I had the opportunity to work on a SaaS platform for a Fortune 500 bank. This was an extension and expansion of a prior engagement. The project encompassed extensive research with enterprise SaaS buyers and technical integrators, analysis of existing SaaS and BaaS platforms, marketplace trends, and industry best practices. It also involved extensive prototyping, and close collaboration with the engineering team for handoff and ongoing support.
To ensure the success of this new platform, every commercialized product needed to incorporate SaaS best practices, such as:
If you're interested in learning more about this project, please feel free to reach out to me.
Creating a self-service, fully-functional trial is a challenge in the highly regulated space of credit and finance. We overcame [this challenge] by segmenting our [sandbox environments] in such a way to enable a trail of full product integration while postponning full [reqs - KYC AML] until after ... [as seen below in a modal appearing after [prohibited] feature is requested]
... and these stages were [intuitively reflected across the product, as seen below as clipped from a prototype of the product tutorial in figma ... make these screens align - same wording and reduce steps]
