
WFG Agent Portal
DESIGNEDFrom one dashboard to role-based paths. Agent research shaped designs that brought sales tools forward for licensed agents and team oversight forward for senior agents.
View case studyStrategic UX for B2B SaaS and enterprise products. I connect research, journey mapping, design systems, and custom AI tooling so teams can make better decisions and ship with confidence.
Three cases show how I find the real problem, make tradeoffs visible, and carry evidence into product decisions.

From one dashboard to role-based paths. Agent research shaped designs that brought sales tools forward for licensed agents and team oversight forward for senior agents.
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Sellers wanted fast wayfinding. Their feedback moved my video-library design from a visual gallery to a task-grouped text index with audience tags inside the launched Guidebook.
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AI synthesis stays editable. Teams scope the sources, revise the journey map, and decide what to trust. Ten fixes shipped in the first week of internal use.
View case studyI work upstream, where research becomes direction, and stay close enough to delivery for the decisions to survive implementation.
Use interviews, support signals, and journey evidence to locate friction and separate fact from assumption.
Turn one-off solutions into patterns, tokens, and standards teams can actually maintain.
Work with product and engineering through scope, handoff, accessibility, and the edge cases after launch.
I’m Erik Taylor, a Senior Product Designer based in Littleton, Colorado. Across 8+ years of product and UX design at IBM, Transamerica, and Tovuti, I’ve worked from research through shipped interfaces on complex products.
My current focus is B2B SaaS, accessible design systems, journey mapping, and AI-assisted workflows that keep evidence visible and people in control.
More about my background ↗I’m open to senior product design roles and selective fractional work. For a new opportunity, email me and I’ll respond within two business days.