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Summary

Seasoned Senior Interactive Architect and Lead of User Experience Design, Usability, and Documentation teams at Fortune 500 companies.  Very strong financial & transactional. Point man and the competitive edge for transformation of legacy software and interactive services. Creative and insightful, with excellent analytical and communication skills.  Experienced and technically astute. Called upon to mentor, integrate, articulate and motivate across disciplines.
With more than 25 years experience crafting the customer experience of interactive systems, I offer a unique combination of business understanding, technical acumen, creative talent and strategic insight. Adaptable, innovative and insightful, I "hit the ground running" and excel in a challenging environment.
SKILL AREAS: Protoyping & Modeling, CSS & Templates, Cross-browser issues, SharePoint, AJAX / JSF, Documentation & Online Help, Web 2.0 Social Networking, Accessibility, behaviors,  Team Process, heuristic evaluations, Rich Internet / DHTML.  Technically competent & comfortable in all platform environments.


Keywords:
human factors, GUI expert, training, “best practices”, usability, business requirements, ease of use, workflow, customer centric, templates, stylesheets, look & feel, behaviors, preferences, profiles, communication
Markets:
Financial services (incl. brokerage), banking, media, publishing, technology, advertising
Skills:
Style guides, requirements gathering, use cases, e-commerce, heuristics,  business analysis, site evaluation, RAD prototyping, storyboarding, online help, CBT, SDLC documentation, data modeling, graphics, RUP, wireframes, animation, marketing presentations
Languages / Platforms:
HTML, D
L, MS Word templates, CSS Stylesheets, SharePoint, Javascript, XML, UNIX shell, Visual Basic, LotusScript, .NET, ASP, JSP, Hypercard & SuperCard (Mac), DOS, CRM
Software:
DreamWeaver, Fireworks, Photoshop, RoboHelp, MS Word, Lotus Notes, PowerPoint, Visio, Fontographer, Contribute, SourceSafe, Flash, Rational (RUP) products, Erwin




Professional Experience

Solutions:  In virtually every engagement, I provide the following range of tools & services as a Senior User Experience Design Practitioner:

Recent Projects

Sep 2011 Current

Informa

UX, Information Architecture & UI design and branded packaging of Informa's financial product suite, which are marketed as "white label" services to Blue Chip financial clients.  Target Deliverable: Clickable prototype DemoSite, integration of Informa’s brand styling, implement “best practices” standards, improve usability.
Jun 2011 Jul 2011

United Healthcare

A large advertising agency turned to us when they needed someone to guide their Content Strategy in redesigning Employer, Broker and Member websites for United Healthcare. We provided UX leadership, templates, and techniques: Content Inventory, Heuristic Analysis, Taxonomy, Solutions Matrix and Staff Mentoring.
Mar 2011 May 2011

KPMG

Perform a “CSS Cleanup” on KPMG’s existing public site, with a focus on information architecture, best practices, conformance to accessibility standards, clear terminology, removing redundant code, integration with SharePoint, and bringing the technical development team up to speed on good process.
Feb 2011 Mar 2011

Lead-Free Kids

Merkley +Partners (our agency client in 2008) asked us to guide their redesign this public-facing self-service health site, a partnership between the EPA and the Ad Council. We simplified the UI, spoke to the target audience (Moms), gave it a social networking edge, and focused on immediate “calls to action
Jun 2010 Oct 2010

Information Builders

Delivered a sophisticated customer-facing Template and Customizable Styling System that allows non-technician customers to manage IBI's presentation reporting tools through WebFocus 8. Analyzed customer needs and provided a flexible set of templates that answered customer needs through a responsive, customizable design environment, while also integrating IBI's proprietary graphing and reporting tools. Guided in-house tech team towards UX best practices.
Jan 2010 May 2010

Chubb Insurance

The Cornerstone Project focused on enterprise workflow and portal integration for intranet services in the Surety market. Guided business analysis documentation team, honed Information Architecture and workflow. Provided infrastructural guidance to tech team on creation of Java Server Faces automated design components, screen models and templates. View the clickable demosite of this complex business workflow
Oct 2009 Jan 2010

Bell Labs (Alcatel Lucent)

Design of enterprise-oriented social networking and collaboration platform with a focus on messaging and tagging. Focus on componentized "webparts", seamless integration, enhancement of usability through styling, icons, FAQ's, behaviors, introductory welcome page, targeted messaging. Contributed to internal strategic presentation and professional White Paper.  View the clickable demosite of this collaborative networking model
Aug 2009 Sep 2009

Ingersoll-Rand

Comprehensive Information Architecture, Templates and Wireframing models for integrating enterprise-wide intranets based on SharePoint platform. Guided offshore tech team.
Jun 2009 Ongoing

Rick Daccardi Photos

Complete site makeover and tuneup for the website of a photography service client, originally designed in 2007.  Focus was on updateability and customizability.
Jan 2009 Feb 2009

