Research

To better understand the needs and pain points of the company’s target users, I conducted

a series of user interviews, task analyses, and usability testing sessions.

 

Key findings from the research included:

•  Small business owners highly value time-saving features and  efficient work flows when

    managing their finances.

•  Invoicing was a frequent task, but users struggled with the number of steps required to

    create, customize, and send invoices.

•  Expense tracking was often neglected due to the perceived effort involved in logging

    receipts and categorizing expenditures.

•  Users desired stronger integrations with their business bank accounts to streamline the

    expense logging process.

 

Solution

Based on the insights gathered from the research, I proposed a redesign of Sage's invoicing

and expense tracking modules with a focus on improving efficiency, visibility, and overall user satisfaction.

 

Invoicing Enhancements

•  Simplified invoice editing and sending, allowing users to quickly review and dispatch voices.

•  Enhanced invoice tracking and notification features, providing users with real-time status

    updates.

•  Streamlined invoice creation process with pre-populated fields and customizable templates.

 

Expense Tracking Improvements

•  Integrated bank account connection to automatically import and categorize expenses.

•  Intuitive receipt scanning and logging functionality, reducing manual data entry.

•  Improved expense reporting and visualization tools,  enabling users to better understand

    their spending patterns.

 

By addressing these key findings,  I was able to create a cloud-based accounting software solution that balanced powerful functionality, intuitive workflows, and robust security – ultimately delivering a transformative experience for accounting professionals.

 

Impact:

After implementing the UX improvements, Sage saw a significant increase in user adoption and satisfaction for their invoicing and expense tracking features:

The enhanced user experience has helped Sage strengthen its position in the small business accounting software market, contributing to increased customer retention and revenue growth.

 

Conclusion:

By deeply understanding the needs and pain points of their target users, I was able to deliver a tailored solution that streamlined the invoicing and expense tracking modules. The result was a more efficient and user-friendly accounting experience, driving greater adoption and satisfaction among customers.