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A loyalty program within the CUB customer portal (B2B)

UX Design

Illustrations

UX Research

Branding & Identity

UI Design

Product

Scrum master

Accenture Agency

Client   /  

Carlton United Breweries (CUB)

1 Apr 2018

-

1 July 2018

Web 2.0, Brewery

My Responsibilities

To guide and mentor junior UX designer and define tasks for the project.


  • Stakeholder Interviews to collect Business needs and scope.

  • User interviews and insights analysis

  • User Testing, task analysis of Hi-Fi Prototype

  • Lo-fi Wireframes to test with internal stakeholders


  • Card sorting exercises to refine information architecture.

  • Define feature user flows

  • Currant and future User Journey mapping to understand external channels and all touchpoints affecting this feature.

  • Update Design systems

  • Create User Stories in JIRA

Overview


CUB has been facing a significant challenge with a large number of customers failing to pay their orders on time. To tackle this issue, a loyalty program was conceptualised to encourage customers to sign up for the program and establish a direct debit from their bank accounts. The program aims to reward customers with discounts on selected stock items to create an incentive for timely payments.

The Challenge


To understand the needs and motivations of CUB customers and identify barriers to timely payment, comprehensive user research was conducted.

This involved interviews with CUB customers(bottle store owners and pub owners), surveys, and data analysis of customer payment behaviours and patterns.



Discover

In order to understand the frustrations CUB were experiencing with affected departments, I conducted stakeholder interviews with members of the accounting, sales, and support teams.


To gain a better understanding of CUB's primary users, I conducted interviews, with the assistance of stakeholders. Through these interviews, I was able to identify their main goals, frustrations, behavior, and attitudes when using CUB products.


To better comprehend CUB customers' environment and daily activities, I conducted field studies research. My aim was to get a feel for their everyday routines and highlight thier daily objectives and challenges in order to determine the reasons behind payment delays.


Define

To analyse the data collected from my research I used the affinity mapping exercise to cluster similar themes and highlight major insights.


Archetypes like personas and customer journey maps were defined in order to best represent our targeted users and their end-to-end journey from ordering stock to paying their invoices.


Key findings from the research included:

  • Customers were not receiving reminders distributed from the CUB portal.

  • Customers appreciate incentives and rewards that provide tangible value.

  • Barriers to timely payment include forgetfulness, lack of reminders, and inconvenience of payment methods.

  • Order invoices are hard to manage as a pdf format and needs to be digitalised to easy reference from within the portal.

  • Some customers have had difficulty reporting invoice discrepancies, resulting in delayed payments.





Design

During the design workshop, we utilised the How Might We (HMW) method to assist us in translating the insights identified in the previous phase into different concepts.


How might we create a solution that encourages and enables pub owners to pay their bills on time while providing a streamlined and user-friendly experience for managing their financial obligations?

Our focus was to offer a discount on stock incentive that encourages customers to sign up for the loyalty program and set up a direct debit.


The following design principles were established:

  • Clear Value Proposition: Communicate the benefits of the loyalty program prominently, emphasising the discounts on selected stock items as a valuable incentive for signing up.

  • Streamlined Sign-up Process: Simplify the registration process, ensuring it is intuitive and requires minimal effort from customers. Clear instructions and visual cues should guide users through setting up the direct debit.

  • Effective Communication and Reminders: Implement a system that sends regular reminders to customers about upcoming payments, ensuring they are aware of their obligations and deadlines.

  • Seamless Payment Experience: Enable customers to easily view and manage their payments through the loyalty program portal, providing a convenient and hassle-free payment experience.

  • Digitalise customer invoices for easy access and review

  • Make it easy for customers to report invoice discrepancies, ensuring timely payment of invoices with a smooth process.


To ensure that the design principles were properly executed, we created Hi-Fi wireframes that mapped out the user flows. This led to a second round of user testing with pub owners. Once the basic structure of the user flows was validated, we developed interactive prototypes.


Deliver

  • Hi Fi interactive prototypes

  • Dev handovers

  • Brand guidelines

  • Assets

  • User Stories

Solution


The initial design focus is on essential features, such as a user-friendly sign-up flow, direct debit setup, seamless reporting of invoice discrepancies and a dashboard for managing payments and rewards. Through iterative testing and feedback loops, the design was refined and optimized to enhance usability and increase sign-up rates.

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