“Do employees fear robots taking their jobs?”

Digital Transformation

  • By conducting 1:1 interviews with leaders to uncover their fears, concerns and assumptions about citizen development and automation.

    By identifying teams with the highest ambiguity and technical uncertainty around citizen development.

  • By designing a prioritized interview backlog.

    By interviewing multiple teams in Investment Operations, which invalidated the critical assumption that associates feared job loss due to automation.

  • By creating three personas and one critical user journey to improve underlying processes an seps for new fund launches.

    By piloting Timeular devices to collect data-driven insights on associates’ real-time activities to prevent memory bias.

  • By facilitating a two-part Design Thinking workshop with senior leadership: Part 1 as a Socratic seminar on automation to discuss the problem space with a white-paper pre-read, and Part 2 as an empathy-driven session for problem framing, solution generation and assumptions mapping.

AVP, UX Design Lead in Product at Capital Group, Los Angeles, CA

2021 - Present

I leverage a user-centric approach and augment my team’s productivity through thoughtful integration of generative AI to define the needs, context and constraints for a digital portfolio of 25+ products, while providing top-notch coaching, strategy and hands-on workshop facilitation services for all steps of the design process, for a 7,000+ employee B2B and B2C organization that manages $2.5 trillion in AUM.

  • By deeply understanding the needs of our users, doubling engagement for the underserved Hispanic segment and driving 40.5% increase in new sales, earning 4 industry awards, including 1st place in the “Promoting Employee Participation” category.

  • By taking a player/coach role and upskilling others in human-centered design methods and product management prioritization techniques, which uncovered new zero-sum and organic growth revenue strategies.

  • By bringing together the Operations, Product and Service departments to streamline multi-departmental processes, which cut down an average B2B client’s onboarding time from 30 to 10 days.

My super power is connecting the unconnected - finding novel and unexpected ways to apply known principles to create innovative offerings, products and experiences that drive ROI and bottom-line growth.

In short, I fall in love with the problem - not the solution. I thrive in ambiguity and drive to clarity - not confusion. And, I find what matters to reimagine the future today - not tomorrow.