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- YodleeFinancial Application
  
  FinCheck
  
  Based on CFSI research paper, I've designed a product which evaluated user's financial health based on several financial factors.
  
  The goal of this project, was to help users understand the overall state of their finances. The user is guided to link their main financial accounts, and answer questions in order to check the overall state of their financial health.
  I was the lead designer on this project, setting the overall direction and structure of the application. I have developed an interactive demo that I handed off to engineering to speed up development process.
  
  Problem Statement
  
  Most Americans are struggling financially. Over 57% of the country – 138 million people – lack financial health. Consumers can gain a holistic understanding of their financial health and are better able to determine the impact of the financial products they use and the financial behaviors they exhibit.
  
  User Research
  
  I've organized user interviews with groups of people from different backgrounds and with different financial needs. Based on conducted research, we've discovered that people do not have wholistic picture of their finances. I have put together personas that aligned with our discoveries and started working on some rough ideations.
- Information Architecture
  
  I started mapping out the rough solution with diagram showing user flow of the application. This helped me understand the scope of the project and present it to stakeholders to ensure that our vision for the product is understood and aligned.
- Information Hierarchy
  
  I have established a hierarchy of information that would be shown to user ensuring that user could scan several indicators in a very short time.
  
  Mockup Iterations
  
  Once we had established the general flow of the application, I started iterating through variety of ideas to find best way of presenting information to our users. Once design was completed I have built an interactive and responsive prototype of the application in order to help illustrate the transitions + animations. It also helped development team to get head start on implementation.
- Outcome
  
  Design solution allowed for user to gain a single point access to all their whole network to get a complete picture of their financial health.
  
  FinCheck was first shown during Finovate conference in New York and won Best of Show award. Soon after product was released as an independent demo app and was incorporated into Yodlee's product portfolio.
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- YodleeFinancial Application
  
  Credit Card Optimizer
  
  Intending to give users a clarity on their credit score, spending and interest rates. Design focused on debt management and guidance of paying debt off.
  
  Goal of the project was to make users aware of real cost of purchases made with their credit cards and provide them with ability to monitor accrued interest.
  As sole designer of this project I was tasked to provide multitude of design solutions when a product requirements were not clearly defined. I was responsible for providing initial ideations, wireframing, mockups and interactive demos.
  
  Problem Statement
  
  The annual general purchase volume (credit cards) is approaching $3 trillion.
  Many users with over 4-5 credit card accounts often find it cumbersome or overwhelming to view and manage all their accounts, given the need to access different websites or applications.
  
  Product Statement
  
  Provide guidance for people to get out of credit card debt. Give them a clear picture of how interest rates and monthly payment contribute to their payoff timeline.
  
  Sketches + Wireframes
  
  As product was strictly driven by requirements and available APIs, my role was to utilize available information and suggest variety of suggestions to ensure that product fits user's needs.
- Mockups
  
  Stakeholders on this projects were not very receptive to a rough wireframes so I had to ideate while taking visual aspect under consideration. Budget on this project relied on user's feedback and I had to ensure that prototypes looked as close to a final product as possible.
- Outcome
  
  Delivery of the final product got a very positive response from users and clients who felt it would be beneficial to make it incorporated in a larger suite of their financial products.
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- YodleeFinancial Application
  
  Sense
  
  Using recurring transactions and spending patterns, product was designed to give users an ability to prevent overspending.
  
  Goal of the project was to provide user a predictive analysis of spending based on past and recurring expenses to ensure that they would have enough money before they reach next paycheck.
  I have collaborated across teams to establish unified vision of the product, produced multiple variations of design proposals and interactive demos with videos illustrating complex interaction that resembled finalized product.
  
  Problem Statement
  
  For people who live from paycheck to paycheck it may be difficult to foresee all the expenses and ensure that they will have enough funds to cover all of their expenses until they get paid.
  
  Research
  
  The need for the product was largely influenced by internally developed technology. It was assumed that it would be a feature that most people would find useful. In qualitative user studies, concept of predictive analysis was not very clear and the challenge was to present this concept in a meaningful way.
- Information Architecture
  
  With large amount of information available to the user, it was important for me to map out where it made sense for each piece of data to be shown.
- Mockups
  
  Due to complexity of transitions, I've put together a video example that illustrated intended interaction with the product. This was to ensure that product stakeholders and developers have a good understanding of expected outcome.
- Outcome
  
  Once design was completed, I have conducted several usability tests to ensure that design aligns with user's expectations and aligns with project objectives. After implementing minor adjustments, design was handed off to development team. Soon after it was added to Yodlee's client portal with great interest from our clients.
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- Yahoo!Email Feature
  
  Email Frequency
  
  I have suggested a new feature to improve Yahoo! Mail search which would be based on frequency of email exchanges with user's contacts.
  
  I have proposed this project during one of quarterly Hackday events. The idea behind it was to show users frequency of communication user has with each of their contacts. Based on that information, users can find email exchanges that could be important.
  
  Product Statement
  
  Rather than finding a conversation by a specific date, users may find it easier to search based on increased volume of email exchanges.
  
  Proof of Concept
  
  Idea that started off as a concept for reducing amount of spam messages has turned into a search feature. My intention was to draft a proposal to team leaders and work with them to enhance it.
- Mockups + Prototype
  
  I have worked closely with Yahoo! Mail team to incorporate my idea into their product. Applying their design language and utilizing available data I was able to fine tune design to bring concept to reality.
- Outcome
  
  After long process of talking to many stake holders and development leaders on email team, product was finally adopted and incorporated into Yahoo! Mail core product. You can read more about this feature in Yahoo! Mail blog post.
  In short order, I was approached by one of the members of our legal team who saw this as a great opportunity for me to patent this invention, which has contributed to portfolio of company's intellectual properties.
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- ZS PartnersMedical Application
  
  ProCo Medical App
  
  Designed to provide clear patient monitoring and improve communications between doctors and patients who require most immediate attention.
  
  In this quick project for ZS Associates, I have designed an app with intention of helping doctors having better understanding of their patients' conditions and for patients to be able to get direct feedback from their doctors on their treatment.
  
  Problem Statement
  
  Doctors have hard time tracking patients' progress and don't know which patients they need to contact whenever treatment is not working or health condition is not improving.
  
  Information Architecture
  
  Purpose of the application was to serve both patients and doctors. I have defined clear product statements for both based on given requirements. In order to establish page navigation, I've mapped out content that is available to the user and required access points for each screen.
- Mockups
  
  After establishing user flow, creating visual mockups was done relatively quickly. I have taken under consideration accessibility of users as many of them were seniors. Legibility and ease of navigation were key elements for making experience successful.
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- Ernst & YoungKYC Compliance
  
  Aegis
  
  Product was designed to provide clarity and guidance to complex process of client investigation. It was to ensure risk mitigation of possible fraud and money laundering.
  
  Application was designed to help analyst solve complex cases to verify identity of clients and ensure that they are not involved in illegal activities. Business need was to reduce training time for analysts by having a more intuitive and guided experience.
  
  Product Statement
  
  Process of solving various cased involves similar tasks, many of which are not automated. Product goal is to create a unified and guided experience for resolving cases.
  
  Research
  
  Before I started working on design solutions, I try to understand problems from user's perspective. I organized workshops and conduct interviews to get a better understanding of what I need to design.
- Mockups
  
  Knowing what is important to users when they are choosing how to prioritize their work enabled me to establish information hierarchy that dictated layout and choice of data points.
- Outcome
  
  Product demo was shown to partners and clients with very positive response. It was handed off to development for implementation.