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Introduction and
presentation of
design work
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.
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
EDUCATION
and design training
data visualization, human-factors,
interaction design, usability
GRADUATE CERTIFICATE IN USER EXPERIENCE
Advanced web design, usability,
telecommunications, database
management, networks, security,
project management
MASTERS IN PROFESSIONAL STUDIES IN INFORMATICS
(MANAGEMENT OF INFORMATION SYSTEMS)
Html, css, javascript,
dreamweaver, graphics
CERTIFICATE IN WEB DESIGN
Computer art, digital media,
organizational communication,
public speaking
BACHELOR OF ARTS IN COMMUNICATION
HOBBIES
PROFESSIONAL ORGANIZATIONS
VOLUNTEER ORGANIZATIONS
WORK EXPERIENCE
and epiphany
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
FISHER COLLEGE adjunct instructor
▹ Part-time instructor
▹ Computer Science department
▹ Teaching Intro to Web Design, HTML, CSS, JS
▹ Teaching Intro to Photoshop
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
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
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
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
RED HAT intern
▹ Information architecture
▹ End user testing
▹ Web maintenance
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
why
SESSIONM?
▹ Customer-centric
▹ Relationship building, engagement, loyalty
▹ Technical products - data management
▹ Small company = Wear many hats, Big Impact
portfolio
project
ONBOARDING FOR THE ENTERPRISE APPLICATION ACCESS
DASHBOARD
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.
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
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.
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.
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.
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.
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.
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.
design
exercise
SessionM DESIGN EXERCISE
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
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
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.
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.
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.
SessionM DESIGN EXERCISE
▹ Requirements for
special promotions at a
glance. Details on
demand.
▹ Filters by reward type.
▹ Tile view or list view.
SessionM DESIGN EXERCISE
▹ Requirements for
special promotions at a
glance. Details on
demand.
▹ Filters by reward type.
▹ Tile view or list view.
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.
SessionM DESIGN EXERCISE - LIVE INTERACTIVE PROTOTYPE
https://1hbmqm.axshare.com
Password: sullman
thanks!
ANY QUESTIONS?
You can find me at:
LinkedIn @/in/shanaechapmanullman
Twitter @nerdydivashanae
Instagram @nerdydivashanae
Email: shanae.ullman@gmail.com

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Design Portfolio and Exercise Presentation

  • 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
  • 5. data visualization, human-factors, interaction design, usability GRADUATE CERTIFICATE IN USER EXPERIENCE
  • 6. Advanced web design, usability, telecommunications, database management, networks, security, project management MASTERS IN PROFESSIONAL STUDIES IN INFORMATICS (MANAGEMENT OF INFORMATION SYSTEMS)
  • 7. Html, css, javascript, dreamweaver, graphics CERTIFICATE IN WEB DESIGN
  • 8. Computer art, digital media, organizational communication, public speaking BACHELOR OF ARTS IN COMMUNICATION
  • 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
  • 21. why SESSIONM? ▹ Customer-centric ▹ Relationship building, engagement, loyalty ▹ Technical products - data management ▹ Small company = Wear many hats, Big Impact
  • 22. portfolio project ONBOARDING FOR THE ENTERPRISE APPLICATION ACCESS DASHBOARD
  • 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.
  • 31.
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  • 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.
  • 45. SessionM DESIGN EXERCISE - LIVE INTERACTIVE PROTOTYPE https://1hbmqm.axshare.com Password: sullman
  • 46. thanks! ANY QUESTIONS? You can find me at: LinkedIn @/in/shanaechapmanullman Twitter @nerdydivashanae Instagram @nerdydivashanae Email: shanae.ullman@gmail.com