Customers were abandoning the process of saving cars due to the requirement for account sign-ins. We designed a feature that allowed users to save cars without authentication, improving user engagement, building trust in the CarMax brand, and increasing lead submissions.

This UX case study focuses on designing a Policy Templates feature for Citrix DaaS Studio to address issues with complex and error-prone policy management. By introducing customizable, intuitive templates and incorporating visual feedback, error validation, and context-sensitive help, the design streamlined the policy creation process, reducing configuration time and minimizing mistakes. User research, including interviews with administrators, highlighted the need for simplicity and flexibility, and the resulting solution significantly improved administrative efficiency and user satisfaction.

This case study highlights the redesign of the Account Summary feature within Truist’s Commercial Banking platform to better serve business clients managing complex financial portfolios. As Principal Product Designer, I led the effort to simplify information architecture, surface key insights faster, and streamline workflows for greater efficiency. Through close collaboration with stakeholders and external partners, we reimagined the account overview to support faster decision-making, reduce onboarding friction, and improve client retention. The redesigned experience resulted in a 25% reduction in onboarding time, a 30% improvement in task completion rates, and a 20% increase in client satisfaction, ultimately delivering a more intuitive and actionable financial dashboard for Truist’s commercial users.