The Washington Post

The Prouct

Simple, yet powerful

Desktop

In approaching the redesign of this tool, our aim was to enhance usability and efficiency for employees. Through extensive user research, including interviews and card sorting, we identified key pain points and user needs. Our design prioritized clarity, consistency, and simplicity, ensuring that information was logically structured and easy to navigate. Seamless integration with other tools were implemented to tailor the experience to individual user preferences and workflow requirements. Iterative feedback loops with users throughout the design process ensured that the final product exceeded expectations, fostering greater collaboration, productivity, and satisfaction across the organization.

Methodology Overview

Research

• User Interviews
• Affinity Mapping
• User Flows

Multiple Users - Elements Webflow Library - BRIX Templates

Design

• Usability Testing
• Wireframe and Sketches
• Rapid Prototyping

Mobile App - Elements Webflow Library - BRIX Templates

Tools

• Sketch app
• Miro
• Figma
• Notion

Desktop App - Elements Webflow Library - BRIX Templates

Interviews and Observations

To grasp the rebate journey, we talked to users to understand their motivations and pain points when claiming money for energy-saving equipment. Our goals for this research were the following;

Test the user's ability to complete the process of applying for a rebate (appliance and windows/insulation)

Map the rebate-claiming process from start to finish

Observe and document pain points of the current rebate process

Receive direct user feedback to contrast with what we have heard from stakeholders

Process and FIndings

By collaboratively organizing and grouping the vast array of user feedback and research findings, we uncovered valuable patterns and insights. This process allowed us to make informed decisions, ensuring our project moved forward with a clear vision and a user-centric approach.

User Insights

• Post-rebate submission can harbor confusion among applicants - Users need a better way to understand the post-submission and eligibility process.
• There is a lack of confidence when uploading receipts and documentation - Users need a better way to confirm document requirements when uploading.

Addressing Opportunities

• Eligibility information hides within the “Getting Started” page. Users have to scroll to the bottom of the page for full detailed information on eligibility requirements.
• Once a rebate application is submitted, there is no follow-up information. Applicants are forwarded to the homepage with no details on what happens next and how to check the status.
• When uploading documents, the page displays all available equipment rebate types - even though they are submitting for a specific rebate.

Stakeholder COllaberation & Validating Assumptions

By facilitating productive discussions and addressing concerns, we fostered a collaborative environment that allowed for valuable input and consensus-building. This alignment not only enhanced project transparency but also ensured that our design and development efforts were closely aligned with stakeholder expectations.

Eligability

Before

Eligibility criteria were hidden at the bottom of the page before the applicant began the rebate process.

After

Eligibility checks are performed prior to starting the application process - therefore validating if the applicant meets those requirements

Applicant COnfirmation

Before

Once a rebate application is submitted, applicants are forwarded to the homepage with no details on what happens next and how to check the status.

After

Applicants are displayed a confirmation modal with information on the next steps and how to check the status of the application. Users then have the option of applying for more rebates or returning to the homepage.

Uploading Documents

Before

When uploading documents, the page displays all available equipment rebate types - even if user user wasn't eligible.

After

Applicants are only shown the rebates that they are eligible for when uploading documentation.