Strategic Design for
Wild Ideas.

With 10 years of experience working on digital products, I like going where there's problems to solve.
I use data, research, and AI-assisted development to help design experiences that make strategic impact.

For Industry Leaders
and Market Challengers

thinkorswim ShipBob Lennar Texas Wildlife Association ULINE
HLRBO
tastyworks RedTeam

M is for Many Hats

I came into the design world with an understanding that design does a little bit of everything. I also have delusional confidence and curiosity that makes me want to learn a lot of things. Because of that I consider myself a “M-shaped” designer. I go deep on Product Design, Research, and Strategy, but also have experience in Branding, and Graphic Design. This allows me to work cross-functionally at larger organizations, and flex into different roles at smaller ones.

As a strategically minded designer, I am always digging into the tradeoffs of what we're deciding to build and how it ultimately helps us reach our goal. I love testing and iterating on concepts, using data, and figuring out how to find product-market fit. Product Strategy
I'm always thinking about how product and marketing can work more closely together, as in many cases, the product is the brand! My experience in branding helps me think more deeply about the user experience and how products are perceived in the real world. Branding
I'm a generalist at heart, owning the full design process from wireframing to final QA. My UX approach blends intuition with experience, grounded in usability and accessibility, and noticing the details that others miss. Product Design
Creating marketing content and physical collateral for products has helped me sharpen my UI design skills and think of products in a new way. I love thinking about how a product communicates itself beyond the screen. Graphic Design
I love moderating interviews and conducting surveys to gather insights. It's not just about knowing what to ask, but how and when. I love digging deep into the why to come up with solutions to problems users have (and might not even know they have!) This is where the best product ideas come from. Research
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Case Studies

Repositioning brand and product to support a new flagship revenue stream

HLRBO
Product Design Branding

Cut $400,000 in Costs by Unifying Sales Experience Across 75 Markets

Lennar
Product Design
ShipBob

Increasing New Merchant Receiving Orders by 24%

ShipBob
Product Design
TD Ameritrade

Reducing Complexity in the Trader Experience

TD Ameritrade
Product Design

My Product Development Philosophy

01 Start small and iterate

It's better to launch something and learn than to wait and debate and never launch anything because you want it to be perfect.

02 Just because you can doesn't mean you should

AI is making building things faster and easier than ever. That means it's even more important to listen to users and understand what they actually need.

03 Form follows function

Users care more if a product solves their problem than if it looks sexy. UI is the icing on the cake.

04 Nobody has all the answers

And anyone that acts like they do is lying. Product development is a game of tradeoffs and the goal is to learn.

About Lena

About

I’m Lena, a Chicago native who’s a Texan at heart. After college I started in product but being a natural creative, it wasn’t long before I moved into UX design. I get energy from solving complex business problems and creating simple, intuitive experiences for users.

In my free time I love hunting, cooking, and traveling (to Japan in particular).

“Lena Stefani is the kind of UX designer every team hopes to have—strategic, insightful, and relentlessly focused on improving the user experience. What sets Lena apart is her ability to translate complex research findings into elegant, intuitive design solutions that truly move the needle.”

Adrienne Guillory President, Usability Sciences

Ready to Build?

Let’s talk. Drop me a message below.

Message sent! I’ll be in touch soon.

Shipping and iterating on a flagship product

HLRBO · Branding, Product Design · Cross-Functional

Content coming soon.

Cut $400,000 in Costs by Unifying Sales Experience Across 75 Markets

Lennar · Product Design

Context

In 2020, Lennar assembled its Virtual Buying and Selling Teams. The Virtual Selling team was responsible for building and maintaining the Digital Sales Presentation, a platform built to sell homes virtually during the Covid-19 Pandemic. Because the Virtual Buying Online Checkout was seen as more innovative and had more potential for revenue, it was the primary focus of the teams until users became more vocal.

The Problem

During a down housing market, Lennar corporate advised divisions to cut costs, with one of those costs being external vendors. Lennar divisions operated as their own states, and because the Digital Sales Presentation was not meeting their needs as a sales tool, they sought outside vendors to build them a custom sales presentation. With over 75 divisions, this was over $400,000 in costs per year to build and maintain these platforms. At the same time, because these come out of their individual budgets — nothing is forcing the Divisions to switch. We need to build something they’ll use as though they were an external customer.

Research & Insights

Myself and my user researcher flew to Florida to meet with the Florida division who was most vocal about the transition. We observed them selling to homebuyers in a variety of communities — some fully built and almost sold out, others still under construction but with the prospect of outrageous amenities. Because Florida was not able to use the Digital Sales Presentation, some communities used external vendor developed programs to show availability. Others had foam boards with availability and amenities mounted on the wall.

Field research with Florida division

This was the crux of the issue — every community was different, and every division was different — at least, that’s what we were told.

Upon returning we spoke with additional regions who said the same thing — that the way they sell is unique, and that a digital program would need to be customized. But ultimately we found that there were 5 steps that nearly all successful Lennar sales reps took when a prospective homebuyer walked through the door.

