Personal project
2025
Redesigning the Service Plan Experience
I refined and delivered the service plan selection experience across web and app, improving how users understand and choose investment plans while balancing user needs with business goals.
Overview
Simplifying subscription plan selection
This project focused on improving how users understand and select investment plans on the Interactive Investor platform. Joining after initial research and early design exploration, I took ownership of Phase 1 under a tight delivery timeline. I advanced the project to approximately 90% completion, refining the user journey and designing and prototyping key experiences for web and app.
The Problem
Choosing the right investment plan can be confusing and overwhelming.
How might we simplify the service plan selection experience to help users make more confident decisions?
Existing service plans page
Challenge
Taking ownership mid-project
Joining an in-flight project with a tight delivery timeline required me to quickly understand existing designs, align with stakeholders, and confidently refine the experience. I balanced simplifying complex product information with business requirements and communicated design decisions and rationale to senior designers.
Ideation
Designing for different user scenarios
I refined the upgrade and downgrade journeys by exploring different ways to communicate eligibility. Using Interactive Investor's design system, I ideated hard and soft block patterns that clearly explained restrictions while guiding users towards their next steps.
Design iterations for soft and hard blocks on web and mobile
Through collaboration and design reviews, the solution evolved into a dedicated page that provides more space to clearly explain eligibility, why users were unable to change plans, and the steps they could take next.
Final soft and hard block designs
Final designs
Delivering the final experience
Building on feedback and iterative design reviews, I refined the experience into a fully interactive prototype for web and mobile. I presented the prototype to senior stakeholders, showcasing the redesigned experience and explaining the design rationale behind key decisions.
Switching service plans
A simplified flow guides users through changing plans with clear eligibility messaging and supporting information.
Friends and Family management
A dedicated flow lets users add and manage Friends and Family members through a clear, step-by-step experience.
Full Service Plans walkthrough
A walkthrough of the final experience, showcasing the redesigned sections across web and mobile.
Outcome
From prototype to handover
I progressed the project to approximately 90% completion, delivering a fully interactive prototype before handing it over for final delivery. The solution was well received by senior stakeholders, who praised its clarity, structure, and usability, making it my largest and most demanding project during my placement.
You came across very clear and confident when going through the designs! The prototype also looked great.
Senior UX Designer
You're annoyingly good.
UX Design Manager