SpendHQ
SpendHQ is an all-in-one AI-powered spend intelligence dashboard web app for Fortune 500 companies. It helps them see where their money is going by connecting all of their suppliers and relevant third-party software.
Accomplishments
- NPS up 133%
- Product stickiness up 125%
- Average time spent on site up 50%
- Re-skin and Re-design of 100s of screens
Problem
SpendHQ had no professional designer before I joined the team, resulting in a dated, inconsistent, and clunky experience and interface. It was my job to lead and redesign the entire user experience and interface to modern design standards.
Solution
Combining data from competitive research, user interviews, and testing, I analyzed user analytics collected through HotJar and Pendo (NPS, stickiness, time on site, retention, and heat mapping). We built personas for users from those needing simple reporting to CEOs who needed detailed data refining and filtering. Our user data and analytics informed my design for a new minimized, cohesive, and modern experience and interface, from scratch.
Full Solution- Audit existing user data, research, and design artifacts
- Discovered limited user feedback documented, no analytics or design artifacts existed
- Coordinated with the head of product, and head of development to setup and implement Pendo and Hotjar for user analytics
- Leveraged FigJam to map user flows, create personas, and collaborate on wire-frames before lo-fi or
hi-fi
design creation
- Enabled the product owner, stakeholders, business intelligence, and developers to collaborate with us in real time. This gave us massive time savings
- Established four main user personas, encapsulating high to low-level financial analysts with varied technical aptitudes with the head of product
- Created a Figma ecosystem from scratch, including a new design system (utilizing atomic design), design file to mirror the 100s of screens in the current app, and a file for the from scratch re-design and it's design system. Assets from design system
- Designed and executed user testing with major clients including Pepsi and UnderArmour
- Conceptualize and design product enhancements based on user analytics and priority of user need and
use amount
- 10+ major and complex enhancements released in 2 years
- Revealed several pain points in a major feature called the power filter. This global control would filter all the data of every screen, thus allowing users to condense the data into a lens digestible to them
- After redesigning the power filter mostly as a global header compartmentalized element the could be finely tuned on the fly, vs a separate and complex screen, we saw massive improvements in generalized and specific user feedback and time to completion of major goals
- Created Hi-fi prototypes for user testing
- We could now test, and iterate on designs without developing actual coded prototypes, saving hundreds of hours of development time
- Tested product enhancements using the new analytics tools, leveraging user behavior recordings, contextual feedback, surveys, key metric recordings (session time, stickiness, churn/retention, and NPS scores), and heat mapping
- Designed re-skin in tandem of an app re-skin and enhancements
- Reducing cognitive overload, a major issue with the existing state of the app
- Removing inconsistencies between components and screens in UX and UI
- Designed new help pop-overs and documentation UI leveraging first and third-party tools
- User confusion as to what they were looking at on any given screen was a major problem in the app. Now there exists a call-able help menu tailored to the screen or component they're interacting with
- Separate documentation accessible through the main menu allowed users and partners to learn the system in a whole new comprehensive space