Read the evidence
Analytics, NPS, support tickets, decline codes — whatever you have. Find where people get stuck, and where it costs you.
Figure out what to build when the hard problem shows up next. Design what can actually ship.
enrollment completion on a national P2P payments product
member satisfaction on the same rebuild
monthly transactions behind one unclear decline
fraud, risk, cards, digital, support — one shared map
You do not need more research sitting in a drive. You need to know what to build next.
Analytics, NPS, support tickets, decline codes — whatever you have. Find where people get stuck, and where it costs you.
Your users, plus the people inside who rarely share a room: product, risk, legal, ops, engineering. Leave with one shared picture.
What to build, in what order, and why — backed by artifacts your team can act on.
Two engagements at a national financial services provider. Discovery and experience under constraint — the method transfers.
Network rules had tightened, satisfaction was slipping, and members needed enrollment to work the first time. Brought Product, Risk, Ops, Engineering, and Legal into one room, tested paired concepts with real users, and built the case that moved Risk and Legal to yes faster.
Across tens of millions of monthly transactions, members got a decline and little explanation. Mapped the journey across fraud, credit risk, cards, digital, and the contact center, mixing hard data with what members were actually saying.
Evidence first. Decisions leaders can act on.
Clarify the problem before you buy a build. Fixed-scope look at the experience, the evidence gaps, and what to do next — including whether a Sprint, Fractional, or scoped design is the right follow-on.
Start a conversation →2–3 weeks. Walk away with a problem frame, experience direction, and 90-day bets — including when AI is in the mix. Standard or regulated depth when the stakes need it.
Talk about thisDiscovery and experience design as the roadmap moves. Soft collaborator model when scope needs more hands.
Talk about thisFlows, system, and accessibility when the problem is already framed. Built to survive product, risk, ops, and engineering.
Talk about thisScope and timing land on the first call. Not sure which fit? That is what the conversation is for.
Human Systems Studio is led by Ana Rosa Lerma — product and UX across startups and Fortune 100 financial services. Strongest where problems are multi-owned and trust-critical.
6+ years shipping discovery and experience design under real constraint. Based in Texas. Available for direct engagements and collaboration with design consultancies.
Finishing an M.S. in Business Analytics & AI — design judgment backed by evidence, including when AI is in the mix.
Scoping, Audit questions, Sprint, workshops. Reply within two business days.