Overview
A product that analyzes the Close day activities in real time. Prompts the users with anomalies as it happens. Includes features that prompts for missing entries, checks for duplicates, rule-based validations, and variance analysis.
Problem Statement
Finance Team came with a problem that they are making a lot of errors during the accounting close. Wanted to see if we could assist them in reducing the errors in Manual Entry.
Insights
What I discovered from research data and first hand users stories
Users are using PowerBI and excel platform for finding Anomalies which is very basic and is very slow when it comes to data loading. And users are not confident enough as they are manually checking the Anomalies and is difficult to add a comment or assign to a team member to investigate the Anomaly. We also identified the set of modules to be added in the Application as Missing Entry, Duplicate Entry, Close Validation, Variance Analysis by doing a Contextual Enquiry
Users are seeking fast and quick solutions.
Personas
From the research data, I've created three personas, which are the three archetypes outlined below in our persona hypothesis.
Observing existing solutions
Before I start brainstorming ideas, I took a look at the existing platforms they have and also the challenges they face. Also took a note on the good to have features. Based on this observation, I can comprehend the current user experience and pain points, and determine how we can elevate from there to deliver a better user experience.
Brainstorming and the solution
Considering the pain points of our personas, I generated several potential ideas and settled on the solution of creating a usable product which helps every user types.
Start shaping
The user experience revolves around the primary task flow of viewing the data for identified Primary Features. I've created slight variations of the screens and I'm inviting users' feedback on them.
Wireframes
User Feedback
Made necessary iterations based on the User feedback and with the business, proceeded to reate the Visual Designs.
Style Guide
Visual Design
Delivered the designs with style guide and verification documents to the development and testing team after conducting the usability testing.