Stord, Cloud Supply Chain SaaS

Stord, Cloud Supply Chain SaaS

Stord Design Tablet

Tablet Figma Prototype

 

SCOPE

I was a Senior Product Designer consultant on this project for Stord, a cloud supply chain startup. I worked with another designer, but I the lead on the Cluster Picking project. I created and presented designs to the development team, design directors, VP’s, and the COO.

 

DATE

December 2022

 

PROBLEM

The current software warehouse associates use is expensive, hard to use, inefficient, and causes inaccuracies in shipments.  How do we improve the product picking process for warehouse associates? How do we optimize picking so workers can pick multiple items for multiple orders at the same time? How do we make it easier for warehouse associates to complete their work faster and more accurately? How do we create an engaging design that gives the warehouse the right information at the right time?

 

METHODOLOGY

I traveled to Atlanta to observe and talk with users  in the warehouse and subject matter experts and use human-centered design practices to discover their goals, needs, and pain-points. Designed in sprints in conjunction with an agile development team. Usability test with our warehouse associates to create the best experience possible. Perform exploratory generative research with warehouse associates and subject matter experts to discover their needs, goals, wants mapped to their journey. Collaborated with our warehouse workers, product owners, tech leads, and product leadership to create the best experiences.

 

LEARNINGS 

I discovered that our warehouse associates and subject matter experts may need a configurable experience for cluster picking. Meaning that they need a way for the SaaS to allow for associates to pick multiple items at a time AND a way to allow them to pick only one item at a time. I learned this by watching and hearing from associates about how they may miss some items when picking or put them into the wrong place on the picking cart. For the business, some expensive and bulky items, like say Macbook Pros must be picked and scanned individually. Less expensive and smaller items, like toothbrushes, can be picked and scanned in multiples by adding the correct quantity. This will allow for the warehouse manager to dial the level of oversight needed, and adjust for speed and accuracy as well.

 

RESULTS

We are currently designing and building an MVP. We will release and collect more feedback from our warehouse workers and iterate. The plan is to test speed and accuracy measured against the previous legacy software to find efficiencies. We will save the business over $1M per year for the licenses for the legacy software. Will also have the ability to white-label this tool and sell it to other warehouses around the world.

 

LINKS

Tablet Figma Prototype

Stord Home Page

Express Scripts

Express Scripts

Express Scripts Push Notifications Screens Express Scripts Push Notifications Screens

iOS Figma Prototype

 

SCOPE

I was a Senior Product Designer on this project for Express Scripts, a Pharmacy Benefits Manager owned by Cigna. I worked with a team of designers, but I was the lead iOS and Android designer on this Push Notifications and many other account and communications projects. I created and presented design to other designers, researchers, development teams, design directors, and VP’s.

 

DATE

2022

 

PROBLEM

How do we create a new communication channel with our members? How do we improve medication adherence for our members? How do we optimize using Express Scripts as their preferred pharmacy? How do we make it easier for members to refill their prescriptions? How do we create an engaging design that gives the Express Scripts the right information at the right time?

 

METHODOLOGY

Collaborate with research teams to set goals and plans for research initiatives. Research with members and use human-centered design practices. Design in sprints in conjunction with an agile development team. Usability test with our members to create the best experience possible. Perform exploratory generative research with members and subject matter experts to discover their needs, goals, wants mapped to their journey. Collaborate with our members, product owners, tech leads, and product leadership to create the best experiences.

 

LEARNINGS 

We have learned that most (60%) members would enroll in notifications on app download. This is important because we can ask them right at the point of first time logging in to the app to opt-in. But we must also create flows for different parts of the member journey, say if a member already has the app installed. We will need to create enroll flows for these members such as after ordering medication, prompt on login, and inside their communication preferences to set up later if they would like.

 

We also learned that we must convey the importance of notifications for our members to enroll to get updates about the prescription delivery status, time for refills, medication recalls, or payment errors.  We must make the value proposition relevant to their usage and show how different these notifications may be compared to social media or mobile game notifications. The differences between a potentially life-sustaining medication update VS a Duolingo reminder are huge here and we must make sure our members know this too.

