Portfolio
A human-centric design approach.
Honed over more than a decade in creative and user experience roles—corporate and non-profit, business and the arts, individual contributor and creative team leader—my emphasis is on efficient collaboration that puts the customer’s perspective at the center of decision-making.
Those principles in brief:
Case Study No. 1
Understand the user journey.
ATM REDESIGN, HUNTINGTON NATIONAL BANK
Goal: Optimize our ATM’s user experience for new, more technologically advanced hardware
Content Challenge: Determining our customers’ comfort level with refreshed technologies; scaling the experience to match that comfort level; writing within tight confines, in multiple languages, while accounting for a range of environmental factors
Role: Content designer, incl. research iterations
The art of ATM design is enlargement. You struggle to grasp how little space you’re working with until you witness your first research subject whiff at your $20 button, and more than once. We hadn’t even introduced the drive-up lane and pickup truck, yet.
Through user research sessions that simulated both walk-up and drive-up interactions, indoors and out, we refined our ATM redesign requirements to ensure common activities could be completed, safely and comfortably, in myriad situations. Instructions were eliminated for mostly intuitive behaviors like PIN entry. Touch screens and better data around common customer objectives gave us confidence in providing larger target areas for sought-after tasks. We introduced images and developed a more approachable tone of voice, including using first person pronouns to personify the ATM itself.
Further analysis: The results ushered in much-needed simplicity and accessibility throughout the experience. Customer response has been broadly positive, and ongoing design efforts in ATM have sought to refine trouble spots, especially for multi-lingual support. Further, the improvements have allowed us to explore more advanced, much-desired capabilities, including utilizing near-field communication at log in and offering more specificity around balance and transaction history.
Case Study No. 2
Clarity, brevity, euphony.
ONLINE Account Opening, HUNTINGTON NATIONAL BANK
Goal: Generate an online experience that mirrors in-person customer service interactions. Make digital more human.
Content Challenge: Establishing an engaging voice within a lengthy online form; clarifying the reasons for the lengthiness in order to avoid customer frustration and drop-off; understanding the banker experience to ensure consistency and high customer satisfaction, regardless the engagement channel
Role: Content strategist and designer
How to give an online form a voice? Over many years, back-end delivery systems, and brand re-inventions, we pushed our basic online account opening experience toward warmth, without sacrificing efficiency. For that to work, we focused on my own personal writing mantra: clarity before brevity. If you need more words to ensure user success, take them. And then, where appropriate, sprinkle in some euphony: craft and playfulness.
Further analysis: From 2016 to 2023, Huntington saw a dramatic shift toward online-based originations, with nearly 70% of new accounts being opened online. Naturally, larger societal forces inform that movement, yet the statistic emphasizes the importance of applying iterative design processes and continual improvements to this space. Our initial redesign (2.3) included a top ‘chalkboard’ for more informal, conversational content. You can also see the considerable vertical length of those pages, an attempt at reducing page count and clicks in our forms. Through data analysis and follow-up research with users, both those innovations were eliminated; banner blindness and small screen sizes are crucial factors. Our ongoing aim is to improve the form’s readability, accessibility, simplicity, and success rates.
Case Study No. 3
Advocate through iteration.
OVERDRAFT FEE AVOIDANCE, HUNTINGTON NATIONAL BANK
Goal: Ensure underbanked and middle-to-low-income customers understand the complicated world of banking fees—and how to not get charged additional penalties
Content Challenge: Simplifying complex financial operations into easy-to-understand, actionable advice; placing that advice where it provide maximum context for the customer; corralling multiple data sources within the code base; complying with banking regulations
Role: Content strategist and designer; subject matter expert for user experience
Sad to say, penalties are a necessary check on financial bad actors. Banks need not be inhumane, however. Here we followed through on our goal of putting customers first, ensuring those who are on the very edge of making ends meet have time—plus a second, third, fourth, and ongoing chance—to make adjustments before fees are imposed.
Further analysis: Within a year we saw a statistically significant reduction in fees assessed, though certainly the content and concept of banking fees remains an area of customer dissatisfaction. In further iterations, we pushed for updates to the underlying code base to allow for clearer calculations on the page that require fewer calculations (and questions) on the customer’s part. And, generally, we kept reworking the content for clarity.
Case Study No. 4
Ingenuity in the marketplace.
FESTIVAL MARKETING, TRIBECA FILM FESTIVAL
Goal: Establish a meaningful festival theme that attracts notice and engagement within a crowded marketplace
Content Challenge: Disassembling the theme into taglines that support eye-catching creative
Role: Writer/editor for creative and publications
For the 2014 festival, we developed a text-based campaign that emphasized our showcase as a champion of innovative storytelling via interconnection, artist and audience. Introducing the Tribeca Interactive brand provided new opportunities for audience engagement through online contests and exclusives. In 2015, a subtler approach centered on imagery and an engagement with the emotional experience of theater-going.
The marketing theme came into the venues themselves with our environmental signage, installations, publications, and festival guides.
Case Study No. 5
Establish meaningful voice guidance.
BRAND GUIDELINES
Goal: Build tools that ensure brand consistency, recognizability, and ease of implementation across the enterprise
Content Challenge: Coordinating with colleagues to agree upon a common set of guidelines; designing tools and materials that allow for quick reference; updating the guidelines to incorporate emerging cultural trends
Role: Creative director; brand lead
Film Society of Lincoln Center, North Carolina Symphony, and Tribeca Enterprises all developed new brand identities during my tenure in their creative departments. Building out new brand guidelines became an unexpected but useful skillset. Through consensus building, we crafted useful strategic visions that drove consistency across all manner of creative deliverables.
At Huntington, a larger, corporate environment, this same work was applied to new collaborative tools: intranets, Figma, and MS Teams. This centralization allowed for productive digital discussions between the organization’s community of writers and legal and regulatory stakeholders, a pathway to quick responses, reconsideration, and innovation.
Case Study No. 6
Build outstanding design teams.
Tribeca Enterprises & Huntington National Bank
Goal: Develop an unparalleled creative team, in terms of both personnel and culture. Simple, yes?
Role: Colleague and team leader
Tribeca’s creative department expanded all three years I worked there, my first experiences in the management and coordination of digital creatives: project managers, visual designers, developers, content creators.
Huntington User Experience was home to seven user experience practitioners on my first day, none of them content designers. During my tenure, the team grew beyond sixty teammates, myself managing and supporting eight content designers. Nothing makes you so satisfied as a leader as welcoming in, encouraging, and mentoring tremendous collaborators and professionals.