I'm Terri Persad. I lead and ship end-to-end product and content design in fintech, enterprise & B2B AI SAAS platforms.
The flow HSBC Bank Canada clients used to activate their new RBC credit cards before the merger.
Redesigning a pre-approved credit card offer in the mobile app: expectations up front and clear choices when a different card is offered.
An internal tool for hundreds of credit card offers: one workflow, fixed legal clauses, and offers that go live automatically.

How an early test of triggering a workflow in chat grew into a builder where AI guides people to build the best workflow for their team.
Tested with real data, graded by severity, and improved instead of rebuilt.
A proof of concept for a global tech company. The agent plans meals without diet talk and stays in scope.
Six steps I follow on most projects, from the first question to the metrics after launch.
Understand the problem through the business goals and how clients and users actually behave.
Plan and run research, including competitive analysis, heuristic reviews and user testing.
Turn what we learned into user stories and a clear, end-to-end user journey.
Explore solutions through design jams, workshops and feedback from stakeholder reviews.
Validate with user testing and heuristic analysis for a 360-degree view of the experience.
Write user stories with product and engineering, annotate designs and flows, QA the build and track metrics after launch.

A great storyteller who is at ease presenting to cross-functional teams, stakeholders and senior management. Leveraging business needs and insights to influence design direction in the context of user behaviour and expected business impact.
Use empathy, best practices and data to inform the information architecture and hierarchy for all designs. Conduct audits, identify patterns, and lead brainstorming sessions to design the best scalable content experiences.
Employ design thinking to produce inclusive and accessible experiences. Plan, conduct and analyze research on experience artifacts, including user flows, interaction models, prototypes, and design specifications.
Design client-centric solutions aligned to business and product's vision and objectives, through collaboration with design team members and peers from adjacent and diverse disciplines and industries.

From research and design to building and shipping with AI.