SMB Business banking
Lendio Cash flow and Business Banking
As the Director of Product Management, I led the launch of Lendio's Cloud-Based Small Business Accounting Platform and Financial Mobile App.
Launched the Lendio Business Bank Account
Increased mobile app users by 600%, downloads to 30,000, and ARR to $1 million
Led market and user research for a shift in the brand and mobile strategy for small business segments
Oversaw the product development of new features for tax preparation, cash flow predictive tools, transaction auto-matching, business banking, loan management, and staged-based capital
Established product lane charters and processes. Managed product managers, UX designers, customer support, and coordinated with a remote dev team.
Tracker & Ad Blocker Extension
Redesign of the Ghostery Ad Blocker
Endorsed by Edward Snowden, the ad blocker had become a hit among tech geeks but had not found wider adoption. I was hired to design a new version of the extension to increase Ghostery’s user base and become a top ten browser extension.
The redesigned product was launched at New York Comic Con in 2016. According to one review, the new design was "better than kissing." The newly designed extension earned a five-star rating in Chrome, and Firefox, and was featured as a must-have extension in the newly launched Edge store. It had increased installs to 10,000 a day with a user base of 10 million daily users.
The Ghostery extension was sold in February 2017 to Cliqz, a privacy company owned by Mozilla.
B2B creative work management
Reimagining the Workfront product
Workfront is a platform that combines project management, content management, and business communications. It's most often used by companies with over $1 billion in revenue and more than 10,000 employees.
In 2012, during customer demos with the sales team, we found a number of deals couldn’t close because our existing task management SaaS product didn’t have the needed functionality or the ease-of-use that marketing agencies were looking for. (This was pre Slack, Asana, and G-Suite.) Researching the market, our UX research and go-to-market teams identified this as an ideal opportunity to provide a creative solution that could substantially increase our revenue and SaaS users. This marked a large pivot in executive strategy for Workfront.
*Workfront was acquired by Adobe in 2020
B2B privacy software
Evidon’s GDPR and Privacy Software Suite
As the Director of User Experience and Principal Designer, I led the research and design of Evidon's proprietary software for companies to help them manage privacy legal requirements and govern their use of marketing technologies.
Defined and validated Evidon's proprietary privacy software with lawmakers in the EU, ad tech companies, and the FTC to be compliant with Global Privacy Regulations (i.e., GDPR, Canada’s PIPEDA, ePrivacy Directive “Cookie Law”).
Increased installs to 10,000 a day and 10M daily users of the Ghostery Browser Extension, earned a five-star rating in Chrome, Firefox, and was featured as a must-have extension in the new Edge store
Managed the design team based in Utah and New York.
Created a design system for the Evidon suite of products, designed Evidon's logo and websites
Evidon was acquired by Crownpeak (K1 Investment Management), July 2017
product & Design leadership
Enterprise Go-to-market Release Process
Growing from 100 to 500 employees in a year created growth pains for Workfront. As Director of User Experience, I led a leadership council to define a product development process that would address our growing team sizes and reduce problems for our enterprise customers who needed feature stability on our work management platform.
The new process aligned Product, Design, Dev, and Product marketing for operational efficiency.
Introduced a process for internal readiness to train customer support and sales teams on upcoming features prior to public releases.
Established a “release train” flow for enterprise customers, with monthly minor updates and major six-month releases.
After the leadership council had aligned on the new process, I worked with our engineering leadership to customize our workflows and dev environments.
Reduced disruption to customer setup and increased customer sentiment towards their work management tool.
Created a preview sandbox for customer support to train admins on new features