Startup: promo pitch deck

An on-demand shipping company approached us for an upcoming meeting where they’d be pitching out-of-the-box experiential campaigns to a world class customer. They had the ideas, but lacked the polish.

Our solution was to go simple and bold, combining brand elements like typeface and color, rather than going with an always-awkward pairing of company logos.

With such a primary palette, as well as the client’s spunky concepts, it made sense to develop simple, upbeat illustrations to buoy the vibe. I created a set of abstract packages for subtle effect on the title pages, which the client loved.

As with most pitch decks, a lot of the text had to be redacted to protect the client’s privacy.

Surface design: Cobalt Robotics

surface design for sherpa blanket

The isometric maze gift blanket began as a weekend personal project. The idea was sparked while I was developing our illustration approach for security case studies. The calm isometric look was a combination of professional and approachable that reflected the brand we were building.

As I developed the first round of illustrations, the idea of Cobalt’s iconic robot roaming the halls of an isometric maze continued to nag at me. Finally, one Sunday morning, I sat down with a cup of coffee and worked out the seamlessly repeating pattern.

The look was simple, but striking, enhanced by the electric blue that traveled along the tops of the walls.

I dropped in a robot, and it looked great… but there was so much blue it was oppressive. Solution: an occasional planter with a poof of flowers in bright complementary colors relieved the monotony.

When the time came to discuss a holiday gift for the company, I was excited to share a few ideas that involved the maze pattern, and the concept was received with enthusiasm. Super soft sherpa blankets were produced with the Society6 print-on-demand system, and were a hit with the Cobalt team. It was a delight and an honor to give a little of my time toward what became a heartfelt gift to the entire company.

Photo credits: Taliesin Day

Package Design: Frankie Paige Skin

I developed the logo, identity treatments, and packaging for this project.

Frankie Paige is one of the most sought after skincare professionals in the entertainment industry, with studios in Beverly Hills and Hollywood, California. Her treatments are trusted by many of the most photographed faces in the world.

Frankie’s original 3-step system has seen tremendous success, and a new product, specifically formulated to treat acne, got an incredible reception during the test phase.

Because the new product targets a younger age group, they wanted to give the packaging a fresher look. At the same time, it was important to keep the crisp overall feeling that would reflect the rigorous lab research and clinical testing at the core of their products.

GSOC App Product: Cobalt Robotics

Cobalt Robotics is a security service powered by robots and human Robot Specialists working together. It’s a new way of using robots and a dramatically new way of doing security.

These images reflect the ongoing iterative development of the Cobalt SOC (Security Operations Center)—a key facet of the security services product the company offers.

Always attuned to risk and vulnerability, it is critical that our enterprise security customers are able to monitor the robot, seeing what it sees through its multiple cameras.

Also, providing the ability to remotely experience Cobalt’s patrols—in real time—is a powerful way to demonstrate the value of the service.

No actual customer locations are shown in these comps.

Working closely with our Head of Product, Head of Commercialization, and customers, we developed the Cobalt SOC App. With it, customers can remotely monitor incidents as they are happening at any time during the robot’s patrol hours. If an unusual or critical incident requires immediate action, the app delivers video surveillance and other important data directly to the appropriate decision-makers.

Wireframes were begun on paper. Shown here are some next-stage (but still early) concepts.

In addition to hearing the concerns and frustrations of security professionals, we also dove deeply into industry norms by interviewing security managers, undergoing guard card training, and visiting our customer’s security operations centers.

We learned about the kinds of information they were used to seeing, management’s backgrounds (often in military and law enforcement), and what features we could offer users highly trained in security, but not in robotics.

Personas: C-suite Executive, SOC Manager, Security Guard/SOC operator

Beyond the essential functions, we also began to get a sense of the aesthetics that would reflect Cobalt’s white glove service, communicate credibility, and earn the trust of an industry that has no patience for flashy startups.

The results are an intuitive tool that delivers increasingly meaningful features as our customer base expands.

Proposed event modals.

Sales Collateral: Cobalt Robotics

Sales Collateral for Cobalt Robotics

Cobalt Robotics is a security service powered by robots and human Robot Specialists working together. It’s a new way of using robots and a dramatically new way of doing security.

Since the company’s launch:

sales journey snippet
  • We’ve learned more about how to educate customers about Cobalt’s services.
  • We’ve introduced many new and improved features.
  • The sales journey is much better understood, but very long, requiring continuous touchpoints that evolve along with the relationship.

Our sales team provided us with a deep dive into the sales journey so that we could identify needed collateral to introduce our service, detail our features, and answer common questions—all in a visually cohesive set of materials.

By conducting interviews with engineers, account managers, and existing Cobalt customers, I worked with the head of product and the marketing team to compose stories that were both technically informative and emotionally captivating.

Service robots, and cobots (robots that work closely with people) in particular, are so new that a huge part of the work is educating our audience. Every marketing project is an opportunity to collect more feedback, and for the brand to evolve along with our customers.

