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Project details
My role: Co-UX Designer (first half), Lead UX Designer (second half)
The team: Design, Business, Product, Engineering
Tools: Figma, Mural
Duration: 8 Months (6 features)
Medium: Native mobile app, desktop browser
Problem
In store associates did not have an easy way to be able to access and manage their financial tools that were available to them through Walmart. They also might not be aware of the benefits available and the value they hold for their financial well-being. Right now they must go through the One Walmart website, but must be on VPN, which could only be accessed through computers at work. This ultimately limits the time in which these tools are available to them.
How might we incorporate financial tools in the existing Me@Walmart associate application in order to assist with improving their long term financial well-being by 1) allowing 24/7 access 2) providing learning materials to increase financial awareness, 3) encouraging associates to save for their futures, and 4) allowing associates to take full advantage of their financial benefits available to them through Walmart.
Requirements
Product goal
Support associates in their long-term financial health through taking full advantage of their benefits offered to them.
Objectives
Provide associates with an integrated experience within the existing Me@ application enabling the following features as part of the MVP release:
1) Link to the Even app to download (or open if they have it downloaded already)
2) Visibility to current credit score, along with suggestions to improve it
3) 401(k) match
4) Associate Stock Purchase Plan (ASPP) election
Design goals
1) Future-proof designs - scalability
2) Readability and clear hierarchy
3) Simplicity and ease of use
4) Adaptive to desktop
Artifacts created
Personas
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End-to-end experience user flow
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Some previous exploration
My money carousel - Even card versions
My money page
401(k) and ASPP
Final designs (mobile + desktop)
Over the course of the project there were multiple iterations made for each section / feature of the experience based on feedback from design reviews with the team.
My money carousel - profile
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401(k) feature
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ASPP feature
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Credit score feature
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My money page - Null state
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My money page - Cards accessed by user
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Specifications
Specifications were created in a handoff file for tech to develop. The goal is for tech to develop the designs without questions and with full clarification on logic, behaviors / interactions, edge cases and loading / error states. There is always communication between tech and UX to ensure designs are coded exactly how they have been designed. Some examples below:
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Success metrics + Wins
Since the February 2023 launch, we have had a lot of wins and metrics to validate our work!
Illustration from leadership meeting led by VP of UX
"This project was a major team effort across product, engineering and most importantly, our UX team that designed an amazing experience..."
Richard McColl, VP of People, Product, & Technology
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Thank you!
If you'd like to hear more about this project, please reach out and I would be happy to share my full story in detail :)
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