Man with mobile phone and monitors
Man with mobile phone and monitors
Charles Schwab Mobile

Enterprise systems built at Schwab, Bank of America, and State Farm — engineered for capital, risk, and scalable decision systems.

Charles Schwab Mobile

© 2026 Stanford Ashcraft. Portfolio work shown for illustrative purposes.

Charles Schwab Logo

Design System Walkthroughs

Reducing design drift and compliance riskVega Design System — Foundations

• Shared FinTech design system for advisor platforms

• Defined primitives: color roles, typography scale, spacing, radius

• Button and component variants standardized at the system level

• Token-first approach ensures WCAG 2.0 accessibility by default

• Enables consistent, predictable implementation across desktop and mobileBaselineBefore systemization, UI patterns were fragmented across teams, with inconsistent styling, duplicated components, and manual rework. Designers and engineers relied on ad-hoc decisions, increasing review cycles and regression risk.

Charles Schwab - Devices

FinTech Iconography System

A scalable icon set designed for financial clarity and density. Standardized proportions, stroke weights, and semantic usage to reduce cognitive load and support rapid scanning in data-heavy advisor workflows.

Charles Schwab - Iconography

Tokens & Engineering Integration

Design tokens connected Figma components to the Angular codebase, enabling shared definitions for color, spacing, and states. Reduced design-to-dev translation errors while supporting scalable theming and future system expansion.

Charles Schwab - Token-First Design System

Component Variants & Dark Mode

Documented component variants for light and dark modes, including tables, inputs, and controls. Ensured contrast compliance, token-driven theming, and consistent behavior across responsive layouts and dual-monitor advisor environments.

Charles Schwab - Brand and Darkmode

Metrics & Impact

Metrics 30 days pre/post adoption (n=428 advisors):

🌟 UI consistency issues ↓ 61%

⏱ Design-to-dev handoff time ↓ 48%

📉 UI regressions ↓ 37%

📈 CSAT for core workflows ↑ 22%

Lockup Mobile and Desktop
Lockup Mobile and Desktop
Lockup Mobile and Desktop

CASE STUDIES

Logo

Dashboard OKRs

High-constraint, executive alignment problemKey Outcomes

• Eliminated daily time waste, boosting individual productivity and focus

• Established a single, reliable source for personalized OKR visibility

• Accelerated executive and team alignment in a high-velocity enterprise environmentBaselineAll metrics measured 60 days pre/post launch, n=312 active users

Problem & Opportunity

Engineers and leads wasted 5–12 minutes daily hunting OKRs across disparate tools (Agility, Confluence, scattered dashboards), leading to context-switching friction and delayed alignment. Traditional customizable dashboards suffered from visual noise, slow load times, and stale data.

 

Research in 30 seconds

What the data tells us

 

⚠️ Engineers and leads wasted 5–12 min per day hunting

OKRs across Agility, Confluence, and scattered dashboards

Solution & Impact

Prioritized and shipped a lightweight, zero-page-reload modal accessible from Favorites—pulling live data from Agility and auto-personalizing rollups by user ID/role. This delivered instant, relevant insights without overwhelming the core interface.

The Numbers

What the data tells us

 

🌟 Result → 94 % of users now check OKRs daily (was 31 %)

average session time to view OKRs ↓ 87 % (from ~7 min → <45 s)

System-Level

This shows how Jira data is safely authorized, mapped, normalized, and cached before rendering in Backstage—balancing real-time accuracy with reliability, performance, and clear recovery paths when permissions, schemas, or rate limits fail.

System-level-flow

Integrated Quote

Revenue-critical flow under behavioral frictionKey Outcomes

• Significantly reduced abandonment in bundling scenarios

• Enabled faster, more accurate multi-product quotes with dynamic adjustments

• Improved user trust and completion rates through transparent, intuitive progressionBaselineMetrics from A/B test, 60-day period, 180 k+ quote starts

System-Level

This shows how the knowledge system prioritizes deterministic rules first, falls back to search or AI when needed, and continuously improves through feedback—balancing speed, trust, and accuracy for engineers using a shared chat interface.

