Skip to main content
Category

Uncategorized

The Bet: Build a Tool Instead of Reading 200 Tickets by Hand

By AI, Claude, Claude Code, Journey Mapping, Product Owner, Uncategorized, UX Research, Vibe Coding

The Problem

A feature faced negative feedback, but diagnosing root causes meant manually synthesizing help docs, demo transcripts, and scattered customer complaints. I could have spent weeks reading through all of it by hand — instead I made the call to vibe-code a tool that automatically generates persona-based journey maps from help center content, then integrates Zendesk and Slack to map complaints directly to journey steps. The bet: if the tool was wrong, I’d lose a week building something useless. If it worked, I’d turn months of manual audit into days.

Why It Mattered

The feedback was clear but the root causes were opaque. You could read a support ticket saying “confusing,” but which specific steps were confusing? A demo transcript mentioned complexity, but where did users get lost? Without a way to systematically map complaints to journey stages, any fix was guesswork.

Worse: manually building journey maps from scattered docs and videos would take weeks. We needed to respond to negative feedback fast — shipping improvements, not studies.

My Role

I owned the full build solo: designed the tool, vibe-coded the generator, integrated it with Zendesk and Slack, ran the analysis, and authored the handoff report. My goal was to automate the synthesis problem — turn scattered docs and demos into actionable journey maps, then wire them to live customer data so friction wasn’t abstract, it was pinned to specific steps.

The Key Insights

The problem wasn’t just scattered feedback. It was that no one had a system to connect complaints to specific steps. Manually reading docs, watching videos, and reading tickets meant months of work. But those same sources contained everything needed to generate journey maps automatically — and once you had those maps, you could overlay customer complaints and surface exactly where the friction lived.So I built a tool that auto-generates journey maps from existing content, then integrates with live customer data.

Design Decisions

1. Auto-generate from existing content, not from scratch

  • What I did: Built the generator to ingest help center docs and demo video transcripts, automatically extracting personas and journey flows. No manual mapping; let the content speak.
  • Why it mattered: We already had authoritative docs and demos. Reusing them meant fast turnaround and high fidelity — the journey map was built from what the company actually shipped, not my interpretation.
  • Tradeoff: Generator quality depends on source content quality. Garbage docs = garbage maps. But the docs were good, so this was a win.

2. Export in multiple formats for different audiences

  • What I did: Journey maps rendered as interactive HTML (editable in browser), but also exportable as PNG (for Slack, quick sharing) and PDF (for formal reports). Same data, different surfaces.
  • Why it mattered: Engineers want to click and edit (HTML). PMs want to share in Slack quickly (PNG). Leadership wants a formal artifact (PDF). One tool, multiple use cases.
  • Tradeoff: Export logic overhead — repaid by adoption. A tool no one uses because the output format is wrong is worthless.

3. Integrate Zendesk and Slack to overlay live customer data

  • What I did: The tool pulls support tickets from Zendesk and escalations from Slack, then maps them to specific journey steps. Friction isn’t abstract — it’s pinned to where it actually occurs in the flow.
  • Why it mattered: A journey map is theoretical until you validate it against real complaints. Integration meant the tool surfaced the highest-signal friction automatically.
  • Tradeoff: Integration complexity — but the payoff was precision. A complaint about “configuration step 3” could now be mapped directly to the exact UI that caused it.

4. Separate writing-fixable friction from engineering blockers upfront

  • What I did: The tool classifies each friction point by ownership: writing can fix (terminology, clarity, helper text) vs. engineering-only (routing, validation, state logic). Two lists, two different action plans.
  • Why it mattered: Prevents wasted effort. A writing pass can’t fix a broken API. An engineering sprint won’t clarify confusing copy. Separating them means both teams ship faster.
  • Tradeoff: Requires judgment calls about what’s fixable. But making those calls in the tool meant the report was already filtered by ownership, not just by severity.
  • What I killed: I considered building a confidence score per friction point, but cut it. A number that looked precise but wasn’t backed by real measurement would have been worse than no number — better to flag ambiguity honestly than fake certainty.