 

RESULTS

Projected $960K in annualized call center savings due to prescription and PHI (personal health information) confusion. Potential additional margin with Refill/Renewal reminder campaigns (with higher conversion rates for push notifications VS emails). Costs savings for using push notifications compared to SMS (text messaging). Most SMS platforms charge per message or per user. The plan would be to measure all of these and track them after successful launch for the project’s KPI’s.

 

We just completed research for these Push Notifications flows. We are currently designing and building an MVP. We will release and collect more feedback from our members and iterate.

 

LINKS

iOS Figma Prototype

Express Scripts App Store

Express Scripts Play Store

Juice Insurance

Juice Insurance

 

Mobile Enrollment Prototype

 

SCOPE

I am a Senior Product Designer consultant on this project for Juice Insurance, a life insurance SaaS startup. I work for a founder who sells insurance and needs help building this idea. I am the sole designer on the project. I created and presented design to development team partners to collaborate and figure out requirements and investors to get buy-in to fund this project.

 

DATE

2022

 

PROBLEM

The current life insurance selling/buying process is frustrating, time-consuming, and labor-intensive. How do we improve the life insurance selling process for agents? How do we enroll their clients digitally? How do we educate consumers about life insurance products? How do we create an engaging design that gives the life insurance clients the right information at the right time?

 

METHODOLOGY

Research with life-insurance agents and use human-centered design practices to uncover their needs, goals, and pain-points. Design in sprints in conjunction with an agile development team. Usability test with agents to create the best experience possible. Perform exploratory generative research with agents and subject matter experts to discover their needs, goals, wants mapped to their journey. Collaborate with agents, founders, tech development partners, and investors to create the best experiences.

 

LEARNINGS

Through interviewing agents I learned that the current process for selling life insurance was frustrating, time-consuming, and labor-intensive. Juice Insurance needed ways to make the client enrollment easier and more efficient. Agents wanted ways for clients to self-service to avoid paperwork errors or misspellings. Clients would also be able to self-service 24/7 and get reminders to complete their life insurance applications. Agents are freed from the back office tasks and are able to focus on marketing, selling, and doing more high-touch client engagement.

 

RESULTS

Previously with paper forms the process took about 4-6 weeks for an agent to enroll a new life insurance client, but with these digital applications and tools we believe it will only take the client 30 minutes to self enroll. We plan to run user tests to insure improvements to the efficiency. We are currently designing and building an MVP. The business is pitching investors with the help of these initial designs. We will release and collect more feedback from our life insurance agents and iterate.

 

LINKS

View Full Process Book Here

Mobile Enrollment Prototype

 

AR App – City Unseen

AR App – City Unseen


City Unseen is an iOS and Android artificial reality app for Snap!, which is a contemporary art gallery in Orlando.

 

PURPOSE

To transform an entire city into an augmented reality art museum.

 

SCOPE

I worked on the branding, user interface and experience design, wireframes, mockups, prototypes, and strategy for this project. I also designed and built the website to promote this project.

 

DATE

2018

 

METHODOLOGY

Met with the project manager, developers, and other stakeholders to determine the scope of the project. Wrote user stories for the different user scenarios. Mapped out the experience and wireframed the app to get approval and communicate the designs to the team. Constant iteration and testing with the curator, artists, and technology stakeholders. We were working with innovative technology and had to solve problems like the AR scanning experience design, bandwidth, screen sizes, and resolution, and working with engineers building on the Unity platform.

 

snap city unseen wireframes

 

RESULTS

CITY UNSEEN won the 2019 Innovation and Technology Golden Brick Award as a groundbreaking Orlando art project. Also positions Orlando and the 501(c)(3) art organization Snap! as a pioneer of art and technology in the 21st century and serves as a platform for discussion about social, cultural, and environmental issues around us.

