Helping employees get reimbursed faster and enabling managers to approve expenses more efficiently.
A Before and After Comparison of the Expense Landing and Creation Pages
Opportunity
Oracle invested in a top-down effort to develop next-generation products and services, selecting four key products to showcase this transformation.
Among these, Expenses was selected due to its high visibility, with over 100,000 active users across 369 companies. The previous version hindered productivity with its complex workflow and poor user experience.
We implemented significant improvements to the existing tool and established a visionary, streamlined workflow to enhance the experience for both expense submitters and approvers.
Team: Starting out as the only designer, I grew the team to five designers, a creative technologist, and dedicated research partner. I lead design and research from vision to delivery.
Impact
Developed vision for a new expense system that adheres to strict regulations while automating expense submissions, approvals, and audits.
Our work was showcased in a keynote at Oracle OpenWorld 2019, and MBX generating enthusiasm among leadership, development, and product management teams, and setting a new benchmark for industry standards.
Worked with the Policy and Compliance department at Oracle to streamline expense requirements. For example, we removed the description requirement for taxi and transportation expenses, making submissions faster and improving the chatbot experience.
Simplified information architecture and navigation on the existing experience from 26 entry points to 18.
Reduced time to complete expenses by introducing in-line editing and batch item editing.
Research
Conducted and synthesized 12 interviews with extreme and everyday users to inform personas and product experience.
Lead workshops to synthesize and prioritize findings with product leads.
Conducted multiple rounds of RITE testing on initial concepts and UX.
Developed Jobs-to be done framework.
Product analytics used to establish baseline and revealed key insights that informed the product experience.
Expense submitters jobs-to-be-done
Early RITE testing screens testing critical workflows and design concepts.
Experience Framework
Smart & Autonomous
Intuitive, touchless workflows that minimize manual effort by automating where possible and surfacing only the most relevant actions at the right time. By focusing on simplicity, we ensure users get what they need—when they need it—without unnecessary complexity.
Empowered Employee
Friendly, visually delightful, and insightful, helping users feel supported and engaged. By surfacing hidden opportunities and insights, we empower employees to work smarter and make informed decisions with ease.
Integrated Innovation
Seamless, advanced solutions that enhance productivity without disrupting workflows. By leveraging the latest technology, we deliver powerful, enterprise-level capabilities that drive meaningful impact across the organization.
Design
• Prioritized 22 big ideas that align with the experience framework.
• Tested designs with key customers and internal users.
Aggregated error resolution (manage by exception): designed so that submitters can quickly complete details without having to search for and deep dive into expense items.
"I don’t know what receipts are for half the time. I end up googling it or I waste time going back to ask”
–Administrative Assistant
On-the-go capture: Touchless and semi-touchless expense capture so submitters can capture, complete and submit their expense at the point of purchase
Rich Detail Expense Items & Reports
helps Submitters, Approvers, and Delegates recall or rapidly understand what an expense is, giving them the information they need to quickly submit expenses.
Personalized Spending Limits
Give businesses greater control and flexibility over employee expenses. Managers can adjust limits in real time based on business needs—whether it’s approving a higher budget for a key client meeting or tightening controls during budget cuts.