Previous Dashboard

Invoices scattered, data fragmented, and CX needs unmet, Garten's previous system struggled to provide clarity and efficiency.

the problem statement

How might we centralize, standardize, and align Garten's invoice system to better meet CX requirements?

Questions
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1. How can we centralize invoice data to improve accessibility and efficiency?
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2. What are the specific requirements and expectations of the CX team regarding the invoice system?
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3. How can we standardize the formatting and layout of invoices for consistency and brand cohesion?
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4. How can we ensure data accuracy and minimize errors in the invoicing process?

summary of personas

Driving Workplace Success: Personas Focused on
Productivity, Satisfaction, and Wellbeing

The ideal solution for the personas
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1. Develop an analytics dashboard that provides real-time insights on employee well-being, satisfaction, and productivity, addressing the needs of facility managers, HR managers, and workplace experience managers.
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2. Incorporate features to track and measure employee experience throughout the employee lifecycle, enabling HR managers to identify areas for improvement and provide a positive employee journey.
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3. Offer tools and analytics to measure workplace conditions and their impact on employee performance, helping workplace experience managers identify and implement improvements.
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4. Provide wellness-focused features and resources that address the concerns of employees, promoting a culture of well-being and enhancing employee satisfaction.

Design process

Goal-Centric Design: Iterative Process and About Face Principles for Solution Refinement

The design process for tinkering the solution followed the guidelines from the book About Face and involved the following steps:

Gathering Inspiration: We explored various invoice system designs to gain inspiration and understand different approaches.
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Feedback Collection: We sought feedback from the CX team and other stakeholders to gather insights and perspectives on the existing invoice system. This feedback helped us identify pain points and areas for improvement.
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Defining the Design Direction: Our goal was to create a centralized and streamlined invoice system that aligned with the CX team's requirements and preferences. We aimed for a clean and intuitive design that would enhance usability.
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Iterative Design Process: We adopted an iterative approach, creating multiple versions of the invoice system, incorporating feedback, and refining the design at each stage. This allowed us to iteratively address the identified problems and refine the user experience.
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User-Centric Approach: Throughout the design process, we kept the end-users in mind, focusing on their needs and preferences. User testing and feedback were integral in shaping the design and ensuring it met their requirements effectively.
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Collaboration and Iterative Refinement: Collaboration between the design team, stakeholders, and users played a crucial role. Continuous communication and feedback loops enabled ongoing refinement and optimization of the design.
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Alignment with About Face Principles: We adhered to the principles outlined in the book About Face, emphasizing usability, user experience, and effective interaction patterns in the design of the invoice system.

By following this design process, incorporating feedback, and aligning with the About Face guidelines, we were able to refine the initial invoice system, establish a user-centric design direction, and create a streamlined and intuitive solution for managing invoices."

Product Refinement

The refinement process of the invoice system involved close collaboration with key stakeholders, including the CX team and other relevant individuals.

Here is an overview of the process and the changes made:
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Stakeholder Engagement: We conducted initial meetings with the CX team and other stakeholders to understand their pain points, requirements, and expectations regarding the invoice system.
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Feedback Collection: We actively sought feedback from stakeholders on the existing system, focusing on areas that needed improvement. Their insights and perspectives were invaluable in identifying specific issues and gathering ideas for enhancements.
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Iterative Design Reviews: We held regular design reviews with stakeholders, presenting them with wireframes and prototypes of the refined invoice system. These sessions allowed stakeholders to provide feedback, suggest modifications, and share their vision for the ideal solution.
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Collaborative Decision-Making: We facilitated collaborative decision-making sessions, involving stakeholders in prioritizing features, discussing design trade-offs, and aligning on the direction of the refinement process. This ensured that the final solution met their needs and addressed their pain points effectively.
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Iterative Changes: Based on stakeholder feedback, we made iterative changes to the design, incorporating their suggestions and implementing improvements. This involved revising layouts, optimizing workflows, and fine-tuning the user interface to enhance usability and efficiency.
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User Testing and Validation: We conducted user testing sessions with representatives from the CX team and other end-users to validate the refined solution. Their feedback and real-world usage insights helped us further refine and validate the design decisions.
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Continuous Feedback Loop: Throughout the refinement process, we maintained an open and continuous feedback loop with stakeholders. This allowed for ongoing discussions, clarifications, and adjustments as needed to ensure the solution aligned with their evolving requirements.

By actively involving stakeholders, collecting their feedback, and making iterative changes based on their input, we were able to refine the invoice system to better meet their needs, enhance user experience, and streamline invoice management processes.

the value proposition

What makes our solution unique?

The potential solution aims to provide a centralized and streamlined invoice system that improves accessibility, standardization, and efficiency, ultimately enhancing customer experience and operational effectiveness.