SYS.STATUS: ACCEPTING CONTRACTS

Complex Workflows / B2B Systems / AI

I help growing teams untangle complex workflows.

When people, software, and business rules stop fitting together, I help teams make the underlying workflow visible, identify where it is breaking down, and determine what needs to change.

Product Designer with experience across enterprise systems, fintech, B2B software, and AI.

View Past Work
View Past Work
DISCUSS A PROJECT
DISCUSS A PROJECT
10M+ banking users $2B+ ERP workflows 100+ screens → 25 Build-ready specs
// Selected Performance Impact
[✓] Designed secure, compliant digital banking workflows at scale supporting 10M+ active users.
[✓] Led UX architecture for an enterprise enrollment system supporting a 700,000+ user acquisition target.
[✓] Translated complex compliance and KYC constraints into high-conversion onboarding interfaces.
[✓] Eliminated downstream engineering rework by resolving edge cases and mapping state-machine logic before handoff.
[✓] Modernized rigid legacy workflows across banking, B2B SaaS, and complex ERP systems.

"Jake is self-motivated and proactive. He started adding value right out of the gate and was a pleasure to work with. I would welcome working with him again."

Jason Moccia
CEO // OneSpring

// How I Can Help Your Team

[ CAP.01 ]
Complex Product Workflows
When requirements, business rules, and system behavior have become difficult to resolve before implementation, I help make the underlying workflow clear and workable.
[ CAP.02 ]
Product + Operations
When work crosses teams and systems, I help make the workflow visible across those boundaries and identify where the current way of working is creating friction.
[ CAP.03 ]
Implementation & System Change
When a new product, platform, or AI capability exposes weaknesses in an existing workflow, I help teams understand what needs to change before the new system makes the problem harder to manage.

// THE PAST WORK / CASE STUDIES

TD Bank: Enterprise Enrollment UX

The Work: Led the UX design for a high-stakes digital enrollment initiative targeting ~700,000 new users.

The Impact: I translated complex compliance rules and legacy API constraints into a seamless, modern user interface. By mapping the exact UX flows and edge cases, I aligned 8 disconnected teams around a single, buildable design—preventing massive engineering rework before development even began.

Read the Case Study →

Invest Clearly: Onboarding Optimization

The Work: Redesigned a frustrating, compliance-heavy onboarding process into a progressive, relationship-first user experience.

The Impact: By restructuring the UI to reduce cognitive load and masking complex KYC requirements behind an intuitive step-by-step flow, the new design significantly reduced top-of-funnel drop-off and protected the business funnel.

Read the Case Study →

Project RELAY: AI Interaction Design

The Work: Designed and prototyped a voice-first AI task manager to eliminate the friction of household coordination.

The Impact: I built the complete UX—from defining the AI's natural language interaction model to designing and deploying the live React UI. By defining the interaction model, decision logic, and AI behavior before implementation began, the entire product was designed, built, and deployed in under 72 hours with no production defects.

Read the Case Study →

// MAKING COMPLEX WORK LEGIBLE

System Clarity

Complex work becomes difficult when too much of the system remains implicit. I make the logic, dependencies, decisions, and failure points visible enough for the people involved to understand the same system and change it with confidence.

[+]
Hidden Logic Exposed
Important rules often live in people's heads or in workarounds. I surface the assumptions that shape what happens next.
[+]
Dependencies Made Visible
When a workflow crosses systems or teams, I trace the relationships that determine where the work succeeds, stalls, or gets repeated.
[+]
Decisions Clarified
When responsibility and authority do not line up, the workflow teaches people to work around it. I make those decision points explicit.
[+]
Failure Points Understood
The normal path is only part of the system. I look at what happens when the work leaves the expected path and identify what needs to change.

// WORKING ON A COMPLEX WORKFLOW?

I help growing teams untangle workflows where people, software, and business rules have started working against each other.

Product design, systems work, and focused workflow engagements.

DISCUSS A PROJECT
DISCUSS A PROJECT