Designing Customer Facing Service Platform for Capital One Financial

The Goal: To design and build scalable, enterprise level customer facing service platform (internally called EASE), that allows for the lines of business features integration.
My Role: UX / UI Design Lead
The Problem: Features coming from Bank, Card & Auto Financing verticals had misaligned timelines, business and technical requirements. The challenge was how to bring them to a consistent human centered experience.

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Platform Design

I worked to design & document customer facing enterprise service platform framework, a flexible & scalable system of UX patterns. So that lines of business: Bank, Card & Auto Financing could build unique features on it.
The challenge: all the features had different timelines, dev, design and product teams.

The opportunity was to identify features & interaction parities, so that I could help: align teams, create & document reusable UX patterns & components.

I worked to help Lines of Business (LOBs) Dev, Product & Design partners to use the consume & contribute framework.
My Manager, and Product Leads established The Integration Process that I helped to facilitate and support.
My role involved close collaboration with LOB Designers:

To understand technical and business logic, as well as customer value of the features;

Co-create features;

Provide feedback & govern components & UX pattern usage;

Maintain UI Libraries & contribute to code based Build Book.

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Guidance

I helped Designers to navigate through the process & make it easy to find tools to design features fast with efficiencies & consistency in mind.

I worked to:

Build and maintain UI Libraries Sketch,

Facilitate the Build Book contribution,

Govern and advocate cross multiple silos the advantages of using the consume and contribute model.

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Reusable Components for Designers & Dev

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When building EASE Build Book, my challenge was to influence & advocate LOB teams to build features with the best UX/UI practices in mind. So that CX is consistent, scalable, accessible and pleasing to use.
Sometimes I had to argue to convince people to trust using components and patterns. Another challenge was when teams didn't have UI designers, but needed to build features. Providing proper components documentation became really helpful in those instances.

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Facilitate &
Co-create

I worked with LOB designers to facilitate numerous contributions to EASE Platform & Build Book.


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Features UX

I designed features that help reduce call volume and enable self service. Such as linking external accounts.

I worked with Enterprise Product partners to:

Define business and technical logic,

Align on customer value,

Research, design & user test,

Iterate,

Focus and deliver UX.

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The Result

140M+ Customers across 3 countries
20+ Features that I designed
17+ Designers I mentored & collaborated with
22+ Features that I co-created
5 Spot awards & One Circle of Excellence Award