Problem statement
The challenge for employees is managing and tracking the status of business trip reimbursement bills on-the-go. The Smart Claim app provides a solution by enabling easy bill uploads and real-time updates, simplifying the expense management process and freeing up time for other tasks
The "Why"
The "What"
Goal
File food expenses effortlessly
Submit transportation or mileage expenses with ease
Add these expenses to a monthly report quickly
Submit the monthly report to the respective administration seamlessly.
The "How"
Re-design process
Contribution
My Role
Conducted initial research and user interviews
Created wireframes and prototypes
Carried out usability testing
Collaborated with the product manager, business analyst, and development team
Worked closely with a diverse group of handpicked users with different use cases
Ensured the application met the needs of all potential users.
Who are we designing for?
User Personas
Qualitative study
User interview questions
What is the frequency of your business trips?
What methods do you use to manage and track your expenditure bills during business trips?
What is your process for filing reimbursement claims after returning from a business trip?
Could you share your recent reimbursement experience at your company?
How do you typically communicate any missing bills during the reimbursement process?
Are reimbursements typically processed on a monthly basis? Can you recall a time when you missed a reimbursement submission deadline in the past?
Information architecture
App Structure
Qualitative Research
Competitor Analysis
Qualitative study
Hierarchical task analysis
Capture- takes a picture of the receipt
Fill in the expense detail form (except "add to report")
Saves the expense
At the end of the month- Creates a report
Adds respective expenses to this reports
Submits the report
Qualitative Research
Empathy Map
Ideation
Wireframe
Observation
Usability test
A Usability Test was conducted to evaluate the Smart Claim app. A total of 6 users participated in the test, including 2 remote sessions. The users' interactions with the app were carefully observed to gain a deeper understanding of their needs and frustrations while using the Smart Claim app.
The test results were analyzed and compiled into a report, which highlighted key findings and insights about the app's usability. These findings were then presented to stakeholders in a scheduled meeting, where they were discussed in detail and prioritized for action.
Overall, the Usability Test helped to identify areas of improvement for the Smart Claim app, ensuring that it meets the needs of its users in a user-friendly and efficient manner.
User
interaction
Observation
Documenting
Test report & findings
Refinements
What can I do better
Automatically fill the entire form. This will speed up the form fill filling experience of the User.
Use GPS or Odometer to calculate the travel distance accurately and self populate the amount.
Add custom tags to expenses to describe the category more precisely.
‘Additional notes’ text field in both travel and food expenses form. This gives an opportunity for the user to communicate discrepancy.
Bank Account integration. This will help in fetching online or card transactions easily to upload.
Mail and share option. This will enable user to share the reports with concerned people.
Download .pdf option to fetch submitted report data on local storage.
Calendar integration to help users remind their next reimbursement submission date.
Smart notifications: If reports are done and ready, user will be notified nearing the end date and will be able to submit the report via the Notification itself
Smart filters : This will make easy segregation of data as per the user needs. It will also improve find-ablity of the expenses.
Text prediction can be used to speed up the form filling experience.