
CRM Redesign
A 30-year-old CRM, pulled back from churn and repositioned for financial services.
2021 to 2026Solo Product Designer
Read case study: CRM RedesignSenior Product Designer for Complex Systems
I turn complexity and ambiguity into order, from users and data to intuitive flows and solid UI. As the solo designer of a CRM for financial advisors, I helped add 4,600 seats and cut churn by a quarter.

A 30-year-old CRM, pulled back from churn and repositioned for financial services.
2021 to 2026Solo Product Designer
Read case study: CRM Redesign
Users answered clients without the full picture, stuck in a six-step copy-paste loop between Outlook and the CRM. I brought the CRM into Outlook.
Feb to Jun 2022 (first release)Solo Product Designer
Read case study: Outlook Add-in
84% of our CRM users did not have the mobile app installed. I made the case to rebuild it, then designed a new app for financial advisors from the ground up.
Feb to Apr 2026 (rebuild design)Solo Product Designer
Read case study: Mobile App