Design Process Artifacts (Not Displayed Due to NDA)
Design Process Artifacts (Not Displayed Due to NDA)
Stronghold is a technology-driven, vertically integrated investment manager focused on real assets and related private markets. We seek to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep technical expertise, creative financial structuring and objective, systematic decision-making.
— OVERVIEW
Stronghold
— ROLE
— DATE
5.21.2024-Present
As the sole product designer for the first 8 months at Stronghold Investment Management (SIM), I was tasked with transforming a highly fragmented internal tool used exclusively within the company. The product was plagued by usability issues, and there were no major design updates for years. I had the unique opportunity to lay the foundation for the future of the product.
Upon joining, the application was in a broken state, but business goals always took priority. The lack of a design system, outdated sketch files, and no visual documentation were key obstacles. My first challenge was to create a design foundation that would set the company up for scalable design growth. I quickly recognized that, while the app had many usability issues, aligning design decisions with key business objectives would be essential for long-term success.
Working in the highly competitive oil & gas industry required balancing the needs of the business with user needs. This complexity demanded a design solution that would meet the industry’s requirements while solving the application’s usability challenges.
Expectations were set high for the usability of navigating countless datasets and variables, ensuring users could efficiently pinpoint specific data points.
Design
Process
When an assignment has been delegated to be worked on via the priority process that is undertaken by key stakeholders. My initial step forward is to dive deep into the problem space which will yield user-interviews, brainstorm sessions with product managers, learning expectations of the solution in terms of business goals as well as the domain.
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Following a lean, iterative approach, I rapidly designed and refined solutions using the Double Diamond framework—diverging to explore different concepts, then converging on the best solutions based on feedback. I worked closely with engineers to ensure feasibility and iterated based on usability testing and stakeholder input. Often times we iterate using paper sketches and low fidelity mockups to communicate the UX solution which are presented in stakeholder reviews. It is possible to iterate and review daily for alignment and synchronization.
Once designs reached a high-fidelity state, I collaborated with engineering to ensure smooth implementation. I worked through design QA cycles, refining interactions, and ensuring the final product aligned with both usability principles and business objectives. The result? A significantly improved internal tool that transformed how users accessed and interacted with critical data, ultimately enhancing efficiency and decision-making within the company.
My first major project was Dev Areas Gold, a critical initiative aimed at addressing significant technical debt. I led the design process using the Double Diamond framework, collaborating closely with the Chief Product Officer (CPO) and CEO to ensure alignment with business priorities. The design process took four weeks, but development spent six months reworking the backend to support the design.
This project exemplified the importance of surfacing critical data to empower users and enhance decision-making. It solved the problem of siloed data, enabling users to access comprehensive, actionable information throughout the application.
Redesigned these tools to significantly improve usability and ensure alignment with business goals. The Allocation Manager revolutionized how users understood allocation from oil wells by surfacing critical data and relationships between assets and shapes in the production process. The NRI Tool further enhanced this by calculating Non-Operating Interest (NRI) based on the data from Allocation Manager. This dual-tool approach standardized the process and made it user-friendly, resulting in a more efficient, streamlined process.
Spearheaded the design and implementation of an AI-driven feature that standardized document structuring, eliminating reliability issues and streamlining workflows. By integrating a Large Language Model (LLM) with 90%+ accuracy, we reduced errors by 60% and drastically improved operational efficiency. This innovation allowed users to validate AI-generated results directly within the document, reducing the time spent on manual checks and improving the accuracy of our title data efforts.
As the lead designer, I quickly responded to urgent design needs, collaborating closely with CPO, CEO, and Product Managers to deliver critical design solutions under tight deadlines.