2023
SaaS Platform
Billing Invoice
✍️ Note: The projects showcased are summarized due to a pre-existing NDA. Additional details of the past projects can be explored further during the interview.
Overview
Block Aero is a start-up company that aims to bring the aviation industry to the next level of data transformation by using blockchain technology.
During my first year working with this team one of my major projects involved creating an end-to-end design process of the billing invoice feature. This is part of the repair services sector that includes billing data in one unified place and streamline the process of generating and updating invoices.
My Role
I led the design process from conceptual explorations to final implementation, collaborating with a project manager, a business analyst, and four developers. I also presented design iterations to the customer.
Challenge
How might we help users simplify their invoicing process utilizing data they already provided in the platform to serve as reliable proof of transaction for related stakeholders?
Explorations
I conducted competitive research on existing billing software tools and engaged with finance professionals to understand their interactions with these tools and desired features.
After designing, iterate internally until we the complete invoicing flow, we organized a session with our users to guide them through each step, from beginning to end.
Key Takeaway
Our users highlighted that, given the volume of orders they manage, processing each order individually would be inefficient and time-consuming.
This feedback underscored the importance of integrating bulk operation capabilities into our system to enhance productivity and user satisfaction.
Final Design
The design went through many iterations before we had a feasible solution. The design is currently live in Block Aero Platform.
Impact
By integrating the processes of generating and updating invoices, we have significantly improved the entire repair management process from the very beginning to the end.
Administrative process TATs reduced by at least 50% on every order.
Reduced workload on employees by eliminating the burden of receiving customer requests over email and then updating a hard-to-maintain spreadsheet.
Company and their customer were able to use the improved data quality for their MRO metrics available on Block Aero to conduct better analysis using the new tools.
Learnings
User-Centered Design
Prioritizing user needs and preferences throughout the design process is paramount. Understanding how users interact with the system and addressing pain points leads to more effective solutions. Utilizing data from user research, testing, and analytics guides design decisions. Data-driven insights provide valuable validation and help designers prioritize features and improvements.
Collaboration and Communication
Collaboration with cross-functional teams, including developers, product managers, and end-users, is essential. Clear communication ensures alignment and a shared understanding of project goals and requirements.
Technical Understanding
Having a basic understanding of technical concepts and constraints is beneficial. This knowledge facilitates productive discussions with developers and enables designers to create solutions that are technically feasible and efficient.
