https://www.ptunickdesign.com/work daily 1.0 2024-05-21 https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/827e5d14-bc20-4a11-9578-73bf300f1757/hypronboard.png Work - Make it stand out Passwordless Onboarding Streamlining the enrollment process for passwordless login https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/45256fd1-990f-4c26-8412-ff5eb9a926fd/adaptcover.png Work - Make it stand out Cybersecurity Admin Controls Creating a suite of tools for IT admins to customize authentication settings https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1619098612720-5RLXV9YPQYTJUJMYXYVR/agreenlast.png Work Automated Spreading Transforming the process of spreading financials by leveraging machine learning https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1619022654547-02HM677HI3L61HV6260H/mmssfull.png Work Matrix Manager Simplifying the creation of complex tables so banks can manage loan prices https://www.ptunickdesign.com/about daily 0.75 2023-11-13 https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1617804580285-R01L3JU0BZ8PWHYC75FY/Paulo.png About https://www.ptunickdesign.com/vgsearch daily 0.75 2024-03-01 https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1619032764417-TSPQWJ62GGJIZVZUWLBC/vgsearccch.png https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1619022892927-SD0943XWZ2VZEEBV6PZG/search_old2.jpg Vanguard Search https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1619022864787-1YZ7T7JMBJFETB7HOIGG/search_old1.jpg Vanguard Search https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1619023056392-5N05GCNY6IZ4VC0WWBBB/IMG_All.jpg Vanguard Search https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1626102147339-PCA4SIO7ZOM58J9FTD1F/IMG_SharePoint.jpg Vanguard Search https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1626102488811-80AUNDZ1TS3S5XUQZB3T/IMG_CrewFinder.jpg Vanguard Search https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1626192690756-ZGFXP89NBJSYYN7T56EE/2_SharePoint_cropped.png Vanguard Search https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1626102209912-T6C94JBWY5QEG0018LYV/0_All.png Vanguard Search https://www.ptunickdesign.com/matrix-manager daily 0.75 2024-03-01 https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1619022654547-02HM677HI3L61HV6260H/mmssfull.png https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1618932346011-QHNLLDWJ3TPOVK5U7AT1/Screen+Shot+2021-04-20+at+11.24.15+AM.png Matrix Manager This is about 25% of a banks pricing matrix for a handful of products. Some banks can have 300+ loan products to manage. These excel sheets become outrageous. https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1618857253610-3H1HM48L8D0EJZ2QDKZO/image.jpg Matrix Manager Initial whiteboarding to understand the process of creating a matrix https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1618856852812-M1LGXGR9HN71OZG0171I/Screen+Shot+2021-04-19+at+2.17.53+PM.png Matrix Manager Laying out what the matrix analyst persona needs to be able to do with a matrix - create and edit https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1626186914274-ANVEZS02NOX50OJU2SD0/MM+Versioning+-+Frame+4.jpg Matrix Manager - Make it stand out This graphic displays some brainstorming around how new verions of an existing matrix will be made. These matrices will need to be updated frequently so we need to allow for edits, track the edits, and view past versions for auditability reasons. The top left of this image shows the data structure of how our pricing policies are set up. This is crucial to understanding how versioning and cloning could work. This was a day 2 idea and not included in the initial buildout but was built in the subsequent release as an upgrade. https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1618945974745-X9AUB334MKEH122YVXJW/12+PRICING2020+%281%29.png Matrix Manager https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1618946369198-JV4Q0X7RLDVVXHWNKKF2/6+PRICING2020.png Matrix Manager https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1619020121462-6Q895V52YYAFW0MU7V98/pricing_home+copy.png Matrix Manager https://www.ptunickdesign.com/automated-spreading daily 0.75 2024-02-29 https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1626106142745-FR7LF6WUBMZCZNEE49LP/agreenlast.png https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1626106992185-VJV7LSUPAZIO9SCCJOID/az_financial.png Automated Spreading https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1626108060096-FYP676LCGJDQZRKHRPJT/Finsuite+Journey+-+FINSUITE.jpg Automated Spreading https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1626183259664-TZDRY5DRF35T84EK1Z59/Auto+Spreading+North+Star+-+08_24+Auto+Spreading+Brainstorm.jpg Automated Spreading https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1627402103071-IG5JB949T8OZZWHC2OFT/2020_Dashboard_5+Copy+45.png Automated Spreading This screen shows the automated spreading dashboard. This is where the user can go to see what documents are eligible for autospread. The user can filter by document type, hide documents, and delete documents. The user is able to spread a single document document or we have the multi-select ability to string together multiple documents and spread them as one. This is amazing because there are cases where multiple files make up one financial statement. You can also see the different states of the document cards. There are cards that are ready for autospread - they have a blue button to jump into the autospread UI. There is an error card - this one shows that the password was not correct for a password protected document. There are other errors like file type, connection issues, etc. Lastly there is a document card with a loading state. In the product, this image is animated to spin to show processing power. The spinning image is the logo for the nCino IQ portfolio. Once the document is scanned (usually just a few seconds) the card will be ready for autospread! https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1626455895249-QN2G06SDWUK2AHSMGUNC/BluePrint+-+Autospread+Page+Screen+-+Period+Form.png Automated Spreading This is the page identification screen where the user can verify all the data within the document. On the left side, there is a page summary which shows what the computer determined the page to be - we indicate confidence quickly with the green vs. yellow color. This way the user