Behind the Scenes: The Admin Experience
Promotion Setup Wizard
I designed a dynamic Setup Wizard, from the ground up, working side-by-side with the business analyst and system architects.
Each promotion on a participant's dashboard is driven by complex set of business rules. The Promotion Setup Wizard guides administrators through all of the steps necessary to configure the rules, accounting data, reward calculations, content, and communications for nine different promotion types.
Claims
Working closely with front-end and back-end developers, the lead business analyst, and informed by research into the the contexts of several existing clients, I designed a claims submission process.
Typically, sales transaction data is fed into the system automatically. But when file feeds are not available, participants need a way to enter their own sales data before their rewards can be calculated.
My Involvement
- Requirements gathering
- Information Architecture
- User Journeys
- UI Design
- Prototyping
- UX Writing
Historically, claims submission has been a huge pain point for participants, due to the complexity of the forms and lack of visibility into the status of the claim as it moves through the system.
We were able to reduce the complexity of the user's workflow by separating the claims process from promotions.
We improved the visibility of individual claims by creating a strategy of in-app notifications and communications, and adding a list of contributing transaction on each promotion.
