UX Strategy · Flow Redesign 2023

Reducing friction in the Verizon device switch flow

Company Verizon
Role Product/UX Designer
Timeline 3–6 months
Team Product, Engineering, QA
Overview
Key Finding

The existing checkout flow asked users to authorize a credit check after investing 10+ steps selecting a device—creating drop-off at the highest-stakes moment.

Key Insights
  • 4 duplicate screens eliminated
  • 3 redundant data collection points removed
  • 10 phase groups consolidated to 4
Approach

A structured audit revealed four patterns driving friction, which were used to redesign the flow around the user's mental model rather than the backend process sequence.

Impact & Outcomes
66%

fewer redundant steps

By eliminating duplicate data requests and consolidating related tasks, users navigate a significantly leaner checkout experience that respects their time and reduces cognitive load.

How we got here
  • Eliminated 4 duplicate screens asking for already-collected data
  • Consolidated payment setup, shipping, and confirmation into single phases
  • Reorganized 10 backend-driven phases into 4 user-centric phases
User-Centered Impact
22→15
Total Steps

Cleaner journey from decision to confirmation. Users complete the flow in fewer, more intentional interactions.

10→4
Phase Groups

Flow now mirrors how users think. Reduced confusion from backend-driven sequencing to natural user mental model.

0
Re-asked Questions

No redundant data collection. Flow respects that users provided information once and carries it forward.

Design & Feature Outcomes

Typeahead Search

Introduced intelligent device search with real-time filtering by brand, model, and preference (color, memory). Shifted to vertical grid layouts to reduce scannability friction and decision fatigue.

Users can now find their preferred device in seconds, not minutes of browsing.

Transparent Information Handling

Moved credit check earlier in the flow with clear upfront explanation. Integrated real-time credit score impacts into payment calculations so users see exactly how their qualification affects terms.

Users understand consequences before emotional investment in a device choice.

Consolidated Configuration

Combined color, storage, protection plans, and payment options into single screen with progressive disclosure. Primary choices front-and-center, secondary options below fold.

Users see all options at once and can change anything without re-navigating multiple screens.

Pricing & Progress Clarity

Highlighted upfront costs and monthly commitments prominently. Added progress tracking at critical stages (plan selection, credit check, payment) to set expectations.

No checkout surprises. Users know exactly where they are and what to expect next.

Cross-Functional Impact: Legal & Development Alignment

Engaged and workshopped with legal and development teams to establish compliance requirements for handling personal information—particularly credit checks and sensitive data collection. Designed each step to ensure transparency around how data is used and stored, meeting both legal requirements and technical feasibility.

Department Win

This project broke down traditionally segmented divisions to demonstrate the power of aligned design, legal, and technical perspectives. It showcased how cross-functional collaboration—when design leads the conversation around user needs—creates outcomes that are both better for users and more defensible for the business.

Background
Industry Context

Within the US, the likelihood of users to switch between major carriers (Verizon, Sprint, T-Mobile, AT&T) is approximately 15%. For carriers to increase subscribers, optimizing the switch experience is critical, as the number of potential new subscribers is limited. One of the biggest focuses is on optimizing the switch experience for customers to increase subscribers and drive revenue growth.

Project Goal

Conduct an audit of the current user switch flow and determine how to optimize it to get buy-in from leadership to rethink design at Verizon. Based on the initial mapping of the flow, optimize the number of steps and order of tasks based on e-commerce best practices, introduce new functionality, and redesign the pages.

Challenge

The existing checkout flow had redundant steps (repeated credit checks, duplicate data entry), fragmentation in user tasks, and outdated UI patterns that hindered usability. The original flow was organized around backend processing states rather than how users naturally think about completing a purchase.

Approach

Audit existing flow → optimize based on e-commerce best practices and user mental model → introduce new functionality (typeahead search) → redesign screens → collaborate with legal and business teams to address compliance and technical constraints → create prototype for leadership demonstration.

Research Goals

Understand the user's mental model and redesign the flow to match it.

01 — Identify

Friction Points

Surface the specific screens and decision points where users drop off or struggle.

02 — Understand

User Intent

How do users naturally think about the purchase process? What's their mental model?

03 — Validate

Redesign

Test the new flow structure with users and measure improvement in completion and confidence.

Key Design Decisions
01

Align flow with user mental model, not backend processing

The original flow was organized around backend processing states—separate payment groups appeared at steps 4 and 6, delivery data appeared after payment, and phone/plan configuration was scattered throughout. This forced users to follow a path dictated by system logic, not how they naturally think about making a purchase.

User's mental model: "What am I getting? When will I get it? How do I pay? Done."

Redesign: Restructured into four phases that mirror user thinking: What → When → How I'll Pay → Complete. This eliminates confusion, reduces backtracking, and makes the process feel intuitive rather than arbitrary.

Mental Model Alignment
02

Eliminate redundant requests—respect user effort

The audit revealed four screens asking for information users had already provided: contact info re-confirmed at checkout (same as Step 2), credit results shown twice (once pre-qualification, again at checkout), and "new number?" asked after they'd already set it during device configuration. Each re-ask signaled to users that their information wasn't being tracked, damaging trust.

Redesign: Collect each data point once and carry it forward. Remove confirmation screens entirely—replace with inline summaries. The flow now says "we listened, we remembered, we're respecting your time."

