Confidential

2022

Building product validation infrastructure from PowerPoint slides

Project under NDA

This project is confidential. Reach out to learn more about this work.

marcelle.carlson@gmail.com

marcelle.carlson@gmail.com

Project under NDA

This project is confidential. Reach out to learn more about this work.

marcelle.carlson@gmail.com

Highlights

Advocating for systematic validation before engineering investment

When handed PowerPoint slides containing a new lending product concept with a 6-month phased engagement, I built a complete validation framework that proved product viability without writing code—orchestrating real loan transactions through people and paper to meet compliance standards while validating actual user adoption.

Exceeded validation target by 50%+

Exceeded validation target by 50%+

Approved for full build by end of engagement

Approved for full build by end of engagement

Created phased learning model adopted across future products

Created phased learning model adopted across future products

Validated viability without direct user access

Validated viability without direct user access

Retrospective

Proving products work before building them

The challenge: validate whether users would actually take out loans—in 3 months, without building technology, and without direct access to end users.

I led the validation work — building the framework that structured how the team would learn, running user research orchestration, and aligning cross-functional partners on what to validate at each stage. The team included client product leadership, two embedded lending subject matter experts from a partner firm, a client customer care lead who conducted user research we structured, and a FinTech UX consultant brought in as the work scaled.

Users received actual loan approvals and funding—we just orchestrated it manually instead of digitally. What made the validation succeed wasn't the manual orchestration itself — it was the structure we built first, naming what we needed to learn at each stage so the team could align on what to validate against. By proving demand before building, we helped the company de-risk a significant investment in a new financial services division.

Marcelle has an incredible ability to align people on the knowns and unknowns surrounding a new initiative which makes it easy for the team around her to align on what they need to tackle to move forward. If we know the unknowns, it's easier to have something to validate against—I truly wish more people worked like Marcelle in this way!