The Solution: Journey-Map Generator + Integrated Complaint Surfacing

The tool moved through three phases sequentially:

1. Generator Prototype (Week 1–2)

Built a simple version that ingested placeholder docs and video transcripts, auto-generating personas and journey flows in HTML. Proved the extraction and rendering logic worked before touching real content.

2. Live Generator with Export Options (Week 2–5)

Integrated real help center docs and demo video transcripts. Added export functionality: interactive HTML (browser-editable), PNG (quick sharing), PDF (formal reports). Single source, multiple outputs.

3. Zendesk + Slack Integration (Week 5–8)

Wired the tool to pull support tickets from Zendesk and escalations from Slack. The generator now maps each complaint to the specific journey step where friction occurs. Result: every customer complaint is pinned to a step, automatically classified by owner (writing vs. engineering), and ready for action.

Proof of concept: A customer journey map generated from help docs and customer feedback, showing how scattered friction data (support tickets, user confusion, product failures) gets systematically pinned to specific workflow steps. Orange friction boxes surface problems at each stage with priority, effort, and recommended fixes—demonstrating the tool’s ability to turn fragmentary complaints into actionable, scoped work for both writing and engineering teams.

Outcome

Within the eight-week window, the work went from validated prototype to shipped tool to engineering handoff.

Writing-Side Fixes: Complete

Across all four admin sections:

  • Jargon removed: confusing product terminology replaced with admin-centered language (6 terms total)
  • Toggle copy converted to declarative statements with both ON/OFF states explained
  • Helper text and progressive disclosure added for error prevention and conditional relevance
  • Visual progress indicator and step descriptions built with state clarity

Engineering-Owned Issues: Scoped

As of the final report, the following are explicitly owner-assigned and tracked separately:

  • Routing logic broken (notifications never reach designated recipients, multi-stage chains skip levels) — Owner: Engineering
  • Silent auto-submit when no valid recipient exists — Owner: Engineering
  • Irreversible state transitions (misclick requires full workflow reset) — Owner: Product + Engineering
  • Multi-recipient / any-of-group support not shipped — Owner: Product
  • Required-field validation not enforced at submit time — Owner: Engineering

Usability validation and baseline metrics: Defined in the report but not yet run. The report explicitly calls for moderated usability sessions and a post-launch support-ticket baseline to measure whether configuration-related inquiries drop.

The journey-map generator in action: A fully populated journey map showing two personas (Backend Administrator, End User) across six workflow stages (Prerequisites, Configure, Assign, Submit, Review, Complete). Orange friction-point boxes surface problems at step-level precision—each with a description, priority tag (UXA = UX audit, ZD = Zendesk ticket, Slack = internal signal), effort estimate, and green-highlighted suggested fix. Multiple tabs at the top show different workflow variants (Flow — Setup, Flow — Review and approval, Creating an approver role). The map is fully editable, with buttons to add persona rows, stage columns, step items, and friction points. Print/Export PDF and Save as HTML buttons enable sharing with engineering and product teams.

Reflections

What I’d validate next
Whether owner-tagging actually changed engineering’s prioritization — did scoped issues move faster than unscoped ones used to? This is the real test of whether the taxonomy added judgment or just organization.
What risk remained
A few findings sat in genuine ambiguity between a writing fix and an infrastructure issue. I flagged the ambiguity rather than resolving it — honest but leaves a gap that requires stakeholder conversation to close.
What I’d improve with more time
Build the usability-testing and baseline-metrics step into the tool itself, so the loop from hypothesis to measured outcome doesn’t depend on a separate, currently-unscheduled effort. The report is only as good as the measurement plan that follows it.

The Pantheon Project: Original Graphic Novel

By Uncategorized

The Pantheon Project: Complete Volume collects the full comic book mini-series about four teenagers who must face an amazing and dangerous reality when they are mysteriously granted the super powers they made up as children.

