Building momentum with design.

Process

Process

 

My process is a constant balance between four forces. Once we gain an insight with one we always test it against the other three.

 
 
 
 

Business

  • What can we do, given resources and capacity?

  • How central is the opportunity to the corporate and product strategy

  • What relationships do we have in place to execute our vision?

Market

  • What will survive competitively and economically?

  • What are our competitors doing?

  • What are the innovators doing (regardless of sector)?

User

  • What do people actually want?

  • What are they using today?

  • What features are most important and to which cohorts?

Regulation

  • What’s allowed within rules, laws, or ethics?

  • *While there is not always regulation, like in the Healthcare or Legal space, there are still requirements

 

The Linear Process

 

Observe and Listen

Tools I use: Dovetail, Figjam and Google Sheets

for New Products

People always find workarounds, like spreadsheets as CRMs or folders for tracking orders. Every hack is a clue to unmet needs. Look for patterns, listen for repeats, and catalog what you see—those gaps are where new products start.

for Existing Products

Building real relationships with users means listening deeply, following up, and showing you value their input. Stay in touch, share progress, and let them see how their feedback shapes the product.


Imagine

Tools I use: v0 or Lovable, ChatGPT, pen and paper, notes app, Figma

Switching from research to imagination can be easy or tough. Change your environment, step away from your desk, get inspired outside your field, and let yourself chase wild ideas. Share your thoughts with friends or teammates to build energy. You’re done when your assumptions outnumber your research insights.


Design

Tools I use: pen and paper, Figma, Moqups

Pick the fidelity and tool that lets you move fast. Prototype quickly, test small ideas, and share with teammates for feedback. Don’t worry about constraints yet, just explore. You’re done when you have clear questions to ask users.


Check-in

Tools I use: Maze, Zoom, Meet

Check-in with users and potential users. Finding potential users requires outreach and outsourcing yet fortunately, you’re early observations will hopefully have made some lasting connections for you


Prioritize and Negotiate

Tools I use: Figma, Jira, Trello, ProductBoard, Notion

The best work happens when we measure development effort and prioritize by impact and urgency. My goal is to streamline workflow by tackling key issues and making sure resources are used efficiently.


Redesign & Develop

Tools I use: FullStory, MetaBase, Segment, Figma, Mixpanel, UXCam

This is where we define clear metrics to track progress and performance. Metrics serve as quantifiable measures that enables teams to identify issues early, make data-driven decisions, and enhance the overall quality of the product.