Innovative & User Focused Customer Experiences

Momentum is an award winning SF, NYC, & LON based user experience design & development agency serving startups to the Fortune 500. Our services include Research, Product Strategy, Design, and Development. We specialize in:

  • Product innovation for Enterprise/SaaS & Consumer web & mobile
  • Customer experience design
  • Digital transformation

 

IN THE BUSINESS OF BUSINESS TRANSFORMATION

With clients in categories like Financial Services, Healthcare, Retail, Consumer Products and Technology, across both enterprise and consumer, Momentum looks at the totality of a client’s enterprise and develops solutions that can have impact on how their clients do business. From AI to IoT to Analytics to Blockchain to Cloud-based Applications, we help our customers in ways that go well beyond conventional marketing tools.

TRANSFORMATIVE EXPERIENCES

Because word of mouth often begins online, we believe we can be an agent of change not just for your marketing, but for the entire online customer experience. We offer design thinking-based and technology driven services in digital product innovation, customer experience management, and digital transformation.

Our team of expert, UX/CX strategists, designers and developers are passionate about technology and dedicated to helping solve complex business problems through our expertise in human-centered design, data science, personalization, and software engineering.

Global clientele in:

San Francisco, London, Santa Clara, Austin, Los Angeles, Dallas, Seattle, Portland, Paris, Singapore, San Diego, Vancouver, Chicago, Hong Kong, Salt Lake City, Washington D.C., Tokyo, Boston, San Jose, Toronto, Miami, Detroit, Mexico City, Atlanta, Berlin, Amsterdam, & Houston.

 
$25,000+
 
$150 - $199 / hr
 
10 - 49
 Founded
2002
Show all +
San Mateo, CA
headquarters
  • Momentum Design Lab
    4 West 4th Ave Ste 206
    San Mateo, CA 94402
    United States
    +1.650.452.6290
other locations
  • Momentum Design Lab
    85 Broad Street
    New York, NY 10004
    United States
    +1.917.503.9720
  • Momentum Design Lab
    16 Great Chapel St, Soho
    London W1F 8FL
    United Kingdom
    +44(0)2038185916
  • Momentum Design Lab
    1 Turkey Hill Road South
    Westport, CT 06880
    United States
    +1.917-503-9720

Portfolio

Key clients: 

Intuit, EMC, Walmart, Orange, PwC, SuccessFactors, Logitech, Morgan Stanley, ServiceNow, Live Nation, Deloitte, Emerson, VMware, Adobe, Anthem, Verizon, Intel, Ariba, SAP, DBS Bank, KBRA, AT&T, Facebook, Barnes & Noble, Chase, Ferrelgas, MasterCard, Sony Playstation, Scality, FICO, Wells Fargo, Best Buy, Infoblox, Stanford Health, Citibank, Palo Alto Networks, NTT Innovation, IAC, Kony, Verifone, Maritz, Guidewire, and Bayer. Plus hundreds of lesser known startups.

Infinera

Infinera enables network operators to scale bandwidth while increasing service innovation and simplifying optical network operations. Service and cloud operators, governments and enterprises across the globe rely on Infinera to create rich end-user experiences based on efficient, high-bandwidth optical networks. Infinera came to us to design and develop an application that visualizes the connections within different network types so that issues can be resolved quickly.

Deliverables

• Discovery, Ideation, Design, and Front-End Development  

• Established a visual language to create an engaging, seamless experience from every product angle  

• Showcased an optical network in 2D and 3D views  

• Enabled the user to gain control over their data consumption with multiple views

Summary

The resulting prototype allowed us to explore 3D visualizations for complex networks while remaining accessible.

Evolution1

Evolution1 (acquired by WEX, Inc.) is the largest electronic payment, on-premise, and cloud-based healthcare solution for reimbursement accounts (HSAs and FSAs) in the United States. They came to us to help them redesign Consumer Portal, a brand-able and highly customizable SaaS solution for customers to manage their healthcare reimbursement accounts.

Summary  

When Evolution1 came to us to redesign their Consumer Portal, we solved their users’ pain points by reorganizing the navigation into an intuitive structure, applying consistent visual design and interaction across all flows, and simplifying complex healthcare terms and processes, clearly explaining terms and providing users help and tips along the way. After working with us, Evolution1 can now continue to expand on their redesigned Consumer Portal and maintain the same great user experience.

Evolute

Evolute takes a closer look at the fundamental flaws that hinder containers to be safely and easily deployed in production, with a special emphasis on large scale systems as is often the case in private clouds. This allows customers to rapidly and effectively deploy and manage containers at scale with up to Five 9’s availability.

Summary  

The project was a huge success, and the founder was able to land numerous clients before the app was officially launched. By optimizing different parts of the application for the specific users, we made it easy for users to analyze their systems and make any changes required. We were also able to complete the project on time and within budget.

Cascading Driven

Driven, Inc. is the industry leader in Big Data application development and performance management solutions. They provide insights and performance monitoring by showing users exactly how their data processing applications are behaving via their flagship product, Driven. Driven is the first of its kind management tool to build, deploy, and manage Hadoop applications with a visual orchestrator, and they came to us to help them design their application to be the best Hadoop management tool on the market today.

Summary  

From the start of the project, we dove deep into Driven’s world, trying to understand everything from Hadoop to user needs and getting our hands on all the information we could get. This resulted in relevant wireframes and designs and efficient usage of time, not needing to reinvent the wheel but improving upon what Driven already had implemented. Our work with the Driven team has helped to make Driven the best in-class Hadoop management tool on the...

GoLance

GoLance is a platform for freelance workers that connects employers to employees to create a virtual workplace. Because working with a stranger is never a comfortable experience, GoLance strives to make life better for all online workers with a flexible, fair, and transparent freelancing tool that covers everything from tracking hours to getting paid. We helped GoLance redesign both their application and website to be more modern and intuitive.

Summary  

We successfully created a product to connect employers to employees in an easy to use online workplace. By designing for the user and their specific needs we optimized the current system so that it’s more efficient and easier to use. The redesign also helped modernize GoLance and allow them to outshine their competitors like UpWork and VenturePact.

K2 Community

K2 software allows people to build and run business process applications, including forms, workflow, data, and reports. K2 turned to us to design a highly functional site for their community, so their users could find all the information they needed and also help each other. Our work helped K2 win the Lithy award for Best Community Design.

