Finance benchmarking tool
Finance benchmarking tool
Embedded Files
Client: Service Leadership Index | Role: Product Experience Specialist | Employer: GlobalLogic | Duration: Oct'22 to Dec'23
About the client
About the client
With the Service Leadership Index®, you get instant access to real data, updated quarterly, so you can determine how you're really doing financially compared with your peers, competitors, and the best-in-class.
My Role
My Role
Collaborate with core teams to understand the product requirements, use cases and user journeys to defining and driving strategic direction from a user experience perspective.
Proactively identify issues, gaps, or other areas of concern or opportunity and advocate for that change by working with peers and leadership to build consensus and take action.
Delivery of UI/UX artifacts, while adhering to timelines, coding standards, product requirements, and quality.
Deliver design feedback on anything from workflows and wireframes to prototypes.
Embed design-thinking processes around rapid prototyping, testing and iteration.
Maintain design consistency, utilizing the clients design system, defined patterns, interaction design, etc.
The Design Approach
The Design Approach
The 4D design process enables us to uncover user needs and design better experiences.
Discover
Discover
Goal: Identify the problem we are solving. For whom are we solving the problem.
As individual contributor, I had spend 6 hrs on call with the product manager to understand the business usecase, user's perspective and guide the Product Manager through the process of design solution. The multiple conversation with the client helped me to build on the UX strategy Canvas.
i. Understanding current workflows
User objective: The revenue data is captured and then the report is generated for Ebitda and best in class.
Users activity:
User logs in to a web tool
User selects the quarterly survey to enter financial details
ii. The UX Strategy Canvas
The Challenge
Convert a 20 year old application to a new, modern and effective application that has all of the current functionality and also provides new features and functions that our clients need.
How do we build a brand-new interactive reporting module that encompasses all of the current, disparate reporting deliverables.
The Outcome
Simplified data input and import using automation from partner accounting systems allows a larger universe of partners to viably participate.
Enhancements will make the product of the Future easier to use and consume, connect it to core design system, and enable connectivity to other products, which will be needed for the product.
The Focus Area
The primary areas of focus are the financial data input and the financial reporting.
Strategic Approach
Single SaaS application hosted on the Partner platform. Ends the reliance on and cost of QuickBase
Multiple, easy data entry options – file upload, import directly from Accounting system (e.g., QuickBooks, etc.), manual data entry. Ease of adoption will increase partner adoption
Activities
Analysis of existing system (QuickBase) and identify key features from the SME/PM
Define the user journey maps
Design and prototyping, concept ideation, and visual design
Measure
Usability testing will provide time to complete metrics and success rate for completing a requested task
Average ease of use of completing a survey
Success rate of completing survey, uploading files, submitting surveys
Define
Define
Goal: Set out the solution path for the design, development and business team to build on.
i. Persona: as defined for the platform
i. Persona: as defined for the platform
Note: Jennifer is our primary user who is responsible for entering quarterly data for her company. At times the CEO performs the tasks for small SME's. For me, the PM was the subject matter expert with 20 years experience in the the existing userflow. He was my go-to person to gather insights and ask numerous questions.
ii. User workflow
Existing User workflow:
The revenue data has to be captured first and then only the report is generated for EBITDA and Best-in-class.
The user enters financial data on the tool.
The collapsible sections consist of 400 entry fields. The user can see only save and close.
New User workflow:
The user lands on an overview section to see the status.
The user can navigate between one section to another with the help of left sub navigation
The user can save and exit, or choose to submit the survey
Insights:
The new user experience had a reduced cognitive load and visible progress to check the status of the different sections. The section of 400 entry fields were broken down to eight sections and a review summary section.
Design
Design
Goal: Build the prototype and iterate on it to build a strong solution.
i. Wireframing (rapid prototyping)
The below workflow was the first concept. It took me 1 week to create this and draft the different scenarios related to the user's need. The scenarios were discussed with the product manager and the product owner to detail out the feature definition.
ii. Visual Design
iii. Prototype
Here is a snippet of the click through prototype, using the design system.
Screen Recording 2023-09-01 at 5.39.27 PM.movI had to define the different interactive states of the component for design team, and share it with the design component manager for adherence to guidelines and approval.
For example:
iv. Design review
The usability tests were done through maze to identify the concept working best with the users. the maze reports provided insights to go ahead with the appropriate interaction matching the user objective.
Impact & Value
Impact & Value
From Concept to Core Offering
As part of the engagement, I designed a user dashboard that consolidated key metrics into a clear, actionable view. The design was shared with the team and received strong appreciation for its value both to the business and to end users. This dashboard later became a featured service promoted by the client on their marketplace (ConnectWise Service Leadership). Recognizing its impact, the development team was granted a six-month extension to build and integrate the dashboard into the official scope of work.
Appreciation from client
Appreciation from client
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