We served as a catalyst for Ontada’s research efforts by partnering with their product team, engineers and designers. This work ran parallel with a new product launch, the Health Administration Portal, that needed data-informed design.

We served as a catalyst for Ontada’s research efforts by partnering with their product team, engineers and designers. This work ran parallel with a new product launch, the Health Administration Portal, that needed data-informed design.

Using competitive analysis, an experience-based roadmap, and a conceptual model, we identified how to provide users with context, agency, and visibility to multiple products at once – without having to hopscotch amongst tabs.

We served as a catalyst for Ontada’s research efforts by partnering with their product team, engineers and designers. This work ran parallel with a new product launch, the Health Administration Portal, that needed data-informed design.

We worked with IBM and Pearson to develop creative direction and guide a team of six designers through the process of creating thoughtful, thorough, and finished designs.

Through active conversation and reflective questioning, we learned that financial advisors have no interest in working. They are more focused on getting to the golf course than fishing through leads. We used this insight to pivot from trying to facilitate OM’s process to doing their process for them.