Isometric illustration: the Cobalt Robot

Brand Evolution: Cobalt Robotics

Cobalt Robotics is a security service powered by robots and human Robot Specialists working together. It’s a new way of using robots and a dramatically new way of doing security.

When I began at Cobalt, we had a very basic visual identity framework: a beautiful logo, colors, a typeface, and an initial brand book by the original designers. We didn’t have enough to hand to media or outside agencies, nor did we have the visual vocabulary we needed to take our next steps with the product, like improving the robot’s UI and building an operations center app for our customers.

By the time I had created our first cohesive set of Brand Guidelines, a couple of colors had shifted, an additional typeface was added, and I had refined the essential elements of our company story.

I did these things carefully: I used the existing guide and materials, studied early documentation, spent time interviewing stakeholders, and applied the provided assets to my first few projects. Only then did I determine exactly what needed to change, and why.

Brand Discovery

Before attempting to direct the brand (i.e. make any major decisions about the existing assets and guidelines), I explored the company archives for relevant notes, interviewed leadership, and led a discovery exercise for the founding team (12 or 13 people, including leadership, at the time).

As part of my research,
I focused on better understanding our product and service, as well as the security industry we were targeting. I balanced those learnings with studies on the challenges of cultural acceptance for robotics.

In meetings with leadership,
I presented images and phrases pulled from assets in use, or that reflected conversations and notes about the company’s goals and vision, or that I believed would elevate the current conversations. I made notes based on their feedback, adjusted my presentation, and interviewed them again.

The discovery exercise for the entire team
began a week or two ahead of a planned internal Town Hall, with a request to everyone for five words that they felt described our identity as a company.

When we met, I had written everyone’s words on index cards. If multiple people chose the same word, each mention counted for another card.

I spread the cards out on a table and invited everyone to organize them in a way that made sense to them. Some gathered same or similar cards together, others created groups and hierarchies.

While participants interacted with the cards, I noted not only what they did with the cards, but also how they responded—to words they had not expected, to repeated words, and to contradictory words (for example, how to reconcile ‘scrappy’ with ‘elegant’? and ‘driven’ with ‘soft’?). There was surprise, delight, and some really good conversation as participants discussed the meanings and priorities of each other’s choices.

I had gathered an abundance of insights; Patterns were beginning to emerge.
I kept asking questions and strewing provocations in smaller ways, but it was time to distill my learnings so far.

Documentation

Documentation is not only an essential practice for guiding future projects, but also an elegant and powerful tool I use to process big questions. I begin by creating the loose framework of a proposed story: it’s a first draft, and the aim is to jump start the distilling process.

Knowing, for example, that part of discovering our brand is to understand where we come from and where we aim to go, I create blank pages in a “book” with titles that start out as “The Why” and “Vision”. Onto those pages I dump snippets of what I know so far. 

The snippets can be moved to different sections. The titles will certainly change. But by simply beginning to tell our story, I unearth patterns, expose gaps and raise important, clarifying questions.

Having populated the pages of the first Guidelines draft, I went about the day to day of utilizing our visual identity assets to create sales and marketing materials, develop the UI for our online operations centers, and provide our customers with the tools to help introduce Cobalt to their employees and guests.

Now I had context, I had an understanding of our company and product, and I had started to develop informed empathy for our target markets.

Brand Evolution

Colors

The original visual identity designers had provided a palette of primary and secondary colors. As I learned more about our market, our messaging and our internal vision, it became clear we were playing things too cool. Our neutral gray and our icy pink were not helping us introduce ourselves to a cautious industry, skeptical of Bay Area startups and high tech promises.

We needed to dial things to warmer hues, differentiating ourselves not only from the perceived Silicon Valley Disrupter bubble, but also from “enforcer” wannabees and Hollywood’s robot stereotypes. To that end, we also moved the middle secondary blue to a primary role.

Initial colors

Evolved colors

Typeface

The typeface specified in the initial brand book was beautiful, but its high per-seat price would be costly for our flat organizational hierarchy and its numerous content producers. Also, its body copy weight was not going to perform well in text-heavy whitepapers and case studies. I opted to keep it for print headings and subheadings, but chose a complementary free font with a slightly higher x-height to use for body copy and online communications.

Our Story

In order to introduce Cobalt to the media and external vendors, I broke our company story into three parts:

  1. The Facts (describing our product/service)
  2. The Story (our “why” and our values)
  3. The Intent (our vision)

By now, much of what is included on those pages is increasingly public knowledge. That said, it is more valuable than ever to present these ideas as a somewhat formal narrative.

On the pages that follow that narrative, the story becomes increasingly abstracted—from words to images, and then to the essential colors and forms of our visual identity.

The rest is pretty standard: color values, photography rules, a section on brand voice, etc.