  • Writer / Co-Creator: Erik Taylor
  • Artist / Co-Creator: Leila Del Duca
  • Co-Creator: Kevin Caron
  • Letters, Graphic Designer: Rus Wooton
  • Colors: Kit Seaton
  • Colors: Lucas Schneider
  • Pages: 108
  • Rated: T+
  • ISBN-10: 0692431020
  • ISBN-13: 978-0692431023

Gallery

Individual Comic Covers

Characters

The Trade Paperback

Pinups & Artwork

WFG Home Sandbox

By Uncategorized

Solution / Overview

The solution centered on reimagining the WFG agent portal to create a tailored, impactful digital experience that empowered users to navigate their workflows more efficiently. By integrating user-centered design principles, the project addressed key pain points and offered a solution that was intuitive, personalized, and productivity-focused.

Key Features of the Solution:

  1. Interactive Dashboard: A redesigned homepage with a focus on accessibility, task prioritization, and role-based customization.
  2. Personalized Content: Sections that adapt to the user’s role—licensed agents gained quick access to sales tools, while senior agents could efficiently oversee team metrics.
  3. Streamlined Navigation: Improved layouts and tool placements made essential resources easy to find, reducing time spent searching and increasing productivity.
  4. Customized Design System: A unique design system tailored to WFG’s branding and functionality requirements ensured consistency and usability across the platform.

This comprehensive redesign reflected the unique needs of WFG’s agents while fostering productivity, user satisfaction, and engagement. By listening to users and iterating on feedback, the solution transformed frustration into empowerment, helping agents achieve their goals with ease and confidence.

Collaborating on a Research-Driven Approach

While the project’s direction was set before I joined, our team identified opportunities to conduct key research, including user interviews and usability tests, to refine the design. Working together, we ensured the final solution aligned with user needs, demonstrating my ability to contribute to impactful, user-centered design in a collaborative environment.

Based on insights gathered during research and testing, the following metrics were established as key indicators of the redesign’s potential success. These targets represent the outcomes expected to address the challenges identified during the project:

  1. Task Completion Rate:
    • Aiming for a 95% task completion rate to ensure users can easily navigate the portal and complete key tasks with minimal friction.
  2. User Engagement:
    • Setting a goal for a 20% increase in weekly logins, reflecting improved usability and user motivation to interact with the portal regularly.
  3. User Satisfaction:
    • Targeting a 75% satisfaction rate, indicating a significant positive response to the tailored, intuitive design.
  4. Net Promoter Score (NPS):
    • Aspiring to achieve an NPS of 40+, signifying users’ likelihood to recommend the portal to colleagues due to its effectiveness and personalization.

These metrics were not measured yet but were defined as aspirational goals, informed by user research, competitive analysis, and usability testing. They serve as benchmarks for the ongoing project and guide the iterative improvements to ensure the final solution delivers maximum value to users.

Problem

The WFG agent portal was unintuitive and inefficient, with essential tools hard to find and no personalization, leading to frustration, reduced productivity, and low engagement.

3 Key Decisions

  1. Conduct In-Depth Research: Focused on user interviews and usability tests to identify pain points.
  2. Develop a Tailored Design System: Created a consistent, scalable system aligned with WFG’s needs.
  3. Prioritize Personalization: Designed role-based dashboards for better task prioritization and ease of access.

Process

  1. Research: Gathered insights from user interviews, surveys, and usability tests.
  2. Prototyping: Created and tested wireframes and high-fidelity prototypes.
  3. Iteration: Refined designs based on feedback to improve usability and functionality.
  4. Customization: Built a unique design system to ensure consistency and scalability.

Lessons from the WFG Agent Portal Redesign

Redesigning the WFG agent portal reinforced the power of user-centered design. Direct user engagement uncovered critical pain points, while iterative testing ensured the final product met real needs. Developing a tailored design system demonstrated how customization enhances usability and aligns with business goals.

Collaboration was key, enabling us to balance user needs with objectives and create role-specific features that boosted engagement and productivity. This project was a reminder that impactful design stems from empathy, research, and teamwork—creating experiences that truly matter.

Final Thoughts

This project highlights my commitment to user-centered design, collaboration, and delivering impactful solutions tailored to user needs. If you’re looking for a designer who thrives on turning challenges into meaningful experiences, let’s connect and explore how I can bring value to your next project.