A product designer with 4+ years of experience creating user-focused digital products that balance innovation, business goals, and impactful design.
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Project overview
Checkboard is a game-changing product for consumers who are making purchases that require credit reporting or documentation of financial accounts. By automating and streamlining the collection and hand-off of content in a secure, straightforward way, the entire transaction process is greatly accelerated and the status is clear to all stakeholders.
The problem
Checkboard addresses a major consumer finance issue by simplifying the collection of essential credit information needed for financing options. Initially, the application was too complex, leading to incomplete user workflows.
My Role
Create a Design system for the project to facilitate consistency in build. Audit the platform which helped discover the key UI/UX changes that make such a significant impact on engagement, workflow completion, and retention.
The solution
We partnered with Checkboard to improve their user journey and UI/UX, boosting completion rates and retention. In just two months, this led to important enhancements:
. Users discovered required documentation far faster
. User discovery of the relevant workflows was greatly improved
. New integrated calls-to-actions throughout the products encourage user engagement
. onboarding new users was reduced from 18 clicks to 11.
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