While working at my full-time job at Mesha, I was working mainly on brand design projects, but our product designer quit and I was then taken on board to design the entire credit card experience. I was already familiar with technical side of UI Design and designing with systems on Figma.
But while working on this project, I realised there's much more to product design that meets the eye.
Information Architecture & User Flows
Some basic information architecture & the flow was laid out by Julian, which was used as a foundational point while designing the experience. We made changes along the way if we found a better alternative, but this was mainly used a foundational point.
Nailing the onboarding
The first process was nailing the onboarding. The information we needed from the users who were applying was huge, so we had to break it into chunks and make it as easy as possible.
It started with the form asking for the company details, for their business, as well as their owners. We divided these step into two parts.
After this process, the users would have to verify the identity of all the co-owners they input in the form below. They would then receive an email asking for confirmation.
Once the identity verification was complete, the users would know whether their application for the cards program was denied, is waiting approval, or if it's accepted. If it's accepted, they'd have a button to go to their brand new credit card experience. Which opens with a FTUE screen asking them to issue their first card.
Issuing a card
The issue card flow was also designed, where owners of the organization could either invite someone new, or choose from existing users that are part of their DAO to issue a new card to them. New users would get an email to join Mesha as cardholders, which was a new class of users in the organization. More on that later.
The Dashboard experience
This was the dashboard that the owners would see. It included an easy functionality to see who was spending the most in the team, the total amount of spend over time as well as their balance and recent transactions from the cardholders. It also included an option to request credit limit increase, or issue a new card from right here.
Part of the experience was an easy access to all the cardholders that exist in the DAO. Owners could easily keep a track of all the cards they've issued (or issue a new one) and edit whatever they need from this page for every person that's issued a card.
Transactions page was designed to showcase transactions in more detail, where owners could see all the transactions that have taken place, could tag them so that they appear in their Mesha Dashboard.
Cardholders's POV
From the cardholder's POV, they could only see their card details and the transactions they've made. We also had a FTUE experience where we needed there phone numbers to be able to start their account which we ask for.
