Casino floor managers must leave the gaming floor and log into a separate back-office system to process discretionary compensations for players, disrupting customer interactions and creating inefficiencies in what should be an immediate service recovery moment.
Solving this issue aimed to keep casino managers on the gaming floor with their customers, accelerate compensation processing times, and enhance player satisfaction through immediate service recovery actions.
1. Audit of our Salesforce Workflow (Audit + SWOT)
2. Establishing Initial Launch Product Scope (User Flows and Field Documentation)
3. Build Information Architecture for the MVP (Develop IA UX Documentation Guidelines and Components as well as Create Bird's-Eye View of the System)
Using design thinking, I transformed research insights into actionable design solutions. Identifying that users struggled with room changes, I moved from problem definition to ideation—brainstorming intuitive solutions that prioritize accessibility and ease within the check-in flow.
I tested a group of 15 randomized users (7 users frequently checked-in using the mobile app and 8 of them had attempted to but abandoned the task)
This is the final flow diagram that was approved my P.O and vetted by larger dev team. For handoff, I prepared all of the error flows and reviewed with the dev for my ticket to make sure there was one for each failed state they were developing for.
Launching the on-floor discretionary comp feature empowered hosts to act in the moment, resulting in smoother guest recoveries, higher tool engagement, and stronger rapport between hosts and players. The shift from desktop to mobile allowed hosts to stay present and responsive, contributing to a more seamless casino experience for both staff and guests.
As a result of our solution, hosts were able to issue discretionary comps in less time and with fewer errors, which improved their ability to stay present on the floor and engage more meaningfully with guests. Feedback from internal teams highlighted increased confidence in the tool, and early usage data indicated higher adoption rates across multiple properties. These outcomes directly aligned with our goal of streamlining host workflows and enhancing real-time service delivery.