Documentation Miro Board showing site map capabilities system process flows and UIs
Our challenge was to modernize the internal financial services and operations support applications and systems for internal users.
Value Created
Built strong lasting relationships with my teammates across 8 product teams
Helped develop a unified vision for each product
Facilitated cross-functional team collaboration across modernization teams
Identified previously separate areas for centralization
Retired outdated software hamstring our current business
Built a consistent and transparent user experience to optimize software training
Team
11 Product Owners
10 Product Architect
1 Enterprise Architect
4 Managers
1 Director
2 growing to 16 UX Designers
Role
Lead UX Designer
UX Architect
Tools
Adobe XD
Whiteboards
Miro
Skills
Leadership
Collaboration
User Interviews
Usability testing
Documentation
Consensus Building
Facilitation
The Story
In Winter 2018 I began an effort to lead the design team for the final leg of our company’s software modernization effort spanning 8 different product teams.
To establish the trust needed to achieve our desired goals, I set expectations of transparency and accountability by working closely with each team to define the vision for their product.
Define
We started off an investigation into the current systems and users by conducting over 80 hours of user interviews, screen recordings, and observations.
We synthesized our findings, teasing out:
The nature of the jobs and the systems
The core concept at the root of each system
The emotional state of our users while using the current system
Identified similarities between systems and roles
Defined the nature of the work and systems we need to create
We discussed our findings with the product teams, refining our assumptions, and our vision for together.
By the end of our investigation, the team had:
Created 5 new relevant personas
Drafted workflows user journeys for each app
Built strong cross-functional relationships with our product teams and end-users
Established a shared vision for the products
The images below sampling some of the work were intentionally blurred to protect J.B. Hunt proprietary information
Design
During the design phase, I set up regular whiteboarding sessions with each product team to further develop specific flows that were uncovered during our design phase.
The images below sampling some of the work were intentionally blurred to protect J.B. Hunt proprietary information.





After a sketching session, we put together detailed wireframes and shared it back to the product teams for feedback and further iteration.
We had organic UI patterns established in previous modernization efforts that we leveraged for our UI design.
This helped us refine the design, and help the product owners write their requirements.
The image below sampling some of the work was intentionally blurred to protect potentially proprietary information.
After countless iterations, we turned our wires prototypes and took them for usability testing.
The first round of usability studies we aimed to:
Validate the major workflows and information architecture
Identify gaps in the data, designs, or requirements
Each usability study was with approximately 3 to 5 users per product over several months.
After each test, we shared a report back with the product team, made and prioritized change recommendations, iterated and retested.
Below is a sample report that we presented back to one product team.
The images below sampling some of the work were intentionally blurred to protect potentially proprietary information.











Develop
Once the team was comfortable with the workflow and UI, we documented the design using Adobe XD’s developer export or inDesign and had the product owner sign off on its completion.
The images below sampling some of the work were intentionally blurred to protect potentially proprietary information.
Determine
Because this is part of a modernization effort, we are currently measuring the success of the product using business adoption, system resiliency, and general usability as KPIs.
Once released, we will work with our product teams to determine focused business and user KPIs, and make gradual improvements.
Thank you
I want to say thank you to all of my teammates across products that I had the pleasure of working with. It was one of the best experiences that I have ever had on a team and I will treasure it forever