Accountant's team software to be redesigned
O1
Understanding.
The accountant team needed to scan each invoice received by post,
review them manually to find deviations, contact retailers and colleagues through the various systems to clarify discrepancies.
The immense amount of work could be reduced by automatizing the detention of errors, allowing more time to clarify deviations with the different parties involved.
O3
Design Studio.
The result is a clean, progressive, yet comprehensible new design. Using a simple, spacious layout system as the foundation.
Using blocks, I clustered information that was previously distributed through tabs and other software.
Efficient use of white space allows for keeping all information on one page.
Visibility.
A dynamic graph helps visualize the terms of conditions of each invoice,
informing immediately of the remaining time span of the payment.
Flexibility.
The flexibility of modules creates possibilities to highlight deviations, allowing to show the cause of an error at once when expanding, facilitating to resolve cases one at a time.
* In order to ensure compliance with the company's copyright, the above visual representations do not represent real data.
User stories
workshop
01
Lack of hierarchy and constant switching between tabs makes the process of finding deviations very time consuming
02
Clarification cases are the most important user case for the MVP. It should be designed to facilitate communication and transparency
03
Buyers colleagues need access to part of the information from invoices to clarify mistakes but they shouldn’t be have rights to modify them
Shadowing
Insights
Session Goals
Identify user stories MVP
Process steps for each story
Pain points
Opportunities of
improvements
Outcome
User stories identified that
define the MVP
Stories prioritized
for Dev and UX team
Participants
Product Owner
Product specialist
Frontend developer / Backend dev
4 Key users - different seniority levels
Focus group, Design Studio, High fidelity mockups, User Testing
Role
Platform Design, Interaction Design
Type
Company
E-commerce. Internal tools
The success of Zalando meant a lot of work and the development of efficient processes and autonomous teams to achieve a retail platform that cares as much about tech as it does about fashion. However, a big stream of revenue also meant a lot of contracts and bills for the accountant team. As in every machine that grows fast, not every piece is been given the chance to be up to date and perform effectively.
But why is it so, that most eCommerce companies just care about the UX/UI of the e-commerce? well, that's about to change here, just check it out, internal tools can also be sexy!
Designing for Internal tools - Reducing by 40%
invoice processing time.
O2
Co-designing.
Focus groups were run with main Stakeholders to ensure the designs addressed the complexity of accounts' work processes and technicalities,. Those sessions help gather all the necessary information for the design of the first high-fidelity mockups, which constituted the foundation of the new software.
