cortera project

client-based research project

CONCEPT

ui/ux

CLIENT

Cortera 

DURATION

9 months - spring, fall 2020

PROMPT

Create an innovative re-design for Cortera's new software. 

THE CLIENT

CORTERA is a software company that came to us for help.

The executive team at CORTERA wanted some creative minds to re-imagine the flow and look of their new software, 'zembles. 'zembles is an application service that provides sales representatives with intuitive and easy paths to find new companies to sell to. Once 'zembles was launched, CORTERA asked us to create a free, public-facing version of 'zembles and a browser plug-in. 

Corterabanner

FINAL DESIGNS

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MY ROLE

I worked diligently as a UI/UX designer and illustrator.

This research project led by my professor Miguel Cardona was sponsored by CORTERA and the RIT Magic Center. It took place in the Spring and Fall of 2020 with a hybrid of in-person and remote work due to COVID-19. 

As the first person my professor brought on to the project, I was able to choose my teammates. Each semester there were 4 designers on the team. This selection of upperclassmen at RIT was an absolute dream team! 

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THE OPPORTUNITY

Using the framework of Gold Digger, their beta software, we were able to give new life and visual direction to their data.

In our kick-off meeting with CEO Jim Swift and the executive team at CORTERA, they gave us access to their beta software Gold Digger. This software prides itself in giving users access to vast amounts of companies and company-specific information and statistics. Later renamed to 'zembles, the application has transformed in live time with more and more of our team's ideas. There is also opportunity for a public-facing, free website 

ORIGINAL USER FLOW

I like what I see -> I need to use filters -> now I'm browsing again

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View a single company's information page

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Click on "Find Similar Companies" and apply filters

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Browse a new list of companies

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RE-IMAGINED USER FLOW

I like what I see -> give me more

01

View a single company's information page

02

View auto-generated similar companies with adjustable filters

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TEAM PROTOTYPE

MY CONTRIBUTIONS

Baby 'zembles

Instead of boring lists, we have sleek cards.

My co-worker and I worked on these baby 'zembles, companies that are presented to you at the bottom of a single company page.

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Top 'zembles

It's important for the user to not feel immediately overwhelmed by choices. Top 'zembles appear at the top of the zemble "list". 

They give the user an obvious, visually appealing starting point, calculated by a similarity metric.

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MY ILLUSTRATIONS

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View our process deck! ⬇️⬇️⬇️

Interested in working with me?

Send me a message at smliu1313@gmail.com!