Overview:
Let’s re-envision an existing dated product, with an enhanced user experience, that utilized Machine Learning and Artificial Intelligence algorithms to drive smart pricing scenarios.

Solution:
I created detailed user flows to get a sense of the step by step process that the everyday users take to get to where they need to go. We had multiple sessions with the Business Banking team to establish the stakeholder needs and how to better serve the individual users.

My Role

  • Ideation
  • User Flows
  • Wireframes & Prototype
  • User Testing

Tools

  • Pencil & Paper
  • Illustrator
  • InVision

Overview:
Let’s re-envision an existing dated product, with an enhanced user experience, that utilized Machine Learning and Artificial Intelligence algorithms to drive smart pricing scenarios.

Solution:
I created detailed user flows to get a sense of the step by step process that the everyday users take to get to where they need to go. We had multiple sessions with the Business Banking team to establish the stakeholder needs and how to better serve the individual users.

My Role

  • Ideation
  • User Flows
  • Wireframes & Prototype
  • User Testing

Tools

  • Pencil & Paper
  • Illustrator
  • InVision

01 Pricing Tool - Front End

User Flows:
These flows provided invaluable insights into the full range of possibilities for the product. They offered a clear, visual comparison between creating a custom web build and a Spotfire dashboard, helping the team understand the trade-offs and make more informed decisions on how to move forward.

User Flow 1
User Flow 2

Low-Fidelity Wireframes:
Creating low detail wireframes allowed us to present an initial direction to the stakeholders in order to get better alignment before building out the high-fidelity prototype.

High-Fidelity Screens:
Creating low detail wireframes allowed us to present an initial direction to the stakeholders in order to get better alignment before building out the high-fidelity prototype.

Landing Page Search
New Price Screen
Pricing Screen1

Usability Testing:
Working with the product manager, we conducted a number of user testing sessions of various users of the tool, to get their insights and perspectives of usability. We further refined the screens based on the user’s insights.

02 Back-end Optimizer Tool

High Fidelity Screens:
An additional area of exploration, was an interface used as a back end optimizer. The main users would be data scientists, that needed to adjust variables for the pricing structures. This was the interface we presented them with.

Optimizer Dashboard
Optimizer Constraints Screen