- Take an existing paper business process and digitize it
- Work with stakeholders to ensure the information needed to process pre-approval is collected
- Organize the collected information into an intuitive flow
- Automate the credit authorization process
- Create a mobile-first experience for immediate use
- Kept mobile usage in mind as target for primary device scenario
- Met with the stakeholders receiving the information
- Ensure the minimal data points to collect
- Collaborated to organize in an easy-to-use flow
- Understand business needs and average customer
- Using wireframes, I conducted a coffee shop user testing session to get immediate user feedback
- Adjusted experience based off feedback received
Wireframe Iterations
- After the initial round of coffee shop testing, adjustments were made based off the feedback
- Business also had adjustments to their needs so those adjustments were made too
- The team received the green light to request credit authorization
- I incorporated the ability to add a secondary applicant
- Based on additional user sessions, I made the progress indicator sticky and moved some fields to make them more intuitive
- The business requested additional changes during this iteration, so these changes were made
