Case Study · Organizational Design & Leadership

Turning an embedded design team into an experience strategy function.

How diagnosing a structural gap in Visa's onboarding ecosystem led to a proposal for a new design operating model, one built to own the experience between products, not just within them.

Role
Design Leader, Team Strategy
Scope
Client onboarding, cross product
Status
Pending leadership decision
Team
4 designers, 4 distinct roles
The Team

A team of four, with the capabilities of a much larger one.

Nobody had deliberately organized the team this way. It just turned out that, between us, we already spanned strategy, orchestration, touchpoints, and evaluation.

Experience Strategy & Journey Architecture

How clients discover, access, and navigate what's available to them
Journey architecture Service design Experience vision Cross-product strategy Client journey design

Experience Orchestration & Operations

How onboarding is coordinated and operationalized behind the scenes
Workflow orchestration Admin experiences Operational design Process architecture Internal tooling strategy

Product Experiences & Service Touchpoints

The day to day moments where clients and internal teams interact
Product UX Interaction design Billing experiences Support experiences AI-assisted experiences

Design Evaluation & Enablement

Evaluation and guidance that raise quality across the ecosystem
Design evaluations Heuristic reviews Product assessments UX recommendations Design QA
Strategy
Experience Strategy
Orchestration
Operational Design
Execution
Product Experiences
Enablement
Design Evaluation & Support

Four complementary capabilities, applied across 19+ products in the past 12 months, spanning all three layers of the onboarding ecosystem. The value of this team isn't the products we support. It's the capabilities we bring to define, connect, improve, and scale experiences across the onboarding ecosystem.

My Role

Diagnosing the gap, then building the case to close it.

01Diagnosed where ownership broke down across the full client journey, identifying the specific transitions where no one held responsibility.
02Authored a new operating model for the team, shifting from embedded execution to shared ownership of the end to end experience.
03Brought stakeholders from adjacent initiatives into the conversation, so the proposal built on work already underway rather than competing with it.
04Surfaced the open questions leadership would need to answer, including mandate, protected time, and executive sponsorship, rather than assuming the answer.
Today

We already span the journey, informally, and no other team does.

Most teams optimize a single stage; ours already touches Discovery through Launch, by accident of assignment rather than design. Each designer is embedded in one product, waiting to be briefed, so influence stays bounded by the brief received and strategic work happens in the margins. The opportunity isn't creating a new capability, it's formalizing one that already exists, as the map below shows.

Discovery
Licensing
Onboarding
Config
Testing
Launch
one product
client-facing
admin-facing
admin-facing
admin-facing
client-facing
admin-facing

Top row: a typical product team's coverage, one product, one place. Bottom row: this team's coverage today, plus cross-cutting design strategy, IA, AI concepts, and experience architecture applied across every stage.

The opportunity is not to own every product, it's to own the experience architecture that connects them.

The Problem

Every product had an owner. Nobody owned what happened between them.

Clients experience onboarding as one continuous journey. Internally, it's a series of handoffs between product teams, each of whom only sees their own stage. The transitions, where context gets lost and friction spikes, belonged to no one.

DiscoveryGap: Context lost LicensingGap: Data re-entered OnboardingGap: Status goes dark ConfigGap: Readiness unclear TestingGap: Go-live uncertain Launch

Seven stages make up the full onboarding journey. Our team already had active influence across six of them, spread over 19-plus products touched in twelve months, but the transitions between stages were nobody's job.

Journey ownership is fragmented

Clients experience one journey. Visa delivers many.
  • Products, workflows, and teams are optimized independently
  • Ownership exists for stages and systems, but not for the overall experience

Information doesn't travel

Work moves forward. Context gets left behind.
  • "There's no orchestration layer. Information doesn't flow seamlessly between systems."
  • 50% of client requests are manually processed

Visibility stops at boundaries

Everyone sees their piece. Nobody sees the whole journey.
  • Admin strategy work reports zero visibility into client and admin journeys
  • A client was left in the dark for 10-plus months on the same stage
The Vision

This wasn't a staffing problem. It was a positioning problem.

The team and the expertise already existed. What was missing was a mandate to operate differently, from embedded execution to strategic ownership.

Proposed
Architects of the onboarding experience system
The team holds and maintains the cross product journey model
The team brings a point of view to product teams, not just execution
Time is protected for strategic work, not just delivery
Mandate to influence decisions that cross product boundaries
Leadership alignment that this is a design owned capability
The Shift In Framing

Stop organizing around products. Start organizing around the people using them.