Gen Hub

Problem & Opportunity

Engineers lost ~4.6 hours per week chasing configs, secrets, runbooks, and scattered Slack threads (validated via internal logs and surveys). 85% of this wasted time stemmed from repeatable, non-coding tasks—creating major productivity drag in a high-velocity environment.

 

Research in 30 seconds

What the data tells us

 

⚠️ 85 % of that lost time was on repeatable, non-coding tasks

Solution & Impact

Prioritized and delivered Gen Hub: a unified, intuitive hub with an embedded AI assistant (Sophia) that surfaces relevant knowledge through a single, intelligent search—aggregating disparate sources in real time for instant, contextual results.

 

The Numbers

What the data tells us

 

🌟 ↑ 42 % overall satisfaction

↓ 68 % time to onboard a new project (60 days post-launch, n=312)

 

System-level-flow

Productivity recovery under AI and scale pressureKey Outcomes

• Reclaimed ~4.6 hours/week per engineer, directly boosting coding focus and output

• Reduced context-switching on repeatable tasks by targeting 85% of lost time

• Created a scalable foundation for AI-driven knowledge access, accelerating onboarding, debugging, and cross-team collaboration

BaselineAll metrics measured 60 days pre/post launch, n=312 active users

System-Level

This shows how the mobile quote experience orchestrates underwriting, eligibility, and pricing decisions in real time—preserving trust and conversion by offering bundles opportunistically while always protecting a clear auto-only fallback.

System-level-flow

Research in 30 seconds

What the data tells us

 

⚠️ Auto-insurance quote flows had 58–72 % drop-off,

especially when users tried to bundle with renters/home

Problem & Opportunity

Auto-insurance quote flows experienced 58–72% drop-off rates, particularly when users attempted to bundle with renters/home coverage. Long, repetitive forms and disjointed hand-offs across product lines caused frustration, leading users to abandon before viewing personalized pricing.

The Numbers

What the data tells us

 

🌟 Result → Completion rate ↑ 41 % (from 38 % → 79 %)

average time-to-quote ↓ 82 % (11 min → <2 min)

Solution & Impact

Auto-insurance quote flows experienced 58–72% drop-off rates, particularly when users attempted to bundle with renters/home coverage. Long, repetitive forms and disjointed hand-offs across product lines caused frustration, leading users to abandon before viewing personalized pricing.

Logo
Logo

DESIGN SYSTEMS

Lockup Gen Mobile
MobileeDesk
Lockup OKRs Tablet

Go to Governace

Icon

Go to Governace

Icon
Man with mobile phone and monitors
Man with mobile phone and monitors

Enterprise systems built at Schwab, Bank of America, and State Farm — engineered for capital, risk, and scalable decision systems.

Charles Schwab Mobile

© 2026 Stanford Ashcraft. Portfolio work shown for illustrative purposes.

Dashboard OKRs

High-constraint, executive alignment problem

Logo

Key Outcomes

• Eliminated daily time waste, boosting individual productivity and focus

• Established a single, reliable source for personalized OKR visibility

• Accelerated executive and team alignment in a high-velocity enterprise environment

BaselineAll metrics measured 60 days pre/post launch, n=312 active users

Lockup OKRs Tablet

System-Level

This shows how Jira data is safely authorized, mapped, normalized, and cached before rendering in Backstage—balancing real-time accuracy with reliability, performance, and clear recovery paths when permissions, schemas, or rate limits fail.

System-level-flow

Problem & Opportunity

Engineers and leads wasted 5–12 minutes daily hunting OKRs across disparate tools (Agility, Confluence, scattered dashboards), leading to context-switching friction and delayed alignment. Traditional customizable dashboards suffered from visual noise, slow load times, and stale data.

 

Research in 30 seconds

What the data tells us

 

⚠️ Engineers and leads wasted 5–12 min per day hunting

OKRs across Agility, Confluence, and scattered dashboards

Solution & Impact

Prioritized and shipped a lightweight, zero-page-reload modal accessible from Favorites—pulling live data from Agility and auto-personalizing rollups by user ID/role. This delivered instant, relevant insights without overwhelming the core interface.

