Achieva Credit Union locations receive a high volume of visitors daily, leading to long wait times and frustration for staff and members. To streamline the check-in process, a kiosk application was developed to enable members and guests to self-check when they need to meet with a financial advisor.
Requirements
- Design and develop a minimalistic self-service check-in app for all guest demographics.
- Users may require assistance using the iPad kiosk from limited staff.
- Integrate the app with lobby management software to send staff alerts and add guests to the waitlist.
- Users may require assistance using the iPad kiosk from limited staff.
- Integrate the app with lobby management software to send staff alerts and add guests to the waitlist.
My Role
I worked on this project as a lead UI/UX designer. I collaborated with front-end development at the first mockup through the product launch.
Main areas of responsibility:
- UX analysis (flows)
- Design (app, branding)
- Lo-fi mockups
- Hi-fi prototyping (basic flow and interactions)
- UX analysis (flows)
- Design (app, branding)
- Lo-fi mockups
- Hi-fi prototyping (basic flow and interactions)
High-fidelity mockups
The welcome screen greets guests with a simple graphic and a brief message “Tap to begin.” Guests requiring staff assistance at the kiosk can select “help”.
Users select their appropriate account type, enter additional information and receive waitlist confirmation from three application screens.
Problems solved
The check-in app limited contact with guests and branch staff during a global pandemic, helped branch staff manage lobby traffic and place each guest with the appropriate team member that can assist them with specific banking needs and account types.