Reward Centre cart and selection confirmation across desktop, tablet and mobile
The outcome

A cross-device cart that cut the steps to select benefits and gave employees access from any device.

32%

Fewer steps to complete benefit selection with the shopping cart.

93%

Fewer login-related customer support tickets after the password reset flow was fixed.

2.5M

Employees able to select benefits on any device: desktop, tablet and mobile.

Project Overview

The user problem

Selection was desktop-only and ran one benefit at a time, so 2.5 million employees could only choose at work. Dependencies between benefits were invisible, and supporting flows such as enrolment periods and login were broken along the way.

The business objective

Rebuild benefit selection as a cross-device experience so employees can select on desktop, tablet or mobile, with dependencies and mutually exclusive options made clear.

My role and scale of ownership

I led UX on the portal experience from the point I joined through to a validated, multi-device Design System, including the initial audit. An agency had been on the project before I joined and set the initial brand baseline, with some early input into UX and discovery; from the point I took over, I owned UX throughout, including while they were still on the project, and managed that relationship. When they were offboarded, I took on UI as well, defining the responsive progressive disclosure patterns, and pitching for an atomic Design System.

How I got from a broken flow to a cross-device cart

01

Discover

  • Analysed benefit access models and enrolment periods
  • Audited broken login, dependant selection and allocation flows
  • Audited single, cross and interdependent benefit selection
02

Define

  • Mapped the information architecture behind single, cross and interdependent benefit selection
  • Drew user flows for each selection scenario, including dependency and exclusivity rules
  • Ran low-fidelity explorations to stress-test the shopping cart pattern before committing to it
03

Design

  • Built wireframes and mapped how modules recompose across desktop, tablet and mobile
  • Set guidelines and mapped recurring UI to reusable components
  • Used that mapping as the starting point for an atomic Design System
04

Deliver

  • Business expert reviews
  • Moderated, task-based testing across breakpoints
  • Delivered patterns into a multi-device Design System
Tools used
Miro
Remote co-creation
Google Forms
Ask-the-experts research
Sketch
Wireframes & mockups
Marvel
Rapid Prototyping
Craft & skills applied
Cross-device UX Information architecture Flow auditing Shopping cart design Responsive progressive disclosure Task-based usability testing Multi-breakpoint validation Design systems Component mapping Wireframing & prototyping Stakeholder reviews Stakeholder alignment Engineering handoff

Execution

The agency set the brand baseline, the foundational grid and content pages such as the homepage. I owned UX throughout the engagement, focusing on selection experiences, and took over UI as well once the agency rolled off the project, carrying their foundations forward into the responsive patterns below.

Auditing the existing experience

Before proposing a new flow, I mapped where benefit selection already broke down. Selection ran on desktop only, one benefit at a time, so 2.5 million employees could only choose while at work. Dependencies between benefits were invisible.

Supporting flows such as enrolment periods and login had quietly stopped working along the way, and I mapped both the original and the ideal IA, from login through to every under-benefits section, tracing navigation links, empty states and available actions so dependencies and gaps were visible before any redesign began.

Information architecture map: login through homepage to under-benefits navigation

Full information architecture map, from login to under-benefits navigation

Before

The original experience only ran on desktop, showed one benefit at a time with no view of how it affected others, and required a working login and enrolment period that had quietly broken along the way, before any of the selection work began.

Redesigning the experience

With the broken flows mapped, I designed a shopping cart paradigm to hold multiple benefit selections at once, surfacing dependencies, changes to existing selections and mutually exclusive options as they happened, rather than after the fact.

This replaced the one-benefit-at-a-time model with a single flow covering single, cross and interdependent selection. I mapped the detailed logic behind the notification panel and benefit selection, tracing every decision point across login, window states, selection and checkout so engineering had an unambiguous spec to build from.

User flow: benefit selection with window open, through to cart and checkout

User flow: benefit selection, shopping cart and checkout, with one window open

User flow: one open window and one closed window (employee case)

User flow: one open window and one closed window (employee case)

Reducing the steps

Consolidating the selection, dependency and checkout logic into one flow cut the path from 34 steps to 23, removing the re-entry and confirmation loops the old one-benefit-at-a-time model forced on every dependent or cross-cutting choice.

