Objective
Transforming a static 250+ page PDF document with nuanced and intertwined user experience guidelines into an interactive, scalable, and modular digital experience.
Design Solutions
Certification Deadlines
For financial institution teams tasked with implementing Zelle®, what's most top-of-mind are the requirements for what they need to certify to and by when. We clearly presented this information along with easily accessible reference materials directly within their landing page.
Design Solutions
User Interface & Workflow Guidelines
The Zelle® experience includes a set of foundational screens which are the building blocks for various user flows that financial institutions can enable. Each core screen includes a combination of mandatory and optional requirements, along with component-level best practices. In some cases, screen-level guidelines and UI elements are modified based on specific use cases.
To tackle these intricacies, we developed a dynamic system where screen-level guidelines could be used universally in applicable user flows or be overridden with unique versions for specific use cases.
Design Solutions
Revision History, Resources, and More
With each bi-annual guidelines update, tracking changes to previous requirements and new additions becomes critical for financial institution project teams to understand what's evolved and needs iteration in their banking apps.
We developed a comprehensive system around cataloging revision history, along with providing resources to make implementation and meeting UI/UX standards more efficient.
Design Solutions
Information Architecture Framework
Over the course of the project, we also developed a scalable IA framework with parent/child taxonomies, naming conventions, page templates, and more that could be used as additional content is added for new Zelle® features and functionalities.
Final Deliverables
Design Systems & Libraries
To handle the substantial amount of design elements, components, modules, and templates, it was necessary to establish a system of multiple interlinked libraries. This involved comprehensive design libraries for the Website UI, Product UI, and a Screen Library of over 500+ screen assets to populate every page in the documentation site.
Final Deliverables
Implementation & Site Launch
Lastly, we worked closely with a development partner to build an entirely custom and highly complex CMS based on the final designs. We supported with everything from design specs, to content creation templates & trackers, as well as a library of organized site assets.
