Discovery & Exploration
I worked with Sean to identify the flow based on the scope. Once we got some input from Nate about the impact of the cost differential, it shifted our plan a bit toward aiming to save the company upwards of $2 million without compromising user experience.
Once we got the flow down, Sean laid out the screens, and I started work on the copy.
This was one of my first projects at H&R Block, and I was still exploring how to work best within the environment.
Ideation, Writing, & Prototyping
I worked up some variations for the copy associated with launching the ID Verification feature. At H&R Block, we heavily utilize Figma's collaboration tools so I was not shy about pulling Sean in to workshop some options.
Exploring copy for ID verification flow
Still working on establishing a good process for presenting copy options in Figma, it was challenging to get a handle on working in this collaborative, design-focused environment. Keeping tabs on which version of the copy was the approved one and making sure that is the version that got translated to the final prototype was difficult since things kept getting moved around.