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Enabling vulnerable users to disclose support needs in app

UX / UI

Android

iOS

β€Šβ€Š Challenge

The primary method for users to share sensitive information about life circumstances was through phone calls, which created significant friction and anxiety, especially for vulnerable customers.

β€Šβ€Š Solution

A new in-app feature that allows users to securely and confidentially disclose their life situations and specific support needs, transforming a high-friction process into a seamless digital experience.

Jason running a workshop

Step 1

Reviewing agent process

I began by engaging with Operations team subject matter experts to understand their current tools and processes for capturing customer needs. This crucial review clarified the types of vulnerabilities disclosed and helped build empathy within the team. 


This foundational insight was vital in shaping user stories that reflected both critical customer needs and core business objectives.

Step 2

Empathy & journey mapping

I began by leading an Empathy Mapping workshop to deeply understand our vulnerable customer personas. This helped us recognise how their life circumstances could impact our solution. 


Following this, I partnered with Product to facilitate a collaborative user Journey Mapping session. By including engineers from the start, we were able to outline key activities and assess the technical feasibility of our designs in a single, efficient process.

Jason running a workshop
Jason running a workshop

Step 3

User testing & iteration

I translated our user journey into low-fidelity wireframes, which I refined into a high-fidelity prototype. To maintain an agile workflow, I partnered with Engineers to define the essential features, allowing them to begin development concurrently with our testing. 


I then led moderated usability tests to validate our design direction with real users, gathering valuable feedback that directly informed the final refinements before handing off the ready designs.

The outcome

The new feature successfully shifted user behavior, with in-app engagement rates surpassing phone call rates. This increased awareness and exposure has led to more customers getting the support they need. 


The project was also honored with a prestigious enterprise-wide 'Circle of Excellence' award, recognising its significant value to both the business and its customers.

πŸš€Let's make it happen

Drop me a quick message to kick off the conversation, I'd love to explore how I can bring your product vision to life!