Frost Bank

Above: Starting out with sketching on paper. I keep it simple and start out wide to narrow.

Above: Starting out with sketching on paper. I keep it simple and start out wide to narrow.

Above: These are mid-fidelity mockups I created to convey the flow to stakeholders and teammates.

Above: These are mid-fidelity mockups I created to convey the flow to stakeholders and teammates.

Above: Printing out the screens and taping them to a wall invites teammates and stakeholders to provide input and ask questions.

Above: Printing out the screens and taping them to a wall invites teammates and stakeholders to provide input and ask questions.

Above: I created high-fidelity prototypes using Sketch to illustrate a flow. The level of fidelity becomes more refined once the UX has bee established.

Above: I created high-fidelity prototypes using Sketch to illustrate a flow. The level of fidelity becomes more refined once the UX has bee established.

Above: The goal was to keep the design light and clean. Personalize the experience for the member, and make them feel they are completing steps correctly along the way.

Above: The goal was to keep the design light and clean. Personalize the experience for the member, and make them feel they are completing steps correctly along the way.

 

Open Checking Account on Mobile App
May 2017 I was asked to design a user flow for existing customers to open additional Checking Accounts via the Frost Mobile App. This was a project with a short turn around. Borrowing from the established user flow designed for customers to open a Savings Account, there were few similarities but challenges that had to be solved for.

Challenges
As an example, in the event a customer did not have sufficient funds in their existing accounts, a customer could not be provided the option to open a secondary account until they had adequate funds. We had to determine when native iOS action sheets were appropriate versus a modal for notifying a customer of a specific course of action. We also had to determine the ease in which a customer would be willing to complete the flow versus abandoning it due to the length of steps involved. Adjustments had to be considered in that case.

Design Process
Paper sketches are the first step in determining the right user flow. Shortly after a set of wireframe screens are designed without color. The absence of color is intentional; to get the team of fellow designers and software developers to focus solely on the content and function of the user flow. Not until the process has been determined and vetted do I proceed with applying a color palette and in designing pixel-perfect art.