 

LINKS

Learn more at snaporlando.com/city-unseen

iOS App Store

Google Play Store

 

 

Avis Signature Series Site

Avis Signature Series Site

avis-new

During my time at FROM, Digital I had the awesome experience of working on Avis and Budget car rental sites and apps. Here is an example of a mock-up of some of my work there. The best work I did there was working on A/B and Multi-Variate Testing for Avis and Budget. This was where we would make different designs and run tests with a small percentage of real users and see which design performed the best, sometimes increasing conversions and sales by 12% or hundreds of thousands of dollars.

Avis link here.

 

DATE

2016

Publix Super Market

Publix Super Market

I worked at Publix as a consultant for 9 months and during my time there I worked as an Interactive Designer for Web and Mobile. As an Interactive Designer, I used the Design Thinking approach to my process which includes Empathizing with the users, Defining the problem, Ideating, Prototyping, and Testing, and then going back and cycling through the process to perfect the product you are working on.

For each project, I would put myself in the shoes of their target demographic of shoppers, interview shoppers, talk to store managers, cashiers, and baggers, and empathize with the people who will be using the products I was designing. Every trip to the grocery store was a UX research endeavor.

I would ask cashiers questions like, “How do customers use the pin-pad to complete the Digital Coupon transaction?” “What are some pain points of friction in the process?” “Why do customers have a hard time with Digital Coupons” “How could we make this easier for them?”

Then I would come back to my desk and clearly define the problem I was trying to solve based on that initial research, be it making Digital Coupons easier to use or creating a new Marketing Blog for customers to find out about our delicious recipes easier.

Next, I would sketch out the initial concepts with good old paper and pencil, post-its and whiteboards, and talk through some ideas individually and then collaboratively.

Some sketches here:

Mobile Digital Coupons Filter and Sort, Clipped States, and Coupon Layout.

IMG_8433

 

Sales Flow and CRM / User Dashboard and Shopping Experience.

IMG_8450

 

Desktop Logged Out Digital Coupon State.

IMG_8431

 

Squeeze Page Flow Process For Signing Up for Email Club Join.

IMG_8349

 

From the initial sketches, I would jump into Adobe, Sketch, Omnigraffle, or InVision and make some prototypes. Here are some examples of my prototypes:

Digital Coupons Mobile View

Screen Shot 2016-05-10 at 10.25.09 PM

Digital Coupons Desktop View

Screen Shot 2016-05-10 at 10.24.02 PM

 

And here is the live version of the Digital Coupons Project.

 

Finally, testing would be the last step of the process and then time to iterate and do it all over again.

To test this project I use a few different methods of testing. I use WAVE Evaluation tool to test for accessibility. I could beta test and release the site to a small number of users and gather their feedback. And a focus group could be helpful to gauge how well users of the site can complete tasks on the site like clicking coupons and finding out which items were clipped.

 

Once the site is live I look at the analytics and see the click-through rates for each section and try to optimize performance throughout the site.

 

DATE

2015

Snap! ‘YOU ARE HERE’

Snap! ‘YOU ARE HERE’

This project is a website for a month-long art event at 25 different locations on 31 different days in Orlando, Florida. I created it to help the art patrons find one-night only events taking place on specific days in the month of May.

A bit of a confusing concept to have a month-long art event at different locations, so I empathized with the people attending the events and thought how I could help alleviate some of this confusion.

I talked to some art lovers and asked questions like, “How would you want to find about ‘X’ event?” “Where would you look for this information about an event on a specific day?” “What kind of information would you want to find?”

Based on these responses I began to define the problem. I needed to sort this out for the art attendees.

 

I began sketching out an ascending ordered date list view and then detail list view in order to make the different art show information easier to understand.

wire3

Here is a prototype of a list of art events that become hidden as the day/event elapses. So, on May 31st, the event page looks like this:

Last but not least, was the test to see if the site was solving the problem and working properly. Here is some press from the event:

 

Orlando Weekly

Orlando Magazine

 

And from Snap!’s Facebook Page.

11174719_10152794447639071_6620051009914794551_o

 

 

Desktop View

Greg-Leibowitz-Orlando-Artist-Photographer-wordpress-developer

Mobile View
Greg-Leibowitz-Orlando-Artist-Photographer-wordpress-developer