The proven sales method

01

Make a Friend

You’re not selling — you’re getting to know them. Understand their needs and what’s bringing them in.

02

Start Big, Zero In

Narrow from the big picture down to the personal.

Lennar as a builder
Location & community
Amenities
03

Show the Home

Show Good, Better, and Best — never more than 3 homes. By now, they already know.

Sales reps said that our homes aren’t different from many of our competitors, and focusing on home specs forces the buyer to focus on price. Instead, the sales reps like to focus on the experiential aspects of buying from Lennar.

Based on this feedback we knew the following:

  • The map was of the utmost importance, as it wasn’t just a sales tool — it was the only way that most sales reps knew what was available for them to sell.
  • The screen was ultimately the least important thing. We wanted them to be able to navigate through, showcase what they needed quickly, and move along.

Design Iterations

The landing page would be the community video that could act as a screensaver when no one was present. This helps sell the idea of the community. From there, the About Lennar tab is an option for sales reps who want a visual to speak to the size and accomplishments of Lennar.

About Lennar tab

The nearby tab was created to give sales reps an opportunity to speak to the location. Lennar, being a large homebuilder, has the ability to build in more favorable areas. For those communities that are in more rural or undeveloped areas, sales reps use the map to speak to how Lennar building communities helps areas develop over time. We also built the capability for them to search for distances to specific locations to make sure the tour experience felt personal.

Nearby tab

Most importantly, the Community Map showed the full picture of availability for all communities, as well as filtering capabilities to help sales reps quickly filter down to homes that match the buyer’s preferences. From here, they still had the flexibility to do a virtual tour of a home, or drill down into the details to get more specific specs about a certain home.

Community Map

This experience also included a dynamic Amenities map, a mortgage calculator, a compare feature, and the ability to track a session from start to finish so that a sales rep could then send a recap of their tour to the homebuyer once completed.

The initial rollout was bumpy, but eventually thanks to corporate trainers and regular communication with sales reps, we were able to get adoption across all Divisions. This project laid the groundwork for further development around the sales rep tool ecosystem, allowing sales reps to track leads, tours, and follow ups across all Lennar internal tool touchpoints.

Outcomes

  • Took roughly 4 months from start to finish, but laid the foundation for a larger ecosystem connecting the sales rep experience to the homebuyer experience.
  • Divisions successfully began rolling off of external platforms, saving over $400,000 per year in expenses.
  • Experience guided sales reps towards “One Lennar” unified sales method.

Want to see more?

ShipBob onboarding redesign

Increasing New Merchant Receiving Orders by 24%

ShipBob · Product Design

Context

ShipBob needed to redesign its new business onboarding for its Startup Stella Persona. Stella represented 22% of new revenue in Q2, and 58% of all merchants shipping with ShipBob. Our primary KPI was to increase the Startup Stella’s submitting warehouse receiving orders by 10%, knowing that submission increased likelihood of conversion by 80%.

The Problem

Startup Stella’s made up a large percentage of ShipBob’s revenue, but the self-service onboarding experience was failing them. The data showed there was an average of 20 days between warehouse receiving order submission and receipt at warehouse, but we knew that 80% of Startup Stellas that create a warehouse receiving order convert to shipping their first order.

33 avg. days from sign-up to sending inventory
31% of support tickets were basic account setup questions
16% of support tickets were about confusing pricing
$10k+ in fees returned for unshippable inventory

Research & Insights

I conducted moderated user interviews with real merchants — a first for ShipBob — and combined those findings with support ticket analysis and behavioral data. We knew these users had low business complexity, but little experience with logistics and very little time to spare.

Pricing was confusing, appeared more costly than competitors, and came too late in the flow

The onboarding tasklist included unnecessary steps, industry jargon, and was surrounded by distracting dashboard elements

Merchants who submitted a warehouse receiving order had an 80% conversion rate — but most never got there without help

Pricing dashboard research
Imagine using this giant table to understand what you’re going to pay

Goals and Game Plan

Increase conversion on new user Sign Up.

  • Add social proof and value proposition on sign up.
  • Reduce redundant fields.

Increase number of submitted Warehouse receiving orders.

  • Remove unnecessary steps from flow.
  • Prioritize integration and simplify product configuration.
  • Proper qualification of merchants.

Decrease number of days to send inventory to ShipBob warehouse.

  • Make pricing easier to understand and value proposition clearer.
  • Answer common merchant questions within flow.

Design Iterations

We first added a qualification step to the flow to aid in the reduction of $10,000 refunds. By asking them what they AREN’T selling, we felt this was an easy way to reduce errors down the road and eventually tailor their experience.

Qualification step iteration 1 Qualification step iteration 2

The next step would be integration. This step ultimately was deprioritized due to lack of engineering resources, but when we did unmoderated user testing of these flows, participants said they wanted to understand pricing before they connected.