can quickly scan to see where they need to intervene. Once they have chosen a page, the user can automap the values - where the computer automatically categorizes line items. They can change the page type if the computer was wrong or wasn’t able to determine what it was. Lastly, they can set the page format depending on how the statement appears, financial statements come in all shapes and sizes so the ability to set the page format is key to covering all the document use cases. On the right side, the user can set the attributes for the financial period that they are attempting to enter into the system. Again, with all of this being in ONE interface with the document displayed, the user can be faster and more efficient at getting these financials into the system. https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1627402823269-55ZESI1F03XWZ3WT1F0F/BluePrint+-+Autospread+Page+Screen+-+Mapping.png Automated Spreading After the user completes the first step of verifying how the computer has read the document, the user can now focus on the financials within the document and making sure they are categorized correctly in the system. On this step, the page summary is abbreviated to allow more affordance for the financial mapping grid. The user can navigate thru the document by using that page panel, scrolling through, or arrowing through the document. Displayed on the document we have MORE indicators. This lets the user know the status of each line item. The green checks means that the computer successfully categorized this line item. The blue “person” icon means that the user has manually made this categorization within the grid. Lastly, the yellow warning icon tells the user that this line item has not been mapped to a category. This allows the user to quickly know what has been done and what needs attention. On the ride side, there is an excel like experience where the user can make sure that the document is accurately reflected. The user can make sure the line items, numbers, and categories fit to their liking and their financial mapping standards. This is another powerhouse page with a TON of functionality so that the user can do everything they need with this document in one stop, and be sure that the data is accurately transferred into the system. https://www.ptunickdesign.com/passwordlessonboarding daily 0.75 2024-02-29 https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/827e5d14-bc20-4a11-9578-73bf300f1757/hypronboard.png https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/ffdad432-49f4-4c24-9107-4f59bff3fc0a/Portfolio+Design+Review.jpg Passwordless Onboarding https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/078b304e-f193-47d4-b8f3-f9af90df5218/bar-graph.png Passwordless Onboarding https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/5ff42273-854f-450f-9fdb-17a1b68d926c/pie-chart.png Passwordless Onboarding https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/32bd3627-b9f7-4160-87f5-18429627da5e/MacBook+Air+-+149.png Passwordless Onboarding One of the major changes to our registration process is to include a dedicated step to let the user know to download the app. This is going to ensure that the user has the app and they can continue at their leisure. https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/3523bb14-036c-4bdf-90f1-ee2a6270eb9b/MacBook+Air+-+150.png Passwordless Onboarding This screen is vastly improved! We accomplish a few things here. Firstly, we let the user know the steps they need to take withe the HYPR mobile app, and include instruction that it must be scanned with the app, not the phone camera. Secondly, we have another button saying “I’m ready to scan” so that users can scan when they are ready and we don’t have the QR code timeout. https://www.ptunickdesign.com/securityadmin daily 0.75 2024-05-21 https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/3ee41367-4234-4b6e-b616-aab5e0ee3228/adaptcover.png https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/b309f548-bb48-4036-a7d4-9a5636784ad7/workshop3.png Security Admin https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/6b8af3e9-e82c-4639-b7ee-09093f603ee7/effortimpact.png Security Admin https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/1ea39721-2113-49ac-b366-7137b4639a79/phazes.png Security Admin https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/08cfecf5-431b-49c9-809d-9369594f570b/loginlim1.png Security Admin Login limits allows the user to set a lockout when certain login thresholds are met, such as logging in too many times in a specified window. https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/35c85a02-11c0-4858-93b2-69702320035e/ipcheck1.png Security Admin This is our IP address checks page - the user can set the order in which the checks are made, create new checks, and tell the system what to do if the IP address can’t be determined. https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/5d3879c2-5a9f-49af-9356-732456f8aed0/ipcheck2.png Security Admin This is the page for a user to create a new IP address check. They can select whether the user IS or IS not on a certain IP address. We also allow for different formats of IP address. From there, they select what action the system should take when this rule is flagged. https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/651b23e3-05bf-4c36-b4d2-c698880559fd/loccheck1.png Security Admin This is our location checks page - the user can set the order in which the checks are made, create new checks, and tell the system what to do if the location can’t be determined. https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/ce6ee0cb-67ee-44ea-bc4f-8e0e5c8814c8/loccheck2.png Security Admin This is the page for a user to create a new location check. They can select whether the user IS or IS not in a certain country. We also allow for multiple countries. From there, they select what action the system should take when this rule is flagged. https://images.squarespace-cdn.com/content/v1/606cc6a519782e44bebf56ba/eb06828b-d7a5-49d0-b11d-f3700d17d75f/summary1.png Security Admin This is the summary page where users can determine what order the rules should be checked in. Users can also select which applications will abide by this security policy. Lastly, they can also set what the system should do if the security checks are unavailable. https://www.ptunickdesign.com/contact daily 0.75 2025-05-09