Objective

Integrate the Bill + Divvy expense card features into Chase based on business objectives, user experience, and engineer requirements

Team Breakdown

Account manager, product managers, engineer lead, product designers

Success Metrics

Score an average of 7+ on heuristic evaluation

Duration

1.5 month(s)

Objective

Integrate the Bill + Divvy expense card features into Chase based on business objectives, user experience, and engineer requirements

Team Breakdown

Account manager, product managers, engineer lead, product designers

Success Metrics

Score an average of 7+ on heuristic evaluation

Duration

1.5 month(s)

Objective

Integrate the Bill + Divvy expense card features into Chase based on business objectives, user experience, and engineer requirements

Team Breakdown

Account manager, product managers, engineer lead, product designers

Success Metrics

Score an average of 7+ on heuristic evaluation

Duration

1.5 month(s)

Task #1: Educational Badging

Bill + Divvy offers corporate credit cards and expense management tools for SMBs, including real-time tracking and spending insights. After the merger, the Chase partnership was fast-tracked to reach 6 million Chase-banking SMBs. Chase required replacing the Bill Expense Card with the Chase Business Card, using heavy white-labeling and launching within six months. My role was to define scope, prioritize design efforts, and deliver integration-ready solutions that met these requirements.

Task #1: Educational Badging

Bill + Divvy offers corporate credit cards and expense management tools for SMBs, including real-time tracking and spending insights. After the merger, the Chase partnership was fast-tracked to reach 6 million Chase-banking SMBs. Chase required replacing the Bill Expense Card with the Chase Business Card, using heavy white-labeling and launching within six months. My role was to define scope, prioritize design efforts, and deliver integration-ready solutions that met these requirements.

Task #1: Educational Badging

Bill + Divvy offers corporate credit cards and expense management tools for SMBs, including real-time tracking and spending insights. After the merger, the Chase partnership was fast-tracked to reach 6 million Chase-banking SMBs. Chase required replacing the Bill Expense Card with the Chase Business Card, using heavy white-labeling and launching within six months. My role was to define scope, prioritize design efforts, and deliver integration-ready solutions that met these requirements.

Feature Mapping

First I collaborated with the Bill and Divvy product managers to do a complete product dissection to identify new feature adoptions based on the new Chase requirement.

Feature Mapping

First I collaborated with the Bill and Divvy product managers to do a complete product dissection to identify new feature adoptions based on the new Chase requirement.

Feature Mapping

First I collaborated with the Bill and Divvy product managers to do a complete product dissection to identify new feature adoptions based on the new Chase requirement.

Design & ENGs Audit

Collaborated with engineers to categorize engineering workload vs. areas of design support, as well as working with the internal Divvy product designers to identify existing design solutions to accelerate design effort.

Design & ENGs Audit

Collaborated with engineers to categorize engineering workload vs. areas of design support, as well as working with the internal Divvy product designers to identify existing design solutions to accelerate design effort.

Design & ENGs Audit

Collaborated with engineers to categorize engineering workload vs. areas of design support, as well as working with the internal Divvy product designers to identify existing design solutions to accelerate design effort.

Design Prioritization & Timeline

Based on the approved design work, I put together a ranking in response to it’s timeline to help me identify what features I need to work on first due it’s ambiguous nature and to make sure I have enough time for exploration.

Design Prioritization & Timeline

Based on the approved design work, I put together a ranking in response to it’s timeline to help me identify what features I need to work on first due it’s ambiguous nature and to make sure I have enough time for exploration.

Design Prioritization & Timeline

Based on the approved design work, I put together a ranking in response to it’s timeline to help me identify what features I need to work on first due it’s ambiguous nature and to make sure I have enough time for exploration.

Key Design Focuses

Key Design Focuses

Key Design Focuses

The Before...

The Before...

The Before...

Metric Display

Design Exploration

Metric Display

Design Exploration

Metric Display

Design Exploration

Project & Saving Selection

Design Exploration

Project & Saving Selection

Design Exploration

Project & Saving Selection

Design Exploration

The After

The After

The After

Results in 1 month

Results in 1 month

Results in 1 month