WesB
"You bring a unique mix of business/organizational skills to a traditionally 'squishy' domain that can be really hard to find. Taking something that is intrinsically nebulous like qualitative research, and conceptualizing it in a way that can be (mostly) understood by classically trained business-folk is an incredible skill. I am not sure I've ever seen someone do it better."
– Wes B, Director, Data Science
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Work / Case Studies

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USAA – Executive Storytelling Program

Executives within my team's larger overall organization (Design, Digital, Innovation - DDI) were getting negative feedback about their presentations both to the board and to other executives with whom they were connected for interdependent work. They were unclear in their asks, not presenting at the right level, losing audience interest, and unable to pivot well when questioned.

This led to reduced resource allocation for important initiatives, risk of losing progress on important work, and lower morale across team members.

USAA – UX Design Resources Prioritization Framework

More and more partners wanted UX design support. But as the only workforce-facing UX design team throughout the entire enterprise, we never had enough designers to support. We had to find an objective way to invest not only in the work that would be most impactful for our workforce experience, but would also grow the skills and strengths of the team, unify siloed work, and result in direct cost savings or revenue growth.

USAA – 4-year IT Vision & Strategy

4 years prior, the employee-facing IT org (WDS) had hired a consulting team from Deloitte to help them craft their 4-year strategy and roadmap. Due to budget cuts, it wasn't feasible to hire consultants this year. Additionally, budget constraints put added pressure on the WDS organization to get laser-focused only on work that will have the highest impact on overall IT goals

USAA – Together, Anywhere

Covid brought a massive shift in how USAA employees collaborated and worked together. We learned to embrace remote working, and adopted methods to stay connected while we couldn't be in person. But with a return-to-office looming on the horizon, we faced a risk of returning to the way things were before - when collaboration required in-person meetings, and those remote, hybrid, or not in our home office were not included equally.

USAA – Unified Workforce Experience

There were a wide array of services, offerings, and infrastructure provided as internal tools to enable USAA's workforce to do their jobs. A majority of those offerings were disjointed and disconnected from each other - from visuals to communications, from hierarchy to findability, from transparency to education. USAA employees were not able to interact with workforce-facing applications as a single entity.

USAA – Tech Support IVR

IT service management (ITSM) at USAA was costly and slow. Costs averaged about $20/issue to resolve, and a majority of the most popular issues had easily-automated solutions (password resets, for example) that required an average of 10-15 minutes if users worked with a support agent to resolve.

USAA – Tech Support Issue Scheduler

Our IT Service Management (ITSM) processes were such that if a user submitted an issue on their own, without calling or chatting the service desk, a support agent would reach out to them directly to get the issue resolved. If they could not make contact upon initial outreach, they would try again up to 3 times. If they still failed to reach to person who submitted the issue, they would simply close it out, stating that they could not make contact with the user.