Summary  

Our design for K2’s community website provided a clean and engaging way for users to participate and learn more. Within a month of launching, K2 experienced a 137% increase in their weekly posts and saw a significant rise in forum activity, resolved issues, and number of downloads in their market section. They also won the Lithy Award for Best Community Design. We felt privileged to work with K2 and make a huge impact on their community.

LLamasoft

LLamasoft enables organizations around the world to model and optimize their supply chain operations for major improvements in cost, service, sustainability and risk mitigation. Their team of industry-leading supply chain experts and consultants are driven to make supply chain optimization easier, better and faster. We had the opportunity to review and redesign LLamasoft’s Supply Chain application—a desktop supply chain modeling tool that’s been in the market for more than 10 years.

Summary  

We helped LLamasoft significantly reduce the number of interactions and designed the overall look and feel of the application. Many LLamasoft users were very interested in how to build these models and what the setup would be for them.

 

Confluent

The team that built Apache Kafka at LinkedIn founded Confluent as a streaming data platform powered by Kafka, which was able to accommodate over 1 trillion messages per day. Confluent focuses on helping companies get easy access to enterprise data as real-time streams. Confluent asked us to help them design their reporting interface, which would let users see where the bottlenecks and problems are in the messages they publish to Kafka.

Summary  

As we worked with Confluent to design their reporting interface, the biggest challenge was visually representing the data in a legible, useful way. Through explorations and iterations, we designed a dashboard and detail page that is not only aesthetically fresh and appealing, but also usable.

EMC LEAP

Our collaboration with enterprise software giant EMC started almost 4 years ago. When we started this journey, we had no idea that we would end up designing 11 different applications (and counting). In our most recent project with EMC, we designed a suite of collaboration tools called Project LEAP. We worked with them to transform their current enterprise applications into one comprehensive set of task-specific, cloud-based mobile apps that can be mixed and matched to each user’s needs.

Summary  

The final result was a lightweight ecosystem of applications that could be used independently or together to accomplish enterprise app functionality while using a beautiful user-friendly interface.

Manifold Technology

The Manifold Platform provides a powerful private blockchain technology that allows for powerful analytics on real-time engagement and provides customers with engaging mobile payment and loyalty programs. Manifold was selected by Silicon Valley’s Plug and Play Tech Center to participate in its FinTech accelerator program launched during the Money20/20 Conference in Las Vegas.

Rewards/Exchanges  

The Rewards/Exchange feature provides a bird’s eye view of the ebb and flow of rewards points across merchants, showing exchanges rates and current statuses. Detailed views highlight individual merchants’ current state of rewards points.

Summary  

We delivered two products that helped Manifold Technology communicate the value proposition of back-end cybersecurity. As a result, they were able to raise money from some institutional investors.

Synthesio

Synthesio helps brands and agencies find the social insights they need to drive business value. Focusing on the conversations that matter to the business, track and measure the online reputation, collaborate in real time, and manage consumer relationships in one seamless platform. We redesigned and developed Synthesio’s command center demo for the main sponsor of the 2016 Disneyland Half Marathon, Cigna.

Summary  

Starting from identifying issues with the application demo provided to us, we designed to solve those problems and simplify the workflow. Visually, we considered external factors, such as the various working environments of the field workers, the different types of devices on which they would use the app, and even the size of their hands. Overall, we helped Kony create an app that can be used in any field situation and increases the efficiency of the workers.

Kony Field Service

We had the privilege to work with Kony to transform field service from being loads of paperwork to doing a few simple tasks on a tablet or phone.

Kony provides a cloud-based mobile application development software for the enterprise that spans across the software development lifecycle. The Kony Field Service application is directed at improving the process flow of field service teams. Team members often travel or work on-site to install, service, or repair systems or equipment. Formerly paper-heavy processes were brought online.

Cross Platform Friendly

This application was designed to be used on a mobile device. However, since the devices used by field service workers vary greatly, we designed native applications for both iOS and Android platforms for mobile and tablet.

Summary  

Starting from identifying issues with the application demo provided to us, we designed to solve those problems and simplify the workflow. 

Reviews

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Graphic & User Design for Large Communications Company

"Momentum’s process was one of the best Agile implementations I’d seen."

Quality: 
4.5
Schedule: 
5.0
Cost: 
4.5
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
May - Aug. 2016
Project summary: 

Momentum Design Lab assisted a telecommunications company with the GUI design and implementation of a new software. They provided wireframes, interface designs, and functional back-end development.

The Reviewer
 
1001-10,000 Employees
 
Sunnyvale, California
Amrit Hanspal
Dir. of Product Manager, Infinera
 
Verified
The Review
Feedback summary: 

The fresh, innovative GUI earned compliments from customers and sparked interest in the market. Momentum Design Lab's world-class Agile development process, flexible project management, and impressive design skill made them a valuable long-term partner.

BACKGROUND

Introduce your business and what you do there.

Infinera is a leader in optical transfer. One of the key technologies we enable is high-speed bandwidth using the Photonic Integrated Circuit (or PIC), which allows us to build products which essentially carry almost all the internet traffic in the world today. I look after product management for software-defined networking (SDN), and the product I manage is called Xceed.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Momentum Design?

We needed a cutting-edge GUI [graphical user interface] display, which was important in order to present a lot of information about a network in a concise manner. Internally, our engineering team was more suited for building network functions. When it came to designing a GUI for presenting the information in the most concise and visually appealing manner, we would have to rely on Momentum Design for help.

SOLUTION

What was the scope of their involvement?

We worked with Momentum Design on the frontend GUI design and implementation for our Xceed product. We initially asked them to design the interface for our topology screens, which present the way in which different optical nodes connect to one another. Displaying that is where their team came in.

We haven’t had too many changes on the broad direction, but there were lots of low-level details which we tackled. Momentum was responsive to these requests as we went through them.

Momentum provided us with wireframes and visual designs, as well as implementing some of the key functions. After this, it was up to us to take the GUI and integrate it into the backend code developed in-house. Designing one window made it easy for our team to replicate that work. Momentum Design gave us the basic building blocks which we could then take to the next level.

What is the team dynamic?

We’ve worked with 4-5 people from their team at different stages. There were around three visual designers, one project manager, and one developer for the actual implementation. Not all resources worked from beginning to end—the visual designers worked for the first month, after which the developer worked with us on implementing things on the backend.

How did you come to work with Momentum Design?

We were looking for a visual design company local to the Bay Area, and evaluated a couple of options. We found Momentum Design to be the most suitable for our requirements.

