Cope Corrales

Response Website Design

Joe Cope and Luis Corrales combined forces to create a flexible, scalable financial planning firm specialized for Dentist, Physicians, Business Owners, Attorneys, and Corporate Executives.

OVERVIEW

Project Background

Make Complex Simple Again.

My first question was what is the story you trying to portray and to who? They have some vague ideas but no clear direction they wanted to talk about visuals and what they saw the site looks like. Explaining that the user and their story should align first then the visual design would then fall in place. Now that we focused on the who and what it became clear for both stakeholders, they specialized in financial planning and insurance for Dentists, Physicians, Business Owners, Attorneys, and Corporate Executives.

Stakeholders had a lot of info that they wanted to put on the site they were trying to incorporate two websites into one website making a very confusing subject even harder to understand. The Target audience for the new firm was highly trained very stressful time-intensive professionals that needed to protect their financial and future for themselves and family’s.

Disclosure: To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information in this case study. All information in this case study is my own and does not necessarily reflect the views Cope Corrales or TripleE Fusion.

Project Goals

Easy Desktop
Navigation
Looks Great
On all Devices
Complex / Confusing info
Made Simple
Team Page
Highlight Subject Matter Experts
Webinars
Instantly Join
Clear Contact
Talk to a human
Global
UI Components
Bare Bones
what are minumum user needs
Incorperate The Company
Story

My Responsibilities

ROLE: UX/UI DESIGN

I was part of the pitch team and responsible for the user experience strategy
I lead the UX work and user testing.
Gather specifications from the stakeholder.
Technical discovery to understand feasibility and constraints
Design wireframes, high fidelity mockups, interactive prototypes, and assets
Design of the website and front-end development of HTML 5 CSS 3 and JavaScript calculators and presenting these to the client
I worked alongside a backend web developer., who focused on the CMS integration, and a copywriter.

DESIGN PROCESS

User Interviews

Joe has been doing live events and webinars in his last firm and had some great processes for onboarding dentists and doctors right out of or at the end of their residency.

Tapping into these users was easy and invaluable the biggest takeaway from user interviews was they were hyper-focused on medicine, not their financial future it was unclear and confusing. Where and how do they start what was most important now! These users also were working 60 to 80 hours, so time was a highly valued commodity.

The APPROACH