Platterz - 2019/2020

Treat Perks Card

Treat is a prepaid credit card that allows companies to offer benefits to their employees. It can be used for daily meals, travel expenses, client meetings and more - while maintaining a clear transaction record to ensure that the hassle of expense reporting is entirely bypassed. Treat is one of the many services offered by Platterz, a corporate catering platform.

Business goal
  • Expand Platterz's service offerings to allow for a fully flexible food program.
  • Develop a solution to enable us to serve offices in cities we don't have operations in, target small remote offices, and workplaces with field employees.
  • Implement an extensible MVP solution that leverages the existing Treat infrastructure, that can be extrapolated to other consumers and allow for future feature iterations based on customer research.
Role
  • Information Architecture, User Interface & Experience, Card Design, Marketing Collateral Design, Assistance with product specification planning.
  • Duration: 1+ year
  • Team of: 1 designer, 1 Product Manager, 6+ developers

Admin Experience

How it works
  1. Your Program Administrator sets your allowance and plan rules.
  2. Once your card arrives in the mail, you activate it on our platform.
  3. Your card gets credited based on your employer's plan rules.
  4. You swipe your card at merchants in your city and Treat yourself!

Treat admin dashboard, admins can add funds through company credit card or ACH.

Employee Experience

  • Easy registration lets cardholders instantly start swiping at merchants supported by your Treat plan
  • Plan details, available balances, and transaction history accessible at any time through the Treat dashboard
  • Full flexibility and choice empowers the team without the headache of expense reporting
  • We can add another point here about the Platterz App
The customer facing web interface for managing your Treat Card.
The Platterz App

Given that this was our entry into the app world, we decided that embedding the card activation feature in the app would also help increase app downloads. The decision to use an app for this feature relates back to its purpose: making on-the-go purchases convenient. Through the app, no matter where they are, employees can track their Treat budget and spending.


Sales deck for Trea

Marketing Collateral

From idea to inception, and every step in between, I was the sole designer on this project. With the vision of Treat in mind, I delved into all design aspects of the feature and extended beyond my expertise in UX Design.

Admin Experience

The system prompts the admin to fill out order details such as: budget, headcount, date, and delivery address (unless their default information is already available). Opting in to automatic checkout prompts the admin to add or select a payment method. Once the order deadline is reached, provided the order is within the user’s budget (headcount multiplied by  budget per person), the checkout is triggered. After the setup is complete, the system displays vendors that can accommodate the admin’s indicated delivery details via browse. Once confirmed, the user can invite employees to the group order via direct URL or email invitation. 

Participant Experience

Users can access a group order through a direct URL, a shared link, or an email invite. They are guided to the chosen vendor’s page where they can browse the menu and select their meal. Once the order is confirmed, users proceed to their order’s dashboard unless their selection is above the indicated budget, in which case an error message is triggered.

Challenges

Scope

Although we meticulously scoped an MVP, upper management continued to request additional features, thereby elongating the release of the first version of the group order. As a team we always pushed for a lean solution that we could iterate on in the future.  

Operations

Operationally, group ordering required collaborative efforts involving various teams. Incorporating each vendor’s unique order deadlines and capacity into the service proved to be the most challenging. 

Internal Adoption

Sales and account managers struggled to grasp the new feature hence leading to a gradual adoption rate with our new customers. As a result we concluded that a more robust rollout plan for future iterations could solve this problem from repeating itself.

Iterations

Top-Ups

Top-ups allow group ordering participants to use their own payment method in case their meal selection exceeds the budget allotted by their admin. The feature also allows for flexibility with regards to budgets allocated to the participants. 

Company Directory

Office admins can invite multiple employees using a CSV. Once registered in a company’s directory, employees will automatically be sent group order invites to their emails.

Company Directory

Caterers can download sticker labels with the employees’ name and dish selection printed on it to fulfill their order. Sticker labels allow for simple meal pick up and organization for the companies and employees. 

Platterz - 2019/2020

Treat Perks Card

Treat is a prepaid credit card that allows companies to offer benefits to their employees. It can be used for daily meals, travel expenses, client meetings and more - while maintaining a clear transaction record to ensure that the hassle of expense reporting is entirely bypassed. Treat is one of the many services offered by Platterz, a corporate catering platform.

