UX Portfolio

Stephanie O’Neal

A solutions-oriented and creative thinker, who desires to understand how a product or process functions, and how it can be improved. I enjoy the process of defining and conducting research, and synthesizing patterns to better understand customer needs. I employ my strong design skills to lead and facilitate design sprints that create innovative concepts, striving to build an experience that not only meets business requirements, but also fulfills customer need by creating intuitive, user-centered products.

State of Technology

To research and build a dashboard as a means to display the metrics needed to understand how teams were functioning and performing.

Saas Tools Work Journey

To create a more efficient team internal and customer intake process, reducing the amount of time spent or wasted on administrative tasks, and creating more time for the SaaS tool engineers to focus on helping other enterprise teams improve their use of SaaS products and efficiencies within their own spaces.

Advisor/Client Meeting Experience

To create the vision for the ideal consumer experience and competitive differentiation, by enhancing secure site capabilities to better support digital collaboration between client and advisor in three main journey stages: pre-meeting; meeting; and post meeting across all platforms and field experience.

Total View

Create an improved online account aggregation tool that give advisors and clients a comprehensive view of their accounts held at Ameriprise Financial and more than 10,000 other U.S.-based financial institutions.

Design a new interface for all U.S. Bank ATM’s nationwide while updating the interface and portions of the architecture. The ask from the business line was to develop one interface for all the various screen sizes and types of ATMs, focusing on functionality and integrated bank branding.

ATM Retail

Customer Engagement Dashboard

To develop a better experience for an enterprise system used by bankers and tellers at over 6400 branches nationwide to improve customer interaction, staff response to customer needs, a more scannable interface.

“She is a talented, passionate, driven and caring team member who can fly solo, as part of a team, or move fluidly between the two as needed. She’s a talented, capable, high-level designer and leader with great strategic abilities.”

— Director at AGRiP