EMPOWERING MERCHANTS

End client: Pollinate & Tyl Natwest | Consultancy: Class35 | Role: Senior UX Designer

Summary

My expertise in data visualization and insight-driven design was central to my role as Senior UX Designer at Pollinate, a SaaS platform for the financial industry. I focused on evolving their Insights workstream, advocating for best practices in data presentation and dashboard design to elevate the overall user experience. A key part of my contribution involved collaborating with Tyl by NatWest to tailor the Pollinate platform to their specific needs, optimizing the white-label solution for their brand.

I developed the "Insights UX Framework," a comprehensive guide encompassing user mental models, data mapping, and design concepts to inform current and future implementations. Additionally, I designed a microsite for the launch of Tyl's loyalty program. The success of this collaboration is evident in Tyl by NatWest's impressive NPS scores and Pollinate's subsequent $100 million funding round, enabling expansion into three new international markets.

Process & Results

A UX framework for building and displaying richer data within the Pollinate platform

  • Area of expertise: Worked on the Pollinate platform (SaaS) with a focus on Insights work stream including advocating best practices on data presentation, dashboard design, and an insight-first approach to overall platform’s user experience.

  • UX frameworks and reporting: Put together an easy to follow UX report called “Insights UX Framework”. The reports explore areas such as user mental models and mindsets, data and insights mapping, delivery mechanisms, IA, design concepts and more. Providing tactical suggestions to existing and future implementations.

  • White-label to brand optimisation: Collaborated closely with Tyl by Natwest in order to optimise Pollinate SaaS to their specific needs.

  • Information Architecture enhancements: Created analytical schemes to promote a smooth integration of new services into existing product architecture. Suggested improvements to existing architecture when appropriate.

  • Promotional website design: Designed a microsite for promoting the launch of Tyl Loyalty programme, using primarily Sketch, InVision and Webflow.

  • Increased customer satisfaction: Tyl by NatWest launched in 2019 with 3x industry NPS scores

  • Funding and new market reach: Pollinate went on to raise $100m in funding and launch Tyl in 3 international markets