Loyalty Dashboard
Client-facing and internal Dashboard for loyalty program
Prompt: Design Loyalty Dashboard to Sell Concept
Team: 4
Role: Designer
Designed for: Desktop
Tools Utilized: Figma, Miro, and Photoshop
*Business names and other info changed
Problem
The business has an issue with clients only participating in one or two lines of business. How do we get clients to expand their work with us?
Solution
Develop a loyalty program to prompt and educate clients on what benefits they receive with expanding their business with us. Additionally, create an internal system to easily see what clients are in a good position to advance in our loyalty program.
Challenge
The stakeholders are tasked with selling proof of concept to the C-Suite. This includes developing loyalty tiers and visuals of the future dashboards.
Approach
- Stakeholder interviews and market research for ideas
- Draw wireframe sketches to establish plan
- Build prototype stills to present to C-Suite
Research
Stakeholder Interviews
Conducted stakeholder interviews to fully understand project and to identify the important features that need to be built. The following is a synthesis of a feature exercise I led stakeholders in:
Ideation/ Vision
Stakeholders had clear visual and functional preferences based on some of their own experiences with loyalty programs.
Final Thoughts
- It was exciting to play a critical role in getting a project green-lighted by the C-suite
- This project reinforced the importance of prototypes and the entire UX process
Next Steps
- Testing and iterating the prototype
- Redlining and working with the developers to create the product