Task 3: Illustrate the ideal end-to-end experience
Once we had the general framework for how all kinds of integrations should work, we were ready to tell the story of a representative end-to-end experience, from the moment a user discovers the option to connect an account - to their very last use.
I provided two views. One: a six-slide comic-strip style transcript/chat between user and software (and accountant), and the other: a single slide that highlights the phases of the lifecycle and briefly describes the key value and design strategy for making each step a nice and easy transition to the next.
This enabled leaders to better plan, staff, and negotiate the various opportunities for our engagements with strategic partners like Google, PayPal, Amex, TSheets, etc.