PROBLEM
Before, the only way customers could sign up for autopay was manually outside of Airgas with SAP, involving the customer either having to mail or fax forms.
SOLUTION
Both guest and logged in customers can now enroll for autopay easily all in one place. A separate experience was created for each type of customer.
Clear View of Enrolled and Unenrolled Accounts
Logged in users can easily see which of their accounts are enrolled or not. Guest Accounts can enter the account information the account they would like to enroll.
Easy Step by Step Enrollment
Simplified enrollment flow that makes sign-up quick and intuitive.
Change Enrollment Settings at Any Time
Edits can be made any time including invoice enrollment type, payment method, and unenrolling accounts.
MAPPING SCOPE
We used Gemini to summarize all of our meetings that way we could easily access the most important information. I then used Gemini to prompt next steps and the key features we would need for guest vs authenticated users based on our discussions.
EARLY ITERATIONS
The initial flow was done entirely through pop up screens until we decided it would be easier to manage multiple accounts through a full screen experience.
We experimented with different iterations of how we would display enrolled and accounts not yet enrolled. We found that displaying both was not technically feasible, which led us to the final design.
I also utilized Gemini for placeholder copy in the early iterations before designs were finalized.
I began by asking Gemini for feedback on how I can improve my current designs.
