Company

J.P. Morgan

Point of sale management

Estate managers need the ability to manage point of sale devices at various levels of granularity. Currently, all tasks require an approximate 45 minute phone call that costs about $60 per call. If there is a complex problem that requires a longer solve, that price and time can quickly lengthen to days. By creating market comparable self-service options, clients will have an efficient and cost effective method to accomplish their jobs to be done.

Main Project Image

design process

When I joined the project, some parts of the discovery process had been completed, but there was still much to be done. I held focused workshops to establish a hypothesis driven design statement, map the object model, and drive a collective understanding of what we were building towards.

impacts

Despite a mid-project delay caused by external API shifts, the design remains validated through usability testing. We are currently positioned for a successful launch in the coming weeks. With testing data proving the solution effectively meets core user expectations, we expect to meet business goals of driving down costs and improving offerings for our users at the same time.

stakeholder collab

As a design leader, I recognized a siloed, waterfall workflow and introduced structured cross-functional ceremonies. By establishing dedicated requirement, design review, and technical grooming sessions, I transformed our fragmented workflow into a cohesive agile-aligned process.