Designing a Self-Service Data Management Platform for Corporate Clients
Designing a Self-Service Data Management Platform for Corporate Clients
Designing a Self-Service Data Management Platform for Corporate Clients
Under Non- disclosure Agreement
Some of the details in this case study may be vague to protect the company's intellectual property.
Introduction
Introduction
Introduction
This case study delves into a transformative project where I designed and implemented a self-service data management platform for the company's corporate clients. The goal was to revolutionize how they managed their corporate card transaction expense files, moving away from cumbersome manual processes. The successful launch of this platform not only dramatically cut down operational timelines but also significantly boosted client autonomy and satisfaction.
This case study delves into a transformative project where I designed and implemented a self-service data management platform for the company's corporate clients. The goal was to revolutionize how they managed their corporate card transaction expense files, moving away from cumbersome manual processes. The successful launch of this platform not only dramatically cut down operational timelines but also significantly boosted client autonomy and satisfaction.
This case study delves into a transformative project where I designed and implemented a self-service data management platform for the company's corporate clients. The goal was to revolutionize how they managed their corporate card transaction expense files, moving away from cumbersome manual processes. The successful launch of this platform not only dramatically cut down operational timelines but also significantly boosted client autonomy and satisfaction.
Challenge
Challenge
Challenge
Imagine a large enterprise, with thousands of employees using corporate cards for daily expenses. For these corporate clients, getting a clear picture of their financial data – perhaps needing a custom report, a re-print of a lost statement, or even just verifying an employee's card hierarchy – used to be a significant hurdle. They were forced into a tedious cycle of contacting a dedicated support team, waiting for information, and navigating a series of manual handoffs. This wasn't just inconvenient for the clients; it was a drain on internal resources and a bottleneck for efficiency. The company recognized this pain point: a critical need to empower their clients with immediate, self-directed access to their own financial data and management tools.
Imagine a large enterprise, with thousands of employees using corporate cards for daily expenses. For these corporate clients, getting a clear picture of their financial data – perhaps needing a custom report, a re-print of a lost statement, or even just verifying an employee's card hierarchy – used to be a significant hurdle. They were forced into a tedious cycle of contacting a dedicated support team, waiting for information, and navigating a series of manual handoffs. This wasn't just inconvenient for the clients; it was a drain on internal resources and a bottleneck for efficiency. The company recognized this pain point: a critical need to empower their clients with immediate, self-directed access to their own financial data and management tools.
Imagine a large enterprise, with thousands of employees using corporate cards for daily expenses. For these corporate clients, getting a clear picture of their financial data – perhaps needing a custom report, a re-print of a lost statement, or even just verifying an employee's card hierarchy – used to be a significant hurdle. They were forced into a tedious cycle of contacting a dedicated support team, waiting for information, and navigating a series of manual handoffs. This wasn't just inconvenient for the clients; it was a drain on internal resources and a bottleneck for efficiency. The company recognized this pain point: a critical need to empower their clients with immediate, self-directed access to their own financial data and management tools.
The Impactful Outcome
The Impactful Outcome
The Impactful Outcome
Designed and successfully launched a robust self-service data management platform.
Significantly streamlined client workflows, drastically reducing operational timelines from a protracted 7-10 days down to a mere 30 minutes to 4 hours.
Secured two critical pilot clients to launch the MVP in US market, validating the platform's value proposition and paving the way for scalable future adoption.
Designed and successfully launched a robust self-service data management platform.
Significantly streamlined client workflows, drastically reducing operational timelines from a protracted 7-10 days down to a mere 30 minutes to 4 hours.
Secured two critical pilot clients to launch the MVP in US market, validating the platform's value proposition and paving the way for scalable future adoption.
Designed and successfully launched a robust self-service data management platform.
Significantly streamlined client workflows, drastically reducing operational timelines from a protracted 7-10 days down to a mere 30 minutes to 4 hours.
Secured two critical pilot clients to launch the MVP in US market, validating the platform's value proposition and paving the way for scalable future adoption.
Approach
Approach
Approach
Client-Centric Research & Prioritisation: Conducted in-depth user understanding through data analysis and insights from client interviews (conducted by product managers and client management) to identify and prioritise six key features, ensuring they were high-value and easily self-serviceable.
End-to-End Design & Collaboration: I developed comprehensive user flows and translated them into tangible designs, collaborating closely with product and engineering teams to build the overall platform, including specific feature flows, and iterative refinement of critical information for clarity and conciseness.
Seamless Integration & Accessibility: The new self-service functionality was integrated into the company's existing platform for unified access, and an A11y review was conducted to ensure the design met accessibility standards.
Validation through Usability Testing: Post-design, we led rigorous usability testing with 7-8 users, achieving an 80% usability success rate across all features, confirming the platform fulfilled its intended purpose.
Client-Centric Research & Prioritisation: Conducted in-depth user understanding through data analysis and insights from client interviews (conducted by product managers and client management) to identify and prioritise six key features, ensuring they were high-value and easily self-serviceable.
End-to-End Design & Collaboration: I developed comprehensive user flows and translated them into tangible designs, collaborating closely with product and engineering teams to build the overall platform, including specific feature flows, and iterative refinement of critical information for clarity and conciseness.
Seamless Integration & Accessibility: The new self-service functionality was integrated into the company's existing platform for unified access, and an A11y review was conducted to ensure the design met accessibility standards.
Validation through Usability Testing: Post-design, we led rigorous usability testing with 7-8 users, achieving an 80% usability success rate across all features, confirming the platform fulfilled its intended purpose.
Client-Centric Research & Prioritisation: Conducted in-depth user understanding through data analysis and insights from client interviews (conducted by product managers and client management) to identify and prioritise six key features, ensuring they were high-value and easily self-serviceable.
End-to-End Design & Collaboration: I developed comprehensive user flows and translated them into tangible designs, collaborating closely with product and engineering teams to build the overall platform, including specific feature flows, and iterative refinement of critical information for clarity and conciseness.
Seamless Integration & Accessibility: The new self-service functionality was integrated into the company's existing platform for unified access, and an A11y review was conducted to ensure the design met accessibility standards.
Validation through Usability Testing: Post-design, we led rigorous usability testing with 7-8 users, achieving an 80% usability success rate across all features, confirming the platform fulfilled its intended purpose.
Conclusion
Conclusion
Conclusion
This project truly shows how putting users first can solve big, tricky problems. By really digging into what our clients needed and using a flexible design process, I delivered a self-service tool that made things easier and more efficient for them. This success also opened doors for the company to grow. It highlights my strong ability to lead UX design for complex software tools, overseeing the entire design process for both internal and client-facing systems, and working effectively with different teams to create user-friendly and accessible experiences
This project truly shows how putting users first can solve big, tricky problems. By really digging into what our clients needed and using a flexible design process, I delivered a self-service tool that made things easier and more efficient for them. This success also opened doors for the company to grow. It highlights my strong ability to lead UX design for complex software tools, overseeing the entire design process for both internal and client-facing systems, and working effectively with different teams to create user-friendly and accessible experiences
This project truly shows how putting users first can solve big, tricky problems. By really digging into what our clients needed and using a flexible design process, I delivered a self-service tool that made things easier and more efficient for them. This success also opened doors for the company to grow. It highlights my strong ability to lead UX design for complex software tools, overseeing the entire design process for both internal and client-facing systems, and working effectively with different teams to create user-friendly and accessible experiences