Business goal
  • Expand Platterz's service offerings to allow for a fully flexible food program.
  • Develop a solution to enable us to serve offices in cities we don't have operations in, target small remote offices, and workplaces with field employees.
  • Implement an extensible MVP solution that leverages the existing Treat infrastructure, that can be extrapolated to other consumers and allow for future feature iterations based on customer research.
Role
  • Information Architecture, User Interface & Experience, Card Design, Marketing Collateral Design, Assistance with product specification planning.
  • Duration: 1+ year
  • Team of: 1 designer, 1 Product Manager, 6+ developers

Admin Experience

How it works
  1. Your Program Administrator sets your allowance and plan rules.
  2. Once your card arrives in the mail, you activate it on our platform.
  3. Your card gets credited based on your employer's plan rules.
  4. You swipe your card at merchants in your city and Treat yourself!

Treat admin dashboard, admins can add funds through company credit card or ACH.

Employee Experience

  • Easy registration lets cardholders instantly start swiping at merchants supported by your Treat plan
  • Plan details, available balances, and transaction history accessible at any time through the Treat dashboard
  • Full flexibility and choice empowers the team without the headache of expense reporting
  • We can add another point here about the Platterz App
The customer facing web interface for managing your Treat Card.
The Platterz App

Given that this was our entry into the app world, we decided that embedding the card activation feature in the app would also help increase app downloads. The decision to use an app for this feature relates back to its purpose: making on-the-go purchases convenient. Through the app, no matter where they are, employees can track their Treat budget and spending.


Sales deck for Trea

Marketing Collateral

From idea to inception, and every step in between, I was the sole designer on this project. With the vision of Treat in mind, I delved into all design aspects of the feature and extended beyond my expertise in UX Design.

Challenges

Billing & Payment

Having a billing model that differentiated form a standard credit card, we had to devise a unique payment structure to make sure Treat Card employees don’t run out of their program funds.

Since fronting money was high risk, we designed a payment scheme where companies would pay an estimated cost of two months up front, along with their monthly invoice. This structure ensured an extra buffer even if invoice payments were delayed, always allowing the treat program to run smoothly for employees. 

Technical restraints

While conducting internal testing, we realized Treat cardholders could go over their budget when tipping. To solve this, we prompted users to add a personal payment method to cover potential overages prior to activating their Treat card. 

Assumptions

Intended as proof of concept, the Treat project was a beta app. Decisions were made keeping this in mind, leading us to work off of assumptions around consumer behavior and potential client needs instead of extensive consumer research. 

Platterz - 2019/2020

Treat Perks Card

Treat is a prepaid credit card that allows companies to offer benefits to their employees. It can be used for daily meals, travel expenses, client meetings and more - while maintaining a clear transaction record to ensure that the hassle of expense reporting is entirely bypassed. Treat is one of the many services offered by Platterz, a corporate catering platform.

Business goal
  • Expand Platterz's service offerings to allow for a fully flexible food program.
  • Develop a solution to enable us to serve offices in cities we don't have operations in, target small remote offices, and workplaces with field employees.
  • Implement an extensible MVP solution that leverages the existing Treat infrastructure, that can be extrapolated to other consumers and allow for future feature iterations based on customer research.
Role
  • Information Architecture, User Interface & Experience, Card Design, Marketing Collateral Design, Assistance with product specification planning.
  • Duration: 1+ year
  • Team of: 1 designer, 1 Product Manager, 6+ developers

Admin Experience

How it works
  1. Your Program Administrator sets your allowance and plan rules.
  2. Once your card arrives in the mail, you activate it on our platform.
  3. Your card gets credited based on your employer's plan rules.
  4. You swipe your card at merchants in your city and Treat yourself!

Treat admin dashboard, admins can add funds through company credit card or ACH.

Employee Experience

  • Easy registration lets cardholders instantly start swiping at merchants supported by your Treat plan
  • Plan details, available balances, and transaction history accessible at any time through the Treat dashboard
  • Full flexibility and choice empowers the team without the headache of expense reporting
  • We can add another point here about the Platterz App
The customer facing web interface for managing your Treat Card.
The Platterz App

Given that this was our entry into the app world, we decided that embedding the card activation feature in the app would also help increase app downloads. The decision to use an app for this feature relates back to its purpose: making on-the-go purchases convenient. Through the app, no matter where they are, employees can track their Treat budget and spending.


Sales deck for Trea

Marketing Collateral

From idea to inception, and every step in between, I was the sole designer on this project. With the vision of Treat in mind, I delved into all design aspects of the feature and extended beyond my expertise in UX Design.