Case study — Pricing Logic

Rebuilding how a pricing feature works — across finance, legal, and product

Emerging Travel Group

The research pipeline, stage by stage
Fin/legal discovery
done
Moderated design testing
done
Unmoderated: 3 variants
done
Build & ship
blocked — backlog
Problem
A pricing feature was miscalculating charges in edge cases, generating incorrect tax documentation, and some partners avoided it entirely for legal/accounting reasons — despite it being associated with meaningfully higher average nightly rates.
My role
Designed and led the full mixed-method research cycle, from financial/legal discovery through iterative design validation.
Methods
Financial/legal questionnaire and interviews, moderated usability testing, then unmoderated testing across three design variants.
Outcome
A product-ready logic with two distinct operating modes, rated by my manager as exceeding expectations for its complexity. Implementation is currently pending due to competing backlog priorities.
01
The problem

Partners either avoided the feature, or used it in a way that broke their invoices

This feature let partners include certain add-ons (meals) in their room rate. But the underlying logic had real financial and legal gaps: costs were miscalculated in some booking configurations, tax treatment for the add-on could legitimately differ from tax on the room itself, and some partners couldn't use the feature at all because the add-on was provided by a separate legal entity and needed to appear separately for their own accounting.

02
Method, and why

Reconciling finance, legal, and product logic before designing a single screen

This wasn't a pure usability question. I started with a fin/legal questionnaire and interviews to validate tax and commission requirements up front, and only then moved into usability testing — first moderated, to shape the initial design, then unmoderated testing across three design variants to pressure-test the finalized flow under time constraints. Both the designer and I had planned time off mid-project, which pushed us toward unmoderated testing — a method my manager specifically noted as new for our team — to keep validation moving without either of us present to moderate.

03
Process evidence

Two operating modes, tested independently

The two pricing modes this research had to validate
Mode A
Add-on cost included in the room rate — one combined price, simpler for the partner.
Mode B
Add-on priced and shown separately, with its own tax rate and optional commission exclusion — needed by partners using a separate legal entity for the add-on.

[Visual: before/after screenshots of the settings and rate-setup flow, and a first-click/rage-click heatmap from a secondary interaction test.]

04
What I found

New users looked in the wrong place — until they'd seen it once

Navigation

Experienced testers (who'd seen earlier concepts) correctly navigated to the new settings location; new users defaulted to searching under "services and amenities" instead.

"If I hadn't already known where to look from the interview, I would have decided these extras weren't worth setting up at all."
Wording

Users were confused by the distinction between selecting multiple individual add-on types (e.g. breakfast, dinner) versus one combined option (e.g. "breakfast and dinner") — a wording/IA problem, not a comprehension failure.

Default choice

When asked which of the two pricing modes they'd actually choose, every new tester in that group picked the simpler, rate-inclusive option — a clear signal for how to set defaults.

Adjacent pattern

A secondary heatmap analysis found a persistent expectation that a "more options" icon should be clickable to open an item, even after users had already learned an alternative path — a small but recurring interaction pattern worth tracking elsewhere in the product.

05
Impact

A validated, build-ready logic — currently waiting on engineering capacity

The research produced a fully validated product logic — two clearly defined operating modes and consistent tax/commission rules for each — tested and refined across three design variants. My manager's evaluation called the research itself "a complex, high-impact project" that went beyond typical scope by aligning finance, legal, pricing, and UX into one coherent, implementation-ready solution.

◇ Status: validated and build-ready — not yet shipped, currently behind higher-priority work in the engineering backlog.
06
What I'd do differently

Given more runway, I'd have liked to validate the wording for the "combined vs. individual" add-on options with a dedicated round of testing rather than folding it into the broader usability rounds — it was the one area where confusion persisted across both experienced and new testers.

I'd also note, in hindsight, that research readiness and implementation timing don't always move together. This project is a good example of delivering a fully validated, build-ready outcome that's still waiting on engineering capacity — a normal, if slightly unglamorous, reality of working inside a prioritized backlog.