Scenarized Cost Control System Experience Design（Web&App）
This project focuses on designing a travel expense control module for CMB Yunchuang’s SCO platform, a subsidiary of China Merchants Bank that provides SaaS solutions to reduce costs through automation. The module streamlines travel applications, booking, itineraries, expense reconciliation, and financial management, addressing issues like poor user experience and fragmented reimbursements.
My Role
My Team
Time period
June. 2021 to August.2021
UI designer, Developers, Project Manager
Background
Business Canvas, Business Analysis, Customer Journey Map, Service Blueprint, Role Model, User flow, Information Architecture, Prototype Analysis, Flowchart, Wireframe
Product designer
Skills
Problem
The original product focuses on functionality over efficiency. The interface has a scattered information structure, complex task paths, high cognitive load, and limited scalability.
1.Challenge
3.Experience goal
2.Business goal
The roles and business scenarios are diverse and complex, requiring a rebuild of each user’s mental model due to significant differences from the old version.
By re-optimizing the structure, we can improve the efficiency of completing tasks in each role and in multiple scenarios, improve its experience and save time and cost.
Improve the value of the company's business, better achieve efficiency increase and cost reduction, and improve internal management efficiency
Information architecture consists of context, content, and users. Context includes business goals, funding, political culture, and constraints, which serves as the foundation combined with corporate goals and culture. Content encompasses data types, content objects, quantities, and existing structures. Users involve their types, tasks, needs, and information-seeking behaviors. Therefore, the research focus is divided into business goal analysis, users, tasks, and content objects.
By researching the product's information architecture and its various components.
Context
Content
Users
（Fig.1 Information architecture）
Process
Through research, we aim to understand the basic information, analyze the process and information architecture, identify solutions, and develop a design.
Ensuring a clear understanding of how the business creates, delivers, and captures value，Clear Relationships, Process Optimization
Context: Business analysis helps identify and define the core components of a business
Research
Studying the business chain helps align business and design goals when making decisions.
The business chain includes the relationships between different stakeholders and resources, enabling a better understanding of the business framework and processes.
Customer Journey Analysis
Tasks process analysis helps identify and define the core components of a business
Based on the research of the business background, further analyze the current customer journey to understand the overall customer process and identify interaction touchpoints at different stages.
Analysis
Before planning, it is essential to understand how users of these products work (the essence of interaction design). In B2B products, multiple roles are involved, so it is necessary to understand the different user roles, their tasks, scenarios, needs, and problems. This helps provide a more comprehensive analysis of business processes and behaviors, as well as how to assist them in completing tasks more efficiently.
Users: Understand the behavioral differences and preferences of different roles, which lead to distinct information needs and search behaviors.
A service blueprint offers a deeper understanding of both frontstage and backstage processes
Integrating user and employee behaviors with support systems.
Re-observe the original content framework according to the problems and opportunities of the user's role to find the problem
Content: Refers to the metadata used and needed to be searched within the system. It includes ownership, format, structure, metadata, quantity, and dynamics.
Solution
Based on the identified issues, deconstruct the original information architecture into a task- and theme-oriented hybrid solution. Predict a set of tasks that users are likely to prioritize, along with the display of content within that scope. This solution focuses on the task flows of different user roles, differentiates various scenarios, and restructures the information architecture accordingly.
Based on the new framework to Re-design mian task flow
Design
The homepage serves as the main navigation and entry point, playing a crucial role. It is divided into different sections based on the information architecture, with each section containing different tasks. These tasks are prioritized based on usage frequency and user roles.
The mobile information architecture was redesigned to align with the web version's structure and user experience.
The main page flow highlights the key tasks, functions, and stages of user behavior for primary roles, such as administration staff and general staff.
Some components in the design system are displayed
including button states, toast, alerts, form displays, number and date formats, input fields, selectors, etc.
Research
Analysis
Solution
Design
Users
Context
Content