Projects

I specialize in uncovering user needs and transforming them into innovative, research-driven solutions. Below are some of my favorite solutions. Below are some of my favorite projects where I've tackled complex challenges, collaborated cross-functionally, and delivered measurable results.

Transforming Complexity into Clarity for Financial Users

Led a comprehensive competitive analysis and usability study to identify key pain points in managing cash accounts. Conducted card sorting and iterative usability testing to improve clarity and functionality, resulting in 4 prioritized features that will increase adoption among 70% of high-net-worth users. Delivered insights that informed the redesign of account interfaces, positively impacting 95,000+ accounts.

Paving the Path to Seamless Onboarding

Streamlined the investor onboarding process by identifying barriers through journey mapping, co-creation workshops, and usability testing. Developed user-friendly flows that reduced onboarding drop-offs by 15% and increased task completion rates by 40%. Collaborated with stakeholders to align research insights with strategic goals.

Making Every Transaction Effortless

Redesigned a financial transaction experience by conducting A/B testing and usability studies. Focused on simplifying navigation and improving task efficiency, which led to a 25% reduction in task completion time and a 20% boost in user satisfaction. Delivered actionable recommendations that streamlined user workflows.

Empowering Users to Plan with Confidence

Conducted heuristic evaluations and usability tests to redesign financial calculators for better user engagement. Simplified complex tools into intuitive designs, increasing usability ratings by 30% and calculator usage by 25%. Delivered a solution that made financial planning accessible and engaging for diverse users.

Unlocking Self-Service Success for Enterprises

Spearheaded a large-scale research project to design a self-serve portal for enterprise users in a high-potential market. Conducted 30+ in-depth interviews and analyzed 600+ survey responses to identify key user needs. Delivered insights that informed 7 high-impact design priorities, resulting in a 15% increase in portal adoption and user satisfaction.

Building Communities Through Insight-Driven Action

Led stakeholder research and program evaluations for an economic development initiative. Conducted 175+ interviews to understand needs and deliver actionable recommendations, supporting the creation of 9,000+ jobs and attracting $650M in investments. Demonstrated expertise in social impact research and cross-functional collaboration.

Metrics & Impact

General Research X

20+ research projects conducted, driving insights for B2B and B2C platforms

Adoption Growth

70% increase in adoption rates for a rebranded financial account platform

Research Scale

Conducted 100+ user interviews, surveys, and usability tests to inform product strategies

User Satisfaction

Improved user satisfaction by 25% through iterative usability testing and design

Collaboration

Achieved 90% advisor adoption for a redesigned bank management system

Insights Synthesis

Synthesized insights from 500+ survey survey responses and 50+ hours of user interviews

Improving Workflows

Reduced workflow completion time by 15% with streamlined digital interfaces

Workflow Efficiency

Improved task completion rates by 30% on key platform workflows

Business Impact

Supported $270M market capture through insights for a self-serve portal project

Client Testimonials

Kimberley H., TX

"[...] Jacqulyn led one of the research efforts, which included building stakeholder relationship and working closely with designers, product managers, engineers, etc. [...] Jacqulyn became the SME for this area. Her foundational research are a mainstay in our current work. She was able to gain trust and respect of her partners. Jacqulyn was an asset to the squad. Her open personality made her easy to talk to and made others willing to accept her feedback."