A Business platform to distribute digital mastercards
- Discovery Research
- Usability Testing
- Idea Prototyping
Designing a Business platform to distribute digital expense and employee benefit cards
Project Details
| Duration | 8 weeks |
| Tools |
CleverCards, a company that specializes in digital employee rewards and recognition programs. CleverCards allows businesses to provide their employees with personalized, digital gift cards and rewards for various achievements or milestones. These digital rewards can be sent and received via a mobile app, making it a convenient way for companies to recognize and incentivize their employees.
Objective & Solution
The challenge was to create a product that made company spending transparent and controllable. We aimed to cut their current tedious bookkeeping process in half by designing and developed an easy-to-use all-in-one interface that allows users to easily manage all their business expenses from one place.
Project Outcomes
Reduced customer support
Customers had access to self-service platform to reduce support requests by 60%
Happier Customers
By making the product more intuitive to use, the customers could self-serve much better without having to rely on support team.
Increased Revenue
Because customers could self-serve to a much higher degree, the support staff was no longer the limiting factors to revenue which in turn increased by +30%.
Testimonial
Your UX work made our lives and more importantly our customers lives way easier!
The new onboarding and the buyer journey within the portal including the payment flow was a good success - thank you for your support in the run up.
Project Deliverables
The following are some of the deliverables that were created for this project.
UX Concept
Product StrategyIntegrated two product portfolios into an online platform for diverse payouts, involving regulatory and technical analysis, user research, and stakeholder roadmaps, including KYC and KYB.
Competitor UX Audit
User ExperienceDetailed breakdown of CleverCards' competitors and their product's features to able to set the product apart and enable strategic decision making with regards to the product development roadmap.
User Flows
Product StrategyDesign of user flows across all phases of the product lifecycle. Indirections are surfaced and can be alleviated before digital processes are implemented. This leads to intuitive and streamlined experiences for new and existing users while complying with regulatory requirements.
Wireframes
Product StrategyBlueprint for each page which enables all teams to start work in parallel: UI design, copywriting, creating of visual content and web development all know what to do based these schematic
Interactive Prototype for User Testing
User ExperienceTo validate assumptions made during the concept phase we setup a clickable prototype of the website.
This prototype was used to run rapid user tests with CFOs and HR practitioners.
The feedback we received was implemented and helped improved the design user experience drastically..
UI Design
DesignCreated visually appealing and user-friendly interfaces for Clevercards business portal. We focused selecting colors, typography, icons, and arranging elements to provide an intuitive and aesthetically pleasing user experience.
Project Milestones
Concept
- UX Audit
- Competitor Review
- User Journey Design
Design Research
- Wireframes
- Usability Tests
- Refinements
Screen Design
- Visual Design
- Design–Development Handover
