User Experience Design
The Xerox Adaptive Risk platform (formerly the Multi-Application Predictive Analytics platform) is a web application created to simplify the use of a wide range of complex analytics in finance; such that Business Analysts (non-experts) can create repeatable, actionable solutions for their clients.
Existing tools enabling the use predictive data analytics were complex and typically the purview of data scientists. In the hands of experts, these tools could predict customer behavior and outcomes, but they did not integrate a way to act on those predictions. Business Analysts in Financial Services needed an easy way to predict which borrowers were most likely to default on their loans and a way to target those borrowers with specific types of communication to reduce that risk.
I joined the project team at its inception as the lead designer. With no prior experience in data analytics, I had to start with a significant amount of research: I spoke to business analysts, reviewed existing competitive solutions and spent a lot of time with the data scientists in my group. Once I had a basic understanding of the problem and the space, I led the project requirements definition, team brainstorming and whiteboard sketching. We defined a five step process that would be the heart of the application. Over the next two years, I fleshed out additional sections of the application and eventually created distinct versions of the platform for Business Analysts, their Clients and Data Managers.
The Adaptive Risk Platform was successfully transferred from the research group to a Xerox business unit. Using this platform, a large financial services client was able to reduce delinquencies on their student loans by 30%.
NOTE: I am not able to publicly share all the design details of this project, but I would be happy to discuss it privately with the hiring manager for a prospective position.
I organized the requirements definition for this project, gathering information from project stakeholders, team members and customer representatives as well as competitive analysis. At the time I was in the process of getting my Design for Lean Six Sigma (DfLSS) Green Belt certification so I was able to use many of those tools to further refine and prioritize requirements. I used the House of Quality methodology to identify critical-to-quality requirements, as well as the Failure Mode and Effects Analysis (FMEA) to asses risk.
After brainstorming sessions with the team, I created wireframes in Microsoft PowerPoint; I iterated on them with team feedback and then passed them on to the development team. I worked closely with on and offsite developers to ensure that implementation was consistent with my design intent. I used the Xerox Web Application Style Guide as a starting point for my designs, but had to improvise much of the time as the style guide was not designed for such a complex application.
Video Scripting and Production
Our team was asked to produce several videos to promote the project both internal stakeholders and prospective clients. As the team’s only “creative” it fell to me to do much of the graphics, art direction, script editing, voice over and even acting. The goal of the videos was to explain the process and walk the viewer through a realistic scenario in which a Business Analyst used the application to achieve desired results.
Core competencies: Competitive Analysis, Requirements Definition, Sketching, Wireframing, Corporate Style Guide, Video Scripting and Production, Adobe Photoshop, Microsoft PowerPoint and Word, Lean Six Sigma, Agile/Scrum