When we started the project, we didn’t know where we wanted to go, and the other companies we evaluated were not comfortable giving us a proposal until we defined exactly what we needed. This is where Momentum stood apart—they offered to work with us to get us across the line.

How much have you invested with them?

The cost was around $140,000.

What is the status of this engagement?

We started working with Momentum Design a year and a half ago. The project lasted for four months, from May until August 2016. We launched in September.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Internally, the overall GUI was well-received. It was one of the most unique interfaces we’d worked with internally, which not only attracted kudos from us, but also from our sales teams and end-customers.

We are using it to increase the interest level for our SDN products, as well as for the marketing launch we had in September. We built a video for this, and used the visual elements from the GUI quite effectively.

How did Momentum Design perform from a project management standpoint?

One of the things I noticed with Momentum was that they use the Agile methodology. I’ve worked with multiple engineering teams with the same approach, and, by comparison, Momentum’s process was one of the best Agile implementations I’d seen. They had a strong project manager who worked with the developers and with me. I’ve tried to use them as an example internally, for our engineering people. Momentum did an exceptional job of this.

What did you find most impressive about them?

Their project management capabilities were very good. We’ve noticed Momentum’s skills from the visual design stage through to implementation. A good deal of this was the fact that we had a strong developer who had worked on different GUIs for almost 25 years. Our internal people, at the beginning of the project, were skeptical that we could deliver this in 4 months, but Momentum stepped up to the plate. This sets them apart.

Are there any areas they could improve?

I’m struggling to find something bad about them, seeing as I’m a fan of the work Momentum did. If I had to pick something, it would be giving us even more options for the directions we chose.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
    They were able to meet all the deadlines.
  • 4.5 Cost
    Value / within estimates
    We looked at different options, and I definitely give Momentum high marks in comparison.
  • 4.5 Quality
    Service & deliverables
    I find it difficult to rate anyone a 5. There’s always something which could have been done better.
  • 5.0 NPS
    Willing to refer

UX and Wireframe Development For a Kid's Social Platform

“They performed at the highest level.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
Dec. 2016 - Jan. 2017
Project summary: 

Momentum Design Lab rapidly developed user interface and user experience frameworks, including wireframes, for a mobile application. 

The Reviewer
 
11-50 Employees
 
Charleston, South Carolina
Krissa Watry
CEO, Dynepic
 
Verified
The Review
Feedback summary: 

Due to a healthy balance between program management and design, Momentum Design Lab was able to deliver exactly what was promised. Their ability to execute projects and meet deadlines according to initial scope is exceptional. 

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a kid-safe social platform being built that allows for brands to create a 360-degree product experience. We have families on the platform, including kids under 13, so we provide COPPA consent for the brands to engage with children.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Momentum Design Lab?

We needed a UI/UX to get past the MVP stage so we could actually build the product. We had a functional app on the App Store, but it wasn’t designed. It only allowed us to gain awareness of the functions and the future functions we needed to encompass. We basically just needed that design pulled in around our new logo, color scheme, and proper flows.

SOLUTION

What was the scope of their involvement?

They were on a very tight contract to produce various user interfaces and user experiences for us to implement in time for a television show. They had signed up to meet a turnaround of 3 weeks, and we kicked that off. At the time, we only had an MVP app, but we wanted them to do both web and app concepts. 

They basically said what they could get done within certain timeframes, which included five screens for both web and mobile. We prioritized which screens made the most sense to get done in that timeframe, then they gave us the wireframes for the first review. They would then take our requirements expressed in the meeting and work for a couple days, then return to present their work. We gave feedback on that phone call, and then any outstanding things we needed to provide them with went through Basecamp. We’d give way to any final feedback the next day so they could keep working. 

They didn’t do any implementation for the app. For the scope of this project, they gave us everything we needed to build the screens ourselves put them into the app. 

What is the team dynamic?

They gave us a dedicated designer, and then we had check-ins almost every other day. We also had a program manager who was the point of contact with the designer.

How did you come to work with Momentum Design Lab?

They collaborated with our API architect on a military project. He really liked how professional they were, and knew how good they were at meeting deadlines. That’s the reason we reached out to Momentum Design Lab. 

How much have you invested with them?

We've spent around $25,000.

What is the status of this engagement?

The project started at the end of December 2016, and went into the beginning of January 2017. They'll definitely be doing any further UI/UX work we need specific to our mobile app experience in the future.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They provided the framework for our engineers to use in development. We have some creative fronted engineers, but Momentum Design Lab gave us an actual framework, or standard technology plan, that helped up create a look and feel for our products, as well as our platform. 

How did Momentum Design Lab perform from a project management standpoint?

They performed at the highest level. This is one of their best qualities that’s lacking in many other firms. They will drive you to a deadline, make sure the cost and scope are kept in check, and keep you going with what you need to move on so everything can goes as planned. We used Basecamp for coordination. We had to be very tight with everything to make sure deadlines were met.

I’ve worked with a lot of different agencies and engineering firms in the past, and Momentum Design Lab was really good about sticking to a process. They would inform us if they needed to have approval by a certain time in order to meet cost, schedule, or scope. They’re really good about sticking to a project timeline, and they would bug us until they got approval in order to continue working. 

What did you find most impressive about them?

Their designers, along with their program management, were both very good. They gave us great people to pull our project off. Usually in a team, the design is awesome but the management is poor. My experience with Momentum Design Lab was that every single job within the company was well done, which isn’t typical. We have used a lot of UI/UX consultants, but we’ve never been happy with the full product. We had a great experience with Momentum. 

Are there any areas they could improve?

They're not the cheapest firm. You are going to pay for the work, but by keeping focused, we were able to avoid any issues.

5.0
Overall Score I'd do business with them again.
  • 5.0 Scheduling
    ON TIME / DEADLINES
    They did an amazing job keeping everyone involved on schedule.
  • 5.0 Cost
    Value / within estimates
    They seem expensive, but you get incredible value for the cost.
  • 5.0 Quality
    Service & deliverables
    They met the timeline and provided an exceptional product.
  • 5.0 NPS
    Willing to refer
    I would highly recommend them.

Web Dev for E-Learning Firm

“Momentum Design wanted to help us push our boundaries, which was unlike some of the other companies we’d used.”

Quality: 
4.5
Schedule: 
4.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Confidential
 
Jan. 2016 - Ongoing
Project summary: 

Momentum Design collaborates with an internal team to re-engineer a learning platform by giving innovative ideas for the user interface. They also help with usability testing and marketing collaterals.

