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Visa: Troon

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MY ROLE:
I worked with Visa’s stakeholders and another designer to develop various personas with a storyline to tell an end user’s journey. I was responsible for designing user flows for the persona that the sales team could demonstrate to potential clients.

TEAM:
Lead designer \ PM \ Engineering

TIMELINE:
3 months

OUTCOME:
Develop various personas with a storyline to tell an end user’s journey to increase sales by 10%.

OPPORTUNITY:

An animation of Visa Features for Solutions in Sales Enablement Material. Solutions are a collection of Visa products and capabilities that tell an end-user’s journey. I worked on the customer journey for the Top of Wallet solution, where we showcase Visa’s products and capabilities for the Visa Signature card.

DISCOVERY:

All our research was done in-house with our sales and marketing team. We collaborated with both stakeholders and our product team to develop the persona and storyline benchmarks.

STRATEGY:

I had an opportunity to work on another team’s project called Top of Wallet Solution with the NA Deals Team. I collaborated with their team and another designer to develop a persona and journey with 6 key moments/storylines. These design artifacts will be used by the sales team in their day-to-day interactions with Visa’s clients. Solutions are a collection of Visa products and capabilities that tell an end-user’s journey. I worked on the customer journey for the Top of Wallet solution, where we showcase Visa’s products and capabilities for the Visa Signature card.

KEY DECISIONS:

• Added a search bar

• Insert the main information and have a full picture to show the experience
• Capable to view all information

• Fully complete message

• Made the message clear to the user by adding an icon
• Get the full wealth of lap luxury with the image of the car
• Full pages for the reservations
• Expand the image to full effect
• Made the full message more visible
• An additional success message

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We demonstrated that Visa Signature card is the most used card globally of Visa’s products and capabilities. I collaborated with all stakeholders on developing the persona and storyline to tell the end-user journey.

1: Hotel Search Screens
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2: Success Message
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3: Car Rental Results
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4: Reservations
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5: Book Now Screen
5BookNowScreen.png
6: Final Reservation Success Message
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CRAFTING THE EXPERIENCE:
We had various revisions and ended up on this 6-step storyline. I will be showcasing a user flow for step 5.

  1. Customer applies for a Visa Signature Credit Card, receives a digital card, and accesses benefits

  2. Redeems a card offer, purchases a digital camera, and chooses to pay in Installments

  3. Customer taps to pay at the grocery store, earns rewards and unlocks a statement credit.

  4. Pays a phone bill using card-on-file and unlocks a cellphone protection benefit.

  5. Customer reserves a luxury hotel, Silvercar, and a Troon golf session for a family road trip

  6. Customer reviews her card statement and pays it instantaneously.

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Overall design is showcasing the luxury products emphasizing the user’s experience for their family vacation. The tile and images are depicted bigger to have the customer reserve a luxury hotel, a Silvercar, and a Troon Golf session for their family road trip.

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A11y annotations
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All parties developed a user flow based on a storyline ready for user testing and demonstration by the sales team for future clients. 

OUTCOME & IMPACT:
• Improved clarity around Visa's sales team deck.

• Simplified the redemption journey.

• Reduced friction by presenting information in a more intuitive order.

REFLECTION:

If I were to revisit this project, I would broaden the experience beyond individual screens and focus on the complete customer journey. Understanding how users discover, evaluate, and redeem their benefits would provide a more holistic view of the experience and uncover additional opportunities to reduce friction.

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