Simplifying operational expense refunds.

ux Research
ux / UI

Context

Create an easy-to-use solution that facilitates refund (related with catering) requests at Dailmer. The current process is to fill in a form that you can download on the intranet, print it out, scan the receipt and forward both via post to the accounting office.

Research

A critical component of the design process of creating a feature like this is to understand the interaction between users and the Dailmer's products, services and systems. It involves gathering insights into user behaviors, needs, preferences, and pain points to inform the design and development of more user-centered and effective solutions and we did it by:
  • Interviewing users
  • Analysing data on softawe usage
  • Test value and usability of the solutions
Throughout research we were able to identify 3 main use cases where a Dailmer employee has the need to easily, in their phone or ipad, request an expense refund.

With the usage cases in mind we came up with the first prototype version and user flow to run the first usability tests and evaluation on the value of each feature presented.

Outcome

Here is the result of the UX iteration process, consisting of multiple cycles of design, testing, refinement, and learning. This iterative approach lead to the development of features that are not only more user-friendly but also more effective in meeting user needs.
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