I joined Etops to jumpstart efforts to establish definition and process for design of the company’s first cloud based SaaS product, a B2B investment platform for professional wealth managers. The founders had a product vision and deep understanding of their industry, but knew nothing about UX or product design. I dedicated 4 months to help bootstrap their product, working as a member of their executive team. I led several strategic initiatives, including: product definition, design process and rebranding.
- User Research Study: survey existing clients
- Product Definition: roadmap, estimates, features
- Brand Strategy Brief: to guide our agency for rebranding and renaming
Portfolio Accordion concept: