Portfolio : Phillip Randolph Carter

Gladly: 2021 to 2022

Interactive Intelligence and Genesys: 2016 to 2021

Orgspan: 2012 to 2016

WebAssign: 2010 to 2012

WebAssign is an eleven year old online homework system spun out of the physics department at NCSU.

Brainstorming wall at WebAssign, new content development

Concept for a new tutorial system. (Ink and colored pencils)

Part of a series of sketches for a next-generation question wrapper at WebAssign. (Ink and colored pencils)

Next-generation question wrapper shows further development of question wrapper in a wireframe by UX designer under direction. (Fireworks on Mac)

'Show Your Work' math equation editor tool. Built in HTML5 by an outside contractor by extending the DIJIT text editor; the equation mode shown was one of several tool extensions planned for different academic disciplines. Common tools are loaded on the top row. (Photoshop on Mac)

'Show Your Work' math equation editor tool. Specialized symbols are on rollover tabs that extend down, with popular functions from those tabs available in the second row - these symbols are working (and repeated) buttons for quick access that also provide users with scent to the contents of the hidden functions. (Photoshop on Mac)

Instructor navigation concept using hierarchical breadcrumb headline. One of several quick variations exploring simplifying nav menus and reducing the number of different legacy views in the product. (HTML/JS/CSS mockup)

Presentation Gantt chart for project roadmap and release dates. Color coding - yellow for UX design, green for development coding, dark green for development architecture. (Omnigraffle on Mac)

BlueStripe: 2008 to 2010

BlueStripe Software is a startup company building a brilliant system for mapping multi-tier processes gnostically in real-time.

Workflow concept sketch for BlueStripe FactFinder shows common scenario paths. This view was popular with developers and product management for feature discussions and persona analysis. (Ink and colored pencils)

The Machine Explorer view shows participation in applications by a single machine. Large graphs on left and right show performance in and out of the processes, and tabs along the top show additional details. (Photoshop on Windows)

Part of a series of refined files for zoom concepts used in BlueStripe application mapping; an architecture process to define a simpler visual vocabulary. The Application Explorer view shows processes linked across multiple machines or virtual machines. Sparkline graphs show response time performance with drilldown for more detail. (Photoshop on Windows)

Three alternatives for advanced search across mapped systems monitored by BlueStripe. Concept A shows a filtered tree view, similar to their existing search at the time. (Ink and colored pencils)

Three alternatives for advanced search across mapped systems monitored by BlueStripe. Concept B features a grid with categories of results, clicking lines in the cells applies additional filters to narrow results. (Ink and colored pencils)

Three alternatives for advanced search across mapped systems monitored by BlueStripe. Concept C uses the tree view from concept A, but allows the user to add explicit rules with dynamic form fields. (Ink and colored pencils)

Part is part of a series of concept sketches for event reporting controls in BlueStripe. (Ink and colored pencils)

Lulu: 2007 to 2008

Lulu Press is a just-in-time publisher for all kinds of authors who can upload works in PDF or DOC format and create simple book covers, or create photobooks via a flash online-editor. An eCommerce engine supports sales, and purchased projects are routed to print companies around the world to reduce shipping distances.

weRead was a Facebook app company purchased by Lulu in 2007. Signup Workflow Diagram shows paths through the alternative feature appeals. (Ink and colored pencil)

weRead Landing Page One, part of series of collaborative sketches produced with their CEO in a 2-day meeting to explore alternate workflows and page designs for signup and library functions. These concepts led to marketing mockups for the landing pages and specs for interaction improvements. (Ink and colored pencil)

weRead Landing Page Alternative Two, part of series of collaborative sketches. (Ink and colored pencil)

weRead Landing Page Alternative Three, part of series of collaborative sketches. (Ink and colored pencil)

weRead Feature Pitch - Friends, part of series of collaborative sketches. (Ink and colored pencil)

weRead Feature Pitch - Bookshelf, part of series of collaborative sketches. (Ink and colored pencil)

weRead Feature Pitch - Search + Results, part of series of collaborative sketches. (Ink and colored pencil)

weRead Feature Pitch - List Ratings Features, part of series of collaborative sketches. (Ink and colored pencil)

weRead Feature Pitch - Book Details, part of series of collaborative sketches. (Ink and colored pencil)

The inevitable Lulu shopping cart re-design sketch! (Ink and colored pencil)

Wachovia: 2003 to 2007

Collaborations with IT teams in Finance and eCommerce.

