Note Toolbar Plugin
My Role: Designer and implementer. TypeScript, CSS
I designed and built the Note Toolbar plugin in TypeScript for Obsidian, which lets you create context-aware toolbars for your notes. Over 80K downloads. Localized into 3 languages.
Koru Storefront
- Employer: Nautical Commerce
- My Role: Sole designer.
Designed a marketplace storefront for Koru, a distributor transitioning to a consignment business model via Nautical Commerce's platform, from an existing Shopify storefront.
- Designed multiple views, including the home page, product listing, and product detail pages.
- Updated existing brand to adapt to their new consignment business model.
- Implemented home page in CMS (Builder.io).
FundThrough Embedded
- Employer: FundThrough
- My Role: Product lead.
Led product and design of embeddable B2B funding UX + API:
- Partnered with Intuit to design the UX to allow businesses to factor invoices directly within QuickBooks.
- Led developer documentation effort and implementation of developer portal.
- As product lead, simultaneously managed a team of two product managers, who owned other functional areas.
FundThrough UI + Branding
- Employer: FundThrough
- My Role: Implementation and sole designer.
Led design efforts across the company, and stepped in time to time as product manager:
- Modernized app design, converging several platforms into one, and made progress on adding an embeddable B2B funding solution.
- Implemented groundwork in Storybook for FundThrough's design system.
- Re-branded FundThrough, established brand guidelines.
- Designed and implemented web site (WordPress, PHP, SCSS), branded decks and sales-enablement tools, writing lots of copy along the way.
Neighbor UX/UI
- Employer: Neighbor Billing
- My Role: Sole designer.
Neighbor is a consumer billing platform that our team at Globalive Technology launched in three months, from concept to production. As head of design, I was responsible for the UX for the entire platform, which included:
- Web Interface - Designed and guiding development of the Neighbor Hub (CSR portal).
- Bill Design - Goals included incorporating multiple types of services, making them easy to understand and brandable, while minimizing calls to support.
- Email Templates - Designed and implemented transactional emails.
Neighbor Brand
- Employer: Neighbor Billing
- My Role: Sole designer and implementer.
Once the first release of our Neighbor Billing platform had shipped, we then re-launched our website to sell what we had built, and to attract employees to the company.
In so doing, I identified the need to refresh the brand, but gave ourselves a short timeframe to develop our new look.
Fuzzies Gratitude Journal Concept
- My Role: Sole designer.
The practice of gratitude journaling has been shown to have many positive benefits. It's as easy as writing down the things you are grateful for on a daily basis.
I wanted to design a system that encourages people to get into the habit of gratitude journaling, and to share their gratitudes with others, using the technology they have at hand.
Recruitment Platform MVP
- Client: wayHire
- Employer: DevBBQ
- My Role: Product Manager
WayHire provides select, passive candidates with discreet, career development opportunities with desirable employers. An applicant tracking system for recruiters.
Our client was ultimately acquired.
- Developed as a true MVP, over multiple engagements, around our client's specific process.
- Managed requirements and continuous client delivery, from concept to launch.
- Conducted discovery and managed roadmap.
Concussion Recovery App
- Client: Complete Concussion Management
- Employer: DevBBQ
- My Role: Product Manager
Product Manager for the modernization of a React Native app that coaches and athletes can use to track recovery from concussions; clinicans can use a responsive web dashboard to perform baseline testing, and provide a recovery plan.
- Managed requirements and bi-weekly delivery.
- Internationalization: Wrote tooling for localization.
- Transactional email design + implementation.
- Test Scenarios: Developed and executed test plan (no QA resource).
Visit CompleteConcussions.com ↗
Sports Fundraising & CMS Platform
- Client: Boon-Town
- Employer: DevBBQ
- My Role: Product Manager
Boon-Town partnered with athletes and teams to raise funds and awareness for important causes. I managed requirements and continuous client delivery, from concept to launch.
The platform was used successfully for a very Canadian campaign ↗ to raise funds for the Gord Downie Fund for Brain Cancer Research at Sunnybrook.
At-Home Physiotherapy App
- Client: Therapia
- Employer: DevBBQ
- My Role: Product Manager
Therapia provides patients with physiotherapy home visits. The app connects patients with local home care physiotherapists throughout the GTA and beyond. I managed requirements and continuous client delivery, from concept to launch.
