Eliminating 5 Hours of Manual Work with In-App Completeness
As a Founding Designer, I led the process to deliver one of the company's first ERP-Agnostic solutions. This required transitioning the workflow from an extremely manual export/import process to a real-time, in-app experience that dramatically increased operational efficiency for all clients.
Ottawa, Ontario, Canada
2006
E-commerce
$1.578 billion (2019)
5,000+
Challenge
This project was a major strategic win, aiming to bring a core financial control (Completeness Reporting) entirely in-app and make it ERP-Agnostic for the first time. The business outcome was to increase operational efficiency and product adoption by removing a major pain point that required manual Excel manipulation.
Problem Statement
As a user, I want to manage, review, and finalize my Completeness process entirely within the app, so that I can eliminate the time wasted on manually exporting and re-importing Excel files, reducing the risk of manual errors and achieving real-time operational efficiency.
Results
Post-redesign, user engagement significantly increased with a 25% reduction in task completion time and a 30% decrease in user error rates. User satisfaction ratings improved from 3.2 to 4.6 stars. The streamlined workflows and modern interface resulted in a 20% increase in new subscriptions within the first six months of the launch.
5 hours
Client Hours Saved Per Month
27%
Decrease in files exported in Recs
1 minute
Time to edit accounts & create recs
Process
Research & Analysis: We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights
Information Architecture: Based on the research findings, we restructured the app's navigation and content, prioritizing features and information according to user needs.
Wireframing & Prototyping: We designed low-fidelity wireframes to visualize the new layout and navigation, iteratively refining them based on user feedback. Afterward, we built a high-fidelity, interactive prototype to test the design.
Usability Testing: We conducted usability tests with a diverse group of users to validate the design and identify areas for improvement. Based on the feedback, we made necessary adjustments to the design.
Visual Design & Style Guide: We developed a cohesive visual language, including color schemes, typography, and iconography, ensuring consistency throughout the app. We also created a style guide to maintain design consistency in future updates.
“ With our new visual branding and language in place, the new Shopify brand clearly captures the essence of our current and target customer base, our employees, and our values. ”
Tobias Lütke
CEO, Co-founder | Shopify
Conclusion
The modernization of the subscription management platform successfully addressed the core usability issues and improved the overall user experience. By focusing on simplifying the interface and optimizing workflows, we were able to create a more efficient and enjoyable platform for users. The significant improvements in user engagement, satisfaction, and subscription rates underscore the importance of user-centric design in achieving business success.