34
Original steps
23
Redesigned steps
11
Fewer steps
32%
Reduction
Original flow
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Each pass through a benefit repeats the same discovery-and-backtrack pattern: a pink step sends the employee out to dependants or beneficiaries, then back again, before enrollment can continue.

Show steps+ Hide steps-
01Login
02Homepage
03Benefits overview
04Choose enrollment window
05Select benefit 1
06Detailed benefit page
07Discover dependants not listed
08Navigate to dependants
09Add dependants
10Back to benefits
11Choose enrollment window
12Select benefit 1
13Complete workflow
14Confirm selection
15Back to benefits
16Choose enrollment window
17Select benefit 2
18Detailed benefit page
19Realize beneficiaries undefined
20Navigate to beneficiaries
21Add beneficiaries
22Define allocation
23Back to benefits overview
24Choose enrollment window
25Select benefit 2
26Detailed benefit page
27Complete workflow
28Confirm selection
29Back to benefits
30Choose enrollment window
31Select benefit 3
32Detailed benefit page
33Complete workflow
34Confirm selection
Redesigned flow
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The three backtracks collapse into green in-context nudges on the first pass only - dependants, beneficiaries and allocation are resolved without leaving the flow. 23 steps across all 3 benefits, single pass, no backtracking - the 2 in-context nudges on the first pass replace the round trips to dependants and beneficiaries.

Show steps+ Hide steps-
01Login
02Homepage
03Benefits overview
04Choose enrollment window
05Select benefit 1
06Detailed benefit page
07Confirm dependants (nudge)
08Add beneficiaries (nudge)
09Define allocation (nudge)
10Complete workflow
11Add to cart
12Back to benefits
13Select benefit 2
14Detailed benefit page
15Complete workflow
16Add to cart
17Back to benefits
18Select benefit 3
19Detailed benefit page
20Complete workflow
21Add to cart
22Checkout
23Confirm selections
Standard step

A single action moving the flow forward.

Re-entry / backtrack

Original flow only - leaves benefits to resolve dependants or beneficiaries, then returns.

In-context nudge

Redesigned flow only - resolves the same dependency without leaving the page.

Divider

Separates the passes through each of the three benefits.

Low-fidelity explorations, wireframes and responsive module mapping

I hand-sketched multiple options across breakpoints, including two competing progressive disclosure options early on: one moving through navigation tabs, the other through nested sub-panels, so trade-offs in how much structure to show at once could be discussed before committing to either. After cycles of reviews with stakeholders I then keyed each screen's modules (B through F) so the same benefit configuration page could be traced consistently from desktop through to mobile, showing which areas collapse, combine or drop away at each breakpoint.

Hand-drawn sketches: progressive disclosure through navigation tabs (option 1) and sub-panels (option 2)

Option 1: progressive disclosure through navigation tabs · Option 2: progressive disclosure through sub-panels

Wireframes with module/area key across 1280px, 768px and 320px breakpoints

Wireframes: module and area key across desktop, tablet and mobile

High fidelity designs, component mapping and guidelines

I built responsive progressive disclosure patterns so the cart, dependency states and allocation screens collapse cleanly from desktop through tablet to mobile, then formalised those patterns into the components that became the project's Design System.

Desktop overview Desktop configuration
Tablet overview Tablet configuration Tablet cost panel sliding over the form
Mobile overview Mobile configuration Mobile cost panel fixed to the foot of the screen
Overview to configuration at each breakpoint: four cards per row on desktop, two on tablet, one on mobile, with the cost panel beside the form, sliding over it, then fixed to the foot of the screen.

The cart itself moved with the breakpoint too: a compact popover from the nav on desktop and tablet, and a full-screen page on mobile, with the cost panel sitting beside the form on desktop, sliding over it on tablet, and settling fixed to the foot of the screen on mobile.

Desktop overview Desktop cart popover Desktop selection confirmation
Tablet overview Tablet cart popover Tablet selection confirmation
Mobile overview Mobile cart popover Mobile selection confirmation
Overview, cart notification and selection confirmation at each breakpoint, showing how the cart summary itself moves from a nav popover to a full page with the cost panel repositioned for the screen.

