startup
Debt Assessment Tool
Worked on designing new features that would increase efficiency at this startup by increasing engagement and leads. These newly designed features yielded incredible results for the client.
context
The Business
This startup created a debt assessment tool to help customers prepare for conversations with a representative on their journey to debt freedom. By requesting the information ahead of time, this gave the representative the information needed to provide more personalized advice based on each customer's situation.
My Role
Project Managing
As the design lead on this project, I worked closely with both the client and a team of designers. Each week, I met with the client to better understand their challenges, and with the team to plan the work based on our capacity and effort needed.
Design Library Building
During this project, I took the lead in creating a design library by reviewing existing elements and turning them into reusable components. This helped our team work more efficiently and made it easier to collaborate with other designers.
Accessibility Advocacy
Accessibility is always a key focus in any project I work on. For this one, we ensured all colors met WCAG AA standards, and we also carefully considered how animations might affect users with cognitive disabilities.
feature design
Adding a Budget
The budgeting feature of the debt assessment tool allowed users to enter their income, debt, and expenses, while also offering helpful suggestions for income categories. It guided users step by step through the experience, making the process simple and easy to follow.
feature design
Speaking to a Representative to Complete Enrollment
Once users added their budget details and contact information, they were fully prepared to speak with a representative. They could also e-sign documents ahead of time, and the connection to a live agent happened directly within the app.
bottom line
The Results
Our design work led to significant improvements in key areas like enrolled debt, contact rates, and enrollment rates. These changes helped more users connect with representatives and get the support they needed. The client was very pleased with the outcome and the impact on their business.
Results by the Numbers
Increased Enrolled Debt
Amount of average debt amount enrolled
Contact Rate
Improvement to contact with a representative
Enrollment Rate
Increase in number of leads who enrolled
Other Work
financial
Business Deals Platform
Played a key role in scaling the platform from 100,000 to 3 million users by leading user-centered design initiatives. Conducted in-depth user research to identify pain points and opportunities, driving the creation of new features that enhanced engagement and usability.
b2b
Design System in Figma
This project helped shape the client’s design culture and prepare for team growth. It improved product usability and accessibility, supported designer development through mentorship, and introduced a component system to speed up feature development and prototyping.