 

The Numbers

What the data tells us

 

🌟 Result → 94 % of users now check OKRs daily (was 31 %)

average session time to view OKRs ↓ 87 % (from ~7 min → <45 s)

Gen Hub

Logo

Productivity recovery under AI and scale pressure

Key Outcomes

• Reclaimed ~4.6 hours/week per engineer, directly boosting coding focus and output

• Reduced context-switching on repeatable tasks by targeting 85% of lost time

• Created a scalable foundation for AI-driven knowledge access, accelerating onboarding, debugging, and cross-team collaborationBaselineAll metrics measured 60 days pre/post launch, n=312 active users

System-Level

This shows how the knowledge system prioritizes deterministic rules first, falls back to search or AI when needed, and continuously improves through feedback—balancing speed, trust, and accuracy for engineers using a shared chat interface.

System-level-flow

Problem & Opportunity

Engineers lost ~4.6 hours per week chasing configs, secrets, runbooks, and scattered Slack threads (validated via internal logs and surveys). 85% of this wasted time stemmed from repeatable, non-coding tasks—creating major productivity drag in a high-velocity environment.

 

Research in 30 seconds

What the data tells us

 

⚠️ 85 % of that lost time was on repeatable, non-coding tasks

Solution & Impact

Prioritized and delivered Gen Hub: a unified, intuitive hub with an embedded AI assistant (Sophia) that surfaces relevant knowledge through a single, intelligent search—aggregating disparate sources in real time for instant, contextual results.

The Numbers

What the data tells us

 

🌟 ↑ 42 % overall satisfaction

↓ 68 % time to onboard a new project (60 days post-launch, n=312)

 

Integrated Quote

Revenue-critical flow under behavioral friction

Logo

Key Outcomes

• Significantly reduced abandonment in bundling scenarios

• Enabled faster, more accurate multi-product quotes with dynamic adjustments

• Improved user trust and completion rates through transparent, intuitive progressionBaselineMetrics from A/B test, 60-day period, 180 k+ quote starts

System-Level

This shows how the mobile quote experience orchestrates underwriting, eligibility, and pricing decisions in real time—preserving trust and conversion by offering bundles opportunistically while always protecting a clear auto-only fallback.

System-level-flow

Problem & Opportunity

Auto-insurance quote flows experienced 58–72% drop-off rates, particularly when users attempted to bundle with renters/home coverage. Long, repetitive forms and disjointed hand-offs across product lines caused frustration, leading users to abandon before viewing personalized pricing.

Research in 30 seconds

What the data tells us

 

⚠️ Auto-insurance quote flows had 58–72 % drop-off,

especially when users tried to bundle with renters/home

Solution & Impact

Auto-insurance quote flows experienced 58–72% drop-off rates, particularly when users attempted to bundle with renters/home coverage. Long, repetitive forms and disjointed hand-offs across product lines caused frustration, leading users to abandon before viewing personalized pricing.

The Numbers

What the data tells us

 

🌟 Result → Completion rate ↑ 41 % (from 38 % → 79 %)

average time-to-quote ↓ 82 % (11 min → <2 min)

Design System Walkthroughs

Reducing design drift and compliance risk

Charles Schwab Logo

Vega Design System — Foundations

• Shared FinTech design system for advisor platforms

• Defined primitives: color roles, typography scale, spacing, radius

• Button and component variants standardized at the system level

• Token-first approach ensures WCAG 2.0 accessibility by default

• Enables consistent, predictable implementation across desktop and mobile

BaselineBefore systemization, UI patterns were fragmented across teams, with inconsistent styling, duplicated components, and manual rework. Designers and engineers relied on ad-hoc decisions, increasing review cycles and regression risk.

Charles Schwab - Devices

FinTech Iconography System

A scalable icon set designed for financial clarity and density. Standardized proportions, stroke weights, and semantic usage to reduce cognitive load and support rapid scanning in data-heavy advisor workflows.

Charles Schwab - Iconography

Tokens & Engineering Integration

Design tokens connected Figma components to the Angular codebase, enabling shared definitions for color, spacing, and states. Reduced design-to-dev translation errors while supporting scalable theming and future system expansion.

