Professional services / UX · AICPA / CIMA

Making membership experiences more valuable

Fragmented professional-service journeys create friction.

All case studies
Experience architecture / Interpretive diagram

A more coherent professional membership journey

01 · Explore value
02 · Select a pathway
03 · Continue learning

Original explanatory visualisation created for this portfolio. It illustrates design thinking, not a reproduction of a confidential client screen.

01 / Context and design challenge

What needed to change?

Professional membership experiences span discovery, registration, learning and ongoing engagement. Fragmentation across these touchpoints can make the value of membership difficult to understand.

02 / Approach and contribution

Making complexity legible.

The design contribution included journey analysis, interaction improvements and clearer pathways through a complex service ecosystem. The goal was to help people understand their options and move forward with confidence.

Experience model · Interpretive artefact
Explore value
→
Select a pathway
→
Continue learning

A simplified conceptual model to explain the experience principles. It is not presented as a historical project deliverable.

03 / Design rationale

Why these decisions matter.

Good experience architecture connects individual transactions to a longer relationship. Progression, content hierarchy and consistent interaction patterns help users recognise continuity across services.

04 / Outcomes, limitations and reflection

Impact with context.

Professional materials report reduced drop-off and improved commercial outcomes, without public attribution of the individual design changes.

My public case studies focus on the problem, experience rationale and transferable lessons. Detailed discovery findings, artefacts and individual attribution will be added where evidence and permissions allow.

Explore more work
ProjectAICPA / CIMA · Rave
WhenMay–June 2023
My roleUX design lead

The subscription and renewal journey carried unnecessary friction. People who wanted to maintain a professional membership were being asked to navigate a process that was harder than it needed to be.

I worked on the journey from a UX perspective, identifying pain points, simplifying forms and navigation, and iterating the experience through design thinking and user research.

An explanatory reconstruction of the design process, not an original client artefact.

Membership journeys taught me that a conversion is also a relationship. Clear choices, fewer surprises and a coherent next step matter beyond the moment of payment.

The project record describes the design contribution, but provides no independently verified conversion metric.

UX lens / Design reasoning

The question behind the interface.

How can professional members see the value and next step across a fragmented ecosystem?

01 · Human need

Understand the user

Journey continuity, motivation and conversion friction. The interface should reflect how people interpret information, recognise risk and decide what to do next.

02 · Experience strategy

Structure the interaction

Connected pathways, meaningful signposting and consistent interaction patterns. This is an interpretation of the design approach rather than a claim that every technique was used in a documented research session.

03 · Design principle

Make the outcome legible

A coherent relationship across discovery and membership. The experience should help people understand the state of the system and retain meaningful control.

UX framework · Interpretive artefact

From complexity to clarity

ContextEvidenceDecisionFeedback

Portfolio-created framework illustrating the design rationale. Not an original or approved client deliverable.