Reducing User Burden
03

Move credit check earlier to allow graceful exits

The original flow buried credit authorization at step 17—after users had already spent 10+ minutes selecting a device, choosing color, picking storage, and building emotional attachment to their choice. Users who didn't qualify faced maximum disappointment and abandonment at the highest-friction moment.

Redesign: Move credit check immediately after cart confirmation (before final configuration). Users who won't qualify now exit cleanly, before investing emotional energy in a specific device. Those who do qualify proceed with confidence.

Qualification Sequencing
04

Consolidate configuration options into one screen

Device customization (color, storage, payment type, phone number preference, protection plans, AppleCare) were presented as six sequential screens. Each required a navigation decision, fragmented what should be one cohesive step, and made it hard for users to compare options or change their mind.

Redesign: Single configuration screen with progressive disclosure. Primary choices (color, storage) front and center. Secondary options (protection, AppleCare) below the fold. Users can now see all options, change easily, and understand their full device setup before proceeding.

Progressive Disclosure
Before & After — Flow Structure
Current Flow

22 steps · 10 phase groups · process-driven sequence

Entry 1 step
Plan 1 step
Device 3 steps
Payment 3 steps
Cart 2 steps
Payment 3 steps

⚠ Friction: Duplicate phases, late credit check, repeated questions, delivery after payment

Optimized Flow

15 steps · 4 phase groups · user mental model sequence

What Entry, Plan, Device
When Cart, Delivery
Payment Setup 4 steps — consolidated
Pay Checkout

✓ Restructured around user intent: What → When → How I'll pay

Design Solution

The Redesigned Flow

The new flow guides users through four distinct phases that align with how they naturally think about the purchase: What am I getting → When → How will I pay → Complete. Each screen implements the consolidations and clarifications defined in our optimization strategy.

Screen 1: Get Started - Welcome screen introducing the switch flow

1. Get Started

The entry point introduces the flow and sets expectations. Clear indication of progress and timeline reduces anxiety about the process ahead.

  • Clear value proposition
  • Progress indicator showing 4 phases
  • Time estimate for completion
Screen 2: Select Plan - Plan comparison interface

2. Select Plan

Redesigned the plan selection interface to make comparing options easier. Users can see all key details at a glance, addressing the original flow's unclear decision tree.

  • Side-by-side plan comparison
  • Key features highlighted for quick scanning
  • Clear pricing and data limits
Screen 3: Pick Phone - Device selection with smart search

3. Pick Phone with Smart Search

Simplified device selection with intelligent filtering and typeahead search. Users can browse by category, price, or search for specific models, reducing the cognitive load of the original multi-step device selection.

  • Visual device cards with category filtering
  • Real-time typeahead search
  • Popularity-based suggestions
  • Price comparison at a glance
Screen 4: Configure Device - Device customization options

4. Configure Device

Consolidated device configuration (color, storage, protection plans) into a single screen with progressive disclosure. What was previously 3 separate sequential screens is now one modal, reducing navigation friction.

  • Visual option selection for primary choices
  • Secondary options collapsed below fold
  • Real-time price updates
  • Clear add-on descriptions
Screen 5: Cart Review - Order summary before checkout

5. Cart Review

A clear summary of the entire order before proceeding to checkout. Users can easily edit any item or return to previous steps. This replaces the original flow's redundant confirmation screens.

  • Complete order summary
  • Easy edit functionality for any item
  • Promo code entry
Screen 6: Account Verification - Account information verification

6. Account Verification

Streamlined account information collection. We pre-filled known information from their account and only requested what was necessary at this step, eliminating the duplicate data collection that existed in the original flow.

  • Pre-filled account details (not re-asked)
  • Minimal form fields required
  • Clear validation feedback

7. Payment Setup: Credit Check Flow

The credit check process is where trust is most critical. We moved this phase immediately after cart confirmation (instead of step 17) so users who don't qualify exit cleanly, before emotional investment in a specific device. The flow includes three key screens that create transparency around the process.

Credit Check - Initial screen explaining the process Transparent Language

Clear explanation of how credit affects payment options

Credit Check - Loading state during verification Progress Indication

Informative loading state keeps users informed

Credit Check - Result screen with approved status Clear Outcome

Results and payment amounts confirmed transparently

Screen 8: Shipping Details - Shipping address and method selection

8. Shipping Details

Shipping address and method selection are now grouped in the "When" phase, moving delivery options to the right place in the user's mental model. Users see delivery timeframes and costs upfront, eliminating surprises.

  • Address autocomplete
  • Multiple shipping options with costs
  • Clear delivery timeline
Screen 9: Payment Details - Payment method and final confirmation

9. Payment Details

Final payment step with multiple payment method options. Clear security messaging and a final order summary before submission. This screen is cleaner because we've already collected and confirmed all necessary information in earlier phases.

  • Multiple payment method options
  • Security assurance messaging
  • Final order review
Screen 10: Order Confirmation - Order confirmation and next steps

10. Order Confirmation

Celebratory confirmation screen with clear next steps. Customers know when their device will arrive and how to track their order. Removes any lingering uncertainty about whether their purchase was successful.

  • Order confirmation number
  • Delivery timeline
  • Next steps and support information
Next Steps & Measurement
Success Metrics to Track
Drop-off rate at credit auth step Form completion time — user info Cart abandonment rate by phase Rage clicks on confirmation screens Time-to-complete full flow Back-navigation frequency per phase