American Express
Helping salespeople onboard new corporate clients
![](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/642bd7d116117078c637b240_Cover_Amex.jpg)
PROJECT STATUS
This new end-to-end workflow is expected to drive a 15% lift in completed applications. Amex is planning to offer it to prospective clients as a self-serve option.
The challenge
Salespeople were frustrated with their existing client data capture tool, a lengthy application form embedded within Salesforce. Also, Risk and Compliance were concerned that the legacy tool did not meet current standards and practices.
![The challenge](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f50587879403c053bdb4_tUAlXzj.jpeg)
High-level journey maps
Data capture was only the first step of the onboarding process, followed by credit decisioning and fulfillment.
![High-level journey maps](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f505b89d6665af51a538_8xF6Fnc.jpeg)
Decisioning logic diagram
Decisioning itself was a complex process with a number of possible pathways.
![Decisioning logic diagram](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f505637d3964e5bbf528_ZHlckIQ.jpeg)
Site map
Working from the logic and existing requirements, I developed a site map showing the necessary interfaces.
![Site map](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f505b89d667ebd51a537_sqqvrIJ.jpeg)
Detailed journey map
As new team members joined the project, I found it useful to develop a more detailed journey map to keep everyone aligned.
![Detailed journey map](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f505e2d0571d2bded214_PcYLr2v.jpeg)
The design
Working within Amex's design system, I created a minimalist experience focused on ease of use for the sales team. I emphasized usability and findability so users could focus on their clients.
![The design](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f505e000af00bdc332fc_l2n2L3X.jpeg)
Compliance and Risk requirements
A number of new requirements were added by Risk and Compliance, including inline disclosures and new required fields.
![Compliance and Risk requirements](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f50622a2dbbdf8495ffc_8dUziPy.jpeg)
![](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f506e2d057752cded217_2xVyZef.jpeg)
Decision scenarios
We considered over a dozen potential decision scenarios; several examples are shown here.
![Decision scenarios](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f506637d39d02bbbf52f_eU2r6CH.jpeg)