Modernizing Equifax Canada’s Customer Tools


The Background

The Equifax B2B product ecosystem consisted of several individual tools that needed better usability and integration to meet customer needs. Additionally, Equifax had recently acquired a smaller credit search company, whose products needed to seamlessly integrate into the tools and services of the Equifax B2B customer portal.

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The Strategy

We worked as one team with Equifax, closely collaborating on a daily basis, working through incredibly complex business and product requirements, while also ensuring that our work would scale and extend into their cross-market system.

User-Centered Approach

  • Coming to this work from outside Equifax, we were able to really challenge their current products and reorganize them based on what would be the most intuitive for their customers based on their needs and behaviors, and divorced from how the business was organized.

Easing the Transition Through Intuitive FTUX

  • Any time we redesign a platform with high customer usage, the transition can be tough - no matter how good the design, so we invested time in creating an onboarding experience to ensure new users know exactly where to find the information and actions they need, as soon as they need them.

Enhancing the credit report

  • While all data points needed to remain in tact and in the order they exist today, we worked to make the report far more effective through the use of a 1-sheeter summary, color coding, visual information hierarchy, allowing for sections to be opened and closed for quick scanning and optimizing for mobile.


The Outcome

The outcomes of our work together included:

  • A single design system with reusable patterns to unify the product suite
  • Unification of task flows among products to unify a previously siloed set of tools
  • Update the overall structure and organization of information across screens based on user needs to aid in efficient task completion
  • Established a first-time user experience to onboard users to the new experience, and ease the transition from old to new product
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