cx portal

Overview

Challenge
How can we create a centralized and user-friendly invoice system that meets the needs of the CX team and improves efficiency in managing and processing invoices?
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Direct Stakeholders
Garten.co, wellness startup based in San Francisco
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Responsibilities
Product Design | UX | UI
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Insights
The previous invoice system struggled with scattered data, inconsistent formatting, and misalignment with CX requirements. Our goal was to centralize and streamline the process, ensuring a cohesive and efficient experience for the CX team.

Invoices
that are well delivered

Context
Background

Background

The CX Portal project aimed to resolve the challenges faced by Garten's previous invoice system by creating a centralized, standardized, and efficient solution.

The Issue

The previous system was fragmented, with data scattered across multiple platforms, leading to inefficiency and frustration for the CX team. Inconsistent invoice formatting further complicated the process.

Our Task

To develop a centralized, standardized invoice system that aligns with the specific needs of the CX team, enhancing overall efficiency and user satisfaction.

Goal

Create an intuitive and cohesive invoice system that streamlines the invoicing process, improves data accessibility, and aligns with CX team requirements.

Research
Focus

Understanding User Pain Points

The team focused on centralizing invoice data to improve accessibility and efficiency, addressing the specific needs of the CX team.

Exploring Market Opportunities

By examining various invoice systems, the team explored potential solutions that could meet Garten's unique requirements.

Identifying Potential Solutions

The research led to the development of a centralized system that standardized invoice formatting, improved data accuracy, and enhanced the user experience for the CX team.

Solution for
CX Portal

Problem Statement

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

Key Questions

How can we centralize invoice data to improve accessibility and efficiency?
What are the specific requirements of the CX team?
How can we standardize invoice formatting for consistency?
How can we minimize errors in the invoicing process?

Personas

CX Team
Finance Managers
Operations Managers

Solution

A centralized invoice system that enhances accessibility, standardizes formatting, and aligns with the specific needs of the CX team, improving overall efficiency and user satisfaction.

Design Process for
the new app

Gathering Inspiration

The team analyzed various invoice systems to understand different design approaches and gather inspiration.

Feedback Collection

Feedback from the CX team was integral in identifying pain points and refining the design direction.

Defining the Design Direction

The goal was to create a clean, intuitive, and centralized invoice system that enhanced usability and met CX team requirements.

Iterative Design Process

Multiple versions of the invoice system were created and refined, incorporating feedback at each stage to achieve the best possible outcome.

User-Centric Approach

User testing and feedback ensured the final design met the needs of the CX team effectively.

Alignment with Best Practices

The design adhered to best practices, ensuring usability, intuitive interaction patterns, and user satisfaction.

Final Solution

The Solution

The CX Portal offers a streamlined, centralized invoice system that enhances efficiency, improves data accessibility, and aligns with the specific needs of the CX team.

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