Charles Schwab - Token-First Design System

Component Variants & Dark Mode

Documented component variants for light and dark modes, including tables, inputs, and controls. Ensured contrast compliance, token-driven theming, and consistent behavior across responsive layouts and dual-monitor advisor environments.

Charles Schwab - Brand and Darkmode

Metrics & Impact

Metrics 30 days pre/post adoption (n=428 advisors):

🌟 UI consistency issues ↓ 61%

⏱ Design-to-dev handoff time ↓ 48%

📉 UI regressions ↓ 37%

📈 CSAT for core workflows ↑ 22%

CASE STUDIES

Lockup Mobile and Desktop
Lockup Mobile and Desktop
Lockup Mobile and Desktop

DESIGN SYSTEMS

Research in 30 seconds

What the data tells us

 

⚠️ Auto-insurance quote flows had 58–72 % drop-off,

especially when users tried to bundle with renters/hom.

The Numbers

What the data tells us

 

🌟 Result → Completion rate ↑ 41 % (from 38 % → 79 %)

average time-to-quote ↓ 82 % (11 min → <2 min)

© 2026 Stanford Ashcraft. Portfolio work shown for illustrative purposes.

Research in 30 seconds

What the data tells us

 

⚠️ Auto-insurance quote flows had 58–72 % drop-off,

especially when users tried to bundle with renters/hom.

The Numbers

What the data tells us

 

🌟 Result → Completion rate ↑ 41 % (from 38 % → 79 %)

average time-to-quote ↓ 82 % (11 min → <2 min)

Lockup Integrated Tablet
Lockup Gen Tablet

Go to Governace

Icon
Man with mobile phone and monitors
Man with mobile phone and monitors

Enterprise systems built at Schwab, Bank of America, and State Farm — engineered for capital, risk, and scalable decision systems.

Charles Schwab Mobile

CASE STUDY REVIEW

DESIGN SYSTEMS

Lockup Mobile and Desktop
Lockup Mobile and Desktop
Lockup Mobile and Desktop

Design System Walkthroughs

Reducing design drift and compliance risk

Charles Schwab Logo

Vega Design System — Foundations

• Shared FinTech design system for advisor platforms

• Defined primitives: color roles, typography scale, spacing, radius

• Button and component variants standardized at the system level

• Token-first approach ensures WCAG 2.0 accessibility by default

• Enables consistent, predictable implementation across desktop and mobileBaselineBefore systemization, UI patterns were fragmented across teams, with inconsistent styling, duplicated components, and manual rework. Designers and engineers relied on ad-hoc decisions, increasing review cycles and regression risk.

FinTech Iconography System

A scalable icon set designed for financial clarity and density. Standardized proportions, stroke weights, and semantic usage to reduce cognitive load and support rapid scanning in data-heavy advisor workflows.

Charles Schwab - Iconography

Tokens & Engineering Integration

Design tokens connected Figma components to the Angular codebase, enabling shared definitions for color, spacing, and states. Reduced design-to-dev translation errors while supporting scalable theming and future system expansion.

Charles Schwab - Token-First Design System

Component Variants & Dark Mode

Documented component variants for light and dark modes, including tables, inputs, and controls. Ensured contrast compliance, token-driven theming, and consistent behavior across responsive layouts and dual-monitor advisor environments.

Charles Schwab - Brand and Darkmode

Metrics & Impact

Metrics 30 days pre/post adoption (n=428 advisors):

🌟 UI consistency issues ↓ 61%

⏱ Design-to-dev handoff time ↓ 48%

📉 UI regressions ↓ 37%

📈 CSAT for core workflows ↑ 22%

CASE STUDIES

Dashboard OKRs

High-constraint, executive alignment problem

Logo

Key Outcomes

• Eliminated daily time waste, boosting individual productivity and focus

• Established a single, reliable source for personalized OKR visibility

• Accelerated executive and team alignment in a high-velocity enterprise environmentBaselineMetrics 30 days pre/post launch, n=428 active users

System-Level

This shows how Jira data is safely authorized, mapped, normalized, and cached before rendering in Backstage—balancing real-time accuracy with reliability, performance, and clear recovery paths when permissions, schemas, or rate limits fail.

