Helping users understand the benefits of enrolling in a new secure payment feature during checkout

As a content designer embedded on the global checkout services team at a financial services company, I focused on collaboratively designing solutions in an Agile environment with internal CX&D team partners in product design, visual design and research as well as external stakeholders in product, marketing, and legal.

This particular project involved adjusting the design of a digital wallet checkout flow to account for newly-uncovered technical and business requirements that needed my expertise to advocate for the user. Let’s explore my process.

Objectives

My main objectives included:

• Reviewing and synthesizing past voice and tone and product strategy materials to ensure I understood the problem space and designed a solution that advocated for users
• Ideating on solutions for new microcopy, product screens, and key moments in the user flow
• Presenting solutions to internal and external stakeholders

Methodology

I combined discovery, ideation, presentation and handoff and collaborated with a product designer and product and developer stakeholders. Below are some artifacts from the project.

Success metrics

Success for this project meant internal and external teams would adopt the proposed design. I presented design solutions to my product design counterpart and we approached the product manager and developer teams to smoothly hand off materials.