can result from slight changes in BPS.
Create a more dramatic view in the graph by zooming the X-Axis of Age. This will translate visually into a greater difference.
Similarly, communicating how could these changes translate into meaningful retirement scenarios such as more available spending on family visits per year or month.
3. Relevant Expenses Section Shown in BPS Increases Graph when selected
Necessary (Yearly, Monthly, Weekly) [Fixed and correspond to selected General BPS value of Age]
Food
Health
Home
Bills & Utilities
Transport
Taxes & Fees
Desired (Yearly, Monthly, Weekly) [Slidable in Age, X-Axis]
Family
Relax
Travel
Intro Screen (Demographic Assumptions)
Starting Balance: $0
Starting Age: 30
Starting Salary: $40,000
Retirement Age: 65
Impact of BPS Increases Graph
“Account Balance at Retirement Age 65” (Visible when selecting type of BPS, default “Baseline")
“Annual Withdrawal Amount” (Updates according to interactions)
Select BPS (Zoom to range from “Retirement Age” to “Life Expectancy”)
Account Balance at Retirement Age updates
Slide value -horizontal axis to choose a spending “Withdrawal Scenario Age” deadline in selected BPS (“Annual Withdrawal Amount” updates)
I have decided to take a mobile first approach, meaning the mobile app interaction will start from a phone layout since it is more widely used than tablets.
I’ve decided to choose Mexico’s Bank “ABC Capital” since the American ABC Capital is a real estate company and the other ABC Capital is a Chinese Venture Capital whose website is in chinese.
General view of “Impact of BPS Graph” where default active graph is the “Baseline” (others are in inactive state [dark colors])
Selection of “+100 bps Scenario” where “Impact of BPS Graph” view zooms to relevant range and “Account Balance at Retirement Age” appears
Slide the value of “Withdrawal Scenario Age” deadline in “+100 bps Scenario” from 97 to 85, and “Annual Withdrawal Amount” updates
Select “Desired Expenses” and they appear in “Impact of BPS Graph” view within active Scenario, subcategories (“Family”,”Relax”,”Travel”) drop-down from “Desired Expenses” selection
I implemented Google’s Design Material since it presents a mobile OS agnostic approach for development.
ABC Capital’s brand colors include Blue (#00457D) and Red (#E62C38).
Using Material Design’s Color Tool as the starting point for managing color alternatives.
Both primary colors showcase a vibrant result when they are combined (low readability). This is why, following some color theory, I have composed three alternatives around the blue spectrum, with the primary brand’s color and the two variants created with this tool.
Having in mind Mobile Devices peripherals, I set onto creating a more playful interaction. An interaction from the intersection between common gestures in the real world and Mobile Phone's accelerometer.
I've borrowed two playful gestures from daily observations the reflexive spinning and the swift juggling. Two gestures that could be technically feasible and experientially engaging.
I've decided to simplify the interface towards the new experience. The accelerometer remixes the images, and a tap shows the prompt from a generated text. This text is a computational mix from the description of the objects shown on screen. This way, people can be inspired visually and textually.
The interactive prototype was made in Javascript using Cooper Hewitt Museum's API, a RiTa a toolkit for computational literature and the p5js library. This is where the Interactive Prototype can be experienced.
Through Javascript, I'm retrieving all the data from the Cooper Hewitt Museum including images and text from their online exhibition data base. I clean the information and select a topic, in this case, all objects in the museum related to 3D Printing.
Turns out the spinning gesture is one of the blind spots in Phone Accelerometers. This is why, the prototype will only respond to juggling-type gestures.
By retrieving the descriptions from the 3 objects shown in the screen, I create one phrase by remixing the tokens through a set of computational procedures. Every time the images shown change the tokens by which the phrases are created change.
Even though the prompted phrases have grammatical errors, embracing the computational glitchiness aligns with the overall playful and mind diverting concept of overcoming a creative block.
What could be a way to log ITP's entrance and see the difference between the elevators' use and the stairs'? Through a solar powered DIY Arduino, we decided to visualize this data (and store it in a .csv table) in the screen between the elevators at ITP's entrance.
After creating a DIY Arduino that could be powered through solar energy, by following Kina's tutorial we were able to set a basic solar rig that would charge the 3.7V and 1200 mA LiPo battery. We connected the solar panels in series and ended up with an open circuit voltage of 13V. Our current readings however, were of 4 mA.
We hooked the Arduino data to a Processing sketch that would overwrite the table data of a .csv file every second. All of the code can be found in this link.
This project is an ongoing pursue around the question of how to overcome a creative block? Partnered with Lutfiadi Rahmanto, we started out scribbling, sketching and describing the problem to better understand what it meant for each of us and how do we scope this problem and usually respond to it.
From the first session we were able to narrow the idea onto a determined goal: A tool to aid inspiration in the creative process. This led us to consider various things around the sought scenario and allowed us to start asking other creatives around this. We sought to better understand –qualitatively– how creatives describe a creative block and more importantly how is creative block overcome? From this session we were also able to reflect on how to aid that starting point of ideating, often a hard endeavor. A resonating answer in the end, was through linking non-related words, concepts or ideas.
