Optimizing Code Distribution

How I eliminated a redundant internal tool and unified the on-site gifting workflow under one platform --> improving speed, reducing error, and making engineers (and event staff) happy.

Role

UX Designer

Industry

Corporate Gifting

Duration

2 Sprints

Context

Cultivate offers gifting experiences for events. The online platform was great! But a separate dashboard was built just for in-person events. It was underused, clunky, and duplicative.


The Friction

The side-dashboard created logistical headaches:

  • Manual data uploads

  • Gift links sent through error-prone spreadsheets or email

  • Poor redemption visibility post-event

  • Clients frustrated with the clunkiness


The Objectives

  • Consolidate gifting flows into one platform

  • Remove reliance on contact lists for code generation

  • Improve on-site distribution

  • Automate post-event redemption tracking



Research + Strategy


🔍 Discovery & Direction

We ran interviews with internal teams to surface workflow breakdowns and what redemption success actually meant. From those insights, we identified 3 key “How might we” areas:

  1. Generate gift links without contact info

  2. Distribute codes easily during live events

  3. Report redemptions cleanly after the event


The Nitty-gritty how might we's

Rapid-Fire Brainstorming with Internal Teams



The AH-HA moment (Not the band):


A/B Testing

Wisdom of the crowd!

Why reinvent the wheel when you can run A/B tests to learn from the competition’s wins

Design Decisions


What We Built

We redesigned the online dashboard to support both use cases:

  • Quick Generate Button: Generate codes fast, no contact info needed

  • Credential-Based Redemption: Claim a gift with name/email or employee ID

  • QR Code / Party Link System: Group access for fast onsite handoff

  • Admin Check-in: Tool Assign codes during event check-in

  • Real-time Redemption: Tracking All data centralized post-event


User Stories


The Recipient Journey

Mock-ups

Collab & Constraints

🤝 Engineering Partnership

Every idea was validated with engineers. We prioritized for max impact, minimal lift. Avoided feature bloat. Built smarter, not more.

Outcome

  • Retired the extra dashboard

  • Streamlined internal workflows

  • Faster, more accurate on-site gifting

  • Happier event staff and cleaner data

  • Clients got a smoother, more premium redemption experience


💭 What I Learned

  • The best UX improvements are sometimes invisible to the end-user.

  • Internal pain = external experience

  • Working closely with devs early saves everyone time and sanity


Context

Cultivate offers gifting experiences for events. The online platform was great! But a separate dashboard was built just for in-person events. It was underused, clunky, and duplicative.


The Friction

The side-dashboard created logistical headaches:

  • Manual data uploads

  • Gift links sent through error-prone spreadsheets or email

  • Poor redemption visibility post-event

  • Clients frustrated with the clunkiness


The Objectives

  • Consolidate gifting flows into one platform

  • Remove reliance on contact lists for code generation

  • Improve on-site distribution

  • Automate post-event redemption tracking



Research + Strategy


🔍 Discovery & Direction

We ran interviews with internal teams to surface workflow breakdowns and what redemption success actually meant. From those insights, we identified 3 key “How might we” areas:

  1. Generate gift links without contact info

  2. Distribute codes easily during live events

  3. Report redemptions cleanly after the event


The Nitty-gritty how might we's

Rapid-Fire Brainstorming with Internal Teams



The AH-HA moment (Not the band):


A/B Testing

Wisdom of the crowd!

Why reinvent the wheel when you can run A/B tests to learn from the competition’s wins

Design Decisions


What We Built

We redesigned the online dashboard to support both use cases:

  • Quick Generate Button: Generate codes fast, no contact info needed

  • Credential-Based Redemption: Claim a gift with name/email or employee ID

  • QR Code / Party Link System: Group access for fast onsite handoff

  • Admin Check-in: Tool Assign codes during event check-in

  • Real-time Redemption: Tracking All data centralized post-event


User Stories


The Recipient Journey

Mock-ups

Collab & Constraints

🤝 Engineering Partnership

Every idea was validated with engineers. We prioritized for max impact, minimal lift. Avoided feature bloat. Built smarter, not more.

Outcome

  • Retired the extra dashboard

  • Streamlined internal workflows

  • Faster, more accurate on-site gifting

  • Happier event staff and cleaner data

  • Clients got a smoother, more premium redemption experience


💭 What I Learned

  • The best UX improvements are sometimes invisible to the end-user.

  • Internal pain = external experience

  • Working closely with devs early saves everyone time and sanity


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