PAST WORK
I have lead design teams for finance, health and social media apps. Below you can view my process.
HEALTH Saas
Telehealth - Connecting Doctors to Patients Digitally
DESIGN THOUGHT PROCESS
COMPETITIVE ANALYSIS and QUALITATIVE ANALYSIS
This particular process will be based on the app, “Fruitiion.” My goal was to create software that simplified the customarily convoluted task of organizing the capital of investors and sponsors, managing ownerships fees, and automating distributions. It had to be perceived as trustworthy. A significant part of the process was analyzing competitive and qualitative data via focus groups as well as perception control with use of design elements such as color, typography, layout, and other elements based on Material Design System guidelines to produce a coherent and competitive product. The latest iteration of the product was ultimately minimalistic and pleasing to the eye yet elegant to use. The results were successful according to focus groups including target audience members above 45 years of age. It was deemed trustworthy, successful at simplifying previously complex tasks in real estate capital management, and perceived as a strong competitor amongst other products currently in the market.
USER JOURNEY AND ROADMAP
The workflow is the first stage of creating and organizing our thoughts. From here we understand different pain points of the end user and identify solutions to help answer those open-ended questions end-users are facing.
WIREFRAMING AND LOGIC
Wireframing and Logic is the second key step. These days many people go straight to design. When I was working on this project, we wanted to ensure we had all the functionality and logic understood prior to design.
INITIAL DESIGN MOCKUPS
Based on research and development findings and resolutions, wireframes were created to produce the Initial Design Mockups. Each set of wireframes was resent to owners, stakeholders, and focus groups. Wireframe iterations were made and eventually the first initial design was created. This process was repeated 5-6 times before visual designing was begun.
FINAL DESIGN AND RESULTS
The next phase includes further iterations and refinements. Some of the successes, thus far, include having locked in a few partners, reception of recognition from CCIM, and a successful preliminary design of a FinTech start-up. Lessons learned include the importance of focus groups and qualitative analysis for software development and opportunities include increasing amount of actual user research before sending the final designs to coders for programming.
Getting Started
Deals (Sponsor View)
Deals (Investor View)
Deals (Closing)
The Challenge
Target Audience
Accredited investors ($1 million net worth)
Sophisticated investors ($300K salary)
Likely middle-aged or older
Likely white (may include Asian and Indian)
With a college education or higher
Reference: Boshara, R., Emmons, W. R., & Noeth, B. J. (2015, February). The Demographics of Wealth: How Age, Education and Race Separate Thrivers from Strugglers in Today’s Economy. Retrieved December 28, 2017, from https://www.stlouisfed.org/~/media/files/pdfs/hfs/essays/hfs-essay-1-2015-race-ethnicity-and-wealth.pdf
Personality & Attitudes
Responsible
Hardworking
Assertive
Prolific
Proactive
Confident
Busy
Risk tolerant, but discerning
Values
Free market
Social mobility
Opportunities of growth
Security
Expansion of relationships and networks
Effective use of time
Productivity
Limitations on government regulations
Lifestyle & Interests
Boating
Travel
Golf
Art
Politics
Philantrophy
Client Needs
An attractive, smooth, and intuitive application that appeals to target users
An application that gains the trust of target users through design choices and minimal occurrence of bugs or errors within the app
To generate profit and high return on investment for shareholders and owners
To stand out from competitors
Data analytics to track characteristics and behaviors and error reporting of users to allow refinement of future iterations
User Needs
Legible and intuitive software
Secure and reliable application handling large sums of capital
Eliminate extra cost of fees associated with use of automated clearing house
Decreased cost of transactions and increase capital
Accredited software to manage capital and investments
Transparency and direct communication between investors and sponsors
Get automated updates for investments
Ability to choose individual potential assets created by individual sponsors
Competition
Crowdstreet
CrowdStreet is a platform that pairs individual investors with project developers. Users can pick individual properties or buy into CrowdStreet’s funds, which consist of a diverse real estate projects.
Pros: Access to commercial deals, high return potential, easy-to-use website
Cons: Steep minimum investments, investments are highly illiquid, available only to accredited investors, no mobile application
Fundrise
Fundrise is an online real estate investment trust (REITs) that allows investors to buy into properties by pooling their assets through this investment platform. It offers eFunds, in which investors’ pooled money is used to buy land, develop housing, and then sell it to home buyers.
Pros: Low minimum investments, open to all investors, easy-to-use website.
Cons: Fees are difficult to understand, investment are highly illiquid, complex investments requiring due dilligence, no mobile application
RealtyMogul
RealtyMogul is an online real estate investment platform that allows nonaccredited (who have access to two public nontraded REITs) and accredited investors (who have access to private investment in addition to REITs) to invest in commercial deals.
Pros: REIT products are open to nonaccredited investors, REIT buyback program increases liquidity, high targeted rates of return
Cons: High minimums, complex fee structures, short track record, no mobile application
Juniper Square
Juniper Square is an all-in-one web-based platform for commercial real estate investment managers and their individual investors. It streamlines fundraising with real-time access to data and includes Client Relationship Management (CRM).
Pros: easy-to-use website, good customer support, eases communication between investors and managers
Cons: no mobile application, lack of customization of fund structures and web layouts
CITY OF HOPE AND LIBERTY DENTAL
Connecting Patients and Dentists
PROCESS
Simplifying a Complex Industry
Research and Discovery
Gathering Requirements: This phase involves understanding the target audience, their needs, and the project goals. It includes activities such as user research, competitive analysis, and stakeholder interviews.
User Persona and Journey Mapping
Consensus on User Journey: Creating user personas helps in identifying and empathizing with the target users. Journey mapping visualizes the user's experience, from their initial interaction to the desired outcome, identifying pain points and opportunities for improvement.
Information Architecture
Understanding the Logic: This step involves organizing and structuring content and information in a logical and intuitive manner. It includes creating sitemaps, defining navigation flows, and developing content hierarchies.
Wireframing and Prototyping
Design Structure: Wireframes are basic layouts that outline the structure and functionality of a design. Prototypes, on the other hand, are interactive representations of the user interface that allow for user testing and feedback.
Visual Design
Low-Fidelity Design: This stage focuses on the aesthetics and visual appeal of the user interface. It includes creating a visual style guide, selecting colors, typography, and imagery that align with the brand and project objectives.
Iterative Design
High-Fidelity Design: The finalized design is handed off to the development team for implementation. Close collaboration between UX designers and developers is essential to ensure the design vision is executed accurately.
REQUIREMENTS GATHERING & DOCUMENTATION
ADDITIONAL DESIGN WORK
SOCAL HYBRID REPAIR
MICHAEL SALEHI
SoCal Hybrid Repair is the leading mechanic shop in Southern California. We are able to help replace any battery needs.
PASSION PLANNER
ANGELIA TRINIDAD
Building a world where everyone has access to the tools and community they need to live an authentic and fulfilling life.
TEAM MANZON
ANTHONY MANZON
Team Manzon specializes in serving people, we just happen to be in the field of real estate. Media, Marketing and Investments.