Going forward

Cobalt has evolved and the market has continued to mature as its exposure to robotics increases. We have expanded the types of customers we serve to include malls, warehouses, and stadiums. Most importantly, we are fulfilling more than the basic security guard role (“observe and report”), and demonstrating value in roles such as mobile kiosk, remote concierge, remote evacuation assistance, and on-call hazard monitor.

We’ve already begun testing messaging to reflect these changes, and it’s time to also address them in a new edition of our Brand Guidelines.

OOH advertising | billboard
OOH advertising | billboards in San Francisco Bay Area

Favly, Inc. Product

Favly is a social referral app that relies on personal referrals from users’ own networks, rather than star ratings and reviews.

When I stepped in, the iOS app was already underway but:

  • Design decisions had been made outside of native iOS standards, draining development resources.
  • Without Android and web platforms it was not meeting MVP requirements.
  • Email and mobile notification features had yet to be developed.

Along with founders, the key stakeholder was the marketing director. I collaborated with him on strategy, and led a senior and junior designer. I coordinated directly with the dev team to drive the project forward with the least possible friction.

Our iOS version of the app was far enough along that we could use it as a user-testable prototype, with the plan to leapfrog improvements between the two mobile platforms based on user feedback.


Notifications

Tight on resources, I designed a simple base email template and commandeered wall space to map and track all notifications. The marketing director and I co-planned, co-wrote, and co-strategized every piece with the intent to maximize the potential of these touchpoints for:

  • Helpfulness to users
  • Beauty
  • Brand cohesiveness
  • Attracting more users

iOS

For iOS, I worked with the senior designer to iterate UX and UI improvements, as well as promised features, steering the product away from its initial ultra-customized interface and catering more to iOS-native design.

Android

In contrast to the approach that had been taken for the iOS version of the app, we chose to design for as Android-native an experience as possible, closely following material design and material.io guidelines and best practices, so that we could focus development resources on improving current features and introducing promised new ones.

Web

Of the three platforms, we tackled the web app last. I pushed to balance consistency to the mobile app experience with the opportunity to offer features that would take full advantage of the platform.

For more details about my identity and brand design work for this company, see Favly, Inc. Brand.

Exhibit Design: DSI International

DSI International is a pioneering diagnostics technology company that serves clients including Boeing, Lockheed Martin and NASA. Their products are necessarily complex, tailored for trained engineering professionals, but a conference booth has seconds to attract attendees with a strong message and fresh visuals.

I studied the products and then distilled their essential value to users with my hard-hitting copy and visuals. They responded very positively to both, and decided on the design shown here (the runner up is below).

Exhibit design by Penina S Finger

Runner-up booth design:

Favly, Inc. Brand

When I began at Favly, makers of a new social referral app, there was already a first-round website, a nearly-complete iOS version of the app, and a logo. While there was a rough styleguide, the logo and its uses had evolved since it was created. All resources were now focused on the iOS launch.

For more details about my product design work for this company, see Favly, Inc. Product.

Brand Discovery

To create a system, a coherent visual identity, and to begin delivering materials that would best serve our goals, I began with a brand discovery process, and spoke with each founder to get a feel for their vision. The resulting document—The Favly Story—was not only a valuable resource for myself and new hires, but was added to the fundraising arsenal.

Brand Discovery Document for Favly, Inc. created by Penina S. Finger

Styleguide

Once I had confirmation from management that The Favly Story reflected the company’s principles and vision, I began the first draft of the styleguide. This was a more conventional document, but I used excerpts from the Story to reinforce the reasoning behind various style rules, such as the use of gradients and copy tone.

Multi-platform Design

With the beginnings of a system in place, my design team revisited the company’s marketing materials and landing pages, as well as the product itself. In print, on the web and in mobile app environments, we generated visuals that are a dynamic balance of consistency and vitality.

Other fundraising support included a deep overhaul of the slide presentation to reflect the app’s core ideas with greater clarity and professionalism.

Email design and notification strategy

One of my most challenging projects was working closely with the Director of Marketing, the planning and implementation of about fifty emails. Most of these were critical moving parts of the product, and an indispensable step in earning new users to grow our traction. Tight on resources, I designed a simple base template and commandeered wall space to map and track the emails. We co-planned, co-wrote, and co-strategized every piece with the intent to maximize the potential of these touchpoints.

Fashion Takeaway/Calling Cards

Tight deadline, small (but beautiful) collection of photos (by Kevin Weinstein). What could we pull together for a showing—in six days—and really make the most of Staci’s outstanding attention to detail?

Design for print for Staci Koondel, by Penina

Instead of trying to squeeze it all onto one card, we decided to create a set of three. Interested buyers could take a favorite, or more.

Design for print for Staci Koondel, by Penina

For speed, it was going to have to be a digital press. We’re thankful for E&T Graphics Los Angeles, who had it printed, beautifully trimmed, and ready for pickup in a day.

Design for print for Staci Koondel, by Penina