Next-gen Sign-up - New user acquisition, retention, and engagement flow

• Worked closely with Research, Compliance, Legal, Content, Product, Risk, and Engineering

• Ran multiple cross-functional workshops to determine how to optimize and streamline Sign-up and Onboarding

• Strategized an iterative release plan: short, medium, and long-term

• Designed new Sign-up and Onboarding flows end-to-end

Design Sprint

• Planned and facilitated a 3-day on-site design sprint

• 15 participants across Divvy, Invoice2go, and BILL

• Leveraged data from an extensive Jobs to be Done study to find cross-sectional product opportunities

• Collaborators included Product, Design, Content, Research

• Synthesized takeaways and designed a vision design for Wallet & Balance products

Kickstarted the BILL Balance product from 0–1

• Worked with PM to create initial strategy

• Wrote research plans

• Conducted interviews with customers

• Created a roadmap of future product feature recommendations based on impact-effort sizing

• Designed:

• All-new User Management console: Per-user add/edit/update/delete permissions for Balance

• Scheduled Payments: allowing dynamic Balance top-up based on Bill Pay needs

• Balance Settings

• New Bill Pay interactions and processes

• New Pay a Vendor flows

• International Basic Receivables

• Created prototypes

• Conducted feature validation, usability, survey interviews

Worked on BILL’s Trinity Design System

New Ways to Pay: Enhancements to the Checkout Experience that help users add new funding instruments.

• Created a design component framework that allows for flexible components to be shown or hidden based on context.

• Partnered with PayPal design system team on new design patterns I created

• Designed new interactions for adding a card in Checkout.

• Created new visual designs to focus the user on the solution forward, instead of the problem.