The Reviewer
 
1,001-10,000 Employees
 
New Hampshire
VP of Product Management, E-Learning Platform
 
Verified
The Review
Feedback summary: 

The team is willing to explore out of the box options, asking questions that challenge the status quo. As a result, Momentum Design provides design ideas that significantly improve usability. Momentum Design’s expertise, responsiveness, and flexibility make up for any communication issues.

BACKGROUND

Introduce your business and what you do there.

We provide online learning, anything from videos, books, and courses to interactive material. Our aim is to help people build up their skill set and experience. I was the VP of product management for the company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Momentum Design Lab?

The company was on a mission to build a new product and reinvent the experience. Our ultimate goal was to get users to engage and interact with the content and continue on their learning journey. We had systems in place that could deliver and keep track of learning materials, but they had become quite dated over the years. It’s important for our users to have a good experience with the platform since the utilization of the content is what really drives our business. If someone has a bad experience in finding what they want, they will be less likely to use our resources for learning.

SOLUTION

What was the scope of their involvement?

We engaged with Momentum Design’s team for ideation on the type of experience we wanted our users to have. There was some ramp-up time in the beginning, while Momentum Design was still learning about our business and what drove it. We also engaged them to design some marketing materials, but the high-level work we did with Momentum Design focused on the ideation of the product. They also ran a couple of usability sessions for us at a major customer event.

The initial thinking was done around why people would come to our platform. We also developed some user personas, going through the difference between new and returning users and how we would engage each one. Momentum Design helped us think outside of our own boundaries. In essence, we were putting a replacement product into the market, and we tended to be bound by our own thinking. They helped us determine whether our limitations were internal — based on our own assumptions — or external.

I believe we used InVision at the time, possibly because it was already in use by our own design team. We’re a well-established company, so our own teams are used to certain processes. Momentum Design also used Zeplin. Our teams worked in tandem throughout the project. Tasks were tracked through JIRA.

How did you come to work with Momentum Design Lab?

Momentum Design did a lot of work with a company we acquired a few years ago. That company recommended the Momentum Design team. We liked the work we saw and reached out to Momentum.

How much have you invested with Momentum Design Lab?

I recently left the company and don’t have access to this data.

What is the status of this engagement?

We started working with Momentum Design Lab at the beginning of 2016. I believe that there is still a UX person from their team working as part of the staff. I wasn’t involved in the staff augmentation piece, so I cannot say for sure.

RESULTS & FEEDBACK

Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement?

Momentum Design helped reinvent our system, and the overall designs they helped put together were received positively. We performed a number of usability studies and focus groups. There was nothing I could identify as a major issue, but there were some tweaks to make.

How did Momentum Design Lab perform from a project management standpoint?

I had frequent phone calls with our account rep, including on Skype. About 1–2 members of Momentum Design’s team continue to do various user interface and user experience work with our Agile squad. Our own team used either Skype, Google Hangouts, or WebEx with video. Momentum Design was embedded into these platforms. They were great at working with us if we were unhappy with any of the resources, and they made changes quickly. They were responsive and good to work with.

There was an international team in place, which came with its own challenges, but Momentum Design was flexible and traveled whenever we needed them to. Given this setup, there will always be language and cultural barriers. At the beginning of the project, I was reporting to someone in Paris, France, which meant that any meetings had to take place in the morning. That person had a heavy accent when speaking English. I found myself translating their communication to the account rep from Momentum Design so that we could all get on the same page. This extended the work, but we worked through the challenge.

What did you find most impressive about Momentum Design Lab?

I found some of the brainstorming and ideation sessions to be very good. Momentum Design wanted to help us push our boundaries, which was unlike some of the other companies we’d used. Other vendors only wanted to take what we said and build it. Unfortunately, a lack of ideas from the vendor side can work against us sometimes. Momentum Design was really good at putting things on a board, then pushing us to determine if a persona was really valid or if there was another one we should have thought about. Their team was also receptive to feedback.

Are there any areas Momentum Design Lab could improve?

I can’t really think of anything, given the realities we had to work with. There were no major issues.

What tips or recommendations could you share that might increase the likelihood of success with Momentum Design Lab?

Sometimes, we can go in with a specific project in mind and just want someone to execute what they’re given. However, Momentum Design can help on the deeper level.

5.0
Overall Score
  • 4.0 Scheduling
    ON TIME / DEADLINES
    I can’t remember any missed deadlines, but I also wasn’t wowed by things being ahead of schedule.
  • 5.0 Cost
    Value / within estimates
    We definitely kept the budget on track.
  • 4.5 Quality
    Service & deliverables
    The ideation work was top-notch. Most of the UX people were great, but not all of them.
  • 5.0 NPS
    Willing to refer
    They were great to work with.

UI/UX for Launch of Ad Testing Platform

“They did a good job of listening to what we were looking to build but also pushing us beyond what we had thought of.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
2011
Project summary: 

Momentum Design refined existing wireframes and designed an intuitive user interface before building out the frontend of an ad testing platform that integrates with Google AdWords. 

The Reviewer
 
51-200 Employees
 
San Francisco, California
David Greenbaum
Former CEO, Boost Media
 
Verified
The Review
Feedback summary: 

The platform received a $1.5 million seed investment, in large part, due to Momentum's contribution. The team demonstrated a thorough understanding of the business and a keen attention to detail. Their proactive suggestions led to a more refined and useful end product.

BACKGROUND

Introduce your business and what you do there.

My former company was Boost Media and I was the co-founder and CEO. Boost Media does AB optimization for advertising creative.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Momentum Design?

We needed help building the initial UI for our new product.

SOLUTION

What was the scope of their involvement?

We came to Momentum with some wireframes showing what we wanted to build and they helped us refine those. They put together both the UI and UX based on the wireframes and then they coded the HTML and JavaScript. They did a lot of the frontend work as well to build out the initial UI.

The platform is basically an AB testing platform for ad creative. When we first started the business, we were doing it with a tech stack from Google. The platform syncs up with your Google AdWords account and makes a recommendation for which ads can be improved. You approve that recommendation, and then it generates a series of competitions. Writers see the best existing ad copy, and they submit alternative versions to try to improve the performance of that ad copy. Our platform then takes the existing ad copy and the copy provided by the writers, and it runs an AB or an ABCD split test between the baseline and the new proposed ad copy. It evaluates which one performs better, and then keeps the best-performing ad and pauses the underperforming ad.

We had about three people from Momentum on this project. A couple years later, we contracted with Momentum again for some redesign work. I don’t really remember the details of that project, but it was on the same platform.

