Standardizing & storytelling

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The challenge

Company had multiple versions of the same screen, depending on what type of transaction was involved. Historically, various siloed design teams owned different flows which made for a disconnected experience.

The process

I reached out to various product owners and designers, suggesting we align. Turned out the experience misalignment was something that universally annoyed people and stakeholders were happy to have someone volunteering to take up the work.

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This update was a win for conversational design and storytelling. Stakeholders understood what I was going for when I described the updated field order and overview component with real life examples. I described pulling out your wallet to pay someone, and how that conversation could go. Payor: Hey Raymond, I have 20 bucks for you. Recipient: Sweet thanks, when do I get it? Payor: You get it today, and every month after that! Recipient: Woohoo! Forever? Payor: Nope, just until September 2024, so 12 in total. Recipient: Sounds good to me.

I collaborated with colleagues on how to best display the info, and worked with an Interaction Designer to come up with a new “overview” component. I framed the new component as reflecting the experience of paying for something in person: [from] - pulling out a wallet [amount] - pulling out cash [to] - handing it over

Once we determined the field ordering and the new component, I discussed with Developers and QA team members about how to express the new standard clearly to our scrum team and came up with the template.

The result

Upcoming transactions screens for all transfer types developed as single dynamic page, reducing technical complexity and adding clarity for end users. Also improved experience for fellow designers as I created a single source of truth in Confluence.

Final result with mock data.
Final result with mock data.

Kudos for me, from me!

This enhancement holds a place in my heart because the pain point was identified by me personally -- wasn’t part of a funded project -- and yet I was still able to get stakeholders on board and get it fixed. I went above and beyond my standard line of work to spearhead a change that delivered both user and business value.