Card Manufacturing Toolset

Card Manufacturing Toolset

For this large financial institution, card replacement is a critical daily operation that demands flawless execution at every step of the manufacturing process. When it was time to enhance their toolkit to meet current brand and market needs, we partnered closely with the Issuance Team. Our collaboration focused on developing highly tailored tools for each specific aspect of their work.

Our ultimate goal was to ensure users received precisely the right data, in the optimal sequence. This empowered them to seamlessly create and update the current product line from day one, without any issues.

Client and Location

Global Finance Instituion,
Phoenix, AZ
Jan 2020 to Apr 2023

— Services

Competitive analysis
Workshop facilitation
User-interface design
Wireframing
Mobile app design
Designing for Desktop
Developer collaboration

— Deliverables

Team Wide collaborative effort
A fully-detailed journey map
Wireframes
User-interface designs
High-fidelity prototype

— Outcomes

Through collaborative effort with all involved parties, we successfully delivered a detailed and fully scoped prototype. This prototype is now ready to guide development and secure leadership approval.

Improve service with better tools

Given that card issuance is central to their operations, the manufacturing team prioritized having comprehensive tools.

These tools were essential not only for managing every aspect of the production process but also for proactively keeping leadership informed, allowing them to swiftly address any potential issues.

Opportunity

Managing the manufacturing process was challenging due to a myriad of disconnected tools, which resulted in inconsistent approaches. Visual integration and consistency were crucial, as was ease of use to circumvent costly retraining. Developing an intuitive suite of tools was thus essential to tackle these major pain points effectively.

Challenge

The biggest challenge was to design highly intuitive and informative interfaces for each step of the card manufacturing process. Our goal was to ensure users clearly understood every aspect, thereby preventing expensive manufacturing errors that could negatively impact customer perception of the brand. Customers rely on perfectly executed replacement cards the first time. Through numerous iterations and testing phases, we delivered an easy-to-use, feature-rich tool that eliminated costly retraining while providing everything needed to get the job done right.

The Approach

Collaborating directly with Product Owners, Developers, and End Users, we gained a clear understanding of their needs with the current tools. Through iterative prototype development, we refined our insights into their daily work. Since the tools had different scopes and access levels, we also meticulously documented all necessary roles within the prototypes.

...His work is outstanding, and passion for excellence is inspiring!...

Mariya K.

Sr. Technical Program Manager, Release Train Engineer

Map, simplify, and repeat

Working with the Card Issuance team and learn about their challenges was an amazing experience, this tool impact some of the core needs of the business, the card replacement and issuance and its needed almost everyday to help the brand customers to be able to make payments in a myriad of business all over the world, so the impact to the user base and the brand is huge.

Working with Limitations

Work hand by hand with some of the most experience industry experts give us the insights of one of the most dynamic industries that is working hard to remain relevant in a world were the Fintech startups are starting to get closer to this Financial Institution model and customers, so helping the issuance team means also help a whole world of customers that need their cards delivered on time to keep the business flowing.

Wireframes

When a process of this complexity needs to be translated to the context of an application, is essential to be able to creatively define a visual language that in a compact space, allow the user to get the information they need to act fast but precise to clearly understand and diagnose any potential issue.

THE DESIGN
SYSTEMS DNA:
Building with intent

Every layer, component, and guideline within our Figma files echoes a unified design philosophy: Clarity today paves the way for innovation tomorrow. With our structured and informed approach, we aim to empower the Client design teams to seamlessly understand, adapt, and innovate on this foundation, propelling the design system's growth

Project Disclaimer

The screens used on this Case Study are variants not used on the actual prototype due to NDA agreements and Copyright, the Design System Library and the Screens are based on a generic Bootstrap Library that mirror some of the functionalities of the actual delivered prototype but not all of them, and most features are obscured and modified on purpose to reflect features used on the Case Study.