A re-everythinged application form.
Historically, the application process for new merchants was quite painful. Not just for the merchant, but for teams that needed to support the process. The main application form varied region-to-region, backed by disparate tech that was causing the development of new capabilities to be slow and painful.
The new application form consolidates all regions into a single app that accepts instructions tailored to each operating region to tell it what data to collect, how to collect it, and when. The design was updated with improved information architecture, contextual information to guide merchants through the process, and an updated visual design to round it all out.
Form component library.
Flexibility was the key to successfully handle the various combinations of capabilities required to support multiple operating regions and deliver a unified front-end for the application form. To meet this goal, we created a library of small, atomic components that could be mix-n-matched to meet the needs of any possible configuration given to the form.
This library also contributed back to the global design toolkit for Braintree, the preferred payment service for PayPal enterprise merchants.
Email designed for clarity and collaboration.
The updated visual design of the email brought some much-needed hierarchy to the messaging delivered to merchants. However, the most significant impact came from moving all email communication templates to the SendGrid platform.
This change enabled engineers to be solely concerned about core data sent to the template, such as business or customer name. At the same time, non-engineers on the team could now easily update content on their own without requiring a production deploy.