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Comfort Survival
Product Designer
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A single, secure view of your money designed to help you understand, manage, and plan with confidence.

Role: End-to-end product design & research

  • User research

  • UX flows & IA

  • Wireframing & prototyping

  • Usability testing

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Single sign-on built for customer service teams

Customer support teams spent hours helping users reset multiple passwords across different systems. I designed an SSO tool that consolidated accounts, automated authentication, and cut ticket resolution time from 15 to 9 minutes, a 40% efficiency gain for the team.

Role: User Consultation, Research and  Product Design
Tools: Figma, Miro
Timeline: 4 weeks

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The User Problem

Imagine a support agent repeatedly guiding users through password resets across multiple systems — this was a daily pain point at our company. To solve it, I led the design of an SSO tool that consolidated accounts, automated authentication, and reduced ticket handling time, making support faster and less stressful for both users and agents.

 

Sarah, a Customer Support Assistant at LTS, was bogged down by repetitive login-related issues that impacted both team efficiency and educator experience.

She was spending the majority of her time manually handling low-value tasks like:
 

  • Password resets and locked account support

  • Manually searching for educator data across disjointed systems

  • Tracking request histories in spreadsheets

  • Troubleshooting permissions without visibility into SSO configurations​

How does this impact the business ?

This created several pain points for both users and the organization:
 

01

Repetitive workload led to delayed educator support

02

High error rate from manual processing

03

Poor educator experience and increased frustration​

04

No integration with existing CRM (Zoho), leading to duplicate entry​

Business Goal

Reducing service load for the business while scaling quaterly

User Goal

A faster, smoother support experience accessing accounts and dashboards

Internal Goal

Build for Integration and Long term Support

Jamie, 34 - Wedding Photographer

Freelance photographer who struggles to keep receipts organized while traveling for client work.


Core Needs:

  • Capture receipts quickly on the go.

  • Automatically categorize and organize expenses.

  • Reduce stress and errors during tax season.

  • Get a clear monthly overview of spending.

Design Process

To deeply understand the daily challenges faced by the customer service team, I conducted workflow shadowing sessions with Sarah and her colleagues. Over several days, I observed how they handled SSO-related support requests in real time.

Research Goals & Methods

1

To ensure our internal tool aligned with the full service experience, I mapped the educator’s journey from sign-up to support request resolution. This allowed me to identify when and how SSO issues surfaced, and how they impacted the educator’s goals.

Ideation

2

After mapping out the educator journey and customer service workflows, I moved into the design exploration phase, starting with low-fidelity wireframes to validate layout, logic, and user flows with stakeholders.

Design

3

Collaboration was a critical part of the design process for the SSO management tool. From early sketches to mid-fidelity prototypes, I led multiple feedback loops with cross-functional teammates to ensure the solution aligned with both user needs and technical constraints.

Feedback

4

Iteration Loop

To ensure the tool was solving the right problems in the right way, I built lightweight feedback loops into the design process. These iterative cycles helped de-risk assumptions, surface blind spots early, and ensure the product was tightly aligned with user needs.

5

Product Solution

Core features to aid elevate routine task for Customer Support, Educator base and Organization

A dashboard categorized by account status (e.g., locked, active), giving Customer Support agents quick visibility into urgent issues.

Smart Dashboard

Fast search with role-based filters to reduce lookup time, and find educators by name and  status

Search + Filters

One-click reset with email notifications to both master and educator accounts — removing 3+ manual steps.

One-Click Password Reset

A timeline of user activity, project registrations, and previous requests to give context for more personalized support.

Educator History Panel

Pre-Testing

The initial prototype version below was designed with regular users in mind; people who want to track their own everyday expenses, not businesses or freelancers.

Image by Hugo Rocha

Estimated 40% faster ticket resolution.

01

Fewer repeated requests from educators.

02

 Customer Support team reports higher confidence.

03

Testing and Insight

Testing with freelancers and consultants revealed that:

Manual entry and categorization were time-consuming and error-prone.

Users wanted automatic extraction of receipt details.

Email receipts require consolidation.​

Additional needs included monthly summaries and alerts for missing receipts.

How this improvement impacts the business

Estimated 40% faster ticket resolution.

02

Fewer repeated requests from educators.

01

 Customer Support team reports higher confidence.

03

Impact

A reduced average time managing receipts from 5 hours → 30 minutes per month, which means satisfied business people who can now spend time on what matters 

  • Users can now capture receipts on the go without losing data.

  • Business owners can manage multi-client expenses digitally with minimal effort.

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