Financial Services

Bank of America

Redesigning a workplace app to streamline health screening and seat booking, making the return to office seamless, compliant, and user-friendly.

Role

Product Research, Experience Strategy, & Design

Scope

User Research, Experience Strategy, Design, and Prototyping

A Seamless Return

Framing the Challenge

The Flagscape app’s information architecture no longer aligned with post-pandemic employee needs. Returning employees needed quick access to health screening and seat booking while maintaining a compliant, healthy workplace, but stakeholders also had competing priorities across other key features.

The Approach

To clarify priorities and establish a clear path forward, I facilitated a 2-day cross-functional workshop to:

Align stakeholders
Surface pain points
Rapidly prioritize

A Matrix for Impactful Decisions

During the two day workshop, I facilitated a prioritization exercise using an impact and effort matrix. The framework helped the team evaluate ideas objectively and align on the features that would deliver the most value to employees. This created a clear path forward and ensured the Flagscape app focused on experiences that would drive adoption and engagement.

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The Key to a Safe Return

The result was a health screening flow that was adaptable and scalable to meet evolving employee compliance needs. By integrating real-time data, employees could quickly check their health status and provide instant confirmation to security, ensuring a smooth and safe return to the office.

A validation sequence that determined entry eligibility based on health-related questions
Automatic approval of access when criteria were met
Automatic denial of access when criteria were not met
Clear next steps for employees with denied entry, including instructions to return home and follow appropriate guidelies

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