How did you come to work with Momentum Design?

It was important that we went with a firm who had significant experience in B2B work and enterprise SaaS platforms. We looked at their portfolio of work and that was the decisive factor. I’m sure we were considering other providers at the time, but Momentum had done some work on their own product and I remember being impressed with their portfolio.

How much have you invested with Momentum Design?

It was around $100,000.

What is the status of this engagement?

The project began in 2011. We worked on the first version for six months. The second time around was a little shorter, approximately three months.

RESULTS & FEEDBACK

Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement?

Their work was instrumental for us. We ended up raising a $1.5 million seed round and it was very helpful in us raising that.

How did Momentum Design perform from a project management standpoint?

They performed wonderfully. Joe Preston did a lot of the project management and David was involved as well. We were very pleased with that.

What did you find most impressive about Momentum Design?

They took a lot of pride in the craftsmanship of the UI and the UX they built for us. They were perfectionists about really making sure it was well thought through. They did a good job of really understanding our product and all the nuances of the use cases and interactions. They did a good job of listening to what we were looking to build but also pushing us beyond what we had thought of. We ended up using some designs and user interactions they had come up with without any input from us. We both contributed important elements toward the UI and UX, but they weren’t simply executing on our requirements; they also helped us to rethink some of the fundamental design and user flows.

Are there any areas Momentum Design could improve?

No. I was very satisfied and pleased with their work. I don’t remember anything that could have been done better.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
    They were instrumental in helping us to raise financing.
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer
    I would definitely refer them.

Graphic & UX Design for Online Marketing Platform

“They were getting exposed to tough challenges, so I felt they had the right experience to solve my problems.”

Quality: 
4.5
Schedule: 
4.5
Cost: 
4.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
2006 - 2011
Project summary: 

Momentum Design collaborated with an internal staff, giving graphic design and user interface input. Momentum Design also helped create online marketing templates.  

The Reviewer
 
1-10 Employees
 
San Francisco, California
Aaron Sperling
CTO, vFlyer
 
Verified
The Review
Feedback summary: 

Momentum Design has considerable experience in handling challenging projects, and this expertise showed in their excellent visual work. Even though only one designer was assigned to the client, that person had the support of Momentum Design’s team.

BACKGROUND

Introduce your business and what you do there.

I’m the CTO and head of product management of vFlyer, which I founded 12 years ago. It is a real estate marketing platform used by real estate agents, apartment communities, and property managers across North America. We develop a content management platform that generates and distributes marketing content. To get traffic for our clients, we send that content to some of the largest real estate websites.  

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Momentum Design Lab?

Design and user experience are critical to the success of a web service. We were looking at getting professional help with the development of our initial web application design and some of the templates that we use.

SOLUTION

What was the scope of their involvement?

Momentum Design worked with me on 2 projects. They helped us with user interface design and graphic design. We handled the development side of it internally. Initially, they did some work on our design templates. Several years later, we re-engaged them to work on a new product — a website builder. We were going for the development with an inline editor in our website builder. It isn't that uncommon today, but it was a little bit more uncommon back then. In most cases, we were handling new products, so we didn't really have a user base to focus on. Certainly, there was consideration for personas, but I don't remember how detailed that persona analysis was at the time.

We worked with one of their designers. She ended up working part-time on our project for 3–4 months.

How did you come to work with Momentum Design Lab?

I don't recall how we found Momentum Design for the first project. Since we were pleased with their work on the first project, we included them in a review of potential vendors. We ended up choosing them again.

How much have you invested with Momentum Design Lab?

We’ve spent somewhere between $25,000 and $50,000 on Momentum Design’s services.

What is the status of this engagement?

The first project was in 2006, and the second project was in 2011.

RESULTS & FEEDBACK

Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement?

We needed a design to build these products. They were integral in us developing some new services.

How did Momentum Design Lab perform from a project management standpoint?

It was a smaller project for them. I really was budget-conscious, so I really can't provide that much input. I worked with only 1 designer, so there wasn't as much project management that they potentially and usually provide. Nevertheless, it was adequate.

What did you find most impressive about Momentum Design Lab?

I like the fact that there was a team versus one designer, and they could provide support to each other. That was a benefit. They had a good portfolio of successful clients with good products. They were getting exposed to tough challenges and getting tested by users, so I felt they had the right experience to solve my problems.

Are there any areas Momentum Design Lab could improve?

No, I was satisfied. If it could have been done faster and cheaper, that would have been better.

4.5
Overall Score
  • 4.5 Scheduling
    ON TIME / DEADLINES
  • 4.0 Cost
    Value / within estimates
  • 4.5 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Multiple Design Projects for Full-Service Agency

"They are very consistent and they care very highly about what their clients think."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
2007 - Ongoing
Project summary: 

For more than 10 years, Momentum Design Lab has provided interactive and visual design in collaboration with a development team. Their work includes conducting user interviews and iterating designs.

The Reviewer
 
11-50 Employees
 
Portland, Oregon
Cort Buchholz
CEO, SingleMind Consulting
 
Verified
The Review
Feedback summary: 

Momentum has been retained as a provider of choice due to their consistently high-quality designs; stakeholders frequently remark on their peerless interactive design skills. The team follows project management best practices. They can comfortably scale to meet project demands.

BACKGROUND

Introduce your business and what you do there.

SingleMind Consulting is a digital product design and development firm. I’m the CEO and founder.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Momentum Design Lab?

At the time, our core focus was software development or web application development. We needed a design partner that could do the interactive and visual design for a client of ours, Screenshots.com.

SOLUTION

What was the scope of their involvement?

They conducted the user interview of the client to get an idea of what the client wanted the interaction model to be for the website. Their design team built out the designs, including the interactive visual design, and handled the reviews for the client for any modification that needed to be made before development got underway. We took it from there and brought the project into completion, got it launched, and then they were on-hand for changes after the fact. This was the first creation of the website. What the client site did was there was a snapshot of what a website looked like at a given point in time for all websites on the internet. MDL created an interface that was really intuitive to the visitor of the website to understand what the timeline graph looked like and to make the navigation of all of the screenshots that have been taken for a given domain intuitive and easy to understand.

We handled all the development and collaborated with MDL on the production of the designs. They did some of the slicing of the assets and, since it was our client, we cleaned that up. But once the assets were all put under production, we worked with MDL to make sure that they were pixel-perfect, that the implementation was accurate to the design.

