Simplifying Complex Workflows for Modern Software
I have worked primarily on SaaS products that were revenue generating and involved in decision making, such as a real-estate e-commerce platform, quoting and proposal (CPQ-adjacent) workflows, and the sales enablement space. I love to dive into experiences that are heavily influenced by legacy processes, siloed data, or tools that brilliantly evolved feature-first as opposed to workflow-first.
My experience at Ownly, where I was involved in the complete overhaul of an online purchasing experience intended to disrupt the way folks traditionally buy homes in a sales-center-driven world, paved the way for a transition into similar CPQ-associated problem spaces, where my more recent experience at Proposify has included research within complex ecosystems such as Salesforce and HubSpot CPQ, while helping define a new, easier-to-understand version for the SMB and mid-market space.
My experience spans the areas of discovery to execution to shipping. From early problem framing and discovery to systems and interaction design to high-fidelity UI to shipped features, I’m comfortable at any stage of the product lifecycle. I collaborate closely with product and engineering partners to help clarify ambiguity into product direction and buildable solutions.
The guiding principles of my design philosophy is as follows:
• Design for the actual workflow, not the interface
• Optimize the easiest and fastest path to be the default path
• Eliminate steps before optimizing steps
• Use visual design to express hierarchy, state, and certainty
• Ship early, validate with users and iterate on.
Resume
The ideal environment for me is one where I have to operate in an incomplete problem space – i.e., a space neither clearly bounded nor lacking. I have a reputation for getting things out the door fast when operating under ambiguity, but also for insisting on exceptionally high visual craft standards, particularly in environments like B2B products where user experience and user interface quality are often diminished lower on the priority list. I also rely on systems thinking – figuring out how workflows, data relationships and user decision-making models work before getting into interface work.
Eventually, I want to step into positions where I can use design to influence what the product should be, working at the intersection of design and product strategy, leading design discussions with other teams, guiding designers, and supporting teams to make informed product decisions earlier on.
My biggest area of interest are products that combine business logic, human decision-making and structured data - in particular those focusing on revenue, quoting and operational processes. I’m also very excited about the impact of AI on the UX of complex software and decision-support tools.
01 CPQ Case Study
Proposify
02 Reimagining an Editor Case Study
Proposify
03 Online Home Buying Case Study
Ownly
04 Throughout My Role
Bolster (formerly CostCertified)
Calgary, Alberta
Canada