Workflow-oriented projects tend to have a task orientation that is often financial. They have a focus on “heavy lifting” and transactions.

“I worked with John only for a short period, but I feel he has a more intuitive grasp of interactive web design and technology than almost anybody I’ve worked with.” — Holten Norris, Owner, Ariel Partners FISA CityTime


Usability analysis and design for a suite of business solution products oriented to the commercial transportation (trucking) industry. This has been a very fully-featured engagement, involving strategy, assessment, process, and design.


NBC TVROCS is a “heavy lifting” workflow application used for analyzing Nielsen market data. The legacy app was often confusing and cumbersome. We needed to simplify the interaction design of a complex market research tool.


Informa Investment Solutions (IIS) offers a suite of financial management products which are marketed as “private label” services to be used by Blue Chip financial clients.

United Healthcare

Advertising agency Rosetta turned to us when they needed someone to guide their content strategy in redesigning Employer, Broker and Member websites for United Healthcare.

Information Builders

Information Builders wanted a sophisticated template and styling system that would allow non-technician customers to easily customize the presentation of the Business Information-based reports that they created through IBI’s WebFocus 8 product.

Chubb Surety

Surety bonding governs the fulfillment of contractual liabilities for the building and construction market. It is a complex set of interlinked business processes that involve bonds, contracts and multiple parties. We integrated across Chubb’s internal business surety process on a JavaServer Faces (JSF) platform.

Bell Labs

The Intuitive Collaborative Design group (ICD) was charged with implementing a social networking and collaboration platform across Bell Labs. A primary focus was on integrated messaging and workflow collaboration.

USMA, West Point

West Point unveiled its new library building in the 2008 school year. They wanted their online library site to be a fitting showcase for the new facilities – and to approach library services in a new way.

The Hartford

This major financial firm needed to rollout their new customer and client-facing service in a short period of time. Since the online site is intended to deliver customer and client self-service, true “ease of use” was the focus of this UI makeover / functional redesign.

Interactive One

Interactive One is the leading online network serving the African-American community. In 2007 they asked us to help them evolve their social networking site.

Advertising Database

We helped this advertising contact management tool make the transition from CD-ROM to become a successful online service.

Prudential Insurance

Prudential already had an online public-facing website that allowed customers to apply for term life insurance in a self-service environment. The next phase was to provide an in-bank version of the web-based service which would allow client Bankers to assist their customers in buying term life insurance from their desk in the bank.


This portal to educational services supports The administration of “no child left behind” mandates facing the primary and secondary school systems. Their in-house UX Practice needed some senior assistance in preparing their Sharepoint-based site for a new software release.

Standard & Poor’s

Led design team in creating a website model for rules-engine-driven financial portfolio advisor site. Overcame numerous design issues, integrated functionality with existing legacy services, provided documentation leadership in identifying business rules and functional needs.

Bunge Global Markets

Design leadership for a complex intranet-based suite of services for this global commodities firm. Focus on trading and fulfillment, risk management, strategic planning, reporting, customer assistance. Reported directly to CIO on usability and portal design issues.

Kyocera / Mita

This international copier/printer company needed to make their web-based Dealer Order Management System both usable and competitive. Kyocera needed to provide real self-service to their extended dealer base in order to maintain a competitive presence in the marketplace.

FISA / CityTime

This complex web-based Timesheet and Payroll Management application integrated services across 80 New York City agencies with more than 200,000 employees (Fire, Police, Sanitation, Department of Corrections, etc.). This huge project also needed help in establishing accountability, process and effective communication among client stakeholders, business analysts and the technical implementation team.

Morgan Stanley

On-Staff as Senior Information Architect. Equity ResearchLink service competes with several other well-known firms to push equity research documents to their institutional investor client base. The firm had already spent a huge amount of money (both outsourcing and internally) in trying to make the experience of their site more competitive when they hired me in 2001 to bring some closure to the process.

Ernst & Young

As a consultant member of Ernst & Young’s Communications Learning Team I was involved in technical writing, documentation, interactive design, training and strategic consulting for several internal projects: Global Tax Operate, PeopleSoft Training, Document Maintenance Strategy, Employee Career Self-Management


The software developer had put together a nice set of software features and tools that would manage anemail direct marketing campaign. In late 1999 they contracted us to pull it all together into an interactive, easy-to-use, saleable package.

Broadcast Traffic & Residuals

The commercial talent payment service bureau wanted to migrate their legacy mainframe-based system to a more “user friendly” windows and web-oriented interface.

AT&T Iinteractive Voice Response

Provided usability assessment and interaction design for ATT’s Interactive Voice Response (IVR) service at their Customer Call centers.

N2K / CD-Now

Music seller CD Now wanted to create its own “Amazon-like” music and entertainment shopping cart experience, My Music Boulevard.

Sumitomo Bank

The transactions processing development group at Sumitomo Bank wanted to document their back-end Unix processes for backing up financial data at the end of day.

NBC Research

NBC had developed a tool so that their market research teams could examine, compare and manipulate dynamically-changing Neilsen-based TV viewership data. But usability was an issue.

Dow Jones Markets

On-Staff as the Documentation Manager at Dow Jones Markets (formerly known as Telerate), I supervised the documentation, interface design and usability practice for the e-commerce Transactions Development Group

Instinet (Reuters)

On-Staff from 1994 to 1997 as the as Information Architect and Interface Designer for Instinet’s Front End Design Team, which provided a central pool of design resources to software development groups throughout Instinet.

Newspaper Association of America

The Electronic Sales Assistant (ESA) gave local newspapers a complete suite of Powerpoint-like, updateable, accessible, sales presentation tools.


This Telerate subsidiary wanted to use our templated page creation system to actively market their LED light “streamer” electronic signage boards.


Live Sportsline provider SportsTicker wanted to use our software, formatting techniques, graphics and templates to provide a dynamic graphically-enchanced display for SportsTicker’s text-only sports information service.

Dun & Bradstreet

D&B was ahead of the curve when – in early 1984 – they explored the intriguing possibility of putting theirfinancial brokerage information online. We modeled a Financial Portfolio Prototype for them.


In 1984 Rival Automotive’s Automated Retail Information Systems (ARIS) approached AutoZone with a proposal to install point of sale kiosks with touch-sensitive screens in all AutoZone stores.

Chase Bank

Like many other banks at the time, Chase needed to explore the possibilites of the newly-emerging interactive financial arena.

BoozAllen Hamilton

In late 1981 leading market research firm Booz-Allen Hamilton decided to test the waters for consumer acceptance of interactive electronic services. We provided design and modeling services this highly secret groundbreaking market research study of the potential for online interactive services to the home.

TCS Productivity Suite

The newly emerging interactive online industries had to build a large number of pages that could be updatedeasily, were platform independent, and retained some “meta-information” intelligence about themselves. We didn’t really have many standards in the interactive industry just yet, so I invented my own data-tagging system – as well as the tools to manage it.

The TCS Productivity Suite was successfully marketed to early interactive publishers in need of content production tools: templated page productionclip artsite managerautomated page assemblyslideshow,and more.

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