We have worked on larger projects with them. We’ve probably worked on 10 total projects with MDL. There’s been some general design consultation provided by some of the team members on some of the projects that we ended up not building and they didn’t bill us for.

How many resources have been assigned to your project?

Our account rep was Joe [Preston, Chief Experience Officer] and there was a lead designer. I believe there was a third person that we didn’t interact much that was doing some of the visual design production.

How did you come to work with Momentum Design Lab?

We have worked together over 10 years. This was one of the first projects that we worked with them on. We selected them because we knew them and knew they did good work. It was a high-profile client, and we wanted to make sure we put the best foot forward, so we used the best. We considered two other companies; a freelance designer that was going to work directly with us, and then another design firm that was based locally.

How much have you invested with Momentum Design Lab?

We have spent between $50,000 and $75,000 with them over the course of our relationship.

What is the status of this engagement?

We started working together in 2007, and we still work with them on projects.

RESULTS & FEEDBACK

Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement?

The metric would be the bottom line of retaining a relationship with a client because of the quality of work that MDL put forth. That’s certainly worth $250,000 to $400,000. I’m aware of awards that MDL has won. Generally, the comments that people make are that it’s world-class interaction and visual design, that it looks like it’s designed by one of the larger design firms.

How did Momentum Design Lab perform from a project management standpoint?

They are very consistent and they care very highly about what their clients think. They definitely want to deliver excellence throughout the organization. We use JIRA, Redmine, Basecamp, and Slack during the projects.

What did you find most impressive about Momentum Design Lab?

I would say the team is very capable of scaling. They were never asking for only large or small projects. They did whatever work we talked about doing together. The team was able to scale to meet the demand, which says a lot for a design agency to do that and then maintain their quality. That is very important and very powerful.

Are there any areas Momentum Design Lab could improve?

Nothing comes to mind.

What tips or recommendations could you share that might increase the likelihood of success with Momentum Design Lab?

Be mindful of what your ideal budget is and consistently reach out to have a discussion with MDL around where they are sitting within the estimated budget. They’re very good at ideating and elucidating the ideas from the product owner, and sometimes that can mean it really doubles or triples the scope of the project. Sometimes the client is completely fine with that; other times they may enjoy the conversation but then when they get to the point of talking estimates, they get concerned about going over budget and then have a hard time pairing back the functionality. If they're mindful of that and enter into that dialogue on a regular basis it should prevent any surprises or negative experiences.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
    Very good project management. They are very communicative and very good at managing expectations around the schedule.
  • 5.0 Cost
    Value / within estimates
    That’s probably where they excel.
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer
    Very likely.

UX Design & User Personas for Mobile Apps

"They know their stuff and focus on getting in the consumer mindset."

Quality: 
4.0
Schedule: 
5.0
Cost: 
4.0
Willing to refer: 
4.0
The Project
 
$10,000 to $49,999
Project summary: 

Momentum Design Labs assisted with the creation of 2 wireless-carrier mobile apps in an outsourced engagement, executing comprehensive UX/UI design objectives to meet aggressive launch timelines.

The Reviewer
 
1-10 Employees
 
San Francisco, California
Freelance Marketing Consultant
 
Verified
The Review
Feedback summary: 

Thanks to Momentum Design Labs’ technical skills and flexible workflow, both products achieved key functionality goals and finished on time. The team’s organized project management, task ownership, and personable demeanor contributed to a rewarding collaboration.

BACKGROUND

Introduce your business and what you do there.

I’m a freelance marketing consultant. In the past, I’ve held various roles at primarily mobile consumer-facing startups.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Momentum Design Lab?

We were a small company in San Francisco. We were launching mobile applications that were distributed through the wireless carriers. This was before smartphones. As most tech startups are, we were very resource-constrained. We had internal design teams and developers but we didn’t have the bandwidth and we were forced to meet external deadlines set by our carrier partners. We needed outside help in order to expand our staffing capabilities and get these mobile apps developed on time so that we could launch with our partners.

SOLUTION

What was the scope of their involvement?

Momentum helped us with an application that we were creating, which would be distributed on Sprint. They designed the user experience around a certain feature within the application. This product was made in the early mobile days. It was a way of faking your way through your social life using your phone as your secret weapon. The feature Momentum worked on for us was around developing various personas within the app. For example, you could have a fake boyfriend or fake girlfriend within the app and it would have wallpaper and text messages and ways to pretend that you are taken when you might not be. That was one of many different features.

We also had a rescue ring where you could preprogram a call that would come in during a certain time during a first date with voice prompts, creating a conversation in real-time to get users out of a situation. It was a fun project. The pricing model at the time was driven by the carrier so it was on a monthly recurring charge which is probably what sank the product. All of the features have gone on to be standalone products by other companies. We had a section that allowed you to get a quick download on what was going on with pop culture and politics and anything you might need to know to master cocktail party chatter.

I’ve also worked with Momentum at a different company where they helped us with the onboarding experience for consumers who were signing up for mobile phone service through our application. We liked them well enough that we used them again for the second project. This product was a way to add a second line to your mobile phone so that you could manage both business and personal with separate numbers but the same device. They did the user onboarding flow. If someone signed up on the website, the experience of onboarding, selecting the phone number, and pricing the plan was all managed by Momentum. They owned all of the UX/UI for both of these projects.

How many resources have been assigned to your project?

It was a small team. I don’t remember the specific number.

How did you come to work with Momentum Design Lab?

I don’t recall exactly, but typically I would select a partner through referrals from my network. I would put out an appeal on Facebook or LinkedIn or ask people about their experiences with firms and if they had any recommendations. I trust the good word of someone I know and trust.

How much have you invested with Momentum Design Lab?

We spent between $10,000 and $50,000 with them.

What is the status of this engagement?

The first project was probably in 2007, and the onboarding for the mobile voice application was in 2011.

RESULTS & FEEDBACK

Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement?

I don’t have any metrics from either project.

How did Momentum Design Lab perform from a project management standpoint?

I remember the project management was handled well, and the projects went smoothly. I had no complaints, which led me to hire them twice. That was a strong point for them.

What did you find most impressive about Momentum Design Lab?

They’re very personable and easy to work with. They know their stuff and focus on getting in the consumer mindset.

Are there any areas Momentum Design Lab could improve?

I don’t recall.

4.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 4.0 Cost
    Value / within estimates
  • 4.0 Quality
    Service & deliverables
    I don't remember all the details.
  • 4.0 NPS
    Willing to refer

UI Design for Customer Shopping App

"[They] were just crisp. Spot on."

