How do businesses manage employee food benefits without internal support?

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Problems

• No self-service layer — every benefit configuration, balance top-up, and employee change required internal team involvement
• Created a permanent bottleneck that didn't scale
• Businesses locked out of their own data </aside>

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My role

• Led end-to-end design of the Credit Dashboard (first business-facing interface)
• Gave companies full control over credits, benefits, employees, and reporting
• Worked with 2 FE and 2 BE engineers, PM, and Account Managers for ~3 months </aside>

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Outcomes

• 99% of businesses now configure benefits independently (up from 0%)
• 100% of existing benefit types migrated seamlessly
• Account Managers can focus on activation and feedback instead of manual configuration
• Gifting revenue unlocked from unused credits </aside>

The Challenge

A 40-field form for benefits creation was summarized to form with 12 fields strictly necessary for making creation accessible for business.

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Businesses were locked out

No self-service. Every change required AM support — a permanent bottleneck.

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Time to make reporting

Our small team regularly had to spend time preparing expenses and usage reports, especially during tax season.

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Inconsistent terminology

Credit-related terms varied across Finance, Sales, and Support, breaking alignment.

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100% migration was non-negotiable

Businesses recreate benefits annually. If even one configuration couldn't be reproduced, the dashboard would be useless at their most critical moment.

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Design Decisions

Early exploration of Credit Dashboard structure and benefit card design

Considered starting from the organization budget to utilize not only lunch but groceries and catering also.