Sicheng Weng

New plan migration experience

Simplicity Plan Change

Designed the end-to-end plan migration experience for Verizon’s latest plan offering, Simplicity, enabling 21.9K customers to successfully change plans in its first month and achieving a 14.4% plan-page-to-order conversion rate.

Simplicity Plan Change — primary flow
Simplicity Plan Change — primary flow

Overview

Role

Product / Experience Designer

Timeline

March–July 2026

Team

Product Managers, Business Owners, Engineering, Legal, Content Strategist, Research

Designing the plan migration experience for Verizon’s new Simplicity plan

Verizon introduced Simplicity to consolidate an increasingly fragmented wireless portfolio around a clearer, more flexible plan structure. The plan launched alongside the existing myPlan offerings across both new and existing customer journeys.

For existing customers, switching to Simplicity involved more than selecting a new monthly price. The plan could affect discount eligibility, features, perks, and services across every line on the account. Customers needed to understand Simplicity’s value proposition and evaluate its impact on their account before changing plans.

I led the design of the existing-customer migration experience. I partnered with Product to define the customer journey, collaborated with Engineering to evaluate feasibility, and worked with Content Strategy and Legal to ensure plan impacts were communicated clearly and accurately.

Challenge

Designing for account complexity

Verizon had already introduced a broad portfolio of wireless plans, each with different combinations of included features, discounts, promotions, and services. Existing customers could potentially enter the experience from many different points. Simplicity’s complexity increased further for multi-line accounts. Since every line needed to be migrated together, the experience needed to determine what each line would gain or lose, which services would carry forward, and how those changes affected the overall account. Most importantly, all of this information had to be easily understood by customers.

Simplicity’s new perk bundles added another layer of logic. The system needed to determine when a bundle opportunity was relevant based on the services a customer already had—for example, whether they owned one or two of the three perks required to complete a bundle.

With a compressed timeline, evolving business requirements, and technical limitations, supporting a unique experience for every possible account permutation was not feasible for launch. I worked with Product and Engineering to organize customers into scenarios based primarily on line count and existing perk ownership. This approach allowed us to adjust the amount of information and merchandising shown as account complexity increased while limiting the number of combinations the backend needed to support.

Framework

Scaling the experience around account friction

To manage the number of possible account permutations, I worked with Product to organize customers into low, medium, and high friction scenarios based primarily on line count, existing perks on accounts, and feature gains or loss.

This gave Design, Product, and Engineering a shared framework for evaluating requirements. As account friction increased, we could reduce optional decisions, prioritize line-level impacts, and limit the number of scenarios the backend needed to support.

Low-friction accounts

Customers with fewer line-level and perk dependencies continued to see the full merchandising experience, including both standalone perk additions and bundle opportunities.

MVP happy-path flow board for a low-friction account: plan dashboard, plan customization, Simplicity value page, perk and bundle merchandising, review of changes, and confirmation.

Medium- and high-friction accounts

As the number of lines and existing perk combinations increased, the experience placed greater emphasis on feature gains and losses and account-level impact. Standalone perk additions were removed to reduce lower-priority complexity, while relevant bundle upsells remained available. This created a graduated migration experience: lower-friction accounts retained more flexibility, while medium- and high-friction accounts received a more focused review of what would change. The final framework preserved visibility of Simplicity’s new bundle offering while reducing unnecessary merchandising and technical complexity as account friction increased.

MVP flow board for medium- and high-friction accounts: per-line feature gains and losses, bundle switch opportunities, an itemized order summary, and confirmation.

Journey

Building a progressive path from discovery to commitment

While the account-friction framework determined the information and merchandising each customer received, the overall journey remained consistent. We separated plan discovery, product education, personalized account impact, and final review so that each stage had a clear purpose.

Migration journey

  1. Discover

  2. Understand

  3. Evaluate

  4. Confirm

  5. Complete

With the journey established, we focused our iterations around three key decisions: how customers discovered and learned about Simplicity, how they evaluated feature gains and losses, and how they reviewed the final account and bill impact before confirming.