Quality: 
5.0
Schedule: 
4.5
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
Nov. 2015 - Jan. 2016
Project summary: 

Momentum refined initial design screens for an e-commerce app in order to create a polished prototype. They produced an intuitive design while working with a very tight timeline and on a startup budget.

The Reviewer
 
1-10 Employees
 
San Francisco Bay Area
Peter Amalraj
CEO, Valore Labs
 
Verified
The Review
Feedback summary: 

Momentum offered sharp, professional service befitting a tight project, but the highlight of their work was detailed reporting on progress, timeline, and budget. The app they designed has received high marks.

BACKGROUND

Introduce your business and what you do there.

I’m the founder and CEO of Valore Labs. Our mobile consumer app helps increase engagement between customers and retail stores.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Momentum?

We had a very basic app and wanted to transition between a prototype and a much more polished version that we could start showing customers and investors. We wanted an experience-driven transition between the various flows. The biggest challenge for us was keeping it under budget and within a month-and-a-half to two months.

We wanted to lay out our problem statement and have somebody give feedback on the five main things to focus on out of the 20 things we were looking at. Momentum came in to help us transition from a very basic UI template to a more experience-driven framework.

SOLUTION

What was the scope of their involvement?

They had a couple of senior people in the room — people who had done this numerous times — so they could very quickly home in on what was required. They got a couple of designers involved and went down the path of giving us options A and B. On a weekly basis or every few days, they would show us what the evolution of what options A and B looked like, and within a week-and-a-half, we zeroed in on one of the options and took that to completion. On an ongoing basis, beyond the two primary designers, we had a part-time project manager who reported back on the status.

How did you come to work with Momentum?

We've used 99designs and other third-party groups in Australia, Ukraine, and the UK. While the pricing was great, we didn’t get great results. Ultimately, we realized that design needed to be done in person. The remote environment setup was not productive or efficient.

On the other hand, design houses in the Bay Area were way over our budget. Between the time constraints and the budget we had in mind, we couldn't get on the same page. Some organizations approached it as a big project, and we were looking at it as a small and quick.

Momentum was great for us because they immediately understood our needs and mindset. They knew what a startup needed. Time was of the essence. Whittling things down to the bare minimum to make it a success was also important. Within the first couple of sessions, they provided meaningful feedback: Here's where we think you are. Here are the attributes you’ll need. This is what we can do in that month and a half to two months. This is what the budget will be like. That process was the most compelling for me, compared to the others that we'd spoken to.

From evaluating them alongside everybody else, the process they used and the way they were able to meet our requirements were just right for us.

How much have you invested with Momentum?

It was in the $15,000–$20,000 ballpark.

What is the status of this engagement?

We started early- to mid-November 2015. We were completely done by mid-January 2016. Now, we're discussing going back to them for a broader set of revisions.

RESULTS & FEEDBACK

Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement?

It isn’t extremely quantitative, but consistently, users and customers have seen a clear difference between what we showed them before and their overall experience after Momentum worked on the project.

Post-Momentum, it was a lot more intuitive, as people said, "I think I understand what this app can do.”

How did Momentum perform from a project management standpoint?

They were top-notch. When the project kicked off, I was overseas working with another group, so a lot of this was done remotely. Between the process and tools they adopted, we didn’t miss a beat. We had very clear communications on a daily/nightly basis (including weekends) with updates on what was achieved. The first couple of weeks was a weekly drop, and then after that, it was daily tweaks and updates of what they were working on.

It was fairly low-touch: the project manager would report back saying two things that I thought were very useful. He'd tell me how things were going on a daily basis, and how we were doing against the budget we had set. I thought that was super useful because, at the month mark, we saw that we had 30% of it left, and I wanted them to do a few more things. I don't think I even needed to get on the call because I knew exactly where they were just between the tools they used and the daily updates they sent us.

What did you find most impressive about Momentum?

We knew what we were getting into and we knew the seven or eight things we needed to achieve. We knew the money and time we had to work with. The two primary designers were just crisp. Spot on. The thing is when you only have a month-and-a-half for a project, you don't really have time for slippage. We had no slippage whatsoever; everything stayed on track.

Are there any areas Momentum could improve?

I would have loved to see option A, B, and C before we narrowed things down, but that's just a personal preference, and I know we were constrained by the budget and time we had.

Another thing that could have been beneficial for them is to dive deeper into our products. If they had, they might have had even more insightful feedback. For example, if you went from an app that had only five screens to seven, here's how we would suggest you extend the framework. That could have been very helpful, which is something that we ended up doing on our own.

Take our feedback with a grain of salt. We're a startup, so we're always going to push for more, but within the context of what we needed, and given the time frame and budget, they were easily in the 99th percentile.

4.5
Overall Score Very good
  • 4.5 Scheduling
    ON TIME / DEADLINES
    There might have been a little more wiggle room for the app, but I'm splitting hairs at this point.
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
    They were on time and on budget. The project was managed really well. Good team.
  • 5.0 NPS
    Willing to refer
    I've already done that. I've referred them to a couple of people who have gone on to use them and have good things to say about them. It’s also inclusive of us using them again.

UX Redesign for Email Services Provider

"We get compliments on the site’s design and the ease of use. We’re proud of the work Momentum did."

Quality: 
5.0
Schedule: 
5.0
Cost: 
4.0
Willing to refer: 
4.5
The Project
 
$50,000 to $199,999
 
Apr. - Oct. 2015
Project summary: 

Momentum Design Lab revamped a customer web portal to support data processing and APIs, adding more dashboards and changing dataflows based on systematic feedback.

The Reviewer
 
11-50 Employees
 
New York, New York
Tom Burke
CEO, TowerData
 
Verified
The Review
Feedback summary: 

The team clearly translated the platform vision and company branding objectives into a smooth UX. They delivered their sophisticated frontend designs on time and within budget, ensuring a strong collaboration.

BACKGROUND

Introduce your business and what you do there.

TowerData is a technology company that offers email data services. We help companies improve the quality of their emails lists and learn more about the people on their subscriber lists. I’m the CEO and founder. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Momentum?

We wanted to overhaul our customer portal, which allows our clients to upload their customer data for our processing or to create API keys to access our APIs. 

SOLUTION

What was the scope of their involvement?

We worked with the existing design to get us started, but the dataflows were different, and we added more dashboards. We discussed what we wanted to achieve and the brand objectives. We did an initial requirements document, and we worked with Momentum to come up with a page template from that. We designed each screen and got feedback on what worked and what didn’t. We did wireframes and designs for 30 screens.

