Incentive Solution

Design & Efficiency Improvements

— The Problem

Our incentive solutions websites were in need of a serious refresh. Many of them were severely dated, creating a significant bottleneck in our sales process. The lack of contemporary “templates” meant we could not quickly mock up websites for Request for Proposal (RFP). This also created inefficiency in our handoff to developers, as there were no matching Figma files or code component libraries. The resulting manual work increased the chances of bugs, mistakes, and compliance issues.

Lofi Wireframes

To ensure the internal team and product stakeholders aligned on the functionality and structure of the product before moving to visual design.

— The Challenge

The primary challenge was a compressed timeline. This project was an organizational key result (OKR) with a year-end deadline, meaning this could only be worked on after we completed client + marketing work for the day, and we were getting a late start. To maintain our tempo, especially with a partially distributed team, we needed to establish a consistent workflow. We also wanted to make a bigger impact than just a simple design update, ensuring the new templates were robust and eliminated the chances of bugs or non-compliance.

— The Process

To overcome these challenges, we adopted a collaborative, cross-functional approach. We established bi-weekly meetings with a senior developer, a project manager, the Quality Assurance(QA) team, another designer, and myself. These meetings were crucial for sharing progress, gathering feedback, and addressing potential roadblocks.

Our process began with research. We analyzed our best-performing client sites, identifying key features that boosted engagement, such as gamification, progress indicators, and easy access to promotions. We then delved into our platform’s capabilities and the psychology behind incentives to better understand our audience and their needs.

With this knowledge, we began designing in Figma. We started with six template concepts and, through a process of refinement, narrowed them down to three core templates: Ember, Flare, and Ignite. These three distinct designs provide very different starting points and are flexible enough to be easily navigated in both low and high-fidelity mockups.

Ember

Minimal, clean, and functional, this template is for clients who prefer simplicity and the essentials.

Flare

Modern, engaging, and visually dynamic, it features light animation and a contemporary feel for brands with more “flare.”

Ignite

High-energy, immersive, and design-forward, this template is for clients with complex, energetic brands who want to make a bold statement.

— The Results

While the full implementation is scheduled to be completed by December 2025, the project has already yielded significant results. We have seen a 30% decrease in the handling time for design, as the new templates provide a standardized and efficient starting point. The components and component playbook are still being built, but the impact of the initial templates is already being felt. The project has received high praise from the CEO, Art Director, and product team, validating its success and solidifying a new, more efficient workflow for our organization.