Case studies

Note: additional case studies not shown below are available for viewing on request.

HealthEquity investment onboarding redesign

Role

Lead UX / UI / research

Role

UX / research / development

Timeline

6 months

Timeline

6 months

Platform

Desktop / web

Platform

Desktop / web

A laptop on a desk

HealthEquity, a benefits provider specializing in health savings accounts (HSAs), started offering an investment product that would be a companion to a member's HSA, allowing them to invest excess funds and increase their savings power. Despite widespread excitement from clients and members alike, signups were disproportionately low. I was assigned to lead the user research and design effort to craft a new solution that appealed to both beginner and expert investors alike, collaborating closely with Product, Engineering, Customer Experience, and Investing departments.

387%

increase in onboarding completion

increase in onboarding completion

HealthEquity mobile app redesign

Role

Lead UX / research / development

Role

UX / research / development

Timeline

12 months

Timeline

12 months

Platform

iOS / Android

Platform

iOS / Android

A mobile phone on a desk showing the HealthEquite mobile app

HealthEquity's flagship mobile app allowed the user to check their account balance, file claims, manage account cards, etc. The mobile app development teams were scheduled to sunset the existing app due to an aging tech stack and replace it with a newer, faster, and more secure one. I had the opportunity to lead the design effort for the new app, working with an improved set of quantitative data and conducting user interviews to explore ways to build an app that addressed concerns and made for an overall much more user-centered experience.

1.7

1.7

1.7

4.8

4.8

4.8

OPSGEAR Vest Builder

Role

Lead UX / research / development

Role

UX / research / development

Timeline

8 months

Timeline

8 months

Platform

Desktop / web

Platform

Desktop / web

A laptop on a desk showing the OPSGEAR Vest Builder

OPSGEAR, a former retailer targeting the military, law enforcement, and military-simulation recreation markets, needed a way to reach more online customers who were hesitant to order modular duty vests sight-unseen, since each vest is highly customized to fit each user's function, preferences, departmental regulations, etc. The Vest Builder fit that need with an interactive application that allowed users to see how each piece of the vest would fit to scale before ordering.

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