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Managing conflicting stakeholder visions

TravelPerk / Delta Airlines

TravelPerk and Delta Airlines case study preview

Overview

I led a critical redesign project that rescued a crucial partnership, improved our user experience, and created a unified design language across our booking platform. In the process, I also uncovered a significant revenue opportunity that substantially increased our flight booking revenue.

Critical

Partnership preserved

18%

CES increase

1.6x

Key product attachment

Problem

Delta Airlines' B2C-focused design requirements conflicted with TravelPerk's B2B user needs. The project also faced technical constraints, misaligned stakeholder expectations, and a rigid deadline.

My role

As Product Design Lead and de facto project manager, I was responsible for establishing clear processes, aligning stakeholders, and balancing Delta's requirements with user needs.

Approach

I led all design work from concept to implementation, created a scope document with clear success criteria, conducted a heuristic review to identify improvement opportunities, and discovered an opportunity to expand revenue by extending flexible fare offerings.

Outcome

We secured the Delta partnership while improving key metrics, fixed legacy UX issues, established a unified design system, and increased revenue through expanded cancellation coverage availability.

The challenge

A B2B business

TravelPerk is a B2B tool that makes it easy for people to book and manage company travel. Flights are the most-commonly-booked type of travel.

The old TravelPerk search UI

B2C requirements

Delta Airlines was enforcing new guidelines for how vendors should display their products. The guidelines were created for leisure travel, as a way to promote and upsell more profitable flight fares.

Delta's new visual design guidelines

🚨 The impossible position

Employers actively instruct their employees to avoid upselling attempts to maintain strict policy budgets. This created a fundamental misalignment between Delta's goals and our users' goals. Not adhering to the guidelines meant risking Delta's inventory, which would have been detrimental to TravelPerk's US market presence.

Approach

Setting the right foundation

With conflicting stakeholder requirements and a rigid deadline, I established clear processes and communication frameworks to align all parties and maintain project momentum.

Defining success

📄Comprehensive definition of done document

Agreed on by stakeholders on both sides

🔄Became our key reference to prevent scope creep

Creating feedback loops

🔍Weekly critiques with other designers

💻Weekly reviews with engineering

🧪Regular usability testing

Balancing communication

🔇Avoided technical language with Delta stakeholders

Moved all contentious feedback offline

📄Evaluated feedback against the DoD document

Building confidence through research

Every major decision was backed by customer data and behavioral evidence to build confidence with both internal teams and Delta stakeholders.

Identifying heuristic gaps

The redesign provided an opportunity to address legacy usability issues. Through a heuristic evaluation with designers from all booking verticals, we identified several improvement opportunities.

Heuristic review

Continuous testing

We usability tested all changes and implemented a phased rollout to monitor metrics. Observing real user sessions revealed actionable insights, and we implemented a CES widget to quantify usability.

Fullstory screenshot

Understanding behaviour

Surveying 1,000 customers revealed flight times as the consistent top priority when booking travel. This conflicted with Delta's guidelines, which proposed hiding return times until outbound selection.

Fullstory screenshot

The solution

Armed with research insights and stakeholder alignment, we delivered a solution that satisfied Delta's requirements while improving our user experience and unlocking new revenue.

Strategic wins

Despite Delta's rigid guidelines, I managed to negotiate some key adjustments: keeping the outbound and return flight overview, and reducing fare categories from 6 to 4. These adaptations helped to maintain consistency with TravelPerk users' mental models.

Before
Before
After
After

A localised experience

After discovering that the new design resulted in many empty results for European searches, we created separate region-specific designs: North American results follow Delta's guidelines, while other markets see a simpler design to accommodate fewer product variations.

Before
Before
After
After

Focusing on the details

Our heuristic evaluation revealed many overlooked areas for improvement. Redesigning the entire flow gave us the ability to apply a more-considered approach to every visual element.

Reducing interaction cost

In the old design, search parameters were hidden behind a click-to-reveal interaction, despite how frequently users would adjust terms when exploring flight options.

Delta's new visual design guidelines

In the new design, search parameters are front-and-centre. They move out of view when scrolling down, but re-appear on scroll up, making them easy to adjust at any time. We also added date nudge buttons to explore flights on different days.

Updating the filtering experience from a side panel to a horizontal progressive disclosure pattern accommodated Delta's requirement for more horizontal space, while fixing IA and visual hierarchy issues that plagued the previous design.

Fixing consistency across verticals

We prioritised standardising the booking experience across all verticals as a core redesign goal. Each pattern was designed for cross-vertical compatibility and evaluated by all teams throughout the process.

Turning constraint into revenue expansion

While solving Delta's requirements, we identified a significant revenue opportunity. In the previous design, all users would see the FlexiFare option as part of the booking flow. In the new single-screen layout, only users selecting 'Basic' fares would see FlexiFare—risking reduced visibility and revenue.

The old TravelPerk fares UI

I proposed expanding FlexiFare to Basic and Standard categories, which would boost visibility and increase revenue potential due to percentage-based pricing.

The new TravelPerk fares UI

Outcome

Critical

Partnership preserved

18%

CES increase

1.6x

FlexiFare attachment

The project succeeded on multiple fronts, delivering both business and user experience improvements. The new 'standard' Flexifare variant increased attachment, representing a huge revenue increase. Most importantly, we reaffirmed our partnership with Delta while improving the user experience across all TravelPerk's booking verticals.

Learnings

Establish shared goals early

The definition of done document became our most-valuable tool for alignment and decision-making. By securing upfront agreement on scope and success criteria, we could resolve conflicts efficiently and maintain momentum.

Observation beyond release

Post-launch user behaviour observation revealed improvement opportunities invisible in pre-release testing. Real-world interactions provided insights that testing and quantitative data alone couldn't capture.

Find opportunity in constraints

What began as a challenging and disruptive project ultimately became a platform for fixing cross-vertical design issues and opening new revenue streams. The constraints forced creative thinking, proving that unexpected challenges can often lead to innovative change.

Contact

If you'd like to get in touch, feel free to connect with me on LinkedIn, or send me an email at