MOBY
MOBY
MOBY
MOBY - Managing Business Credit Card Accounts / Monitoriting Spending The monitoring spending flow project was the Chase small business credit card team. The flow was designed to provide the business with a dashboard level overview for their awareness of card usage for individuals and groups. The dashboard would also contained features to set custom alerts and filters but this specific flow was for monitoring card usage. UPDATES IN PROGRESS
MOBY - Managing Business Credit Card Accounts / Monitoriting Spending The monitoring spending flow project was the Chase small business credit card team. The flow was designed to provide the business with a dashboard level overview for their awareness of card usage for individuals and groups. The dashboard would also contained features to set custom alerts and filters but this specific flow was for monitoring card usage. UPDATES IN PROGRESS
Service
Service
Application Design
Application Design
Application Design
Role
Role
Lead Design
Lead Design
Lead Design
Tools
Tools
Sketch
Sketch
Sketch
TEAMS SETUP The UX teams at Chase were setup in an integrated way with research, interaction, visual design and development all co-located in the same space. The research team had in-house testing facilities with specialized researchers who worked with design teams to create mental models, maps and provide directions using both end to end and cadence testing. Flows and features were routinely tested and reports generated and shared. Designers contributed to the research teams in terms of framing the problems and directions they required testing.
TEAMS SETUP The UX teams at Chase were setup in an integrated way with research, interaction, visual design and development all co-located in the same space. The research team had in-house testing facilities with specialized researchers who worked with design teams to create mental models, maps and provide directions using both end to end and cadence testing. Flows and features were routinely tested and reports generated and shared. Designers contributed to the research teams in terms of framing the problems and directions they required testing.
DESIGN SYSTEM / PATTERN LIBRARY All design teams adhered to a laid out and established design system and UX pattern libraries from Chase. The system was modular and extensible providing teams with some flexibility. Change requests for custom design needed to follow procedure as well. The monitor spending flow involved 2 designers and a shared UX researcher from the research team. The dashboard showed high level spending activity by account, managers, groups and individuals.
DESIGN SYSTEM / PATTERN LIBRARY All design teams adhered to a laid out and established design system and UX pattern libraries from Chase. The system was modular and extensible providing teams with some flexibility. Change requests for custom design needed to follow procedure as well. The monitor spending flow involved 2 designers and a shared UX researcher from the research team. The dashboard showed high level spending activity by account, managers, groups and individuals.
FLOW/ EMPATHY MAPS In order to understand the pain point from several users post testing stages we need to get ona handle on their pain points. We prepped post take takeaways from testing to gain insights.
FLOW/ EMPATHY MAPS In order to understand the pain point from several users post testing stages we need to get ona handle on their pain points. We prepped post take takeaways from testing to gain insights.
USER / TASK FLOWS The main overview summarry presented would allow the user to filter the content and activity and user would also be able to drill down to details. We prepared several task flows and user flows and with consensus and testing we iterated / fleshed out the final design using the pattern library.
USER / TASK FLOWS The main overview summarry presented would allow the user to filter the content and activity and user would also be able to drill down to details. We prepared several task flows and user flows and with consensus and testing we iterated / fleshed out the final design using the pattern library.
PATTERNS The main dashboard content area providing the overview was placed center screen with level 2 menu to left and main menu to the top. Additional details would be provided using a slide-in drawer to the right. Details provided were contextual based on the interaction request for either individul, group or overall spending etc.
PATTERNS The main dashboard content area providing the overview was placed center screen with level 2 menu to left and main menu to the top. Additional details would be provided using a slide-in drawer to the right. Details provided were contextual based on the interaction request for either individul, group or overall spending etc.
DRAWER From the main dashboard users would access details via a slide-in drawer. Details presented were contextual based on what was being requetsed. User were given the ability to filter details by individual card hoders as well as at organazational level.
DRAWER From the main dashboard users would access details via a slide-in drawer. Details presented were contextual based on what was being requetsed. User were given the ability to filter details by individual card hoders as well as at organazational level.
CONTEXTUAL DISPLAY OF DETAILS From the main dashboard users were provided the ability to view card spending details at a 300 foot level. This was a feature that was asked for by many small business managers as it provided them with granular ability to track details at the organizational level.
CONTEXTUAL DISPLAY OF DETAILS From the main dashboard users were provided the ability to view card spending details at a 300 foot level. This was a feature that was asked for by many small business managers as it provided them with granular ability to track details at the organizational level.
ALTERNATE ENTRY POINTS
ALTERNATE ENTRY POINTS