System-level-flow

System-Level

This shows how the knowledge system prioritizes deterministic rules first, falls back to search or AI when needed, and continuously improves through feedback—balancing speed, trust, and accuracy for engineers using a shared chat interface.

System-level-flow
Lockup Integrated Desk
System-level-flow

System-Level

This shows how the mobile quote experience orchestrates underwriting, eligibility, and pricing decisions in real time—preserving trust and conversion by offering bundles opportunistically while always protecting a clear auto-only fallback.

Integrated Quote

Revenue-critical flow under behavioral friction

Logo

Key Outcomes

• Significantly reduced abandonment in bundling scenarios

• Enabled faster, more accurate multi-product quotes with dynamic adjustments

• Improved user trust and completion rates through transparent, intuitive progressionBaselineMetrics from A/B test, 60-day period, 180 k+ quote starts

Gen Hub

Productivity recovery under AI and scale pressure

Logo

Key Outcomes

• Reclaimed ~4.6 hours/week per engineer, directly boosting coding focus and output

• Reduced context-switching on repeatable tasks by targeting 85% of lost time

• Created a scalable foundation for AI-driven knowledge access, accelerating onboarding, debugging, and cross-team collaboration

BaselineAll metrics measured 60 days pre/post launch, n=312 active users

Problem & Opportunity

Engineers and leads wasted 5–12 minutes daily hunting OKRs across disparate tools (Agility, Confluence, scattered dashboards), leading to context-switching friction and delayed alignment. Traditional customizable dashboards suffered from visual noise, slow load times, and stale data.

 

Solution & Impact

Prioritized and shipped a lightweight, zero-page-reload modal accessible from Favorites—pulling live data from Agility and auto-personalizing rollups by user ID/role. This delivered instant, relevant insights without overwhelming the core interface.

Research in 30 seconds

What the data tells us

 

⚠️ Engineers and leads wasted 5–12 min per day hunting

OKRs across Agility, Confluence, and scattered dashboards

The Numbers

What the data tells us

🌟 Result → 94 % of users now check OKRs daily (was 31 %)

average session time to view OKRs ↓ 87 % (from ~7 min → <45 s)

Problem & Opportunity

Engineers lost ~4.6 hours per week chasing configs, secrets, runbooks, and scattered Slack threads (validated via internal logs and surveys). 85% of this wasted time stemmed from repeatable, non-coding tasks—creating major productivity drag in a high-velocity environment.

 

Solution & Impact

Prioritized and delivered Gen Hub: a unified, intuitive hub with an embedded AI assistant (Sophia) that surfaces relevant knowledge through a single, intelligent search—aggregating disparate sources in real time for instant, contextual results.

Research in 30 seconds

What the data tells us

 

⚠️ 85 % of that lost time was on repeatable, non-coding tasks

The Numbers

What the data tells us

 

🌟 ↑ 42 % overall satisfaction

↓ 68 % time to onboard a new project (60 days post-launch, n=312)

Problem & Opportunity

Auto-insurance quote flows experienced 58–72% drop-off rates, particularly when users attempted to bundle with renters/home coverage. Long, repetitive forms and disjointed hand-offs across product lines caused frustration, leading users to abandon before viewing personalized pricing.

 

Solution & Impact

Auto-insurance quote flows experienced 58–72% drop-off rates, particularly when users attempted to bundle with renters/home coverage. Long, repetitive forms and disjointed hand-offs across product lines caused frustration, leading users to abandon before viewing personalized pricing.

Research in 30 seconds

What the data tells us

 

⚠️ Auto-insurance quote flows had 58–72 % drop-off,

especially when users tried to bundle with renters/hom.

The Numbers

What the data tells us

 

🌟 Result → Completion rate ↑ 41 % (from 38 % → 79 %)

average time-to-quote ↓ 82 % (11 min → <2 min)

© 2026 Stanford Ashcraft. Portfolio work shown for illustrative purposes.

Charles Schwab - Devices
Lockup OKRs Desk
Lockup Gen Tablet
Info Icon

Go to Governace

Icon