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Case Studies

When IT and Product Got Married

UX leaders facilitated a workshop to bring two Finance teams, Product and Technology, together. This would be necessary in order to achieve true data transparency in Headcount, Expenses, and Product Health via the deployment of ThoughtSpot.

Introducing UX to a Team That Didn't Really See the Need

Introduced UX interviewing and validation processes to Tableau developers tasked with transforming the Wealth Management scorecard for Field Leaders, replacing manual reporting for business analysts and empowering 400+ field leaders with timely, actionable coaching data.

Metro NYC/North NJ

©2025 by Gloria Petron

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