Hi, I’m Elisa (rhymes with 🍕)





THE CHALLENGE
It took our customer weeks of work to deliver critical insights and recommendations to clients.


THE SOLUTION
A tightly scoped, flexibly designed platform that can support knowledge-sharing at enterprise scale.


THE IMPACT
PRODUCTIVITY GAINSSaved expert analysis for only top 5% of data requests
Reduced time-to-insight from weeks to minutes

EXCEEDED EXPECTATIONS
“This is so intuitive, it could become a tool we can show directly to clients to answer questions about high spend.”
- CUSTOMER USER


CLOSED THE DEAL
 6-figure predictive analytics

KEY ACTIVITIES
Process Mapping

  • User Research and Synthesis

  • Refine User Needs and Problem Statement

  • Define Design Drivers from User Needs

  • Lo-Fi Prototypes

  • Specify Data Visualizations and Interfaces

Clickable Prototype


TOOLS
FIGMA

POWERPOINT

SAP FIORI

SAP BUSINESS TECHNOLOGY PLATFORM

EXCEL

AXURE

    MY ROLE
    Lead strategy, product, UX/UI design. Scope the work and manage delivery.

    Lead team of engineers and visual designer to deliver the right features rapidly

PROCESS

USER RESEARCH       Speaking with Account Executives at their desks helped clarify their actual need
THE EXISTING TOOL WAS TOO ADVANCED FOR THEIR ACCOUNT EXECUTIVES       “It’s a great tool, but what is it telling me?”
      “I forget what each term means”
SYNTHESIS     The point where your brain melts is what wer’re going for! 
CLARIFYING STAKEHOLDER NEEDS      Account Executives need to make their clients happy
    Analysts need access to all the data
    Clients need to take action
PROCESS MAPPING
    To visualize the status quo
REFINE THE PROBLEM STATEMENT TO DELIVER THE MOST IMPACT
TRANSLATING USER NEEDS INTO DESIGN DRIVERS     I worked with the senior engineers to precisely define the domain model to inform the data model. 
PRECISELY DESIGNING CHARTS
    I worked with the customer’s data team to define the most important KPIs and determine the best method of visualization
ADD TOOLTIPS AND INTERACTION TO DRIVE CLARITY

LESSONS LEARNED


Replatforming sucks but can be worth it
  • Document, Document, Document
  • In Product, tackle what is easiest, clearest first; 
  • hope that eventually the hard thing becomes the easy thing
  • A high trust team is worth its weight in gold
  • Do the thing that intimidates you
  • There are engineers that are too fast for sprints (hi Sasha!)