My Role
Art Direction, Visual Designer, User Experience Designer
Tools Used
Invisionapp.com, Adobe Photoshop, Adobe Illustrator
The Problem
SavvyMoney needed a redesign of their existing product, SavvySomething Pro. The redesign consisted of 1) simplifying the user experience to make it easier for user to use; 2) create a v1 version of the product that would developed upon a Bootstrap CSS framework that would be extensible to a responsive design for v1.1.  and 3) create a visually stimulating visual design utiliizing a Flat UI design and photographic background images that would reflect modern design trends and compete with competitor products..

Process
In this project I served multiple roles: product manager defining requirements; user experience lead leading the UX and usabilty; and visual designer, doing all of the visual design for the application. I lead brainstorming sessions with the CEO and VP of Product and defined the requirements; design concepts, and led discussions around the concepts. To quickly iterate and get feedback from stakeholders and developers, I used rapid prototyping and created an interactive Invision prototype (invisionapp.com) to gather feedback and generate documentation from the comments via PDF export, rather than creating wireframes in Omnigraffle and a UX specification, and then visual design mockups.
The Design
Add Accounts
Goals
The next step the user specified their financial goal.
Create Financial Plan
The user then created their financial plan.
Compare Plans
The user could create a single plan or compare a plan.
Review Plan
The user would then review their plan and go on to the application dashboard.
Before Design
Below are the prior SavvyMoney Pro visual designs.  Stuck in 2005. Done in 2011.

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