I’d Love to Hear
Your Ideas.
Let’s Connect!

Richard Masters

I’d Love to Hear
Your Ideas.
Let’s Connect!

Richard Masters

I’d Love to Hear
Your Ideas.
Let’s Connect!

Richard Masters

I’d Love to Hear
Your Ideas.
Let’s Connect!

Richard Masters

Supercharging Invoicing with OCR and Automation

Supercharging Invoicing with OCR and Automation

Supercharging Invoicing with OCR and Automation

Supercharging Invoicing with OCR and Automation

Analyze, benchmark, and compare procurement datasets.

Project Result

~133

~133

~133

Monthly trade business upgrades

71/100

71/100

71/100

System Usability Score

6/7

6/7

6/7

Ease of Use Score

Problem Statement

Suppliers require a way to analyze, benchmark, and compare procurement datasets. The SIR displayed a visual representation of their statistical data. Users should be able to view the report and extract critical information for their organization. The goal was to create a modular design that allows for easy drop-in/drop-out modules and seamless adaptation to responsive screen sizes.

Guiding Principles

Seeing as this was an opportunity to redesign a fundamental piece of the application from the ground up, we decided it was important that some fundamental UX principles guide the team, namely:

PRINCIPLE

Tesler' Law

Every application has an inherent complexity that cannot be reduced. The complexity must be handled by the system or the user.

PRINCIPLE

Hicks' Law

The time it takes to make a decision increases with the number and complexity of choices.

PRINCIPLE

Jakob’s Law

Users spend most of their time on other sites, so they prefer your site to work similarly to the sites they already know.

PRINCIPLE

Postel’s Law

Be conservative in what you do, be liberal in what you accept from others.

PRINCIPLE

Peak-End Rule

People judge experiences based on how they felt at the peak (best or worst moment) and the end, rather than the total sum or average of every moment.

PRINCIPLE

Miller’s Law

The average person can hold about seven (plus or minus two) items in their working memory.

Project Classification

Based on the UX strategy we had documented, the project was classified as research-heavy, and the following framework was applied.

Tools Used

The toolset used was geared around low-fidelity iteration, along with quantitative and quanlitative data gathering and analysis.

Figma

Figma is a go-to tool for development-ready design and annotations.

Component-based architecture.

Design and Prototyping.

Easy developer handoffs.

Lovable

Lovable was chosen as a tool to ideate, collaborate with stakeholders and create lo-fi art initially.

Easy to collaborate.

Non-visual.

Perfect for user flow diagrams.

Maze

Maze gave us a way to visualise data in a way that stakeholders could interact with easily

Easy to share engagement metrics with stakeholders.

Robust integrations.

Flexible data visualizations.

HotJar

Hotjar provides us with a way to capture instantaneous user feedback.

Instant user tracking.

Heatmap and engagement tracking.

Rage click and u-turn tracking.

Click Analysis

We observed significant engagement with the date-picker, vindicating the effort we spent in providing a robust solution.

Creating the Prototype with AI

Based on extensive user testing of low-fidelity solutions, we designed the solution’s UI.

IMPLEMENTATION OF DESIGN SYSTEM

Core Sales Metrics Comparison

The user is able to review their time to quote as compared to the average time other suppliers quoted in order to analyse their quoting time performance.


Users can also review overall price sensitivity to see how their quote/prices compare to others in the industry.


Below, users can see a comparison in business conducted with their most frequent counterparts.

IMPLEMENTATION OF DESIGN SYSTEM

Core Sales Metrics Comparison

The user is able to review their time to quote as compared to the average time other suppliers quoted in order to analyse their quoting time performance.


Users can also review overall price sensitivity to see how their quote/prices compare to others in the industry.


Below, users can see a comparison in business conducted with their most frequent counterparts.

IMPLEMENTATION OF DESIGN SYSTEM

Core Sales Metrics Comparison

The user is able to review their time to quote as compared to the average time other suppliers quoted in order to analyse their quoting time performance.


Users can also review overall price sensitivity to see how their quote/prices compare to others in the industry.


Below, users can see a comparison in business conducted with their most frequent counterparts.

Designing the Interface

Based on extensive user testing of low-fidelity solutions, we designed the solution’s UI.

IMPLEMENTATION OF DESIGN SYSTEM

Core Sales Metrics Comparison

The user is able to review their time to quote as compared to the average time other suppliers quoted in order to analyse their quoting time performance.


Users can also review overall price sensitivity to see how their quote/prices compare to others in the industry.


Below, users can see a comparison in business conducted with their most frequent counterparts.

IMPLEMENTATION OF DESIGN SYSTEM

Paywalling Feature

Basic users were met with a block screen, which encouraged them to upgrade to access sales analytics.

IMPLEMENTATION OF DESIGN SYSTEM

Drop-Off Report

This module is a glanceable report to show the user where they had drop-offs, at both the RFQ and Quote stage of the requisition process.


By comparing two date ranges, the user can quickly see whether their drop-offs are increasing or decreasing.


Drop-offs are calculated numerically and with a dollar cost, plus the delta differential.

IMPLEMENTATION OF DESIGN SYSTEM

Paywalling Feature

Basic users were met with a block screen, which encouraged them to upgrade to access sales analytics.

Feedback

During the research process, we used ballpark and user interviews to gather feedback.

MEASURE

System Usability Score

Net Promoter Score (NPS) is a measure used to gauge customer loyalty, satisfaction, and enthusiasm with a company that's calculated by asking customers one question: “On a scale from 0 to 10, how likely are you to recommend this product/company to a friend or colleague?”

NET PROMOTER SCORE

NPS Distribution

MEASURE

Ease of Use Score

Net Promoter Score (NPS) is a measure used to gauge customer loyalty, satisfaction, and enthusiasm with a company that's calculated by asking customers one question: “On a scale from 0 to 10, how likely are you to recommend this product/company to a friend or colleague?”

“Very easy to read. Would like to be able to compare previous period.”

“It looks like I’ll use it all the time, excellent idea.”

“Easy to use, and it allows to modify the format or item to quote.”

“It seems to be well designed and very user-friendly. It has everything you need!”

"Great access, no errors, smooth working, very simple and comfort to the eye."

“GREAT ACCESS , NO ERRORS , SMOTH WORKING , VERY SAMPLE AND COMFORT TO THE EYE.”

Revenue Generation

We saw this feature-set as valuable enough to be included in our business tier exclusively.

Conversion Events

Data tracking “Upgrade Now” click events and then engagement with a sales representative inquiring about upgrading their account.

Check My Other Case Studies

Check My Other Case Studies

Check My Other Case Studies

Check My Other Case Studies

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