Client, Admin & Operations, and Developer experiences are the persistent domains. Products are simply the tools that support those journeys.

Stop talking about
Individual product A Individual product B Individual product C Individual product D
Individual products, each with its own owner, roadmap, and boundary.
Start talking about

Client Experiences

How clients discover, onboard, manage, implement, and support the products they use.

Admin & Operations Experiences

How internal teams manage onboarding, implementations, operations, and support.

Developer Experiences

How developers discover, build, test, and launch integrations. Stewarded by our sister team, our domains connect to it.

The Proposed Model

Not a product. Not a team. A capability.

The missing layer is the platform intelligence and orchestration that connects journey status, next-best-action, and workflow across every domain, something no single product roadmap currently owns.

PLATFORM INTELLIGENCE & ORCHESTRATION
The connective layer across every domain
CLIENT EXPERIENCES
ADMIN & OPERATIONS EXPERIENCES
DiscoveryLicensingOnboardingConfigTestingLaunch
DEVELOPER EXPERIENCES— stewarded by our sister team
Why This Produces Better Outcomes

What clients and internal teams get out of this

This isn't about changing the org chart, it's about making onboarding measurably better. Here's what improves when one team owns each experience end to end.

Less duplicate data entry
Faster onboarding
Consistent terminology
Better status visibility
Reduced client confusion
Easier navigation between systems
More reusable design patterns
This Approach Isn't New

Mature organizations evolve beyond organizing solely around products.

Customers don't experience organizations through product boundaries, they experience them through journeys. Products, teams, and technologies keep changing; user needs, jobs-to-be-done, and lifecycle journeys stay stable.

Shared personas & segments End-to-end journey maps Shared terminology & navigation principles Service blueprints Cross-product experience architecture

These shared models let teams make local product decisions that still add up to one coherent experience, with less duplication, better alignment, and clearer ownership of journey problems. The opportunity isn't to replace product teams, it's to establish that shared model for onboarding.

The Path

This isn't a staffing question. It's an organizing question.

If Client, Admin, and Developer experiences are the persistent domains, the question isn't how much influence the team gets, it's how the team should organize itself to drive coherent experiences across those domains.

Already active

Work we own today

In flight. The foundation everything else builds on.
Client – Onboarding front door Client – Billing experience Admin & Ops – Implementation tracking Admin & Ops – Licensing experience Admin & Ops – Process orchestration Cross-domain – AI-enabled onboarding concepts
Natural expansion

Conversations already happening

We're in these rooms. We need to shape the outcome.
Client – Single sign-on entry Client – Form architecture transformation Client – Product catalog & eligibility experience Cross-domain – Unified intake across onboarding stages Cross-domain – Cross-product navigation & IA
Strategic ownership

The bigger vision

Nobody owns this yet. Requires mandate and capacity.
Cross-domain – End-to-end journey architecture ownership Cross-domain – AI experience strategy, when to act, when to defer Cross-domain – Common terminology & navigation model Cross-domain – The experience system between the products
Our Team Tomorrow

Not a bigger team. A sharper focus.

The vision spans the whole onboarding ecosystem, but we're four people. This is a realistic scope: what we realign around now, what we influence, and what we deliberately defer.

Where we focus first to make the biggest impact

Four people can't own the whole ecosystem, and shouldn't try. The biggest onboarding problems, fragmented experiences, duplicate workflows, lost context, poor visibility, sit at the intersection of onboarding and orchestration. That's where we focus; everything else we influence or defer.

Discovery
Longer-term
Marketing & access entry points
Onboarding
Focus now
Licensing & product-specific onboarding
Implementation
Influence
Deployment tooling
Configuration
Influence
Core config & data platforms
Testing
Influence
Certification & sandbox tools
Support
Longer-term
Billing & support hub
Focus now, own onboarding and orchestration Influence, strengthen connections, don't own Longer-term, don't let it distract from the focus

Own onboarding and orchestration; influence the adjacent areas where it improves the end-to-end journey. A realistic scope for four people that still moves toward the larger vision.

What We Can Start Today, And Where We Need Partners

We don't control org structures, roadmaps, or engineering priorities, and we don't need to wait for them.

Design can start building the foundations now; influence and partnership let the model scale.

