Product leadership · Concept case study
Customer onboarding and a field-worker app for Surv.
Two product concepts intended to help new customers get started and give workers in the field clearer mobile workflows.
- Role
- Head of Product
- Ownership
- Product concept and design for both programs
- Timeline
- January–June 2022
- Status
- Concept work; development ended before launch
Context
As Head of Product at Surv, I owned the concept and design of two programs: an onboarding experience for new customers and a mobile app concept for workers completing jobs in the field.
The Product Problems
New customers needed a clearer path into the service, while field workers needed a more usable way to understand their schedule, job information, tasks, and next actions from a phone.
My Role
I set the product direction and owned the concept and UX design for both programs. The work shown here focuses on the employee-app direction and the interface system created for mobile operational use.
Design Focus
- Organizing employee tasks and status information into clearer app surfaces.
- Supporting field or operational users who need fast scanning and simple next steps.
- Creating UI patterns that could scale across repeated workflow types.
- Balancing brand expression with practical employee-tool usability.
Outcome
The concepts and interactive prototype established a clear direction for customer onboarding and field operations. Company-wide layoffs in May and June ended the work before implementation, so I do not claim adoption or business-impact results. The evidence here is product framing, workflow design, and interface execution.
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