Case Studies
The below works represents my own POV, and does not represent or indicate IBM's current or future product and business direction.
Participant details, key takeaways, revenue/metrics, and other confidential information have been redacted below for public preview.
Scope 3 Kano Analysis -
Usecases & Competitor Discovery
IBM ENVIZI - SCOPE 3 USER DISCOVERY
quantitative Study:
Kano Survey, Usecase Validation & Competitor Assessment
Supply chain users are struggling with growing ESG responsibilities, with carbon cost increasingly equalling monetary costs in a margin-based industry.
Working with product teams to integrate newly acquired Envizi with IBM's Supply Chain Intelligence Suite, I led the generative research team in mapping capabilities to target personas & journey, quantified Kano feature prioritization and competitor market assessment.
Emissions Management Module -
MVP Users & Usecases
IBM ENVIZI - s3c1 mvp release
QUALITATIVE STUDY:
EXTERNAL SME INTERVIEWS, MVP CONCEPT TESTING & LAUNCH
Having turned our initial discovery work into concept product/user flows, I led the research team in validating how well our proposed response to ESG & supply chain business needs would work to resolve user painpoints.
External SMEs were recruited for deep dive interviews & targeted concept testing. Insights were provoked around improvements on emission factor allocation, natural language processing, ESG x SC data exchange, supplier prioritization & engagement.
FDA FSMA Food Traceability List
Usecases & Competitor Discovery
IBM scis - fda compliance dashboard
QUALITATIVE STUDY:
EXTERNAL SME INTERVIEWS, MVP CONCEPT TESTING & LAUNCH
Then-upcoming FDA Food Traceability List requirements were changing how supply chain users handle food inventory tracking & document management needs. In anticipation of customer challenges, I was requested to clarify the mapping between proposed features & specific target users. New usecases were identified leveraging existing capabilities, and placed in market context for competitive assessment.
Newly identified personas & usecases fed multiple workstreams for the integration release of Transparent Supply into IBM's SCIS offering, with additional recommendations requested from me for potential industry partnerships.
User Needs Competitive Assessment
IBM scis - GA RELEASE SUPPORT
QUALITATIVE STUDY:
EXTERNAL SME INTERVIEWS, MVP CONCEPT TESTING & LAUNCH
As SCIS approached General Availability release, senior product management requested a rapid study assessing SCIS' usecase competitiveness. ONE Network & o9 Solutions were selected for review, with materials scraped to benchmark key user experiences. Targeted recommendations were provided by me for design enhancements and head-to-head feature positioning.
Outputs from my work was also used to inform executive strategy readouts, sales battlecards and cited in both SCIS' 2022 AI Excellence Award and personal 2021 Product Trailblazer Award.
Shipment Milestone Enhancement
IBM SCIS - s3c1 mvp release
QUANTITATIVE STUDY:
EXTERNAL SME USABILITY TESTS + NPS PRODUCT ENHANCEMENTS
Supporting enhancement to shipment milestone tracking capabilities, I partnered with a SCIS Design Lead to conduct moderated evaluative testing.
External SMEs were carefully selected & interviewed, in order to feed both in-production & long-term visioning needs.Shipped enhancements saw feature adoption increase +122% , with <10s task completion. Generative research insights has been leveraged for parallel concept workstreams.
2023 Personas Launch
IBM scis - research package
QUALITATIVE + QUALITATIVE :
PERSONA SCORING & CREATION, MULTI-RESEARCH WORK SYNTHESIS
Compiling insights across both legacy & recent research efforts, I published the first revamp of IBM's supply chain personas since 2019.
Personas included licensed images, referenced research, validation scoring, detailed role and painpoint descriptions; as well as guidance on stakeholder usage for diverse scenarios.
Work List
Serves as an ongoing list of completed projects; case studies may not be available for any or all of these works, pending product releases.
This is not an exhaustive list of all works, and should not be used as reference to personal or IBM business direction.
2024
- [redacted] Client Request : Sustainable Finance / Financed Emissions Competitor Landscape Summary
- [redacted] Client Request : Workiva x Persefoni Competitor Snapshot Extract
- Gartner x IBM: Scope 3 Buyer Roundtable Insights Report
- Gartner Supply Chain Symposium Playback - Florida 2024
- Envizi-SCI GTM Launch: Market & Competitor Summary
- Data Quality & Governance - Validation on Entry Discovery
- Data Quality & Governance - Users, Usecases, Competitor Discovery
- S3C1 2024 GTM Competitor Research Refresh
- IBM Sustainability SW Design Portal Codeowner
- IBM Sustainability SW UXR Practice Leader
- IBM Sustainability SW UXR Research Jam Host
- ...
2023
- Emissions Management Module - MVP Users & Usecases
- Scope 3 Kano Analysis - Usecases & Competitor Discovery
- SCIS 2023 Personas Launch
- S3C1 Top UXR Recommendations Report
- IBM Sustainability SW Shared Services - Conceptual Model
- Kano Semi-Automated Analysis Tooling - Launch
- Q3 Global UXR Town Hall - Keynote & Enablement Curriculum
- Q2 Global Quarterly Design Review - Keynote & Enablement Materials
- IBM PM Academy - Curriculum Contributor
- IBM Sustainability SW Design Portal Codeowner
- IBM Sustainability SW UXR Practice Leader
- IBM Sustainability SW UXR Research Jam Host
2022
- FDA FSMA Food Traceability List - Compliance Dashboard
- SCIS - Shipment Milestones Enhancement
- IBM Sterling - Order Management Platform 2.0 Competitive Research
- IBM Sustainability SW Design Portal Codeowner
- IBM Sustainability SW UXR Practice Leader
2021
- SCIS - User Needs Competitive Assessment
- SCIS - Baseline Usability Testing
- IBM Sterling - Supply Chain Customer Integration Discovery Phase 2
- SCIS Work Queues - Task & Tab Lifecycle Usability Test
- IBM Accessibility - AI Applications Standards Development
- IBM AI Applications Design Portal Codeowner
2020
- SCIS - New Product Development Research + Design Workstream
- IBM Blockchain Platform - Customer Enablement Research Story (Austin Accelerator)
- Blockchain Transparent Supply - Inventory Control POC Invalidation Study
- JTBD (Jobs-To-Be-Done): Manufacturing Client SME Onsite Persona Study
- JTBD - AI Applications UXR Template
- SCI 1.0 Platform Alerting Functionality - Discovery
- IBM Sterling Persona Standards Development
- IBM Hybrid Data Management - Db2 Warehouse on Cloud Integration (Dr. Serviceability)
- IBM Sterling Design Portal Codeauthor
2019
- IBM Area 631 Incubator - Dr. Serviceability 3-Month Kickstarter
- Dr. Serviceability POC Pitch - Keynote + Product Demo
- IBM Canada Town Hall & Enablement Media
Student Portoflio
Wanna open a time capsule? Come, look at what a final year design student portfolio looked like circa 2018. Includes student design case competitions, social innovation design work, and some really cool custom gaming PCs, including a $10,000 USD sponsored PC by Intel.
Intrigued? 👉