Key decisions

Decision 1

Creating a clearer path to understand Simplicity

Simplicity was going to be launched alongside myPlan so we need a unique placement for the new plan offering that also still aligned with the current plan page structure.

Before and after: the original Simplicity plan tile listing eight features alongside a warning that switching cancels remaining device payment credits, replaced by a red tile leading with the Simplicity name, three value bullets, and an Explore Simplicity call to action.

The first tile attempted to communicate everything upfront—value proposition, features, pricing, and potential loss of device-payment promotional credits. While comprehensive, the competing messages made the tile visually overwhelming. Design Leadership also raised concerns that leading with promotion loss could discourage customers before they understood Simplicity’s value. Based on this feedback, we simplified the tile around the core value proposition and a clear CTA to learn more.

Before and after: the original modal listing total account impact, included and removed features, current versus Simplicity charges, and per-line detail, replaced by a standalone Simplicity page leading with plan price and features, followed by a How switching impacts you section.

We also replaced the initial modal with a standalone Simplicity page, partnering with the new-customer design team to create a shared component across acquisition and existing-customer journeys. Discount and promotion impacts remained part of the experience, but were communicated with greater context rather than competing with the initial value proposition.

Simplicity Plan selection

Simplicity Plan selection

Simplicity details and migration impact

Simplicity details and migration impact

Decision 2

Making account impacts visible by default

Before and after: the original single-line accordion view stacking plan price, what's changing, kept services, and a bundle offer behind expandable sections, replaced by per-line tiles that show each line's changes, perks, and bundle opportunity by default.

We initially used accordions to organize gains, losses, perks, and other changes by line. But while accordions reduced what was visible at once, they did not reduce the information customers needed to review—and added unnecessary interaction to an already complex experience.

We replaced accordions with visible line-level tiles that surfaced each line’s most important changes by default. Tiles showed what a line would gain or lose, its existing perks and services, and relevant bundle opportunities, such as completing a bundle when a customer already had two of its three perks.

Decision 3

Strengthening confidence at the point of commitment

The line-review experience brought together final account changes, bill impact, effective date, and acknowledgment before confirmation. As business rules evolved, we adapted the experience to keep the decision clear and aligned with the latest requirements.

Before and after: the original review screen leading with a bill-timing explainer, an open effective-date link, and an irreversibility acknowledgment, replaced by a version that elevates current versus ongoing monthly cost, separates next-bill charges, offers two start-date choices, and states the revised return policy.

A broad effective-date selector became two clear choices: change immediately or begin at the next billing cycle. We also updated the cancellation acknowledgment to reflect the revised return policy: customers could return to their previous plan at any time if it remained available, or within 60 days if it was no longer open to new customers but Verizon still offered it.

To support a confident decision, we elevated current and expected ongoing monthly costs while keeping next-bill charges separate. The revised review reflected changing business rules, reduced unnecessary choice, and clarified the financial commitment before migration.

Line review

Line review

Outcome

151.7K

Monthly visits

21.9K

Completed orders

14.4%

Plan-to-order conversion

In its first month, Simplicity recorded 151.7K visits and 21.9K completed plan changes. Its 14.4% plan-page-to-order conversion rate outperformed the established myPlan journey by 1.3 percentage points.

Post-launch funnel analysis identified two major drop-off points: 75% between plan selection and line review, and 43.8% at final bill review. These findings informed an MVP2 effort focused on pricing transparency, including earlier explanations of taxes, fees, and prorated charges.

Reflection

Working within existing technical systems

The new plan structure required significant backend development, and engineering identified several features that could not be built within the launch timeline. I worked with the team to determine which requirements were essential to helping customers understand cost and feature changes, and where we could adapt existing components or defer merchandising.

Adapting the design as business rules evolved

Business rules continued to change after designs entered review. Because the experience used a component-based framework, I could update individual elements and account scenarios without redesigning the entire flow.