Due to copyright constraints, I am unable to showcase visual representations of my design work from my time at Charles Schwab/Schwab Charitable. Nevertheless, I would like to showcase the impactful contributions I made during that period by highlighting the collaborative efforts and teams I worked with as well as describing my contributions to specific projects at Schwab.
Below, I have provided explanations of the collaboration between my team and various other teams, including developers, design systems, marketing, copy, and user research teams. Additionally, you'll find comprehensive project summaries detailing my contributions during my time at Schwab.
Roles
UX Designer and Researcher
Start Date
October 11, 2021
Categories
UX Design, UX Research, and Finance
Created a better user experience for Schwab Charitable.
Weekly meetings for design review and QA sessions.
Collaborated on the development of new assets and pushed the boundaries of existing ones.
Collaborated with to create detailed user personas.
Collaboration on writing, editing, and copywriting for designs.
Guidance while pursuing a UserZoom certification to conduct user research.
I spearheaded the redesigned grant history user interfaces, a responsive design ensuring a cohesive and user-friendly experience across all platforms. This overhaul involved pages such as grant history, scheduled grant history, contribution history, account letters, cost basis, and transactions.
The design process kicked off in Sketch and as the project evolved, a transition to Figma took place. Each page within the grant history interface has been carefully crafted to provide users with a better experience. From the detailed tracking of grants in grant history to the optimized layouts for scheduled grant history, contribution history, account letters, cost basis, and transactions, the redesign aims to elevate user interactions.
In addition to enhancing the overall layout, special attention has been given to dropdown menus, ensuring users would only see the important information initially and not get overwhelmed. The inclusion of skipping grants further contributes to enhancing the user's control.
I pursued a UserZoom user research certification through an internal course guided by an experienced coach. This certification helped refine my existing skills in user research that I gained from the Product design major at Stanford University.
With the certification, I had the opportunity to conduct user research, both on my designs, and the collaborative efforts within my team, I made sure to take advantage of it. For my designs, I conducted usability, click, and A/B testing across all grant history pages and my donor-advised fund shopping cart experience, comparing each interaction and analyzing the resulting data against the original designs before sharing the findings with my team.
Within the team, my focus extended to my teammate's donor-advised fund shopping cart experience, where I conducted usability, click, and A/B testing across all three distinct designs. I also conducted usability testing through guerilla methods for my teammates' designs for a low-fidelity granting experience.
Collaborating with two fellow team members, we each developed separate low-fidelity prototypes for the donor-advised fund shopping cart experience. Following rounds of usability, click, and A/B testing, we combined the best elements from each design into a unified medium-fidelity prototype. This iterative process aimed at refining the user experience and ensuring a cohesive and optimized shopping cart interface for the donor-advised fund platform.
I delivered weekly presentations on fundamental design principles. These sessions served as a platform to explain the applications of these principles for our team of designers and highlighted their relevance to our work at Schwab Charitable. Additionally, I contributed to design tool presentations for the organization, focusing specifically on InVision and its role in our prototyping processes and collaboration with developers.
Beyond these, I actively participated in monthly and quarterly organization-wide presentations. These sessions served as an opportunity to share updates related to Schwab Charitable, fostering a sense of cohesion and ensuring that the entire organization remained informed about our design initiatives and their impact.