jmichaelstokes

Enhanced Statements | Clearwater Analytics

Clearwater manages and reports on over $7.3 trillion in assets daily, covering numerous accounts, asset classes, currencies, and regulatory bodies. It provides a unique SaaS-based investment accounting and analytics solution, transforming investment accounting teams into growth drivers. This leads to simplified reporting and quicker, more confident decision-making, ultimately boosting returns.

Leveraged InDesign to integrate client brand guides to create and manage custom financial-statement products for 50+ clients from diverse industries. 

Designed and prepared templates in .idml format using InDesign and XML tagging for dynamic data merging. Utilized Character, Paragraph, Table, and Cell Styles for efficient and consistent template creation.

Facilitated client feedback loops, sending PDF proofs with sample data, and incorporating feedback on layout, formatting, and value presentation. Achieve significant metrics, contributing to the shipment of over 100kstatements and 1.5 million pages to end account holders annually, and maintaining 461 unique templates for 85 clients.

Posted by jmichaelstokes in Graphic Design, 0 comments

UX Design

Global Nav | Clearwater Analytics

Clearwater manages and reports on over $7.3 trillion in assets daily, covering numerous accounts, asset classes, currencies, and regulatory bodies. It provides a unique SaaS-based investment accounting and analytics solution, transforming investment accounting teams into growth drivers. This leads to simplified reporting and quicker, more confident decision-making, ultimately boosting returns.

Problem

The existing navigation solution, with only two levels, was insufficient for a new product requiring four levels of navigation to effectively organize various tools and features.

Process

  1. Research and Requirements Gathering
    • Conducted user research involving surveys, interviews, and focus groups with 20 individuals across several products.
    • Identified the need for a four-level navigation structure.
  2. Design and Prototyping
    • Collaborated with another designer to create two navigation prototypes (A and B) using Figma.
    • Utilized card sorting activities to identify recurring themes within the feedback.

A:

B:

  1. User Testing
    • Performed A/B testing with 12+ stakeholders, including engineering teams, product managers, end users, and marketing staff, using Userlytics.
    • Gathered key insights and user preferences through recorded interactions and verbal feedback.

  1. Iteration and Refinement
    • Consolidated feedback and key learnings, such as the confusion caused by option A regarding breadcrumb navigation.
    • Incorporated stakeholder feedback, particularly on white-labeling requirements, into the final sidebar navigation design.
  2. Implementation and Documentation
    • Utilized Figma for design and prototyping, and documented the process using FigJam and Jira.

Outcome

  • Successfully redesigned the global navigation for 20+ products, enhancing user experience and clarity.
  • Achieved positive reception and feedback during user testing, demonstrating improved navigational efficiency and user satisfaction.

NATIVE APP DESIGN—READY FOR THE DAY | Passion Project

For this exploration into UX design, I interviewed an individual to identify pain points in their morning routine. After identifying said pain point—he stressed over having everything in his backpack when leaving for school—I designed a native app to help resolve the issue. Ready for the Day was born! Using Figma, I created the wire frame and basic user flow for an app that would use NFC technology to know when your pre-registered items were in your backpack when you leave the house.


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Living Portrait Photography

My style of portraiture is influenced by real life. While it might be more convenient or reliable to get great portraits in a studio, I find these real life portraits simply that, more living.







Posted by jmichaelstokes in Photography

Art 344 Creative Photography, McNeil, Boise State University–Spring 2018

POJECT 1

This series is a glimpse into the experience of my being a new father and student. It includes imagery of the environment where I usually do homework, where I take my daughter for walks, the route I take to get to and from school, as well as cycling shoes which I use when taking my daughter for bike rides in her stroller.
The first photograph in the series is a stylized self-portrait. The viewer can see my face and upper torso illuminated by a visible computer monitor. Seen on the monitor is a photo of my daughter being edited in Affinity Photo, a photo editing software. My hand and part of a keyboard are only slightly illuminated and the rest of the photo is mostly black.
As a new father and student, my attention is stretched and my schedule is quite restricted. Depicted in the first photograph is a regular occurrence. Most days my only time to do homework is in the evening after my wife and daughter have fallen asleep. This photograph shows the priorities of my life and how I find balance. The second photograph continues the theme of school life balance, depicting a part of my route to school on my bike. My ability to ride to and from school is a blessing, as I don’t have much time outside of that ride to get exercise. Cycling is my favorite form of exercise. With a background in cycling, I have most of the equipment for competitive road cycling, and any chance I get, I try to ride for training. This aspect of my life is represented by the inclusion of a photograph of my cycling shoes. The photograph combines exercise with my love for my daughter as it is of a place where I regularly take her on walks to get out of the house and take a brake from homework.
This series includes aspects of my personal style while exploring a new one. My usual style is to find natural or living opportunities to take candid photographs. This can be frustrating when I fail to achieve a good photograph, but this is style is seen in the two photographs on the street. This is one of the first times I’ve used a directory style in a self-portrait. By using the monitor to illuminate my face, and retaking the image several times with subtle changes was quite the learning experience. The room was not quite as dark as seen in the photo, but a tripod was still needed. The photograph of my cycling shoes utilized studio lighting and strobes. After bringing the photo into photoshop, I chose to bring the background levels down to better resemble the self portrait photo and create more continuity across my series.




