User Flow – Enterprise Intake Tool
Goal: Consolidate the studio intake process into a single source of truth.
At a large enterprise company (5k+ employees) that had multiple subcompanies and brands, I was tasked to consolidate the intake process so that we could get more information from our clients while also having a higher transparency of where the projects were within the studio. Working with major stakeholders, across multiple teams we created an intake tool that was simple but flexible. While this is only one flow, the end result helped the studio reach a 100% customer satisfaction rating with over 150 projects (various LOEs) being completed per month.
Deliverable specific flows
Related Projects
Product Design – Community Site
Full Product - Community SiteA year in the life of...OverviewThe community site was their first yearlong project. Standard web design process, information discovery, spec development, wireframes, mockups, and development. When launched, engagement spiked, and we truly...
Product Redesign
Product RedesignUser feedback, lost deals, & new technology = Redesign for more revenue.OverviewThe B2B platform was in desperate need of a redesign. Customers consistently commented on its dated style and general overwhelming nature of the platform. Many of the...
Product Design – Enterprise LMS
Full Product - Enterprise LMSTasked with a training portal learning management system (LMS), we needed to train users and employees on our products and best practices.OverviewAfter the success of the community site rollout, we were next tasked with a training portal...