Workflow diagrams for new research portal showing alternative behaviors, part of a larger series of concepts. Concept A - Users search to add sections to their watchlist/reports page. (Ink and colored pencils)

Wachovia research portal Concept B - Subscription model where users add alerts for automatic updates delivered via eMail. (Ink and colored pencils)

Worktracker, an internal PHP-based tool for managing web design and production. Starting with a functional but unattractive mess with many specialized screens, I interviewed users, developed a list of issues, and went straight at the forms through HTML mockups for testing and approvals. The actual changes took a week to implement, and we merged functions to eliminate half the old views. (HTML/JS/CSS mockup)

Wachovia FinanceWeb Login, part of a series of projects with an internal IT team dedicated to the Finance Department. Projects included web-based reports builder with dynamic XLS output, and a replacement reconciliation engine with web-based rules creation and editing. (HTML/JS/CSS mockup)

S1 Corporation: 1995 to 2003

Core interaction design and page architecture for the world's first internet bank, SFNB, that grew to over 3500 other internet enabled banks, seven product lines, and four complete technology re-writes. Many good people and interesting times.

S1 Financial Software, screenshots from early brands

S1 lightweight personal banking design shows a simplified 1998 banking product targeted for small banks. (screen capture from HTML specification)

S1 Branding Demo - Side Navigation and custom buttons, concept used to show customer banks the power of the page architecture and CSS classes (screen capture from live demo)

S1 Branding Demo - Top Navigation and custom buttons, CSS font and color controls with backup HTML coding in shared objects (screen capture from live demo)

S1 Branding Demo - Corporate Banking (screen capture from live demo)

Regions Bank implementation (screen capture from production)

S1 Intranet: S1 Consumer Suite Template Object Model introduction page with high-level description and block diagrams showing common transformations, 1998 (HTML)

S1 Intranet: Page Design Example, internal eMail etiquette... circa 1998 (HTML)

Peachtree Software: 1993 to 1995

A long relationship with Peachtree began in 1992 with consulting on PAW release 2.0, a major redesign which resulted in big sales and critical acclaim. Continued consulting development on PAW 3.0 and Peachtree Accounting for Macintosh, before joining Peachtree as Interface Architect from 1994 through most of 1995.

Peachtree Accounting for Windows. Defined functional requirements and look and feel, developed consistent process flow, led user research, including internal lab testing and contextual inquiry ethnography studies, also developed all icons and graphics.

Peachtree Ad with quotes from reviews. Peachtree won so many awards during this period that they became central to their advertising message -- this ad focused on key quotes.

1995 PC Computing "A" List, PC Magazine Editor's Choice, Windows Magazine Top 100 Award, Home Office Computing Editor's Pick for Peachtree Accounting for Windows 3.0

1994 Codies Award, PC Magazine Editor's Choice, Home Office Computing Editor's Pick Award for Peachtree Accounting for Windows 2.0

1993 Computer Shopper Best Buy, Accounting Today Top 100 for Peachtree Accounting for Windows 2.0

Peachtree Ad with Awards. Another Peachtree advertising message led with the award logos.

1995 PC Computing "A" List, PC Magazine Editor's Choice, Windows Magazine Top 100 Award, Home Office Computing Editor's Pick for Peachtree Accounting for Windows 3.0

1994 Codies Award, PC Magazine Editor's Choice, Home Office Computing Editor's Pick Award for Peachtree Accounting for Windows 2.0

1993 Computer Shopper Best Buy, Accounting Today Top 100 for Peachtree Accounting for Windows 2.0

IDEA Award for Medtronic 'Fit' Application: 1992

This Mac-based software was awarded a Gold Industrial Design Excellence Award from BusinessWeek and the IDSA, 1 of 25 given for all US products that year.
 
Developed as a consulting project, the Fit interface compares families of pacemakers and leads and classifying the combinations using simple icons, and was initially built for a phone support team.

Medtronic 'Fit' Application allows modeless entry of identification data in whatever order a doctor calls out through dynamic menus and an X-Ray id search dialog.

Ethnography research with the Medtronic technical support team was key to design of the quick and simple interaction. (Macintosh software written in MacApp)

Pacemakers have two components: the titanium-cased pulse generator and the silicone coated platinum electrical lead which is inserted into the wall of the heart. When a pacemaker is replaced after four years of use, it is connected to the previously implanted lead. Since there are different designs for the lead connectors and many manufacturers, understanding which pacemaker and/or adapters to order is very complicated.

Medtronic 'Fit' Dynamic Menus show fit indicators beside choices to quickly identify combinations without hiding other alternatives.

Once a selection is made, a click on the icon drills down to detailed information on the parts and their fit, even including emergency procedures when there are no alternatives. (Macintosh software written in MacApp)

Medtronic 'Fit' Awards Coverage links to scans of articles from the IDSA magazine, Medtronic Pulse, and BusinessWeek.

