Case Studies–Open as PDFs in new tab

Case Study 00: Financial Institution Restriction Trading Platform

This is an in-progress, two-year project to establish a standard bank-wide UX and unify the trading restriction process. This reduced the number of hand-offs between teams from 3 to 1. Reduction in the number of systems a Control Room user needs from 3 to 1.

Case Study 01: AT&T Credit Policy

Projected to save AT&T -/+ $10 million annually in fraudulent losses, and generate -/+ $14 million annually by retaining new acquisitions within the by-flow. Completely thrilled would-be new customers (in user-testing) by recommending alternative downpayment and/or mobile device options.

Case Study 02: AT&T International Travel Plan

AT&T customers can now effortlessly add international features to a wireless plan. Scanning, comparing, and enhancing understanding of add-on plans are now simplified, reducing upper funnel abandonment. Effectively unified the add-on experience across both account and upper funnel pathways.

Case Study 03: Everest Global Insurance Data Visualization

Employee turnover and extreme displeasure due to legacy, disjointed, and divided enterprise products damage Everest Global. Creating a consistent use of color, language, and interaction reduced internal churn and constructed a single outcome across multiple environments.