Skip to content
Erik Taylor

Hi, I'm Erik Taylor,

Senior Product Designer
who designs the decisions before the build starts with ResearchDecisionsSystemsImplementation

Senior Product DesignerAI × UX

Enterprise at IBM, financial services at Transamerica, learning platforms at Tovuti LMS. Research through product decisions, systems, and implementation, with tradeoffs named out loud.

Freelance right now, and open to the right full-time seat.

Working where AI is changing what design owns.

01Tovuti LMS · 8 weeks

JEM (Journey Experience Mapper)

Problem

Teams were losing 10–15 hours per discovery cycle hand-synthesizing help docs, transcripts, and support tickets into journey maps.

What I did

Designed JEM — source ingestion, a guided AI scoping chat, an editable persona-by-stage canvas — defined its data model, and shipped it with Tovuti's lead engineer in an eight-week window.

Result

Ten fixes shipped in the first week of production; those 10–15 hours come back every discovery cycle.

Product structure

Sources

Docs, transcripts, tickets

AI scoping chat

Guided intake

Persona canvas

Editable, by stage

Journey MappingZendeskSlackResearch SynthesisAI-Assisted Build
View JEM case study
02Tovuti LMS

Checkpoints Go/No-Go

Problem

An approval-workflow feature carrying $500K+ ARR was "broken again" in support channels, and nobody could say precisely how.

What I did

Synthesized 60+ Zendesk tickets, Slack signals, and internal case notes into four persona journey maps and a five-gate go/no-go assessment.

Result

Surfaced silent auto-approvals — a compliance risk no ticket had named — and delivered the gates to leadership before GA.

Discovery funnel

60+ signals

Tickets, Slack, case notes

4 persona maps

5-gate go/no-go

To leadership

DiscoveryJourney MappingZendeskRisk Assessment
Read the Checkpoints case study
03Transamerica

WFG Agent Portal

Problem

The agent portal was unintuitive and impersonal — essential tools were hard to find and nothing adapted to the agent using it.

What I did

Argued for user interviews and usability testing after direction was already set, then built a custom design system for WFG instead of bending into an off-the-shelf component set.

Result

Task-completion, engagement, and satisfaction targets were set from that research; no post-launch metrics were measured, so none are claimed here.

Design system decision

Off-the-shelf components

Rejected — didn't fit

vs.

Custom WFG design system

Built to fit branding + function

Design SystemsFigmaUsability TestingStakeholder Interviews
View the WFG Agent Portal case study

How I Work

Cross-Functional Collaboration

I translate between design, product, and engineering — and increasingly between human intent and AI output. Decisions move faster when everyone is working from the same picture.

Design Systems in Figma

From early wireframes to production-ready systems. I work in Figma the way engineers work in code: structure, consistency, and specs that do not require a meeting to decode.

Designing for AI-Generated Experiences

AI products introduce a new class of UX problems — non-deterministic outputs, confidence variance, trust signals, and failure states that do not behave like traditional errors.

Research-Driven Decisions

Qualitative and quantitative insight shapes the major calls, including feedback loops for AI-generated interfaces where variance is higher and edge cases are less predictable.

AI-Integrated Design Workflows

Research synthesis, design-system documentation, prompt-to-prototype. Built as working practice rather than commentary.

Accessibility to WCAG 2.2 AA

I audit organizations against it and hold my own work to the same bar.

Experience

Freelance

Senior Product Designer

Denver, CO · Remote

2026 – Present

Product design for teams shipping software — discovery through implementation.

Tovuti LMS

Senior Product Designer

Remote

2025 – 2026

Led design across admin and learner surfaces, and owned the design system.

  • Designed and shipped JEM, an AI journey-mapping tool, after teams lost 10–15 hours per discovery cycle hand-synthesizing help docs, transcripts, and support tickets. Built source ingestion, a guided AI scoping chat, and an editable persona-by-stage canvas, defined the data model, and shipped it with the platform's lead engineer — ten fixes landed in week one.
  • Led discovery on Checkpoints, an approval-workflow feature carrying $500K+ ARR and a set of at-risk accounts: synthesized 60+ support tickets, Slack signals, and internal case notes into four persona journey maps and five go/no-go gates before GA — including silent auto-approvals, a compliance risk no ticket had named.
  • Owned the design system: token layer defined first, with a governance rule that every custom component traces back to a real primitive — so 8–12 engineers build from one shared taxonomy instead of drifting into one-offs. Specs held to WCAG AA.

