Case Studies
"About M1 Invest" video series
Led the complex, cross-functional development of a video series, aimed at new clients, that detailed and clarified the individual brokerage account onboarding and features. In a continually evolving product with highly technical and niche concepts, getting alignment on user-friendly language and visuals that were accurate and up-to-date with what was live in the product proved to be an exceptional challenge. Successfully brought on key stakeholders to advise and review, guided writers in content outline, and supported motion artists in building and capturing data in test accounts to clearly visualize the content being explained.
Marketing Group OKRs
To bring visibility and cohesion across the marketing group at M1, I developed a portfolio template within Asana for cross-functional team use in identifying group Objectives quarterly, and ensuring all initiatives brought to the Brand, Web and Martech teams fell under these established objectives as measurable KRs, or Key Results. This dramatically increased group alignment on business priorities, and reduced siloed requests for projects that were better suited as part of broader, integrated initiatives.
Email Design System within Figma
My team was tasked with producing all email creative, owning the copy and design creation. When I started, the existing process had brand designers taking their approved Illustrator-built designs and trying to recreate them within the CRM software. This proved to be a time-consuming and frustrating process. I proposed a new workflow that involved the creation of an email design system within Figma, which would let designers focus on design and leave the CRM build to the skilled Martech team. We built a library of modules within Figma that designers could pick up as building blocks for their designs. Once creative work was approved, the Figma file, with its coded modules and detailed building blocks laid out, was given to the Martech team so they could easily and quickly build the designs within our CRM tool. What used to take designers 6-8 hours per email took the Martech team 1-2, and what used to require four hours of extensive QA and troubleshooting now took less than one.