We also researched two articles with subject matter experts about Creative Block and Overcoming It ("How to Break Through Your Creative Block: Strategies from 90 of Today's Most Exciting Creators" and "Advice from Artists on Hot to Overcome Creative Block, Handle Criticism, and Nurture Your Sense of Self-Worth"). Here we found a collage between our initial hypothesis with additional components such as remix, from Jessica Hagy's wonderful analogical method of overcoming her creative block by randomly grabbing a book and opening it a random page and linking "the seed of a thousand stories". Another valuable insight was creating space of diverted focus from the task at hand generating the block. We also found a clear experience-design directive for our app, to balance between constrain –structured scrambled data from the API– and freedom –imaginative play–.
After validating our intuitive hypotheses on how to address the problem through the contextual inquiries and online articles we came up with a solid Design Brief:
Encourage a diverted focus where people are able to create ideas by scrambling data from the Cooper Hewitt's database into random ideas (phrases).
Through this research we created seven different behavior patterns and mapped them onto this two-axis map, that defines the extent to which personas would behave between casual/serious and unique/remix.
For a more detailed description of these archetype behaviors visit this link
This enabled us to create our guiding design path through what Lola Bates-Campbell describes as the MUSE. An outlier persona to direct and answer the usual nuances behind designing, in this case, our mobile application tool to aid Mae Cherson in her creative block. We determined her goals and thus her underlying motivations, what she usually does –activities– during her creative environment and how she goes around between small and greater creative blocks in her working space. We also describe her attitudes towards this blocking scenario and how her feelings entangle whenever seeking for inspiration. There were some other traits determined as well that can be reach in more detail through this link. Overall we crafted this Muse as a reference point for creating an inspirational experience for the selected archetypes –The Clumsy Reliever and The Medley Maker–.
Parallel to the archetypes mapping, we began thinking how to engage our audience –Artists, Designers, Writers, Thinkers, Makers, Tinkerers, all poiesis casters–. Soon we realize the opportunity of captivating our audience through a game-like interaction. A gameplay that requires simple gestures and encourages discoverability. Some of the games we took as reference are Candy Crush and 2 Dots. Two simple games that have out-stand for their heavily and widespread engagement.
By having research cues and possible game-like affordances in mind there's proliferous space to weave tentative design solutions. Hence we made a couple whiles to sketch layouts, concepts, poetic interactions and nonsense infractions.
On the other side we created sense and sought a balance between amusement and feasibility. At the end of this session we came up with three Design Layout Concepts and general Affordances (call to interaction): Linking, Discovering and Dragging.
From these concepts we started making interactive prototypes. While creating the Discovering prototype, we realize people's intuitive mental model beneath a Candy Crush-like interaction did not match with our design intent, and trying to match it resulted overly complicated and forced. This is why we created prototypes for the Linking and Dragging concepts.
Another prototype explores the underlying preference between text-driven inspiration and visually-driven inspiration. While testing these prototypes we realize some people tent to feel more inspired by imaging the words from a text, and other people feel more inspired by visual queues. This prototype allows both explorations.
The next step is to select one gameplay interaction from our user tests and sintactically address the text data from the API.
This is another interaction mode –Remixing Mode–, thought after Katherine's valuable feedback on our final prototype that can be accessed in this link.
We chose two mobile applications that ideally will help patients collect meaningful information about their symptoms and share them with their doctors in way that they can emit better recommendations. Thus, we looked at three overall assets in the applications: first that the use of these apps don't generate an additional frustration over their health, second that what they are registering can be is easily inputed and third that what's being registered could be useful for the doctor. After some research in the abundant alternatives of applications, we chose RheumaTrack and Pain Coach, even though we discarded Track React and Catch My Pain. Overall, we sought the best ones to ultimately decide which of the two was better. Its fair to say that both have useful and usable affordances, but RheumaTrack does add aggregate value that Pain Coach doesn't.
Overall we realized RheumaTrack is a better application because of one particular service or function, which is the way people input their joint pain. This interface in a nutshell is a meaningful (useful & usable) way for both patient and doctor of visualize and recording the pain condition in a really predictable manner. The overall process of adding a new entry (pain, medication and activity), though a bit clamped is clearer than others and pretty straightforward. This dashboard follows the conventional standards in regards of Mobile GUI design, where items and affordances are perceivable (easily readable) and predictable, and the overall navigation feedback. I could realize two simple UX elements that this could improve, which is whenever adding a "New Check" there's no progress bar to predict how long is this task going to take. The "Activity" interface could visually improve in various points . First, generating better contrast between the data recorded and the layers of pain intensity to enhance perceivability (readability) and the tags' date-format can be confusing. Nevertheless, the overall purpose of the "Activity" service or function is very useful for doctors.
By the end of 2014, crime rate -deaths- in Bogota, Colombia decreased. Mugs however remained, and to tackle the common smartphones theft, in Pinedot Studios we attempted to solve it. We created this concept app and pitched it to INTEL Colombia.