Industrial Design Consulting: 1983 to 1993

Industrial Design is a relatively new profession with roots in the 1920s Bauhaus school. Education focuses on a user-centered methodology, identifying needs, collecting and organizing information, building alternatives and evaluating them, iterating, and project management to hold it all together.

Citibank CSST Staff Terminal was a 1989-1990 project to explore how to introduce data mining and targeted cross-selling technology into bank branches, SpectraLogic built full-scale furniture and custom software to test CSR to customer scenarios. Quantitative user tests were run in three cities.

PTS Laserdisk Training Controller prototype PC board and enclosure mockup for a 1988 training system (PC board and wood and plastic model)

Apple Interactive Store Display Apple wanted to develop a distinctive interactive retail point-of-purchase display for marketing Mac-compatible CD-ROMs in computer and software retail stores where floor space was at a premium. This design featured a self-contained Mac demonstration system with a custom graphic interface and an oversized trackball, but no keyboard, housed in a locking clear acrylic housing. The display had clean shapes and adjustable shelves to fit a variety of CD packaging. The footprint was designed for use at the end of an aisle, as a standalone unit, or in a corner. (Design concept, prototyping, Macintosh demo software for trackball)

Endo-Tech Laparoscopy Handpiece development sketch and production unit for a disposable surgical instrument for minimally-invasive gall bladder (Endoscopic Laparoscopy) surgery. Handpiece controls suction (white button) and irrigation (blue button) with a cauterizing Bovi probe inserted through the stainless canula via a self-sealing valve at the back. Hoses exit through the back to reduce tangling. Design goals were superior handling, easy control differentiation via color tactile cues and a reasonable production cost. After initial sketches wood handling models were used to evaluate handling with doctors and surgical technicians, more models were used to work through manufacturing issues and develop the final design. Steven Braun of SpectraLogic contributed the great majority of engineering and followup design work.

CSI Oxytrol Conservation Device is a unique oxygen conservation system based on a sensitive flow sensor circuit developed by SpectraLogic cuts the amount dispensed by up to 60 percent, and saves nasal tissue from irritation. Designed to be used by a primarily geriatric market, the controls were simplifed and state displays were both visual and audible. The shape makes the unit easier to grip and carry. A threaded boss and belt hook on the back made the unit easy to mount.

GEC Head-mounted Display Concepts a 1993 project for a UK-US defense contractor to develop a belt-mounted CD-ROM and carrying system for a personal HUD, to be used for access to aircraft data, schematics, and repair procedures used in maintenance. Four prototypes were constructed from development of the bottom concept.

Chase-Manhattan Branch Demo Kiosk this 1992 standalone system was designed to show bank customers how easy the Chase touchtone phone-based bill payment system was to use. The kiosk held a 486 PC with a soundcard; a simple reference flip guide shows the commands. The guide could be replaced with a touchscreen in later versions to broaden the lessons across all the bank's product lines. The furniture-inspired shape was designed to blend into the variety of interior styles in Chase branches. It was equipped with rollers on the back edge for easy repositioning, and had lockable storage for marketing collateral.

PTCA Cardio Angioplasty Inflation Device used for balloon angioplasty procedures, this design featured a digital pressure indicator. A variety of actuation methods for controlling the pressure were developed and tested.

Oki Phones early 1990s cellphone development covered the transition from heavy bag phones to multi-board digital spread spectrum designs.

Tool Designs for Delta and Porter-Cable included a line redesign for Delta's shop tools, and Porter-Cable jigsaws and heavy routers, from 1984-1988.

Miscellaneous: Diagrams and Explanations and Document Examples

Communications is crucial to the success of any project. Ideas must be presented in a form that resonates with the audience, that is useful for their purpose, that carry enough meaning to be effective across disciplines and through layers of management...
 
Many more examples available on request.

S1 discussion diagram translated industrial design methodology from products to software. (Photoshop on Windows)

Venn diagram covers tasks and overlapping UX acivities at Lulu. (Photoshop on Windows)

Quick diagram for non-programmer execs at WebAssign used to explain deep linking. (Ink and pencil sketch)

Old online portfolio, originally built in 1997. Optimized for dial-up use with next page images pre-fetched as 1x1 pixel dots along bottom of layout. Page layout via tables with in-line arguments -- looking back at this makes me very happy for modern semantic HTML!

 
usecase_sample.doc
usecase_std_fwb_workflowSupplement.doc

Circa 2005 Use Case examples adapted from my previous work at S1 and promoted by dev teams as a best practice example in Wachovia IT groups. (MSWord on Windows)