Led research and design efforts to upgrade Applied’s digital data capture product, Indio, to accommodate complex commercial property data capture, enabling the seamless, error-free transfer of data from the Indio insured portal to its corresponding policy in the Epic CRM without brokers having to manually rekey data.

Led the design of an internal tool that allows non-technical team members to easily add validation rules and error messages to insured-facing fields in Applied’s digital data capture product, Indio, resulting in a seamless transfer of policy data between the two platforms for the first time.

In collaboration with cross-functional partners, I spearheaded the research and design effort to enhance Applied’s data capture product, Indio, to allow brokers to send insured policy data to multiple insurance carriers simultaneously, increasing operational efficiency and time to quote.

Facilitated multiple rounds of research and leveraged findings to inform the design of Indio’s broker-facing form templates feature, giving brokers the ability to hide irrelevant sections of Indio’s digital insurance forms, to mark individual fields or sections as required, and to pre-fill specific fields without having to go through the tedious, time consuming process of configuring a given form prior to each use.

Led research and design efforts to redesign Indio’s broker-facing feature that allows brokers to view year-over-year changes in insured exposure data, thus preventing them from having to perform a manual, time intensive, and error-prone visual diff using multiple browser windows or printouts.

Led research and design efforts for the broker-facing interface for the Indio form library—a repository of nearly 40k digitized commercial insurance forms that brokers use to select various forms for their clients to complete in Indio’s client-facing data collection portal.

Redesigned and validated the digital data capture experience for brokers and insureds to be more scalable, intuitive, and responsive per device type and viewport size.

Partnered with developers to quickly establish a flexible, bare bones design system (and documentation) that accelerated the design and development efficiency of features during the early stage of Indio’s product evolution.

Partnered with the lead accessibility engineer over an 18 month period to ensure Docusign’s customer and signer-facing interfaces adhered to WCAG standards to allow the company to retain strategic enterprise customers such as Microsoft, Apple, and Bank of America.

As a side project I co-founded Docusign’s first design system with a front-end engineer that eventually morphed into an official, funded project with five engineers, three designers, and one prototyper that served to increase designer and developer efficiency and consistency throughout the Docusign product ecosystem.

Collaborated with UX researchers, lead UX designers, product managers, and engineering leads to redesign Docusign’s core e-signature experiences while the engineering team was re-platforming the product’s backend during an aggressive push to capture the e-signature market.