PROJECT 2

This series is meant to be a vision of the future affecting the present. Fifty years from now my grandson has decided to travel back in time to spend the day following his grandfather around Boise State University.
The photos include three scenes. In the first scene, I am completely unaware of my follower. The second show some realization of something that is off. The third portrays the conversation that follows my catching my doppelgänger grandson. In the first photo the viewer sees me walking on Boise State campus. There is what looks to be a doppelgänger peaking from behind a brick wall. There are another two of them peaking from behind trees. As the doppelgängers are further from the viewer, the are less clear to match the surrounding depth of field. In the bottom left of the composition the phrase “When, not where…” is displayed in black handwritten type. The time of day is just before dusk. There are small puddles on the sidewalk from rain or melted snow.
As stated, the series involves a representation of my future grandson fifty years from now traveling back in to time to observe me. At first he is successful with simply observing. What he did not expect was for me to catch on to his following me and confront him. This confrontation has caused a small paradox to form, thereby causing there to be multiple instances of my grandson coming back to my time. This is portrayed by the repeat of his visit to the same timeline. The phrase “When, not where…” is in reference to his coming from the distant future and not from some other place geographically speaking. The conversation between myself and my future grandson is meant to be an opportunity to converse across time, and therefore further communicate the difference in time.
Utilizing a DSLR camera, tripod, and studio lights I was able to capture multiple images of myself in order to apply masks that would make it seam that I am in more than one place at the same time. Because I represent both myself and my grandson, this makes the photo seem unreal.I changed clothes between the roles to emphasize the idea that even though we look identical, we are actually different people. Using layers in Photoshop, I was able to bring objects from multiple photos into the resulting print. In order to make the doppelgängers fit aesthetically, I used a gaussian blur to make the have an accurate boca according to their placement in the depth of field within the composition. I also adjusted their scale to help with the believability of the photo being considered “straight photography”. I made the type by using a pen and ruler. After I made the letters, I scanned them in as jpeg and then traced them in vector format.



PROJECT 3

This work is about the diversity one can see within a single community that may not otherwise be apparent. The photographs document two ends of a summer market, showing the variety of goods one can purchase. They are stylized and presented in three different visual art forms as well as displayed in diptych fashion to call the viewers’ attention to their relationship with each other.
On the left is a stylized image of several ceramic mugs. The original color and background layer of photo are barely discernible as the majority of the image has been made such that it looks like a cross-stitch pen drawing. The dark- and mid-tones are black in this cross-stitch effect. The highlights are printed in a clear reflective varnish via screen-printing. The two images are presented side by side in a diptych style.
These images present two ends of a summer market. Upon thinking of this market, one can imagine the diversity they might see when attending. There are people from all walks of life both providing goods and services as well as patronizing these small shops. There is also significant variety in the goods and services provided. I find the market environment to be a wonderful celebration of diversity. The use of three different forms of visual art—photography, line drawing, and screen printing—add another layer of depth to the representation of diversity within these images.
The original photographs were taken with a Nixon DSLR camera. I duplicated the background, desaturated the layers and applied a filter to produce the pen line drawings of the dark- and mid-tones. I then duplicated, desaturated, and inverted the background in order to produce the image to screen-print. The images are printed on matte paper to accommodate the addition of screen-printing. (The screen printing is not visible in the digital file found here)