We’ve gone back a couple of times asking for changes and updates. Momentum provided a project manager and several designers. We also had periodic interaction with a higher-level executive.

How did you come to work with Momentum Design Lab?

We reached out to a number of companies and reviewed their portfolios. We tried to get an understanding of whether the companies would be able to articulate what we wanted to do. We discussed price and availability and spoke with references. Eventually, we ended up choosing Momentum to work with.

How much have you invested with Momentum Design Lab?

We spent close to $100,000 with them for the project.

What is the status of this engagement?

Our relationship started in April 2015, and the work was completed in October 2015. 

RESULTS & FEEDBACK

Could you share any evidence that would demonstrate productivity, quality of work, or impact of the engagement?

They did a good job of articulating our vision in conveying our brand and making a smooth UX while looking professional. We get compliments on the site’s design and the ease of use. We’re proud of the work Momentum did.

How did Momentum Design Lab perform from a project management standpoint?

We had a dedicated project manager who was good at communicating details about the timeline and budget. He was a good interface between us and the designers.

What did you find most impressive about Momentum Design Lab?

I thought they provided high-level service and quality results. They created a very sophisticated site with a great design, and we’re pleased with what they did.

Are there any areas Momentum Design Lab could improve?

We just used them for design. We talked to them about doing HTML, but that didn’t turn out to be a cost-effective avenue for us, so we did that elsewhere. 

5.0
Overall Score I liked the team, and we’re happy with the product.
  • 5.0 Scheduling
    ON TIME / DEADLINES
    I don’t recall any significant delay with any deadlines.
  • 4.0 Cost
    Value / within estimates
    We got the value we wanted, but they weren’t the cheapest option.
  • 5.0 Quality
    Service & deliverables
    They did what we asked them to do. The quality of work was great, and the duration of the project met our expectations.
  • 4.5 NPS
    Willing to refer
    They performed well for what we needed. If it was a small project, I don’t know if I would use them.

Major UI Redesign for HR Software Platform

"They were willing to go beyond the call of duty to make things work in a timely manner."

Quality: 
5.0
Schedule: 
5.0
Cost: 
4.5
Willing to refer: 
5.0
The Project
 
$1,000,000 - $9,999,999
 
Apr. 2015 - Ongoing
Project summary: 

Momentum Design Lab restructured the entire UX design of an HR software suite, allotting up to 3 teams with 8–12 resources to expedite the workflow. They now provide periodic UI/UX support for major projects.

The Reviewer
 
1001-5000 Employees
 
Gainesville, Florida
Brian Gaspar
Former VP, SumTotal Systems
 
Verified
The Review
Feedback summary: 

After the re-design, product satisfaction rose from 49% to 83%, exceeding the projected results. Momentum Design Lab addresses UI/UX issues whenever needed to ensure a streamlined, sustainable software solution.

BACKGROUND

Introduce your business and what you do there.

SumTotal Systems is an HR software provider. When I worked with SumTotal Systems, I was VP of product management. I was responsible for the overall user experience (UX) and product management and innovation. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Momentum Design Lab?

We had a product that had grown through acquisitions. There were nine products that were cobbled together through a SharePoint portal, and we were getting beaten up in the market over our UX. This was also the primary limiter of our ability to sell the product. We needed to redo the UX so that we could get past those roadblocks. 

SOLUTION

What was the scope of their involvement?

During this project, I worked directly with Momentum. They were diligent in their process. They came to Florida where the company is headquartered and spent a week with us going through all the major things we were looking to get out of the project. They also made goals and timelines to come up with a detailed project and resource plan. They had 3 teams working with us with 8–12 resources involved, depending on the phase of the project.

I worked directly with the head of Momentum along with various project managers on both of our teams. Our internal team was comprised of 200 engineering resources in project management that were involved in the revamping of the entire suite. They helped us with 2 major and 2 minor projects. The major projects would last a year, and we would utilize a few teams on their side and big teams on our side. For the minor projects, we would use a single team on both sides.

How did you come to work with Momentum Design Lab?

I worked with another firm, York & Chapel, who outsourced work to Momentum, in a previous position. At the time, we had an Oracle project where we were rewriting the frontend of our cloud-based HR solutions. Momentum had done great work, and I wanted to use them again when I moved to this company.

How much have you invested with Momentum Design Lab?

We have spent between $1.5M and $2M over the course of our relationship. When I left SumTotal 6 months ago, the contract was still project-based, but I don’t know the current status of the contract.

What is the status of this engagement?

We started working with them in April 2015. After this project was completed, we used them as our default UX vendor for any other big projects we had because they had done such a good job. 

RESULTS & FEEDBACK

Could you share any evidence that would demonstrate productivity, quality of work, or impact of the engagement?

We had a set number of goals and some baselines that we compared against. From a customer-win rate, we went up by 30%. UI had been an issue before, but that totally stopped being an issue.

We did usability studies; in terms of satisfaction with the product, it went from 49% to 83%. The results exceeded what we expected, and we were happy about that.

How did Momentum perform from a project management standpoint?

SumTotal helped with material support around project management and made company-wide changes. Momentum was able to navigate the politics and silos that existed at SumTotal very easily. They put processes in place that we needed to follow from a UI perspective.

From a timing perspective, we hit all of our milestones. There may have been some minor delays by a couple of days, but nothing major. The project was highly successful, the project management was great, and we executed what we needed to.

What did you find most impressive about Momentum?

I’ve worked with UX firms in the past, and Momentum was excellent in being able to navigate a difficult political work climate and get things done. I haven’t seen that from other UX consulting firms. Most firms get bogged down, but Momentum didn’t. They were willing to go beyond the call of duty to make things work in a timely manner. That also sets them apart.

Are there any areas Momentum could improve?

I was hoping they were going to be more innovative in their approaches. We were looking for radical things, so we had to coax them in that direction. I think they’re used to working with organizations that would incrementally increase things, but we wanted to throw everything away and start over. It wasn’t a big issue, but it did take some time to let them know what we wanted. 

5.0
Overall Score I thought they were great. They definitely went beyond the call of duty and were very friendly and helpful. They never let the political climate on our side get to them. They were fantastic about everything.
  • 5.0 Scheduling
    ON TIME / DEADLINES
    They were able to get everything done well.
  • 4.5 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
    They delivered everything on time and navigated through a highly political climate.
  • 5.0 NPS
    Willing to refer
    I refer them all the time to people needing a UX consulting firm.