A self-service checkout workflow, elevated for growth

A dedicated cart was added to the checkout flow as an extra step to manage growing feature demands and prevent user overwhelm in final moments of order placement. I redesigned the experience that led to key improvements, decreasing cart abandonment by 3%, increasing units added to cart by 1.7X, and reaching engagement rates as high as 3.3X with an improved <continue shopping> feature. Solutions I provided validated product relevance, usefulness, and scalability for both customers and the business.
MY ROLE
Lead designer
RESPONSIBILITIES
UX strategy, Research planning, UX/UI design, Interaction design, Visual design, Delivery
TIMELINE
3 months
BACKGROUND

A one-step process worked well in the past

The online pharmacy checkout experience used to be a straightforward one-step process. Two core pharmacy products funneled into the checkout page which had basic functionality such as collecting order information, displaying cost, and enabling order placement. This one-step process then consumed more jobs to be done to support additional products and features. Up until now, it successfully met business and members needs effectively.

Image of a one-step checkout process
PROBLEM

Demands increased, raising the need to reimagine the experience

As products across the digital pharmacy landscape evolved and more features emerged, so did the demands and impacts on the existing one-step checkout service and experience. An upcoming product roadmap further accelerated and justified the need to prioritize how we might reimagine a self-service experience that could scale for the future successfully.

Image of a one-step checkout process and risks of overwhelm

Why did it matter?

Not proactively addressing this problem of an overloaded checkout flow meant creating complexity and barriers for 60 million digitally eligible members of the pharmacy to get their prescriptions in those final moments of order placement. The risks at that scale were far too great to ignore. My challenge was to optimize an end-to-end checkout flow for people relying on pharmacy services for their health needs and outcomes.

"How might we design a scalable checkout experience, enabling users to complete tasks effortlessly with less fallout?"
DESIGN APPROACH

Goals and actions

My first priority was evaluating the current checkout experience, which had been untouched for a long time. A current state evaluation helped me discover painpoints, define high-level design goals, and shape a design execution strategy for a much more streamlined solution. My key design goals included:

  • Balance and coherence
    How might we organize information that feels balanced and coherent so that the service is scaled to handle more features and pharmacy patients can seamlessly navigate and complete their tasks?
  • Predictability
    How might we create an end-to-end checkout flow that fits into an established mental model to make an experience familiar and effortless to step through?
  • Usefulness
    How might we create an experience that people will engage with and find useful for their prescription needs?

In addition to goal setting, my timeline included key initiatives and milestones that moved the design process forward to arrive at a solution that all cross-team partners felt aligned on and positive about. My efforts included self-driven competitor evaluation, research team partnership and usability testing, design iterations and refinement, stakeholder facilitation, and frontend collaboration.

Current state analysis of Checkout and Confirmation

Image of a Checkout user interface with markers and annotations for potential future enhancements
Image of a Order Confirmation user interface with markers and annotations for potential future enhancements

Competitor evaluation and discovery

The previous checkout experience showing an overwhelming amount of tasks

Early design concepts and usability research

The previous checkout experience showing an overwhelming amount of tasks
RESEARCH INSIGHTS

Key takeaways

A Cart UI was a conventional pattern and step in a checkout flow, shown consistently across all online shopping sites, positioning cart items on the left and an order summary on the right.

Sentiment and likelihood of using the redesigned 'continue shopping' feature was high and positive, as long as items were relevant. Among the design variations, there was a clear preference:

  • Approach A was least desirable: "not noticeable", "too much on one page", "I have to know to scroll down to get there"
  • Approach B was popular: the horizontal carousel was familiar but people favored a vertical scroll
  • Approach C was the favorite and rated best: "stands out from items in my cart better"

Research also recommended ensuring that the 'continue shopping' feature was visible and available for those who wanted it, but easily optional and avoidable for those who did not.

SOLUTION

Three core refinements

1. Introduced a two-step process, including a dedicated cart

Referencing common e-commerce patterns, I redesigned the checkout flow by adding a dedicated cart, shifting from a one-step to a two-step process. Using Gestalt principles, I grouped related content and tasks across two steps to improve balance and navigation, reduce friction, prevent cognitive overload, and create a smoother, more intuitive experience for users.

Image of a flow diagram showing refinements of a new dedicated cart step

Dedicated Cart (new)

Focused on enabling users to revise and consider other opportunities. Examples:

  • Update prescriber
  • Start auto refill
  • Savings opportunities
  • Cross-selling opportunities
  • Promote OTC products

Checkout

Focused on tasks critical to order placement. Examples:

  • Change shipping address
  • Select shipping method
  • Schedule delivery
  • Choose payment method
  • Select outstanding balance

2. Redesigned the 'Continue Shopping' feature

The previous 'Continue Shopping' feature had a low 6% engagement rate and was causing users to leave the checkout flow. To improve this experience, I redesigned and prototyped three alternatives that encouraged users to add prescriptions earlier without leaving the cart. Usability research showed that participants preferred the feature block version (Approach C) with minor tweaks like orienting the prescription vertically versus horizontally.

"I would use C. This version feels cleaner and easier to me. It's hard to miss because it's right there."

3. Refreshed 'Checkout' and 'Order Confirmation' interfaces

Introducing a dedicated cart step in the checkout flow impacted other touchpoints in the flow such as the existing Checkout and Order Confirmation experiences, making it essential to assess and update the broader experience. I collaborated with my content partner and refined the design structure and information architecture to ensure consistency, coherence, and a seamless transition across the entire flow.

Image of a Checkout user interface from before and after for comparison
Image of a Order Confirmation user interface from before and after for comparison
IMPACT

A new checkout experience, optimized for more potential

Image of three web user interfaces showing an enhanced Checkout flow including a new dedicated cart, updated checkout, and updated confirmation page

The improvements made to the checkout flow laid a new foundation for growth and scalability. It accommodated for future needs while offering a smoother and more intuitive experience for people simply looking to get what they needed.

Cart abandonment rates reduced by 3% (from 45.1% to 41.9%) despite a new step in the checkout flow, validating that changes dis not introduce negative friction. Quite the opposite. In fact, usability research early on reported that a cart UI and step were conventional patterns across online shopping sites that people were familiar with and expected to experience.

Users successfully progressed through the flow, increasing cart completion by 3X and the average number of items added to the cart by 1.7X (from 1.9 to 3.3 units). People were also engaging with the new and improved "continue shopping" feature 3.3X more (19.8%) than they were previously (6%), proving interest and value.

3x

Increase in cart completion

3.3x

Increase in "Continue Shopping"

1.7x

Increased units added to cart

3%

Decrease in cart abandonment

Let's connect

I'm energized by good conversations, collaborating on ideas, and connecting on interests. Get in touch!
For questions
e-mail me
To network
LinkedIn
In the woodshop
Instagram