PROJECT 4

A favorite activity of my daughter’s and mine is to go on walks around our and other neighborhoods searching for beauty that may otherwise be overlooked. I take advantage of the opportunities given to take photographs of things with unapparent beauty such as fences, sidewalks, plants, and even signs. This has been apparent in all of my work this semester and I wanted to bring a part of that work into this diptych involving my daughter and aspects of our favorite activity.
This work includes a composite photographic portrait of my daughter, Ellie, and a still life of likely her favorite thing besides her parents: her pacifier. Both photographs have physical elements that one would find on our walks around neighborhoods. The composite portrait shows Ellie in the lower right portion of the square photograph. There is light coming from the left and slight top of the photograph giving a soft to mid- hard shadow on the right side of her face. The background is a slightly blurred fence with a muted, almost grey tonality, and Ellie is casting a soft shadow on the lower right portion of the fence. Ellie is looking directly at the camera with a slightly surprised and otherwise excited and curious look on her face. Her eyes are wide open. The grey tonality of this photograph is carried into the still life with the pacifier with it’s placement on a concrete block. In both photographs, the subjects are the most saturated or vibrant parts of either composition, though the saturation is not very high.
This work is a continuation of my focus on my daughter, who means the world to me, and documenting the time I get to spend with her even though a lot of it is spent working on various projects for my art degree. The time spent together searching for mundane beauty is represented by the inclusion of the fence background and the placement of the pacifier on concrete. Though some of the detail in the fence was removed in the process of making the photograph believable, the concrete maintains detail and shows the intricate beauty found in the mundane. The ability to create an intriguing and well composed portrait has been a focus of mine over the time I’ve learned photography. Including Ellie in this project gives insight into the priority I set on family, while stretching my photographic and post-editing skills.
The photos were captured on a Nikon DSLR camera. The original portrait was captured with a cloth backdrop and utilized natural light, studio light, as well as a reflector. In photoshop, Ellie was then removed from this background to be placed in front of the fence digitally using selection tools. The original photograph of the fence was too detailed to be convincing as a background, so it was blurred using a Gaussian Blur in order to place it beyond the depth of field. The soft shadow cast on the fence was created using burn tools. The still life of the pacifier was shot using mostly natural light and some saturation was removed to allow the pinks found in the scarf and pacifier to maintain continuity. (Final print was 23″ x 23″)


Posted by jmichaelstokes in Photography

Still Life Photography

Thanks to my teacher, Jon Sadler, at Boise State University, my understanding of still life photography was expanded. I originally thought of still life only as something created in a studio setting. I include those compositions that I deliberately create in and out of a studio that don’t fall into other categories of photography.











Posted by jmichaelstokes in Photography

Brand Identity and Logo Marks—Boise State University

For this University project, I was tasked with finding four different Brand Identity and Logo Mark contests from sites such as 99designs, or crowdspring. I did not have to submit for the contests, but I was to treat the contest as though I was. The most significant challenge of this project was that I had to come up with something completely unique from any submissions to date. This was especially challenging for one contest in particular, as by the time I started my designs, it had over 2,000 submissions. The following are the logos I designed for the project.




BRANDING KIT AND PRODUCT PACKAGE DESIGN

After working on the four previous logos, it was my task to choose one and design a storefront mockup and product packaging.

STOREFRONT CONCEPT AND MOCKUP


PACKAGE, DECAL AND RECEIPT DESIGN


Posted by jmichaelstokes in Graphic Design

The Robotic Guys

One of my favorite things to do is help family members with the different things I have learned within design and hand processes. My nephew competes on a team in robotics competitions and when they reached out to me to design a logo for them, I was ecstatic! While there were a couple iterations of the logo and “robotic” man, they ended up with some great looking branding and I got to practice my skills in building out branding materials. Those materials included t-shirts, banners, a booth design for the world competition, and freebies for the team to give to other teams.



In 2019, the team qualified for worlds and had the opportunity to go to Kentucky and compete with hundreds of teams from around the world. While there, they had a team booth. I helped create the vision for this booth and came up with promotional items for them to give out. These items included decals and laser cut/engraved zipper-pull pieces that incorporated the look of a VEX piece as well as resembling the state of Utah—where the team calls home.




Posted by jmichaelstokes in Graphic Design

Idaho Real Estate Marketplace Magazine

I provided layout design for the Cover of Idaho Real Estate Marketplace as well as Advertisement layout design for their clients.
Specific Clients include: Karen Province, Eddy Svydgal, Monica Braun, Nick Sawyer Design.




Posted by jmichaelstokes in Graphic Design

Upper Division Graphic Design—Boise State University

HISTORICIZE

For this project, the task was to create an informational poster intended to provide visual context for an historical event or movement. I chose the history of immunization and the demonizing thereof.

THE CROSS SECTION

Journal centered around nordic history and culture. This required extensive use of InDesign to create a book from several different .indd files. I designed the layout of the entire book including typesetting the articles, building the table of contents, ensuring accurate pagination, selecting and incorporating imagery, and designed the cover.

Posted by jmichaelstokes in Graphic Design