Self-Service
Investigation Tool
Designed a self-service tool that provides flexible, in-depth access to Mastercard’s transaction data. Enables users to quickly investigate issues and uncover insights to support data-driven decisions.
Transaction Investigator
Goal
Increase adoption of the redesigned Transaction Investigator by addressing usability pain points, streamlining workflows, and restoring key features users relied on. Also supported the launch of TI Plus, offering advanced tools to enhance the investigation experience.
RoleProduct Designer
ToolFigma
Year2023-2024
Problem
Only 30% of users adopted the redesigned Transaction Investigator application, with most sticking to the legacy version. The core challenge was to identify what held users back and redesign the experience to better fit their needs and workflows.
86% of customer feedback highlighted UI issues in the Transaction Investigator application. Users struggled with technical difficulties, inefficient search behaviors, and inconsistent task requirements. To address these issues, the proposed solutions focused on customization, configurability, and improved scan-ability for a more intuitive experience.
How might we bring back key legacy features users rely on, while keeping the new experience clean and intuitive?
How might we introduce premium tools without disrupting users’ core workflows, and what value would motivate them to willingly adopt these features?
To better understand the users, I reviewed the personas, created by another designer two years ago. The target users for Transaction Investigator consisted of four personas, which helped me gain insights into their specific needs and pain points, guiding the design decisions for the project.
After developing the Information Architecture, I facilitated workshops with PMs, Engineers, and Stakeholders to align on how to integrate premium data into key features, ensuring they met user needs and improved the overall experience.
These journey maps illustrate how we guide customers to upgrade to a higher tier. The target users of Transaction Investigator Plus are those who perform bulk-level search analysis. Through the workshop, we gained insights into their specific needs and workflows, uncovering opportunities for improvement and identifying ways to better serve them in the upgraded version.
Designing the search flow was challenging due to frequent data structure changes affecting the user journey. The experience was built around three interdependent components: Portfolio, Theme, and Filters.
To handle future filters and dependencies, I designed a flexible, modular system that allowed easy adjustments without disrupting the overall flow.
The goal was to increase adoption of the redesigned Transaction Investigator by addressing usability issues, streamlining workflows, and restoring essential features based on user feedback. Before launch, the design was evaluated using the Wevo Design Quality Score (DQS), a framework that assesses overall design quality across usability, aesthetics, and user experience. The design received an average score of 88, indicating it was "Ready to Proceed with Minor Adjustments."
The feedback-driven refinements elevated the design, making it more intuitive and user-friendly. The final solution not only meets user expectations but also strengthens the overall experience, setting a solid foundation for launch.
CUSTOM SETTINGS
Users' tasks fell into two main categories: those who focused solely on searching and those who combined searching with comparisons. Since both required an optimized data table view, I designed a feature that allows users to customize their settings for a more tailored and efficient experience.
SEARCH PANEL
The Plus version features an advanced search panel with bulk and theme-based search options. Each search section is interdependent, allowing users to narrow down results based on their selections for more precise insights.
DATA VISUALIZATION
Many users used to export data tables to Excel or internal systems. In the Plus version, data visualizations based on search criteria were added, enabling users to quickly understand the data and extract valuable insights.
ONBOARDING
Through a help & guidance audit, the product tour and support resources were updated to enhance user comprehension and streamline troubleshooting. These improvements aimed to help users navigate the product more effectively and resolve issues with ease.
After the product launch, an in-app survey was conducted over three months, with 558 participants. 67% of them adopted the new version, a significant shift from the previous state where 70% used the legacy version. Now, only 33% of users remain on the legacy version, indicating a successful launch with strong adoption of the new design.
