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iQ Payments and Reporting Platform.

A phased design approach to upgrade the experience of a payments reporting processing platform for enterprise and small business.

To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information in this case study.The information in this case study is my own and does not necessarily reflect the views of WorldPay from FIS


This case study explores my role as the sole UX designer tasked with revitalizing a payments and reporting platform known as iQ

My responsibilities ranged from routine UX tasks to improving the UX of iQ as it was upgrading its codebase from Liferay® to Ionic. Constrained by a tight budget and resistance to traditional UX processes, I had to find innovative ways to accomplish this without missing deadlines.

Solutions came in the form of a UX debt list and having design solutions ready, which minimized pushback from the development team. Also, weekly help desk feedback reports provided invaluable insights. I used this data to justify UX improvements, collaborating with stakeholders to ensure seamless implementation and accomplishing it in an unconventional parallel Agile process with secret design sprints or by diplomacy and creative thinking.

Overcoming skepticism among engineers is when I used diplomacy best with effective communication and strategic collaboration. It was a simple solution; by involving developers in finding solutions, they felt the responsibility of ownership, and transforming resistance into enthusiastic support.

Unexpected challenges arose that I correctly anticipated, altering iQ's trajectory: a change in ownership and new branding demands.

In expectations, I proactively established iQ's design style guide that adhered to FIS guidelines, facilitating a seamless transition of iQ to the next phase of its evolution debt-free and with well-documented design precedents.

This case study showcases a lone UX designer's adaptability and problem-solving prowess in a complex corporate landscape. It emphasizes the practical side of UX design, where creative solutions trump academic processes, and the art of enhancing user experiences with determination and common sense.

Some Artifacts and Deliverables

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