1. Overview

As VP of Design for an international agency, I led the UX and product design efforts on a product launch for our client Giving Assistant, a cash-back shopping rewards platform empowering shoppers to donate their savings to causes they care about.
The project focused on designing a B2B SaaS solution that seamlessly integrates Giving Assistant’s tool directly into the checkout funnels of their client partners. This product was developed during a three-week sprint, alongside a re-envisioning of the user experience on the Giving Assistant website.

2. Problem Statement

Giving Assistant’s partners need a seamless integration of the cash-back rewards tool into shopping flows to increase adoption rates and provide a smooth user experience that supports charitable giving.

3. Users and Audience

• Primary Users:
  
  • Giving Assistant’s client partners (B2B), including eCommerce businesses looking to integrate the tool into their checkout funnels.
• End Users:
  
  • Online shoppers engaging with Giving Assistant’s rewards platform to earn and donate cash back while shopping.

4. Roles and Responsibilities

As the Product and UX Design leader, we:

• Conducted stakeholder interviews to understand challenges, goals, and constraints.
• Designed and optimized user flows for seamless integration into client checkout funnels.
• Led the creation of interactive prototypes to test and refine user interactions.
• Re-envisioned the Giving Assistant website for improved usability and engagement.
• Collaborated with developers to ensure alignment between design concepts and technical feasibility.

5. Scope and Constraints

• Scope:
  
  • Design and deliver a SaaS product for checkout funnel integration.
  • Reimagine Giving Assistant’s website to enhance user engagement and conversions.
• Constraints:
  
  • A compressed three-week sprint timeline.
  • Balancing the needs of diverse client partners while maintaining Giving Assistant’s branding and mission.

6. Process and What We Did

• Discovery and Stakeholder Interviews:
  
  • Engaged with Giving Assistant’s stakeholders to define the challenge, clarify objectives, and identify constraints.
  • Aligned design goals with business and user priorities, ensuring solutions were tailored to client needs.
• User Flow Analysis and Design:
  
  • Mapped existing shopping flows to identify integration opportunities and pain points.
  • Designed optimized user flows for a seamless checkout experience.
• Prototyping and Iteration:
  
  • Developed interactive prototypes for two purposes: to visualize and test user interactions, and to support sales pitches by demonstrating the integration’s functionality and value proposition to potential B2B clients.
  • Iterated designs based on feedback from stakeholders and user testing.
• Website Redesign:
  
  • Re-envisioned Giving Assistant’s website to align with the updated product offering, improving usability and appeal.

7. Outcomes and Lessons

Key achievements included:

• Efficient Delivery: Delivered a fully designed SaaS product within a three-week sprint, meeting stakeholder expectations and timelines.
• Enhanced Integration: Created seamless checkout funnel solutions, improving adoption potential for client partners and enhancing the end-user experience.
• Prototyping for Sales Enablement: Developed an interactive prototype tailored for sales pitches, effectively showcasing the tool’s value to potential clients and accelerating client acquisition.
• Improved Website Experience: Redesigned the Giving Assistant website, boosting usability and engagement.
• Strengthened Collaboration: Fostered strong alignment between product, design, and development teams, ensuring feasibility and execution of solutions.

8. Conclusion

The Giving Assistant SaaS product design project successfully addressed the challenge of integrating a complex rewards tool into client shopping flows. By focusing on stakeholder needs and user experience, the project delivered innovative, efficient solutions that reinforced Giving Assistant’s mission. This case study exemplifies the value of rapid, iterative design and collaboration in delivering meaningful outcomes for both businesses and users.