This is the Interactive Wireframe so far, for my BCI Interactive Installation. Basically I'm trying ways to better communicate what's going on when using the Mindwave, and how can we translate its signal into a more structured task. The code for this UI Wireframe can be found in this Github Repo.
With the opensource JAVA toolkit Processing, I started exploring around User Interfaces, Time representation and Hover Timing. Hover Timing, might bring intersting possibilities for Natural User Interface such as the Kinect or Leap Motion, where different affordances come into place wtih simple tasks like selecting an element. The code for this draft can be found in this Github Repo
By mid 2014, along with Jenny Robayo and a team of students, we launched the official mobile application for Universidad De La Sabana. It was a creation process that involved a Human Centered Design approach and a semester of hard work. I was the Product Designer behind it, from UX Research to UI Development, good old generalist.
Methodology: Human Center Design
Methods: Focus Groups, Interviews, Stakeholder Prioritization, Design Principles, Personas, Wireframes, Mockups & Prototypes
Tools: Adobe Illustrator, Keynote, G-Suite
Deliverables: Research Analysis, Information Architecture, Screen Designs and Assets
From left to right, Rafael Rodriguez (Integration Lead), Ricardo Sotaquira (Information Technology Engineering Director and Project's Director), Francisco Ramirez (Design Lead), Jenny Robayo (Development Lead), Juan Pablo Velasquez (Student), Alejandro Zambrano (Student). Two students missing: David Piñeros and Nicolas Guzman
Even though this project involved NDAs, the overall process began with the core team (Director and Leads) drafting the Project's Proposal and Design Concept. After an agreed Brief with the stakeholders, we conducted User Research to validate our initial hypotheses and discover new opportunities.
The video at the left is an excerpt from the User Research activities I conducted. They were held in the first Design phase, hearing our main audience, the student community.
Out of this research we crafted Design Principles that would guide us in the App's UX and UI. We also created personas that aided the scenarios.
By overlapping Needs from users and Desires from stakeholders, and the development team's Abilities we decided which features approach first. Once having everyone on the same page, I created tentative layouts through Wireframes and Mockups, that I translated later into tap-through prototypes.
We delivered a Mobile App with a set of features with breakthrough feature to encourage students to improve their performance (virtual academic advisor) and the campus community's daily activities (news, menu, events). The advisor is a tool that will suggest what should a student aim for his next graded assignment (exams, projects, homework) according to a desired course-grade.
This is a run through the different services, natively developed in iOS and Android available for download in their corresponding links
For children's month, we created a giant box to make a stronger bond between children and their parents. I was the Interactive Lead for this project making sure the hardware and software would run swiftly for a month and a half.
Methodology: Iterative Development
Tools: Arduino, OpenFrameworks
Deliverables: Interactive Experience triggered by levers and buttons that took children and parents through a journey
With a collaborative experience, people embarked in a journey in the world of dreams and imagination. To communicate children's boundless imagination and appropriation of everyday objects, we constructed a giant carton box as the ship, with two control panels were knobs and buttons are made out of plastic bottles and other every day objects.
Along with two Interaction Designers, we coded the project's software in OpenFrameworks and the hardware in Arduino. To ensure collaboration in the box's experience, both panels were made wide enough so they could only be triggered by at least two people. There are two starting knobs and two launching/landing levers. The other panel is as wide as the first one, and it has four buttons that light-up to a sequence. Lit buttons have to be pressed at the same time to defeat the violent thread in the journey.
In 2013 we created an electronic vote system through Android tablets that were remotely activated by a Laptop. I was the UI/UX Designer and Industrial Designer –Cubicle. Our main Design Challenge was to create an election system easily perceivable and predictable –intuitive– enough so grown-ups with no previous experience with mobile devices could vote. It was a successful system that didn't got in the way, with 93% of participation.
I created this storyboard so stakeholders could better understand the sought experience.
For the scrutiny I developed this visualization in Processing
Back in 2013 with two developers, we created this Mobile App. I designed the UI including the simplified map of Bogota and the promotional motion graphics. It was the first Mobile Application to interact directly with the map. A more perceivable and predictable –intuitive– interaction comparing it with the competition (public transport apps in Bogota, Colombia).
Flux is a mobile application for tablets that introduces college students to System Dynamics. Its Design Objective involves a new visual representation to improve the user experience in System Dynamic softwares. I was the Visual and Interaction Designer behind its creation. The second iteration at the right was created with a micro-organism metaphor in mind.
For this project I worked closely with a PhD in Applied Sciences directing and implementing the mathematical models behind it, and a junior iOS Programmer.
Bertalanffy’s General Systems Theory sprung from Biology, thus a micro-organism metaphor for the final design seems convenient and captivating. Elements within the aqueous environment resemble organic-like shapes. Both features, the animated elements and organic forms contribute to Flux's aim to bridge users’ mindset onto a unified perceivable and predictable interface.
Ripple effect concept were elements' behaviors interfere like waves disturbing water.
Micro-organism concept were elements have a biological look and the interface borrows visual queues from a petri-dish
In System Dynamics the concept of cycle is essential. This is why the logo's starting point is a cycle. Afterwards, a double cycle resembling the infinity symbol was used for the name's starting point.