Queens College

Migrate the large legacy institutional website and sub-websites to SharePoint platform. Focus was on Content Inventory, Assessment, Templates, Information Architecture, and Content Management. Visit this public site
Oct 2008 Nov 2008

CP Cohen Art & Design

"Web presence" and marketing brochureware site for print-oriented design services shop. View this public site
Sep 2008 Oct 2008

[ Major Automotive Retailer ]

(Client Confidential) Usability assessment, analysis and recommendations for "point of sale" touchscreen presentation system used in high-end auto dealerships at ad agency Merkley & Partners. Focus on customer-centric sales support.
Jul 2008 Aug 2008

Sealed Air

Content Inventory and functional assessment of an international portaled B2B and B2C site. Identified existing collateral, audience and business environment. Provided re-organization and IA design guidance. Presented findings & recommendations to executive committee. View the public site
Dec 2007 Jul 2008

US Military Academy

Functional and presentational makeover of a university library website with and eye towards servicing targeted stakeholders: Student Cadets, Faculty, Library Administrators, Visitors and Alumni. Reorganization of existing collateral based on Roles and Personas, structural Sitemap, Stylesheets. Visit this public site
Sep 2007 Feb 2008

Allied North America

“From-the-ground-up” design of a national corporate intranet at construction risk management-oriented insurance company - as a front-end to SharePoint platform. Focus on customizability, updateabilty and componentization. View the clickable demosite of this branded editorial environment
Jun 2007 Aug 2007

[ Company Confidential ]

UI makeover for high net worth audience at major financial company. Focus on workflow, seamless integration, customer self-service and usability.
Mar 2007 May 2007

Prudential Insurance

As the Senior Colleague on the Interaction Design Team, I worked closely with Business Team stakeholders to craft cohesive design solutions for a new private label product. Focus on providing client-mediated sales support to vendors with appropriate interface, behaviors and seamless workflow in branded environment.
Jan 2007 Feb 2007

Advertising Database

Provided complete visual & functional makeover for an advertising contact management application.  Look & feel, continuity, workflows. View this public site

Contractor / Consultant 1998 - 2007




Staff Positions 1994-2002

Staff:  Morgan Stanley Equity Research, Lead Interface Design

Usability champion and interaction design architect for flagship Equity ResearchLink client-facing website, which pushes equity research to Morgan’s institutional investor client base.Liaise to Business Unit. Redesign a problematic legacy interface for industry data analysis tool. ClientLink/Onelook working group on enterprise-wide standards. 
Jan 2000 Feb 2001

Staff:  Immersant (Bowne), Senior Interactive Architect

Lead "human factors" expert, usability analyst and interaction designer at this corporate-oriented internet service bureau design shop. Leverage Bowne’s position into the emerging web-based electronic publishing arena.  Attract and satisfy corporate clients.  Pioneer the Customer Experience practice.
May 1997 Jan 1998

Staff:  Dow Jones Markets, Interface & Documentation Manager

Supervised user experience and documentation practice for e-commerce Transactions Development Group (TDG). Primary client contact in developing all aspects of UI design and analysis.
Feb 1994  Jan 1997

Staff:  Instinet (Reuters), Lead Interaction Designer

Interface Design expert for the Order Management System (OMS),  Instinet's flagship electronic online stock trading and portfolio management service.  Usability engineering to software development groups across the enterprise.  Define the broker's desktop. Integration and compliance with Reuters performance standards.  Implement enterprise-wide Intranet.

The Communication Studio Inc 1981-1990

Owner and Creative Director Established and successfully operated one of the first user interface design / usability service bureaus in the country.
·         AT&T
·         Autozone
·         Bank of America
·         BBDO
·         Booz-Allen & Hamilton
·         Chase
·         Citibank
·         CSPI
·         Dun & Bradstreet
·         IBM
·         IBM Marketing
·         Indiana University
·         NBC
·         Nynex
·         Pacific Bell
·         Prime Computer
·         Sony Corporation
·         Texas Instruments
·         Telerate SportsTicker
·         WETA

Video Production & Animation 1974–1980

Television News Research
Editorial Director; supervised 3 editors
Buckminster Fuller’s Worldgame
Producer/Director of multimedia documentary
Automation House Video Studio
Lighting Director, Set Design, Graphics, Producer
Municipal Cable Project
Manager and Director; Supervised staff of 6
Lisberger-Ladd Animation Studio
Animator for ABC children’s show “Make a Wish”

Education

New York University
Master's degree in Interactive Telecommunications Program (1981) Scholarship; one of first graduates of the program
MIT
Technical courses in animation and video; active with the Media Lab (1977)
Boston University
Master's degree in Educational Media / Instructional TV  (1974) Residency at WGBH New Video Workshop; educational merit scholarship
Tufts University
BA in History (1972) Projects in video and communications; self-directed studies in light & color; Naval ROTC and work scholarship
State Art School
Oslo, Norway (1971)  Courses in graphic arts, sculpture and color theory

References

Available on request.




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