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CHASE REWARDS

2024-25

Redesigning internal tools, increasing efficiency for engineers to track and input APIs by 30%

Our goal was to redesign a pre-existing flow allowing engineers to quickly submit API requests and capture data from approved APIs without building from scratch.

Problem

How can we redesign an existing clunky dashboard and API request process to save engineers time and decrease errors?

Outcome

We decreased the time to complete an API request by 30% and decreased error rate by 40%. Users also reported a high level of confidence in our dashboard redesign.

Role

Product designer

Timeline

3 months

Team

1 senior designer, 1 PM, 5 developers

CONTEXT

Existing tools were failing our engineers

Existing tools were failing our engineers

The current dashboard and forms were confusing

Chase engineers needed tools to approve APIs and collect data about how the rewards experience was performing.


Yet we found these tools were clunkily designed, hard to navigate, and didn’t match the users’ process.

Chase engineers needed tools to approve APIs and collect data about how the rewards experience was performing.

Yet we found these tools were clunkily designed, hard to navigate, and didn’t match the users’ process.

FIG 1.1

FIG 1.1

the current partner dashboard

the current partner dashboard

The dashboard made things hard to find

The dashboard had dropdowns based on status and access-level that diminished overall searchability.

The API request form was cluttered with unnecessary details

We found that engineers where overwhelmed with needless friction points like adding collaborators on the form that increased task time.

The manage instances screen buried key information

This flow overcomplicated the process by introducing large blocks of text to compensate for a bad user experience.

UNDERSTANDING THE SPACE

When I jumped on, the stakeholders and process were murky

My first goal was to make the entire flow, and user pain points, transparent

To make this space less opaque, I worked with PMs and engineers (our end users and the ones that would build this system!) to understand what the necessary functionalities of each page were.

FIG 2.1

FIG 2.1

stakeholder mapping helped me clarify the workflow

stakeholder mapping helped me clarify the workflow

FIG 2.2

FIG 2.2

plotting out the user journey

plotting out the user journey

We had a few major constraints

The 2 month timeline meant we needed to focus on the biggest problems

Custom-built components had to be minimized because of project scope

DESIGN PROCESS: DASHBOARD

I optimized tile design within the dashboard

As a central hub, the dashboard was the cornerstone of our redesign

My strategy involved focusing on the high-level structure of the dashboard before dialing in on the details of each tile. I knew a search/filter functionality according to status and access would be imperative from previous research.

FIG 3.1

FIG 3.1

dashboard wireframes

dashboard wireframes

Initial research insights informed my dashboard tile designs

Status was the most important thing our IPEs (end users) searched for

Appropriate actions or CTAs varied based on status

Prioritizing information helped minimize the current text overload

FIG 3.2

FIG 3.2

iterations for the tile designs (swipe to see the final design)

iterations for the tile designs (swipe to see the final design)

DESIGN PROCESS: API FLOW

I moved unnecessary details out of the way for the API flow

Peripheral fields (like contributor info) needed to be moved out of the way

User interviews showed this step wasted the most time and frustrated them

FIG 4.1

FIG 4.1

early wireframes for the api flow

early wireframes for the api flow

Iterations were built on a few main principles

I considered a slide in panel or tabbed design to nest contributor info

Contributors (form collaborators) should be easier to find and add

Google docs’ design was my north star in deciding how to split different fields

FIG 4.2

FIG 4.2

a couple more explorations

a couple more explorations

FIG 4.1

FIG 4.1

early wireframes for the api flow

Contributors and version history were cleared away

By highlighting status in the header, and including contributors as separate, the difference between filling out the form and sharing it became clearer.

SOLUTION

API Dashboard & Tools

Central Hub

I brought together many tools into a unified dashboard

Searchability

Pinning most used APIs

IMPACT & REFLECTIONS

The new system reduced task time by 30%

Input errors were reduced by 40% and reported partner satisfaction increased by 25%

Following the implementation of these new tools, tests showed that we had improved the overall user experience for our IPEs (some of whom built the product!).

I overcame a lot of challenges along the way

I was brought in late, so developers were starting to build. That’s why stakeholder mapping and moving quickly became so important.

As our developers were also the end-users, they often jumped straight to ideation. Using research and bringing them in during ideation helped them take a step back.

2026 | MADE POSSIBLE BY FRANTIC TEXTS TO FRIENDS, 3AM TINKERING, AND HORIZON CHOCOLATE MILK

2026 | MADE POSSIBLE BY FRANTIC TEXTS TO FRIENDS, 3AM TINKERING, AND HORIZON CHOCOLATE MILK