We can start building today

Squarely within design, no permission needed
  • Shared personas & sales-tier client archetypes
  • End-to-end client and admin journey maps
  • Experience architecture framework & ecosystem inventory
  • Cross-product terminology model
  • Future-state visions & experience principles

We can influence

Through the artifacts and the rooms we're already in
  • Product priorities
  • Navigation consistency
  • Workflow alignment
  • Cross-product patterns
  • Alignment across product, engineering, and operations

Needs leadership partnership

Where the model scales beyond what design can do alone
  • Cross-product prioritization
  • Domain stewardship model & mandate
  • Governance and decision-making
  • Roadmap commitments
  • Protected strategic capacity

We can start building the foundations now. Leadership partnership isn't a precondition, it's what allows the model to scale further.

Questions To Answer Together

What leadership and the team need to agree on next.

1

Is there appetite for organizing around experience domains rather than product relationships?

This is an org-design question, not a design-team question. Worth understanding if the domain model has leadership support before restructuring around it.

2

How do domain stewardship and product delivery coexist?

Products still need dedicated design support. What does the allocation model look like when team members steward domains and products plug into them?

3

Who grants, and co-signs, the mandate?

Governing cross-product decisions requires agreement beyond the team. Several adjacent workstreams already point the same direction, are they the right partners to co-sign it?

Proposed First Step
A Pilot, Not A Reorg

Prove the domain model on one cross-product initiative already in flight

Pick one initiative from the "natural expansion" tier, unified intake across onboarding stages, or single sign-on entry. Name one domain steward for it, route the experience decisions through them for a defined period, and review the results with leadership at the end.

One steward

A single named owner for the experience decisions, who, is a decision for this session.

One initiative

Already in flight, already cross-product, no new headcount or mandate needed.

One review point

A defined period, then a look at the results together before deciding anything bigger.

If the pilot works, we'll have evidence, not a theory. The goal isn't a bigger remit, it's an operating model that matches how the experience actually works. Products keep changing, domains persist, and organizing around them is how coherent experiences stop depending on heroics and become how we work.

Success

The structure is the mechanism. These outcomes are the measure.

Organizing around domains only matters if it changes what clients and internal teams experience. Here are the outcomes we'd hold ourselves to, and what could prevent the model from working.

For Clients

Faster, more predictable onboarding

Today
  • Information is duplicated between onboarding stages
  • Progress is difficult to understand
  • Status updates depend on manual coordination
Future
  • A connected journey, information follows the client
  • Expectations are clearer at every stage
  • Progress and next steps are visible
Reduced friction Faster time to value Fewer escalations
For Internal Teams

More efficient operations

Today
  • Handoffs require manual coordination
  • Context is lost between systems
  • Similar problems solved repeatedly in different places
Future
  • Shared journey architecture and clear domain ownership
  • Better orchestration between systems
  • Consistent workflows and terminology
Less manual work Fewer bottlenecks Better cross functional alignment
For Platforms

A scalable experience model

Today
  • Product decisions made independently
  • Terminology and navigation evolve separately
  • New products create additional fragmentation
Future
  • Shared personas, journey models, and terminology
  • Shared interaction patterns
  • A governed experience architecture
More consistent experiences Better reuse Faster onboarding for new products
Experience domains
Shared personas
Shared journey models
Shared experience architecture
Less friction · More visibility · More consistency
What Could Prevent This From Working

Three failure modes worth naming up front, and the insight each one points to.

We change the structure, but not the operating model

What happensTeam names and portfolio ownership change; product teams continue operating the same way
ResultMore coordination overhead, same onboarding problems.
Organizing around domains only works if decision-making, planning, and accountability change with it.

Domain work becomes side work

What happensProduct delivery remains 100% of the workload; journey architecture, personas, and governance happen "when there's time"
ResultThe model never gets established; teams fall back to product-by-product support.
Domain stewardship requires protected capacity, not leftover capacity.

No shared ownership beyond design

What happensDesign defines journey models; product and engineering continue optimizing individual roadmaps
ResultGood strategy, limited adoption.
Experience architecture must be shared across design, product, and engineering.

The greatest risk is not that this model fails. The greatest risk is that onboarding complexity continues to grow while ownership, terminology, workflows, and experiences remain fragmented across products and teams.

Where This Stands

This proposal is currently in front of leadership.

The proposal is currently under executive review. Regardless of the final decision, the work has already changed how the team talks about ownership, capability and cross-product experience.

The Takeaway

What this work demonstrates

This wasn't about reorganizing a team. It was about redefining what design could contribute to the business.

Organizational diagnosis

Recognizing a structural gap that no single product roadmap would ever surface on its own.

Systems thinking

Mapping how a team's collective capability could cover an entire experience layer, not just individual features.

Proposing structural change

Building a case for a new operating model instead of waiting to be asked for one.

Leading without full authority

Getting a small team aligned around a shared direction before that direction had leadership sign off.