Debt Management Plan Web Portal
GreenPath Financial Wellness
GreenPath is helping people escape debt and build a financial foundation for their dreams.
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Atomic started by observing and interviewing GreenPath's call center team. Together with GreenPath, they created a prototype for testing using a sketching exercise.
A mockup of the mobile view of the portal was shared directly with GreenPath clients (the end users) via the private GreenPath DMP Facebook community.
Atomic learned that starting the DMP can be stressful. Clients are often confused about what they need to do, and they’re hungry for practical information about their plan. Atomic also learned that clients really appreciate encouragement and motivation to continue.
During design, Atomic asked the Facebook group to review workflows, user interfaces, and visual designs. They then made a clickable prototype and tested it with DMP clients on-site.
Member of the DMP Facebook Community
Coordinating Stakeholders
Project Highlights
The portal emphasizes motivational messages and useful, encouraging stats. It shows each user their unique tasks and offers live chat support with GreenPath. Users also receive nudges, progress updates, just-in-time messaging, and milestone badges to keep them motivated.
The three main features on the dashboard were designed to answer the 3 most common questions surfaced during user research: When is my next payment due? What tasks do I need to complete? How long until my debts are paid?
Technical Specs
Atomic designed the system architecture and wrote software and firmware for:
Nicole Bladzik, Director of Information Technology
Taste-testing the Product in the Field
Results
- Feedback from clients has been extremely positive, and retention rates are up.
- Clients can better understand the program and see their progress, which helps them stick with the DMP to the end.
- Increased transparency means clients feel more confident about GreenPath.
Under the Hood
For the new client portal, Atomic developed a responsive, single-page web app.
GreenPath had security concerns about giving the web app access to the API. The middleware server gives GreenPath the ability to publish information from their CMS into the infrastructure of the single-page web app.
During development, GreenPath’s internal team updated their backend CMS and connected it with the new API. The two teams collaborated on technical challenges.
If we needed to figure out how to make something work, Atomic was always part of the solution. The communication was great. There was always flexibility to meet our needs in the fastest way possible. It was like working with our own internal team.
Coordinating Stakeholders
A Partnership with a Storybook Ending
The team’s careful project management, client communication, cutting-edge architecture, and cohesive design strategy helped the team ship the product on time and on budget.
Reflecting back on the multi-year, high-profile project, Robinson said Atomic helped his company arrive at a special moment in time.
“We'd never done anything this big. Ever,” he said. “We’re live across all the major pillars Atomic said they would deliver on. It was delivered on time, on budget, to expectation, live. Not three or four milestones late with people leaving and the platform half-baked and full of bugs.”
StoryLoom began open-beta in December 2022. A global launch is scheduled for the spring of 2023.
“We’ve been given a rare opportunity," said Robinson, "to find success by chasing opportunities Starship Enterprise-style: going where people aren’t—pushing boundaries.”
Nicole Bladzik, Director of Information Technology
The Atomic Team
Here are some of our current Atoms who worked on this project. Click their photo to read their bios!
Project domain(s)
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