Beyond the cart

Alongside the cart and selection flow, I designed the other experiences that fed into the same benefits portal: beneficiaries allocation, dependants, employee details, discounts and the password reset experience, each built on the same responsive foundations so the whole platform, not just the selection flow, held together as one experience.

Password reset was one of the flows quietly broken along the way: there was no way to show or hide a typed password to check it, and the guidance for building a valid one wasn't clear. I introduced a show/hide toggle, a password creation flow with key criteria matched to type as the employee typed, and a clear reset flow for when they got locked out.

Discounts page, desktop
Discounts page, tablet
Discounts page, mobile
Discounts, across desktop, tablet and mobile

Component mapping

I mapped how single and multiple selection components needed to flex as interdependent levels and hierarchies grew, from up to five dependants to more than five, to set guidelines for when a screen takeover or modal was needed instead.

Low-fidelity component mapping for interdependent levels and hierarchies, single and multiple selection

Component mapping and guidelines for interdependent selection hierarchies

I built a module asset canvas for the benefit cost component, tracing its old and new states across smartphone, tablet and desktop breakpoints and every variant needed for review overlays, floating summaries and alerts.

Component mapping: benefit cost module asset canvas across breakpoints and states

Module asset canvas: benefit cost component across breakpoints and states

CTA specification: types, hierarchy and states, and widths and padding across desktop, tablet and mobile

CTA specification: types, hierarchy and states, and the widths and padding that flex across breakpoints

The foundational Design System built for Reward Centre focused on atomic design, breaking the interface down into base components and tokens that could flex across breakpoints. It later iterated during the wider redesign into a Design System family, spanning multiple products; read more in Leading the creation of a design system family.

Testing and delivery

I ran multiple rounds of review sessions with business experts to validate that the flow held up against real plan rules and edge cases, followed by moderated, task-based usability testing sessions with end users across desktop, tablet and mobile, recruited across different benefit engagement levels and geographies (UK, Romania and Singapore), to see whether the interdependency and cart logic actually made sense once someone was working through their own benefits, not just looking at a screen.

Testing insights

Participants were able to understand interdependencies between benefits in the overview
Participants were able to complete benefit selections across breakpoints
Participants were able to understand the difference between benefits, reimbursements and discounts
Participants confirmed cross-device selection was helpful for review outside the office with partners
Delta between old and new selections not clear to all participants
Pre tax / post tax also valuable within benefit selection, not only cross selection
Participants expected window selection close to the window name, not the navigation bar
Expectation to see benefit costs for different pay periods, not just monthly and yearly (e.g. weekly)

Results & Business Impact

Overall impact

A cart that made dependencies visible, on any device.

Employees could finally choose their benefits on any device rather than being tied to a work desktop. Dependencies, changes to existing selections, and mutually exclusive options were made clear, and the cart removed a fifth of the steps to complete selection. Fixing the login and enrolment barriers that had quietly broken along the way also removed the friction that had kept employees from reaching the shopping cart at all.

32 %

Fewer steps to complete benefit selection with the shopping cart.

93 %

Fewer login-related customer support tickets after the password reset flow was fixed.

2.5 m

Employees able to select benefits on any device: desktop, tablet and mobile.

User & experience outcomes

Selection freed from the desktop

2.5 million employees could choose their benefits from home, on a phone or a tablet, rather than being tied to a work desktop and a single-benefit-at-a-time flow.

Dependencies made visible

The cart surfaced dependencies between benefits, changes to existing selections and mutually exclusive options as they happened, not after the fact.

"It earned me the lead role in redesigning the legacy configuration tool, Control Centre, with buy-in to secure budget for a multinational research programme."
Business & team impact

A springboard to Platform

It earned me the lead role in redesigning another tool the legacy configuration and administration tool, Control Centre, with buy-in to secure budget for a multinational research programme on that project.

A Design System, greenlit

It also earned buy-in to create a Design System for this project, later expanded into a Design System family across products.

Supported an acquisition

The work supported the parent company acquisition.