UX Research & Strategy Portfolio

Research and Strategic Documentation

A portfolio of UX research and strategy work spanning federal government digital transformation, financial services, and emerging technology. Projects include mobile accessibility studies for the Social Security Administration and Department of Veterans Affairs, enterprise design system development, and data-driven platform design for complex workflows. Deliverables range from research plans, user personas, and usability study findings to comparative analyses, card sorts, and stakeholder-ready presentation decks. Each artifact reflects a research-grounded approach to solving design challenges within regulated environments and legacy systems. Work is guided by Section 508 and WCAG accessibility compliance, data visualization best practices, and a commitment to human-centered design serving high-impact platforms and underserved populations.

Documentation

Selected Research Artifacts

SSA · Mobile Strategy
Mobile App Development Strategy

A comprehensive memorandum outlining the Social Security Administration's plan to establish a native mobile presence. Covers human-centered design methodology, quantitative and qualitative research approaches, a UX research methods matrix, and a phased product strategy aligned with SSA Vision 2025 and Executive Order 14058 — with the goal of narrowing the digital divide among historically underserved, smartphone-dependent populations.

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VA · AI Research
Dept. of Veterans Affairs A.I. Pilot Research Plan

An Aurelius-aligned user research plan for the discovery, validation, and design of an AI model interaction interface within the VA. Addresses trust, explainability, accessibility, and compliance with USWDS standards — incorporating advanced methods such as Wizard-of-Oz AI testing, failure mode scenario testing, and expectation mapping to ensure cognitive and emotional safety for end users working with agentic AI systems.

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SSA · Comparative Study
UX Comparative Analysis

A structured UX comparative analysis of Amazon and MyChart mobile applications, evaluated through Nielsen Norman Group heuristics, WCAG 2.2, and emerging design paradigms including AI-assisted navigation and adaptive personalization. Findings directly inform SSA's mobile strategy across information architecture, interaction design, authentication, accessibility, and cross-platform continuity — with strategic recommendations for a task-state-adaptive, inclusive mobile MVP.

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SSA · Digital Equity
Underserved Communities & Mobile / Wireless Broadband Service Needs

A research update synthesizing federal data from the FCC, NTIA, GAO, NIH, and Pew Research Center to map the broadband and mobile access landscape for underserved populations. Documents smartphone-dependency patterns, authentication barriers, cognitive load challenges, and connectivity constraints — delivering an evidence-based UX recommendations roadmap for SSA's inclusive digital transformation from 2023 through 2026.

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EY Marketing Analytics Dashboard
EY Marketing Analytics Platform — UX Design & Data Visualization

A board-level presentation documenting the end-to-end UX design of a unified B2B marketing intelligence platform for EY. Covers the five-phase design process from stakeholder discovery through high-fidelity UI, including journey experience maps, wireframe-to-production evolution, and a data visualization strategy where every chart is mapped to a documented user information need. Key design decisions — progressive disclosure architecture, inline AI Copilot integration, and a context-specific mobile-first responsive strategy — were validated through usability testing and bi-weekly cross-functional critiques across nine specialized disciplines.

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Mobile UX Capabilities Audit
UX Comparative Analysis — Mobile Application Review for SSA

A strategic intelligence report benchmarking Amazon and MyChart mobile applications across five capability dimensions — content discovery, interaction design, security and authentication, accessibility, and cross-platform continuity — to inform SSA's mobile roadmap. Evaluated against the Nielsen Norman Group heuristics, WCAG 2.2, and NIST SP 800-63B standards within a 2025 UX trends framework spanning AI-augmented search, adaptive dashboards, and frictionless biometric authentication. Delivers five prioritized strategic recommendations with impact and effort ratings for SSA executive leadership.

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Integration of UX in an Agile Framework
Integrating UX into Agile Development

A practical guide for product teams, engineers, and designers on resolving the inherent tension between UX research timelines and Agile sprint cadences. Introduces a dual-track Agile model where discovery and delivery run in parallel — one sprint ahead — ensuring engineers never wait on design and designers never guess what to explore. Covers UX roles within every sprint ceremony, five tactics for protecting and justifying research time to leadership, and a three-horizon measurement framework spanning in-sprint experience quality, post-release product outcomes, and ongoing team health metrics.

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