Paymi
- Employer: DevBBQ
- My Role: Product Manager
Paymi is a consumer loyalty / card-linked offers app that allows consumers to automatically earn cash when they shop with their existing credit or debit cards. I managed requirements and continuous delivery.
Achievers API Prototypes
- Employer: Achievers
- My Role: Designer and implementer.
- PHP, jQuery, Chrome extensions, Confluence & JIRA APIs, Outlook VBA
As Product Manager for the Achievers API, I built prototypes to demonstrate present and future use cases using the API and our data. This helped our non-technical stakeholders visualize the potential value we could provide, and enabled new use cases for our Sales team.
Prototypes included:
- Experiments on TVs, bringing recognition and personalities into our physical spaces.
- Chrome Extension as a vehicle for change: Ability to recognize the author of a Confluence page, or JIRA ticket; overriding product styles.
- Outlook macro and Sharepoint widget: Recognition in the flow of work.
Achievers Accessibility
- Employer: Achievers
- My Role: Product Manager. Requirements analysis and user testing.
Lead implementation of accessibility in our web platform, and raised awareness internally.
- Interpreted WCAG levels, as it pertained to Achievers, translating them into requirements.
- Found a developer advocate ↗ who was interested in being the expert, and involved them in user testing, to build empathy.
- Conducted acceptance testing with JAWS, WAVE, and aChecker.
Achievers Product Management Initiatives
- Employer: Achievers
- My Role: Product Manager
In addition to the API, I led improvement initiatives on a number of features on the Achievers employee recognition and rewards platform, including the login flow, checkout flow, transactional emails, and administrative UI.
Login Flow Improvements
- Problem: Interviewing the customer support team revealed login challenges our members commonly had; password recovery was top reason members called in.
- Worked with Security team to ensure newer restrictions (partly due to ISO compliance) were taken into account: preventing brute-force attempts; modernizing CAPTCHA (making it accessible); increasing security questions; not letting the user know whether their email was on file or not... all in the context of a white-labelled platform.
- Solutions included: Clearer UI for login, and separation with SSO; password strength indicators and social proof (e.g., "Your password is weaker than 40% of users"); email improvements to try to avoid password emails from going to spam folders.
Rewards Checkout Flow
- Improvements to the rewards catalogue checkout flow started as collection of "priorities" identified by our suppport team: Differences between physical (i.e., shipped) vs virtual (i.e., gift codes); notifications on order updates. I challenged their assumptions.
- Looked at data which revealed that users bookmarked the order status page, and didn't have a clear way back to that page otherwise.
- Mocked up changes to the checkout flow and tested it on new employees.
Transactional Email Improvements
- Inventoried all emails, their triggers, and CTAs.
- Conducted journey mapping and JTBD analysis for each email.
- Researched and scoped requirements for CASL compliance.
- Result included improving copy, CTAs, and implementing email subscription interface.
Administration System Improvements
- Observed the support team using our internal administration system, to see what common workflows looked like.
- Solutions included creating shortcuts to our ticket tracking system, to speed up access and to populate key screens, shortening time on calls.
Other PM Work
- Holiday Emails - Our annually scheduled emails across all approved programs that encouraged redemptions.
- HRIS Integration Improvements - Executed requirements from our Professional Services team to improve the efficiency, integrity, and functionality behind data imports from HR systems.
Achievers Program Launches
- My Role: Program Launch Manager
Led the design and implementation of 30+ customized employee recognition programs, with annual contract values ranging from $120K to $3.5M.
Notable clients included Google, Levi’s, and Cineplex.
Worked with HR directors and senior stakeholders to determine requirements for recognition programs, including: program brand, design elements (in conjunction with graphic designer), components, budgets, and communication plan.
Writing
User Guide
Note Toolbar User Guide
Comprehensive documentation I wrote for the Note Toolbar plugin (that I also developed) for Obsidian, including installation, settings guides, use cases, and support material.
Article
The Big Freakin' Requirements Document Must Die. Here's Why.
Article I authored for Blueprint, achieving over 47K+ views on BA Times & republished elsewhere.
Whitepaper
Best Practices in ECM Migration
Whitepaper I wrote for Xenos (acquired by OpenText) to provide lead gen for their electronic content management migration services.
Article
WordCamp Toronto Redux
Wrote a couple articles for blogTO including this recap of that year's WordCamp conference.