Walmart, Inc.
YEAR
2022-2023
Overview
Lead Designer
6 months
Walmart, Inc.
FinTech Enterprise
The Challenge
Problem Statement & Goals
Many Walmart associates fail to take full advantage of available financial benefits due to lack of information and complex systems. The Walmart Benefits team aims to provide actionable insights, timeline-driven clear recommendations, and company support to help associates plan for a better future.
Boost adoption
Increase associate adoption of financial benefits by 10-20% within a year.
Improve participation
Raise contribution by 5% to maximize 401(k) and stocks options benefits.
Discovery Research
The project began with a deep dive into Walmart’s financial ecosystem and a competitive analysis of external tools like Mint, Ameritrade, Truebill, and Savology. This research helped identify gaps and opportunities to design a more unified, accessible experience for associates.
I then brainstormed ways to integrate these offerings into a single, holistic solution that would deliver financial support in a simple, engaging, and actionable way.
User Personas
Proof of Concept
Building on early ideas, I created a North Star concept that mapped out key associate scenarios, focused on delivering impactful, personalized financial insights. The goal was to make information easily scannable and actionable, with the option to explore deeper when needed.
I explored multiple visual styles and design directions, sharing drafts internally for feedback and iterating on the foundational elements of the experience.
Financial Wellbeing Video Pitch
Integration & Entry Point
A key design challenge was deciding where the financial wellbeing features should live within the Me@Walmart app. We explored multiple entry points—homepage, main menu, and the 'Me' tab.
The 'Me' tab emerged as the most intuitive location, as associates already use it for paystubs, direct deposit, and other personal info.
Financial Insights & Dashboard
With associates relying on the Me@Walmart app for daily tasks, surfacing financial information in a clear, actionable way was essential. To avoid overwhelming users, I introduced a card-based ‘Financial Insights’ carousel - bite-sized, personalized recommendations tailored to each associate’s financial situation. This was designed to encourage small, meaningful actions without cognitive overload.
As the system evolved, the need for a centralized financial dashboard became clear - offering a holistic view of earnings, deductions, and benefits in one place. This allowed associates to better understand and manage their paycheck.
I collaborated closely with internal and external API teams to determine which data could be securely and meaningfully surfaced, ensuring both accuracy and a seamless experience.
Usability Study & Design Iterations
Research focus:
Understand associate’s attitudes and behaviors toward financial well-being
Explore expectations around Walmart’s role in managing personal finances and assess trust levels
Evaluate entry points to identify usability issues and optimize the experience
Assess content clarity, accessibility, and overall effectiveness
What worked:
Seamless integration and strategic placement within Me@ Walmart
Well-structured information architecture with intuitive categorization
Concise, personalized insights for better user engagement
Streamlined steps to access relevant information and take action efficiently
What needed work:
Clarify content and simplify language
Provide additional resources to help users better understand benefits before making changes
Include more information on related benefits, such as HSA, within the Money section
Minimize scrolling on Money page