Integration step iteration 1 Integration step iteration 2

Lastly, we would show the calculator. We went through several iterations of this page; some with category selectors, others with sliders alluding to custom pricing. This was a major concern as in the scenario a larger merchant went through this flow, they may not know they were eligible for quantity price breaks.

Calculator iteration 1 Calculator iteration 2

Below is the final price calculator which was a simple box calculator. This option showed all of the different factors that go into pricing at ShipBob; this was important as ShipBob is typically viewed as being more expensive than competitors, when in reality it included many benefits that other competitors upcharged for.

Final price calculator

Because we removed so many steps from the dashboard into the onboarding flow, we could use the dashboard to get them where we wanted them to be much faster: adding their products and sending us their inventory. Everything else could be done after the fact, including integrating their store.

Redesigned dashboard

Outcomes

24% increase in warehouse receiving order creation, surpassing the 10% goal
20% improvement in overall conversion rate
33 → 22 days to send inventory, reduced by a third
  • Some work was pushed outside of scope due to shift in engineering resources.
  • Took roughly 6 months from start to finish, minus the additional work that was placed outside of scope.
  • Established the value of integrated moderated research at ShipBob.

Want to see more?

thinkorswim Web platform

Reducing Complexity in the Trader Experience

TD Ameritrade · Product Design

Context

I led the pre- and post-launch design of thinkorswim Web, a new web-based trading platform to pair with the legacy thinkorswim desktop and mobile applications built for active traders, but we wanted it to be friendly enough for those users newer to the active trader space and clients coming from the Schwab acquisition who may be less familiar with the platforms.

The Problem

Advanced orders — trades that trigger or cancel future trades — accounted for just 1% of all trades, but were placed by the platform's most lucrative traders. These power users had been requesting the feature since launch, and the platform needed it for both compliance and competitive parity. We opted to build this before other requested features given this, as well as the fact that markets were volatile and other features were bottlenecked due to engineering constraints.

My Role

I led the design and research for this feature, working alongside a Product Manager and a team of 3 engineers.

Research & Insights

I conducted user research with active traders and internal employees to understand how they thought about advanced order types. I wanted to learn if and how users were interacting with this feature on our existing platforms, and what their mindset was around placing these types of trades. Here's what we learned:

Many traders didn't know what advanced orders were or how to place them — the existing interface made them feel like the system was trading for them

Users who did place these trades did so almost exclusively on desktop because the mobile interface was too manual and complex

These users mapped to a “swing trader” persona — capturing price movements over hours to weeks, where speed and strategic order configuration were critical

The User

Swing traders who needed advanced orders to automate their trading strategies used these to capture quick price movements. Movements may take place as quickly as intraday, or sometimes over the course of 1–2 weeks. These types of order builds occur within what we called the “Strategize” step of the journey as the user is gauging the level of risk they're willing to take on before submitting their trade.

User journey and research map

Competitive Research and Ideation

Competitors lacked the depth and complexity that thinkorswim had for active traders (First Image) so there wasn't much inspiration to gather. In an effort to understand what I was building more deeply, I had my Product Manager walk me through exactly what happens with each of these trades, and noticed a pattern. It reminded me of conditional logic.

The Solution

I took inspiration from the conditional logic builder to build this toggle into the trade ticket. My assumption was that it was quick enough for an advanced user to toggle between different order types, but provided clarity to newer users about what the relationships were between the different trades they'd be placing. After sharing the first iteration internally, I received feedback that it wasn't clear what the relationship was between the trades, and that the buy/sell wasn't clear enough given the colors and the ability to remove trades (via the checkbox). That led me to the second iteration on the right, where I removed the checkboxes, added color and text to indicate the buy and sell legs of the trade, and centered the toggle with “connected” to make the toggle more prominent.

First iteration Second iteration

“This one is pretty simple to follow. It’s just the logical conditions to put in what happens — what are the conditions based on triggering the next order. So, if I want the subsequent orders to only be considered when the buy order triggers, I would hit “THEN”. And then on the two sell orders, I guess the “AND” option wouldn’t apply, unless I have a different type of order. If the question is do I understand what this does, then yes, it’s pretty self-explanatory.”

Options iteration

Feedback and Iterations

The feedback in user interviews was overwhelmingly positive, with users both experienced and novice stating that the toggles we had them use helped them understand the purpose and relationships between the trades.

Once we validated the concept, I continued to make concepts for edge cases like the one seen on the left. While it was an edge case, our platform was primarily built for option traders. This solution was not only flexible enough to accommodate option trades, but also could be integrated with other order types we'd be adding down the line.

Final design

Outcomes

~1 mo from research to launch for advanced orders
  • Achieved feature parity with Schwab’s “Contingent Orders,” a key requirement post-acquisition
  • Built a scalable foundation for future enhancements

Want to see more?

Using ingredient-first packaging to win against category leaders

Nouvia · Branding and Graphic Design

Content coming soon.

Positioning a family-owned business for growth

Coastal Clarity · Branding and Graphic Design

Content coming soon.