Transamerica

UX Designer

Denver, CO

2020 – 2024

Designed the World Financial Group (WFG) agent portal — the tools licensed agents work in daily.

  • Redesigned new-agent onboarding — a card-based homepage over a blank dashboard, with entitlements shaping what recruits versus licensed agents see. Targets were set from research and usability testing; no post-launch numbers were measured.
  • Joined a redesign whose direction was already set and pushed to add user interviews and usability testing anyway, grounding the work in real agent pain points instead of assumptions carried over from the prior portal — at a time cost the team had not budgeted.
  • Built a custom design system for WFG instead of an off-the-shelf component set — branding and functional requirements did not map cleanly onto existing patterns.
  • Rebuilt global navigation around frequency of use rather than the org chart — agents wanted fewer steps to the tools they used constantly, like Commissions and Client Management, accepting that rarely-used tools become harder to reach.

IBM

Product Owner / UX Designer

Remote

2017 – 2020

Owned the Digital Sellers Guidebook — an adoption problem wearing a platform problem as a disguise.

  • Sellers treated the existing platform as overhead rather than help. Stakeholder interviews with sellers and managers surfaced the real constraint: high cognitive load and no time for training. Any fix that asked sellers to learn something new, somewhere new, would have failed the same way.
  • Built the guidebook on WordPress for easy integration with existing IBM tools, structured around three pillars: product pages, a role-segmented knowledge base, and a searchable video library.
  • Restructured that knowledge base around seller journeys — Clients, Contacts, Communications, Opportunity — with manager and seller paths separated, instead of mirroring how the content team was organized.

IBM

Earlier IBM Experience

Remote

2008 – 2017

Copywriter to team lead — writing and cross-functional leadership before moving into product ownership and design.

More Work

Advisor Navigation

Transamerica

Licensed agents could not get to the tools they used constantly: the global nav was cluttered with links and subcategories, and mobile was worse. I cut links and reordered what remained by frequency of use rather than by org chart. The tradeoff — burying rarely-used tools — is a bet that will not be provable until full rollout data comes in.

Information ArchitectureMobileUsability TestingFigma
Read the Advisor Navigation case study

IBM Digital Sellers Guidebook

IBM

Sellers saw the platform as overhead, not help — the real constraint was cognitive load, not awareness. Built on WordPress for easy integration with existing IBM tools, the guidebook organized product pages, a role-segmented knowledge base, and a searchable video library around what sellers and managers actually needed.

WordPressStakeholder InterviewsContent DesignAdoption
View the IBM Digital Sellers Guidebook case study

WFG 365

Transamerica

Senior leaders refused to use the mobile app that replaced Pulse — the paycheck tabs and team metrics they ran their business on daily were gone. I led field research with top producers, turning "this doesn't work" into a prioritized fix list before the next release. Adoption was never formally tracked, so no lift is claimed.

Field ResearchMobile UXChange ManagementStakeholder Interviews
Read the WFG 365 case study

An AI-Native Design Practice

Tovuti LMS

Three interlocking builds on one thesis: AI as infrastructure, not a bolted-on tool. JEM turns research into journey maps; 10 custom Claude skills cut synthesis time from 10–15 hours to under 2; an analytics vision reframes reporting as decisions, not dashboards.

ClaudeAI Workflow DesignProduct StrategyResearch Synthesis
View the AI-Native Design Practice case study

Education

2020 · University of Denver

UX Design Bootcamp Certificate

Human-centered design methodology, qualitative research methods, journey mapping, usability testing.

University of Massachusetts Amherst

B.A., English Language & Literature

Skills

Practice

Stakeholder interviewsUsability testingResearch synthesisInformation architecture

Tools

Design
FigmaDesign SystemsPrototypingWireframing
Research
Usability TestingJourney MappingStakeholder Interviews
AI
ClaudePrompt-to-PrototypeResearch Synthesis
Platforms
WordPressZendeskSlack

Let's talk

Open to the right full-time role, and available for freelance product design in the meantime.

© 2026 Erik Taylor|Privacy