Multiple Roles, One Vision

Kate Developed the Mixed-Method UX Research Program that Drove Customer-focused Product Decisions across the entire re-design, summarized:

Multi-method program of short and long-term studies serving various product stages, timelines and resource limitations to be executed consecutively by 6 separate sprint teams for 18+ months

UX Research Leader for Sprint Team 1 + 2, including these product categories and features:

• Financial ‘Snapshot’ Foundations

• AI Integration for Proactive insights to Inspire Positive Financial Behavioral Change

• Dashboards + Simplified Visualization of Key Financial Analytics (balancing details for the financially savvy with simplicity for lower financial literacy)

UXR Operations Manager

• Sourced, governed, allocated and tracked tools, budgets, participants and research activities for all 6 teams

• Oversaw the relationship between legal teams, products teams and the participant

Research Support for other Sprint Teams, as needed

UXR Operations Win
Able to conduct over 56 individual studies, gartnering 5,000+ unique voices across 6 product teams in 12 months following Agile practices - with only 3 UX Researchers.