2. Agenda for this presentation
BACKGROUND
● Education
● Work Experience
● Hobbies, etc.
DESIGN PORTFOLIO
● A project that I am proud of from a
previous employer.
● A walkthrough of my solution to the
SessionM design exercise.
Questions? Ask away at anytime. Happy to have a discussion.
3. Hello!
I AM SHANAE ULLMAN
I am here because I love to design easy-to-use
customer experiences.
You can find me at:
LinkedIn @/in/shanaechapmanullman
Twitter @nerdydivashanae
Instagram @nerdydivashanae
Email: shanae.ullman@gmail.com
6. Advanced web design, usability,
telecommunications, database
management, networks, security,
project management
MASTERS IN PROFESSIONAL STUDIES IN INFORMATICS
(MANAGEMENT OF INFORMATION SYSTEMS)
13. SHANAE ULLMAN consulting
▹ Small business owners and non-profits
▹ Personas
▹ Stakeholder interviews
▹ Wireframes
▹ Responsive WordPress Web Design
▹ Digital marketing materials
▹ 10+ years
▹ www.shanaeullman.com
14. FISHER COLLEGE adjunct instructor
▹ Part-time instructor
▹ Computer Science department
▹ Teaching Intro to Web Design, HTML, CSS, JS
▹ Teaching Intro to Photoshop
15. AKAMAI TECHNOLOGIES senior UX designer
▹ Designed new product features
▹ Competitor Analysis
▹ Wireframes
▹ Prototypes
▹ Facilitated collaborative design sessions
▹ Presented design proposals
▹ Worked with remote and on-site team members
16. THE MATHWORKS UX specialist
▹ Designed new products
▹ Customer Interviews
▹ Competitor Analysis
▹ Usability Testing
▹ Wireframes
▹ Prototypes
▹ Facilitated collaborative design sessions
▹ Presented design proposals
▹ Worked with remote and on-site team members
17. KRONOS UX interaction designer
▹ Designed updates for legacy products
▹ Personas
▹ Customer Interviews
▹ Wireframes
▹ Facilitated collaborative design sessions
▹ Presented design proposals
▹ Worked with on-site and remote team members
18. IBM ui testing specialist
▹ End-user UI Testing
▹ Test cases and reports
▹ Epiphany!
▹ User Interviews
▹ Competitor Analysis
▹ Information Architecture
▹ Personas
▹ Wireframes
▹ Worked with on-site and remote team members
19. RED HAT intern
▹ Information architecture
▹ End user testing
▹ Web maintenance
20. ACADEMIA customer service, design, marketing
▹ Northeastern University
▸ Point of contact for graduate admissions office
▸ Updated website for graduate admissions office
▹ Saint Louis University
▸ Created website for entrepreneurship program
▸ Created marketing materials for print and digital
23. CHALLENGE
▹ The original onboarding
workflow was complex and
frustrating.
▹ Frequent issues included:
▸ Duplication of form fields
across multiple pages.
▸ Elements required to
complete tasks spanned
over different pages.
▸ Unclear sequencing of
tasks needed to complete
the setup.
ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
SOLUTION
▹ The new onboarding workflow
is simple and easy to use for
the 1st time user.
▹ The major updates included:
▸ Setup steps contained in a
single component.
▸ Easy to understand
sequencing of required
steps.
▸ UI display of the previous,
current, and next steps in
the workflow.
▸ Contextual help to guide
the user.
24. UX PROCESS
1) Personas,
User Research,
Competitor Analysis
2) UX
Requirements,
Current Workflow
Analysis
3) Brainstorming,
Sketching,
Proposed Workflow
4) Wireframes and
Prototypes
5) Handoff to Dev,
UX Specs
Continuous Feedback
25. ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
Common issues with the
onboarding process for
new customers:
▹ Lack of guidance in
setting up the
application for the 1st
time user.
▹ Lack of sequence and
orientation for setting
up the application.
▹ A tricky navigation and
a setup process
spanned across
different pages.
26. ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
▹ The 1st step in any
design project is
understanding the user
of the application and
their goals.
▹ The information about
the IT admin persona
was gathered via
stakeholder interviews
and reports from the
sales team.
27. ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
▹ Used expertise and
research of common
interaction patterns and
web trends.
▹ Created a list of UX
requirements for the
new solution.
28. ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
▹ Led a workshop with
the development team
to identify and analyze
the steps in the original
workflow.
▹ Captured the proposed
steps in the new
workflow.
▹ Created a step-by-step
plan to alleviate pain
experienced by the
customer.
29. ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
The new solution
addressed the common
issues found in the
onboarding process:
▹ Created a wizard with
contextual help to
guide the user through
the setup tasks.
▹ The wizard provides an
easy to understand
sequencing of required
steps in the workflow.
30. ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
▹ All of the setup steps
are contained in a
single component
▹ Orientation - visual
identification of steps
▹ Status of elements that
require uploading.
▹ Focus on the required
steps and reduces
other distractions in the
UI.
37. CHALLENGE
▹ CSRs need to investigate what’s
going on, and advise the
customer.
▹ Create a design of the customer
profile for the CSR.
▹ CSR will look into status of
redeemed rewards. The
CSR may need to resend
the reward if it wasn’t
received.
▹ CSR will check if the
customer did indeed
complete the special
promotion requirements.
SessionM DESIGN EXERCISE
SOLUTION
▹ The new customer profile is
simple and easy to use for the
busy CSR.
▹ The major features include:
▸ Status of rewards at a
glance. Details on demand.
▸ Requirements for special
promotions at a glance.
Details on demand.
▸ High visibility of important
customer information.
▸ Displayed relationship
between points and tiers.
▸ Filters for discoverability
38. SessionM DESIGN EXERCISE
Competitor Analysis:
▹ Tables with reward
data and points data.
▹ Visual guidance of
status information.
▹ Details of promotion
requirements on
demand.
▹ Use of whitespace for
easy scanning.
▹ List view, tile view
layout preference
▹ Filters for reward type
39. SessionM DESIGN EXERCISE
▹ Sketching - abstract
concepts to more
defined designs.
▹ Sketched multiple
options before
selecting a final design.
▹ Iteration throughout
process.
▹ Referred to persona of
CSR and requirements.
40. SessionM DESIGN EXERCISE
▹ High visibility of
important customer
information in sidebar.
▹ Displayed relationship
between points and
tiers.
▹ Status of redeemed
rewards at a glance.
Details on demand.
▹ Filters for date, activity,
status.
41. SessionM DESIGN EXERCISE
▹ High visibility of
important customer
information in sidebar.
▹ Displayed relationship
between points and
tiers.
▹ Status of redeemed
rewards at a glance.
Details on demand.
▹ Filters for date, activity,
status.
42. SessionM DESIGN EXERCISE
▹ Requirements for
special promotions at a
glance. Details on
demand.
▹ Filters by reward type.
▹ Tile view or list view.
43. SessionM DESIGN EXERCISE
▹ Requirements for
special promotions at a
glance. Details on
demand.
▹ Filters by reward type.
▹ Tile view or list view.
44. SessionM DESIGN EXERCISE
▹ Requirements for
special promotions at a
glance. Details on
demand.
▹ Modal focuses on the
promotion
requirements and
reduces other
distractions in the UI.
46. thanks!
ANY QUESTIONS?
You can find me at:
LinkedIn @/in/shanaechapmanullman
Twitter @nerdydivashanae
Instagram @nerdydivashanae
Email: shanae.ullman@gmail.com